Civic Intelligence

Correlation Management LLC

Plan context: Correlation Management Profit Sharing Plan

EIN 20-4584639 • San Diego, CA • 13 filings • 2 plans

9255 Towne Center Drive, Suite 350San Diego, CA 92121
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$7,481,861

2024 Contributions

$254,489

Historical Graphs

Total Assets Over Time

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

$7,481,861$3,740,931$0201220182024YearValue
$7,481,861Latest year 2024

Participants Over Time

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

24120201220182024YearValue
19Latest year 2024

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
2024119$7,481,861$254,489$13,394iApproximate average salary by contribution assumption: employee only about $334,854 at 4% or $223,236 at 6%; with 50% employer match about $223,236 at 4% or $148,824 at 6%; with 100% employer match about $167,427 at 4% or $111,618 at 6%.
Correlation Management Profit Sharing Plan-19$7,481,861$254,489$13,394iApproximate average salary by contribution assumption: employee only about $334,854 at 4% or $223,236 at 6%; with 50% employer match about $223,236 at 4% or $148,824 at 6%; with 100% employer match about $167,427 at 4% or $111,618 at 6%.
2023123$6,508,795$318,639$13,854iApproximate average salary by contribution assumption: employee only about $346,347 at 4% or $230,898 at 6%; with 50% employer match about $230,898 at 4% or $153,932 at 6%; with 100% employer match about $173,173 at 4% or $115,449 at 6%.
Correlation Management Profit Sharing Plan-23$6,508,795$318,639$13,854iApproximate average salary by contribution assumption: employee only about $346,347 at 4% or $230,898 at 6%; with 50% employer match about $230,898 at 4% or $153,932 at 6%; with 100% employer match about $173,173 at 4% or $115,449 at 6%.
2022122$5,473,644$581,356$26,425iApproximate average salary by contribution assumption: employee only about $660,632 at 4% or $440,421 at 6%; with 50% employer match about $440,421 at 4% or $293,614 at 6%; with 100% employer match about $330,316 at 4% or $220,211 at 6%.
Correlation Management Profit Sharing Plan-22$5,473,644$581,356$26,425iApproximate average salary by contribution assumption: employee only about $660,632 at 4% or $440,421 at 6%; with 50% employer match about $440,421 at 4% or $293,614 at 6%; with 100% employer match about $330,316 at 4% or $220,211 at 6%.
2021124$5,993,817$209,489$8,729iApproximate average salary by contribution assumption: employee only about $218,218 at 4% or $145,478 at 6%; with 50% employer match about $145,478 at 4% or $96,986 at 6%; with 100% employer match about $109,109 at 4% or $72,739 at 6%.
Correlation Management Profit Sharing Plan-24$5,993,817$209,489$8,729iApproximate average salary by contribution assumption: employee only about $218,218 at 4% or $145,478 at 6%; with 50% employer match about $145,478 at 4% or $96,986 at 6%; with 100% employer match about $109,109 at 4% or $72,739 at 6%.
2020123$5,031,566$620,718$26,988iApproximate average salary by contribution assumption: employee only about $674,693 at 4% or $449,796 at 6%; with 50% employer match about $449,796 at 4% or $299,864 at 6%; with 100% employer match about $337,347 at 4% or $224,898 at 6%.
Correlation Management Profit Sharing Plan-23$5,031,566$620,718$26,988iApproximate average salary by contribution assumption: employee only about $674,693 at 4% or $449,796 at 6%; with 50% employer match about $449,796 at 4% or $299,864 at 6%; with 100% employer match about $337,347 at 4% or $224,898 at 6%.
2019123$3,849,573$378,552$16,459iApproximate average salary by contribution assumption: employee only about $411,470 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,735 at 4% or $137,157 at 6%.
Correlation Management Profit Sharing Plan-23$3,849,573$378,552$16,459iApproximate average salary by contribution assumption: employee only about $411,470 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,735 at 4% or $137,157 at 6%.
2018123$2,826,444$343,598$14,939iApproximate average salary by contribution assumption: employee only about $373,476 at 4% or $248,984 at 6%; with 50% employer match about $248,984 at 4% or $165,989 at 6%; with 100% employer match about $186,738 at 4% or $124,492 at 6%.
Correlation Management Profit Sharing Plan-23$2,826,444$343,598$14,939iApproximate average salary by contribution assumption: employee only about $373,476 at 4% or $248,984 at 6%; with 50% employer match about $248,984 at 4% or $165,989 at 6%; with 100% employer match about $186,738 at 4% or $124,492 at 6%.
2017119$2,951,753$441,368$23,230iApproximate average salary by contribution assumption: employee only about $580,747 at 4% or $387,165 at 6%; with 50% employer match about $387,165 at 4% or $258,110 at 6%; with 100% employer match about $290,374 at 4% or $193,582 at 6%.
Correlation Management Profit Sharing Plan-19$2,951,753$441,368$23,230iApproximate average salary by contribution assumption: employee only about $580,747 at 4% or $387,165 at 6%; with 50% employer match about $387,165 at 4% or $258,110 at 6%; with 100% employer match about $290,374 at 4% or $193,582 at 6%.
2016118$2,154,933$381,390$21,188iApproximate average salary by contribution assumption: employee only about $529,708 at 4% or $353,139 at 6%; with 50% employer match about $353,139 at 4% or $235,426 at 6%; with 100% employer match about $264,854 at 4% or $176,569 at 6%.
Correlation Management Profit Sharing Plan-18$2,154,933$381,390$21,188iApproximate average salary by contribution assumption: employee only about $529,708 at 4% or $353,139 at 6%; with 50% employer match about $353,139 at 4% or $235,426 at 6%; with 100% employer match about $264,854 at 4% or $176,569 at 6%.
2015115$1,615,041$771,141$51,409iApproximate average salary by contribution assumption: employee only about $1,285,235 at 4% or $856,823 at 6%; with 50% employer match about $856,823 at 4% or $571,216 at 6%; with 100% employer match about $642,618 at 4% or $428,412 at 6%.
Correlation Management Profit Sharing Plan-15$1,615,041$771,141$51,409iApproximate average salary by contribution assumption: employee only about $1,285,235 at 4% or $856,823 at 6%; with 50% employer match about $856,823 at 4% or $571,216 at 6%; with 100% employer match about $642,618 at 4% or $428,412 at 6%.
2014114$876,069$315,772$22,555iApproximate average salary by contribution assumption: employee only about $563,879 at 4% or $375,919 at 6%; with 50% employer match about $375,919 at 4% or $250,613 at 6%; with 100% employer match about $281,939 at 4% or $187,960 at 6%.
Correlation Management Profit Sharing Plan-14$876,069$315,772$22,555iApproximate average salary by contribution assumption: employee only about $563,879 at 4% or $375,919 at 6%; with 50% employer match about $375,919 at 4% or $250,613 at 6%; with 100% employer match about $281,939 at 4% or $187,960 at 6%.
2013114$502,643$312,011$22,287iApproximate average salary by contribution assumption: employee only about $557,163 at 4% or $371,442 at 6%; with 50% employer match about $371,442 at 4% or $247,628 at 6%; with 100% employer match about $278,581 at 4% or $185,721 at 6%.
Correlation Management Profit Sharing Plan-14$502,643$312,011$22,287iApproximate average salary by contribution assumption: employee only about $557,163 at 4% or $371,442 at 6%; with 50% employer match about $371,442 at 4% or $247,628 at 6%; with 100% employer match about $278,581 at 4% or $185,721 at 6%.
2012111$126,321$120,983$10,998iApproximate average salary by contribution assumption: employee only about $274,961 at 4% or $183,308 at 6%; with 50% employer match about $183,308 at 4% or $122,205 at 6%; with 100% employer match about $137,481 at 4% or $91,654 at 6%.
Correlation Management Profit Sharing Plan-11$126,321$120,983$10,998iApproximate average salary by contribution assumption: employee only about $274,961 at 4% or $183,308 at 6%; with 50% employer match about $183,308 at 4% or $122,205 at 6%; with 100% employer match about $137,481 at 4% or $91,654 at 6%.