Civic Intelligence

Hope Capital Management LLC

Plan context: Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan

EIN 20-2136632 • Vero Beach, FL • 17 filings • 4 plans

571 Indian Harbor RoadVero Beach, FL 32963
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$670,021

2019 Contributions

$41,800

Historical Graphs

Total Assets Over Time

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

$1,840,618$920,309$0201020152019YearValue
$670,021Latest year 2019

Participants Over Time

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

320201020152019YearValue
1Latest year 2019

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
201911$670,021$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-1$670,021$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
201812$535,622$32,750$16,375iApproximate average salary by contribution assumption: employee only about $409,375 at 4% or $272,917 at 6%; with 50% employer match about $272,917 at 4% or $181,944 at 6%; with 100% employer match about $204,688 at 4% or $136,458 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$535,622$32,750$16,375iApproximate average salary by contribution assumption: employee only about $409,375 at 4% or $272,917 at 6%; with 50% employer match about $272,917 at 4% or $181,944 at 6%; with 100% employer match about $204,688 at 4% or $136,458 at 6%.
201712$504,129$40,200$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$504,129$40,200$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
201623$1,840,618$237,813$79,271iApproximate average salary by contribution assumption: employee only about $1,981,775 at 4% or $1,321,183 at 6%; with 50% employer match about $1,321,183 at 4% or $880,789 at 6%; with 100% employer match about $990,888 at 4% or $660,592 at 6%.
HOPE CAPITAL MANAGEMENT, L. L. C. CASH BALANCE PLAN-1$1,407,627$198,088$198,088iApproximate average salary by contribution assumption: employee only about $4,952,200 at 4% or $3,301,467 at 6%; with 50% employer match about $3,301,467 at 4% or $2,200,978 at 6%; with 100% employer match about $2,476,100 at 4% or $1,650,733 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-3$432,991$39,725$13,242iApproximate average salary by contribution assumption: employee only about $331,042 at 4% or $220,694 at 6%; with 50% employer match about $220,694 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,347 at 6%.
201523$1,451,399$233,488$77,829iApproximate average salary by contribution assumption: employee only about $1,945,733 at 4% or $1,297,156 at 6%; with 50% employer match about $1,297,156 at 4% or $864,770 at 6%; with 100% employer match about $972,867 at 4% or $648,578 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-2$1,115,318$201,538$100,769iApproximate average salary by contribution assumption: employee only about $2,519,225 at 4% or $1,679,483 at 6%; with 50% employer match about $1,679,483 at 4% or $1,119,656 at 6%; with 100% employer match about $1,259,613 at 4% or $839,742 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-3$336,081$31,950$10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%.
201422$1,294,876$254,045$127,023iApproximate average salary by contribution assumption: employee only about $3,175,563 at 4% or $2,117,042 at 6%; with 50% employer match about $2,117,042 at 4% or $1,411,361 at 6%; with 100% employer match about $1,587,781 at 4% or $1,058,521 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-1$963,613$194,350$194,350iApproximate average salary by contribution assumption: employee only about $4,858,750 at 4% or $3,239,167 at 6%; with 50% employer match about $3,239,167 at 4% or $2,159,444 at 6%; with 100% employer match about $2,429,375 at 4% or $1,619,583 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$331,263$59,695$29,848iApproximate average salary by contribution assumption: employee only about $746,188 at 4% or $497,458 at 6%; with 50% employer match about $497,458 at 4% or $331,639 at 6%; with 100% employer match about $373,094 at 4% or $248,729 at 6%.
201322$1,046,027$261,555$130,778iApproximate average salary by contribution assumption: employee only about $3,269,438 at 4% or $2,179,625 at 6%; with 50% employer match about $2,179,625 at 4% or $1,453,083 at 6%; with 100% employer match about $1,634,719 at 4% or $1,089,813 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-2$747,681$193,488$96,744iApproximate average salary by contribution assumption: employee only about $2,418,600 at 4% or $1,612,400 at 6%; with 50% employer match about $1,612,400 at 4% or $1,074,933 at 6%; with 100% employer match about $1,209,300 at 4% or $806,200 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$298,346$68,067$34,034iApproximate average salary by contribution assumption: employee only about $850,838 at 4% or $567,225 at 6%; with 50% employer match about $567,225 at 4% or $378,150 at 6%; with 100% employer match about $425,419 at 4% or $283,613 at 6%.
201222$761,792$251,528$125,764iApproximate average salary by contribution assumption: employee only about $3,144,100 at 4% or $2,096,067 at 6%; with 50% employer match about $2,096,067 at 4% or $1,397,378 at 6%; with 100% employer match about $1,572,050 at 4% or $1,048,033 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-2$544,862$185,069$92,535iApproximate average salary by contribution assumption: employee only about $2,313,363 at 4% or $1,542,242 at 6%; with 50% employer match about $1,542,242 at 4% or $1,028,161 at 6%; with 100% employer match about $1,156,681 at 4% or $771,121 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$216,930$66,459$33,230iApproximate average salary by contribution assumption: employee only about $830,738 at 4% or $553,825 at 6%; with 50% employer match about $553,825 at 4% or $369,217 at 6%; with 100% employer match about $415,369 at 4% or $276,913 at 6%.
201122$503,090$251,950$125,975iApproximate average salary by contribution assumption: employee only about $3,149,375 at 4% or $2,099,583 at 6%; with 50% employer match about $2,099,583 at 4% or $1,399,722 at 6%; with 100% employer match about $1,574,688 at 4% or $1,049,792 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-2$365,815$185,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$137,275$66,950$33,475iApproximate average salary by contribution assumption: employee only about $836,875 at 4% or $557,917 at 6%; with 50% employer match about $557,917 at 4% or $371,944 at 6%; with 100% employer match about $418,438 at 4% or $278,958 at 6%.
201022$248,209$251,948$125,974iApproximate average salary by contribution assumption: employee only about $3,149,350 at 4% or $2,099,567 at 6%; with 50% employer match about $2,099,567 at 4% or $1,399,711 at 6%; with 100% employer match about $1,574,675 at 4% or $1,049,783 at 6%.
HOPE CAPITAL MANAGEMENT, L.L.C. CASH BALANCE PLAN-2$178,363$184,782$92,391iApproximate average salary by contribution assumption: employee only about $2,309,775 at 4% or $1,539,850 at 6%; with 50% employer match about $1,539,850 at 4% or $1,026,567 at 6%; with 100% employer match about $1,154,888 at 4% or $769,925 at 6%.
Hope Capital Management, L. L. C. 401(K) Profit Sharing Plan-2$69,846$67,166$33,583iApproximate average salary by contribution assumption: employee only about $839,575 at 4% or $559,717 at 6%; with 50% employer match about $559,717 at 4% or $373,144 at 6%; with 100% employer match about $419,788 at 4% or $279,858 at 6%.