Civic Intelligence

Sio Capital Management LLC

Plan context: Sio Capital Management Retirement Plan

EIN 20-4586565 • New York, NY • 9 filings • 1 plans

535 Fifth AvenueSuite 910New York, NY 10017
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$803,644

2017 Contributions

$529

Historical Graphs

Total Assets Over Time

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

$803,644$401,822$0200920132016YearValue
$803,644Latest year 2016

Participants Over Time

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

1260200920132016YearValue
12Latest year 2016

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
201710$0$529-
Sio Capital Management Retirement Plan-0$0$529-
2016112$803,644$233,418$19,452iApproximate average salary by contribution assumption: employee only about $486,288 at 4% or $324,192 at 6%; with 50% employer match about $324,192 at 4% or $216,128 at 6%; with 100% employer match about $243,144 at 4% or $162,096 at 6%.
Sio Capital Management Retirement Plan-12$803,644$233,418$19,452iApproximate average salary by contribution assumption: employee only about $486,288 at 4% or $324,192 at 6%; with 50% employer match about $324,192 at 4% or $216,128 at 6%; with 100% employer match about $243,144 at 4% or $162,096 at 6%.
2015111$528,404$174,033$15,821iApproximate average salary by contribution assumption: employee only about $395,530 at 4% or $263,686 at 6%; with 50% employer match about $263,686 at 4% or $175,791 at 6%; with 100% employer match about $197,765 at 4% or $131,843 at 6%.
Sio Capital Management Retirement Plan-11$528,404$174,033$15,821iApproximate average salary by contribution assumption: employee only about $395,530 at 4% or $263,686 at 6%; with 50% employer match about $263,686 at 4% or $175,791 at 6%; with 100% employer match about $197,765 at 4% or $131,843 at 6%.
201417$365,606$96,934$13,848iApproximate average salary by contribution assumption: employee only about $346,193 at 4% or $230,795 at 6%; with 50% employer match about $230,795 at 4% or $153,863 at 6%; with 100% employer match about $173,096 at 4% or $115,398 at 6%.
Sio Capital Management Retirement Plan-7$365,606$96,934$13,848iApproximate average salary by contribution assumption: employee only about $346,193 at 4% or $230,795 at 6%; with 50% employer match about $230,795 at 4% or $153,863 at 6%; with 100% employer match about $173,096 at 4% or $115,398 at 6%.
201318$314,102$90,395$11,299iApproximate average salary by contribution assumption: employee only about $282,484 at 4% or $188,323 at 6%; with 50% employer match about $188,323 at 4% or $125,549 at 6%; with 100% employer match about $141,242 at 4% or $94,161 at 6%.
Sio Capital Management Retirement Plan-8$314,102$90,395$11,299iApproximate average salary by contribution assumption: employee only about $282,484 at 4% or $188,323 at 6%; with 50% employer match about $188,323 at 4% or $125,549 at 6%; with 100% employer match about $141,242 at 4% or $94,161 at 6%.
201218$299,135$69,475$8,684iApproximate average salary by contribution assumption: employee only about $217,109 at 4% or $144,740 at 6%; with 50% employer match about $144,740 at 4% or $96,493 at 6%; with 100% employer match about $108,555 at 4% or $72,370 at 6%.
Sio Capital Management Retirement Plan-8$299,135$69,475$8,684iApproximate average salary by contribution assumption: employee only about $217,109 at 4% or $144,740 at 6%; with 50% employer match about $144,740 at 4% or $96,493 at 6%; with 100% employer match about $108,555 at 4% or $72,370 at 6%.
201117$201,647$194,069$27,724iApproximate average salary by contribution assumption: employee only about $693,104 at 4% or $462,069 at 6%; with 50% employer match about $462,069 at 4% or $308,046 at 6%; with 100% employer match about $346,552 at 4% or $231,035 at 6%.
Sio Capital Management Retirement Plan-7$201,647$194,069$27,724iApproximate average salary by contribution assumption: employee only about $693,104 at 4% or $462,069 at 6%; with 50% employer match about $462,069 at 4% or $308,046 at 6%; with 100% employer match about $346,552 at 4% or $231,035 at 6%.
201016$220,324$161,934$26,989iApproximate average salary by contribution assumption: employee only about $674,725 at 4% or $449,817 at 6%; with 50% employer match about $449,817 at 4% or $299,878 at 6%; with 100% employer match about $337,363 at 4% or $224,908 at 6%.
Sio Capital Management Retirement Plan-6$220,324$161,934$26,989iApproximate average salary by contribution assumption: employee only about $674,725 at 4% or $449,817 at 6%; with 50% employer match about $449,817 at 4% or $299,878 at 6%; with 100% employer match about $337,363 at 4% or $224,908 at 6%.
200917$63,946$63,304$9,043iApproximate average salary by contribution assumption: employee only about $226,086 at 4% or $150,724 at 6%; with 50% employer match about $150,724 at 4% or $100,483 at 6%; with 100% employer match about $113,043 at 4% or $75,362 at 6%.
Sio Capital Management Retirement Plan-7$63,946$63,304$9,043iApproximate average salary by contribution assumption: employee only about $226,086 at 4% or $150,724 at 6%; with 50% employer match about $150,724 at 4% or $100,483 at 6%; with 100% employer match about $113,043 at 4% or $75,362 at 6%.