Civic Intelligence

Circle Road Financial, L.L.C.

Plan context: Circle Road Financial, L.L.C. Defined Benefit Plan

EIN 20-1930208 • Scottsdale, AZ • 7 filings • 1 plans

7600 E. Doubletree Ranch Rd Ste 210Scottsdale, AZ 85258-2137
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$2,142,131

2012 Contributions

$650,454

Historical Graphs

Total Assets Over Time

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

$2,142,131$1,071,066$0200620102012YearValue
$2,142,131Latest year 2012

Participants Over Time

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

320200620092012YearValue
2Latest year 2012

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
201212$2,142,131$650,454$325,227iApproximate average salary by contribution assumption: employee only about $8,130,675 at 4% or $5,420,450 at 6%; with 50% employer match about $5,420,450 at 4% or $3,613,633 at 6%; with 100% employer match about $4,065,338 at 4% or $2,710,225 at 6%.
Circle Road Financial, L.L.C. Defined Benefit Plan-2$2,142,131$650,454$325,227iApproximate average salary by contribution assumption: employee only about $8,130,675 at 4% or $5,420,450 at 6%; with 50% employer match about $5,420,450 at 4% or $3,613,633 at 6%; with 100% employer match about $4,065,338 at 4% or $2,710,225 at 6%.
201113$1,443,206$288,897$96,299iApproximate average salary by contribution assumption: employee only about $2,407,475 at 4% or $1,604,983 at 6%; with 50% employer match about $1,604,983 at 4% or $1,069,989 at 6%; with 100% employer match about $1,203,738 at 4% or $802,492 at 6%.
Circle Road Financial, L.L.C. Defined Benefit Plan-3$1,443,206$288,897$96,299iApproximate average salary by contribution assumption: employee only about $2,407,475 at 4% or $1,604,983 at 6%; with 50% employer match about $1,604,983 at 4% or $1,069,989 at 6%; with 100% employer match about $1,203,738 at 4% or $802,492 at 6%.
201013$1,193,122$64,826$21,609iApproximate average salary by contribution assumption: employee only about $540,217 at 4% or $360,144 at 6%; with 50% employer match about $360,144 at 4% or $240,096 at 6%; with 100% employer match about $270,108 at 4% or $180,072 at 6%.
Circle Road Financial, L.L.C. Defined Benefit Plan-3$1,193,122$64,826$21,609iApproximate average salary by contribution assumption: employee only about $540,217 at 4% or $360,144 at 6%; with 50% employer match about $360,144 at 4% or $240,096 at 6%; with 100% employer match about $270,108 at 4% or $180,072 at 6%.
200913$901,613$0-
Circle Road Financial, L.L.C. Defined Benefit Plan-3$901,613--
200813$502,831$175,072$58,357iApproximate average salary by contribution assumption: employee only about $1,458,933 at 4% or $972,622 at 6%; with 50% employer match about $972,622 at 4% or $648,415 at 6%; with 100% employer match about $729,467 at 4% or $486,311 at 6%.
Circle Road Financial, L.L.C. Defined Benefit Plan-3$502,831$175,072$58,357iApproximate average salary by contribution assumption: employee only about $1,458,933 at 4% or $972,622 at 6%; with 50% employer match about $972,622 at 4% or $648,415 at 6%; with 100% employer match about $729,467 at 4% or $486,311 at 6%.
200713$0$0-
Circle Road Financial, L.L.C. Defined Benefit Plan-3---
200612$129,304$129,304$64,652iApproximate average salary by contribution assumption: employee only about $1,616,300 at 4% or $1,077,533 at 6%; with 50% employer match about $1,077,533 at 4% or $718,356 at 6%; with 100% employer match about $808,150 at 4% or $538,767 at 6%.
Circle Road Financial, L.L.C. Defined Benefit Plan-2$129,304$129,304$64,652iApproximate average salary by contribution assumption: employee only about $1,616,300 at 4% or $1,077,533 at 6%; with 50% employer match about $1,077,533 at 4% or $718,356 at 6%; with 100% employer match about $808,150 at 4% or $538,767 at 6%.