Civic Intelligence

Lotus Blossom Consulting LLC

Plan context: NEWBORN ADVANTAGE SURROGACY, LLC CASH BALANCE PLAN

EIN 20-3570892 • Dallas, TX • 7 filings • 4 plans

3131 Mckinney AvenueSuite 600Dallas, TX 75204
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$672,309

2018 Contributions

$179,000

Historical Graphs

Total Assets Over Time

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

$672,309$336,155$0201520172018YearValue
$672,309Latest year 2018

Participants Over Time

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

210201520172018YearValue
1Latest year 2018

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
201811$672,309$179,000$179,000iApproximate average salary by contribution assumption: employee only about $4,475,000 at 4% or $2,983,333 at 6%; with 50% employer match about $2,983,333 at 4% or $1,988,889 at 6%; with 100% employer match about $2,237,500 at 4% or $1,491,667 at 6%.
NEWBORN ADVANTAGE SURROGACY, LLC CASH BALANCE PLAN-1$672,309$179,000$179,000iApproximate average salary by contribution assumption: employee only about $4,475,000 at 4% or $2,983,333 at 6%; with 50% employer match about $2,983,333 at 4% or $1,988,889 at 6%; with 100% employer match about $2,237,500 at 4% or $1,491,667 at 6%.
201722$572,323$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
NEWBORN ADVANTAGE SURROGACY, LLC CASH BALANCE PLAN-2$519,323$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
Lotus Blossom Consulting 401(K) Plan-1$53,000--
201622$396,458$204,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
LOTUS BLOSSOM CONSULTING CASH BALANCE PLAN-2$348,302$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Lotus Blossom Consulting 401(K) Plan-1$48,156$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201522$192,000$192,000$96,000iApproximate average salary by contribution assumption: employee only about $2,400,000 at 4% or $1,600,000 at 6%; with 50% employer match about $1,600,000 at 4% or $1,066,667 at 6%; with 100% employer match about $1,200,000 at 4% or $800,000 at 6%.
LOTUS BLOSSOM CONSULTING CASH BALANCE PLAN-2$168,000$168,000$84,000iApproximate average salary by contribution assumption: employee only about $2,100,000 at 4% or $1,400,000 at 6%; with 50% employer match about $1,400,000 at 4% or $933,333 at 6%; with 100% employer match about $1,050,000 at 4% or $700,000 at 6%.
Lotus Blossom Consulting 401(K) Plan-2$24,000$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.