Civic Intelligence

Es LLC

Plan context: Es LLC Cash Balance Plan

EIN 20-1722897 • Chapel Hill, NC • 29 filings • 3 plans

203 Village Crossing Dr.Chapel Hill, NC 27517-7558
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$2,835,888

2021 Contributions

$81,553

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,863,747$5,931,874$0200720142020YearValue
$2,835,888Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200720142020YearValue
5Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$81,553-
Es LLC Cash Balance Plan-0$0$81,553-
202025$2,835,888$0-
Es LLC Cash Balance Plan-5$2,835,888$0-
Es LLC 401(K) Plan and Trust-0$0$0-
201927$11,863,747$326,423$46,632iApproximate average salary by contribution assumption: employee only about $1,165,796 at 4% or $777,198 at 6%; with 50% employer match about $777,198 at 4% or $518,132 at 6%; with 100% employer match about $582,898 at 4% or $388,599 at 6%.
Es LLC 401(K) Plan and Trust-7$9,121,747$326,423$46,632iApproximate average salary by contribution assumption: employee only about $1,165,796 at 4% or $777,198 at 6%; with 50% employer match about $777,198 at 4% or $518,132 at 6%; with 100% employer match about $582,898 at 4% or $388,599 at 6%.
Es LLC Cash Balance Plan-5$2,742,000$0-
201827$11,260,565$593,878$84,840iApproximate average salary by contribution assumption: employee only about $2,120,993 at 4% or $1,413,995 at 6%; with 50% employer match about $1,413,995 at 4% or $942,663 at 6%; with 100% employer match about $1,060,496 at 4% or $706,998 at 6%.
Es LLC 401(K) Plan and Trust-7$8,773,365$273,878$39,125iApproximate average salary by contribution assumption: employee only about $978,136 at 4% or $652,090 at 6%; with 50% employer match about $652,090 at 4% or $434,727 at 6%; with 100% employer match about $489,068 at 4% or $326,045 at 6%.
Es LLC Cash Balance Plan-3$2,487,200$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
201727$10,987,343$269,591$38,513iApproximate average salary by contribution assumption: employee only about $962,825 at 4% or $641,883 at 6%; with 50% employer match about $641,883 at 4% or $427,922 at 6%; with 100% employer match about $481,413 at 4% or $320,942 at 6%.
Es LLC 401(K) Plan and Trust-7$8,647,626$269,591$38,513iApproximate average salary by contribution assumption: employee only about $962,825 at 4% or $641,883 at 6%; with 50% employer match about $641,883 at 4% or $427,922 at 6%; with 100% employer match about $481,413 at 4% or $320,942 at 6%.
Es LLC Cash Balance Plan-3$2,339,717$0-
201626$10,661,118$950,554$158,426iApproximate average salary by contribution assumption: employee only about $3,960,642 at 4% or $2,640,428 at 6%; with 50% employer match about $2,640,428 at 4% or $1,760,285 at 6%; with 100% employer match about $1,980,321 at 4% or $1,320,214 at 6%.
Es LLC 401(K) Plan and Trust-6$8,575,456$950,554$158,426iApproximate average salary by contribution assumption: employee only about $3,960,642 at 4% or $2,640,428 at 6%; with 50% employer match about $2,640,428 at 4% or $1,760,285 at 6%; with 100% employer match about $1,980,321 at 4% or $1,320,214 at 6%.
Es LLC Cash Balance Plan-3$2,085,662$0-
201526$9,793,501$196,929$32,822iApproximate average salary by contribution assumption: employee only about $820,538 at 4% or $547,025 at 6%; with 50% employer match about $547,025 at 4% or $364,683 at 6%; with 100% employer match about $410,269 at 4% or $273,513 at 6%.
Es LLC 401(K) Plan and Trust-6$7,882,677$196,929$32,822iApproximate average salary by contribution assumption: employee only about $820,538 at 4% or $547,025 at 6%; with 50% employer match about $547,025 at 4% or $364,683 at 6%; with 100% employer match about $410,269 at 4% or $273,513 at 6%.
Es LLC Cash Balance Plan-4$1,910,824$0-
201426$9,597,145$634,692$105,782iApproximate average salary by contribution assumption: employee only about $2,644,550 at 4% or $1,763,033 at 6%; with 50% employer match about $1,763,033 at 4% or $1,175,356 at 6%; with 100% employer match about $1,322,275 at 4% or $881,517 at 6%.
Es LLC 401(K) Plan and Trust-6$7,605,281$198,142$33,024iApproximate average salary by contribution assumption: employee only about $825,592 at 4% or $550,394 at 6%; with 50% employer match about $550,394 at 4% or $366,930 at 6%; with 100% employer match about $412,796 at 4% or $275,197 at 6%.
Es LLC Cash Balance Plan-4$1,991,864$436,550$109,138iApproximate average salary by contribution assumption: employee only about $2,728,438 at 4% or $1,818,958 at 6%; with 50% employer match about $1,818,958 at 4% or $1,212,639 at 6%; with 100% employer match about $1,364,219 at 4% or $909,479 at 6%.
201326$8,931,212$654,766$109,128iApproximate average salary by contribution assumption: employee only about $2,728,192 at 4% or $1,818,794 at 6%; with 50% employer match about $1,818,794 at 4% or $1,212,530 at 6%; with 100% employer match about $1,364,096 at 4% or $909,397 at 6%.
Es LLC 401(K) Plan and Trust-6$7,238,136$538,206$89,701iApproximate average salary by contribution assumption: employee only about $2,242,525 at 4% or $1,495,017 at 6%; with 50% employer match about $1,495,017 at 4% or $996,678 at 6%; with 100% employer match about $1,121,263 at 4% or $747,508 at 6%.
Es LLC Cash Balance Plan-4$1,693,076$116,560$29,140iApproximate average salary by contribution assumption: employee only about $728,500 at 4% or $485,667 at 6%; with 50% employer match about $485,667 at 4% or $323,778 at 6%; with 100% employer match about $364,250 at 4% or $242,833 at 6%.
201226$8,371,537$477,761$79,627iApproximate average salary by contribution assumption: employee only about $1,990,671 at 4% or $1,327,114 at 6%; with 50% employer match about $1,327,114 at 4% or $884,743 at 6%; with 100% employer match about $995,335 at 4% or $663,557 at 6%.
Es LLC 401(K) Plan and Trust-6$6,682,979$378,761$63,127iApproximate average salary by contribution assumption: employee only about $1,578,171 at 4% or $1,052,114 at 6%; with 50% employer match about $1,052,114 at 4% or $701,409 at 6%; with 100% employer match about $789,085 at 4% or $526,057 at 6%.
Es LLC Cash Balance Plan-4$1,688,558$99,000$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
201127$8,715,036$1,071,333$153,048iApproximate average salary by contribution assumption: employee only about $3,826,189 at 4% or $2,550,793 at 6%; with 50% employer match about $2,550,793 at 4% or $1,700,529 at 6%; with 100% employer match about $1,913,095 at 4% or $1,275,396 at 6%.
Es LLC 401(K) Plan and Trust-7$6,821,790$736,333$105,190iApproximate average salary by contribution assumption: employee only about $2,629,761 at 4% or $1,753,174 at 6%; with 50% employer match about $1,753,174 at 4% or $1,168,783 at 6%; with 100% employer match about $1,314,880 at 4% or $876,587 at 6%.
Es LLC Cash Balance Plan-6$1,893,246$335,000$55,833iApproximate average salary by contribution assumption: employee only about $1,395,833 at 4% or $930,556 at 6%; with 50% employer match about $930,556 at 4% or $620,370 at 6%; with 100% employer match about $697,917 at 4% or $465,278 at 6%.
201027$8,917,150$3,069,322$438,475iApproximate average salary by contribution assumption: employee only about $10,961,864 at 4% or $7,307,910 at 6%; with 50% employer match about $7,307,910 at 4% or $4,871,940 at 6%; with 100% employer match about $5,480,932 at 4% or $3,653,955 at 6%.
Es LLC 401(K) Plan and Trust-7$6,219,597$2,825,309$403,616iApproximate average salary by contribution assumption: employee only about $10,090,389 at 4% or $6,726,926 at 6%; with 50% employer match about $6,726,926 at 4% or $4,484,617 at 6%; with 100% employer match about $5,045,195 at 4% or $3,363,463 at 6%.
Es LLC Cash Balance Plan-7$2,697,553$244,013$34,859iApproximate average salary by contribution assumption: employee only about $871,475 at 4% or $580,983 at 6%; with 50% employer match about $580,983 at 4% or $387,322 at 6%; with 100% employer match about $435,738 at 4% or $290,492 at 6%.
200928$8,662,919$159,107$19,888iApproximate average salary by contribution assumption: employee only about $497,209 at 4% or $331,473 at 6%; with 50% employer match about $331,473 at 4% or $220,982 at 6%; with 100% employer match about $248,605 at 4% or $165,736 at 6%.
Es LLC 401(K) Plan and Trust-8$6,431,204$159,107$19,888iApproximate average salary by contribution assumption: employee only about $497,209 at 4% or $331,473 at 6%; with 50% employer match about $331,473 at 4% or $220,982 at 6%; with 100% employer match about $248,605 at 4% or $165,736 at 6%.
Es LLC Cash Balance Plan-7$2,231,715--
200828$7,369,600$5,192,948$649,119iApproximate average salary by contribution assumption: employee only about $16,227,963 at 4% or $10,818,642 at 6%; with 50% employer match about $10,818,642 at 4% or $7,212,428 at 6%; with 100% employer match about $8,113,981 at 4% or $5,409,321 at 6%.
Es LLC 401(K) Plan and Trust-8$6,200,510$5,192,948$649,119iApproximate average salary by contribution assumption: employee only about $16,227,963 at 4% or $10,818,642 at 6%; with 50% employer match about $10,818,642 at 4% or $7,212,428 at 6%; with 100% employer match about $8,113,981 at 4% or $5,409,321 at 6%.
Es LLC Cash Balance Plan-7$1,169,090--
200727$4,973,785$2,118,299$302,614iApproximate average salary by contribution assumption: employee only about $7,565,354 at 4% or $5,043,569 at 6%; with 50% employer match about $5,043,569 at 4% or $3,362,379 at 6%; with 100% employer match about $3,782,677 at 4% or $2,521,785 at 6%.
Es LLC Cash Balance Plan-6$4,223,966$1,810,000$301,667iApproximate average salary by contribution assumption: employee only about $7,541,667 at 4% or $5,027,778 at 6%; with 50% employer match about $5,027,778 at 4% or $3,351,852 at 6%; with 100% employer match about $3,770,833 at 4% or $2,513,889 at 6%.
Es LLC 401(K) Plan and Trust-7$749,819$308,299$44,043iApproximate average salary by contribution assumption: employee only about $1,101,068 at 4% or $734,045 at 6%; with 50% employer match about $734,045 at 4% or $489,363 at 6%; with 100% employer match about $550,534 at 4% or $367,023 at 6%.