Civic Intelligence

Susan and Company LLC

Plan context: Susan and Company LLC 401(K) Plan

EIN 20-4598292 • New Smyrna Beach, FL • 17 filings • 3 plans

3015 Borassus DriveNew Smyrna Beach, FL 32168
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$90,808

2023 Contributions

$1,876

Historical Graphs

Total Assets Over Time

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

$797,049$398,525$0200820162023YearValue
$90,808Latest year 2023

Participants Over Time

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

630200820162023YearValue
1Latest year 2023

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
202321$90,808$1,876$1,876iApproximate average salary by contribution assumption: employee only about $46,900 at 4% or $31,267 at 6%; with 50% employer match about $31,267 at 4% or $20,844 at 6%; with 100% employer match about $23,450 at 4% or $15,633 at 6%.
Susan and Company LLC 401(K) Plan-1$90,808$1,876$1,876iApproximate average salary by contribution assumption: employee only about $46,900 at 4% or $31,267 at 6%; with 50% employer match about $31,267 at 4% or $20,844 at 6%; with 100% employer match about $23,450 at 4% or $15,633 at 6%.
Susan and Company LLC 401(K) Plan-0$0$0-
202213$797,049$58,352$19,451iApproximate average salary by contribution assumption: employee only about $486,267 at 4% or $324,178 at 6%; with 50% employer match about $324,178 at 4% or $216,119 at 6%; with 100% employer match about $243,133 at 4% or $162,089 at 6%.
Susan and Company LLC 401(K) Plan-3$797,049$58,352$19,451iApproximate average salary by contribution assumption: employee only about $486,267 at 4% or $324,178 at 6%; with 50% employer match about $324,178 at 4% or $216,119 at 6%; with 100% employer match about $243,133 at 4% or $162,089 at 6%.
202113$769,285$54,525$18,175iApproximate average salary by contribution assumption: employee only about $454,375 at 4% or $302,917 at 6%; with 50% employer match about $302,917 at 4% or $201,944 at 6%; with 100% employer match about $227,188 at 4% or $151,458 at 6%.
Susan and Company LLC 401(K) Plan-3$769,285$54,525$18,175iApproximate average salary by contribution assumption: employee only about $454,375 at 4% or $302,917 at 6%; with 50% employer match about $302,917 at 4% or $201,944 at 6%; with 100% employer match about $227,188 at 4% or $151,458 at 6%.
202013$670,991$59,510$19,837iApproximate average salary by contribution assumption: employee only about $495,917 at 4% or $330,611 at 6%; with 50% employer match about $330,611 at 4% or $220,407 at 6%; with 100% employer match about $247,958 at 4% or $165,306 at 6%.
Susan and Company LLC 401(K) Plan-3$670,991$59,510$19,837iApproximate average salary by contribution assumption: employee only about $495,917 at 4% or $330,611 at 6%; with 50% employer match about $330,611 at 4% or $220,407 at 6%; with 100% employer match about $247,958 at 4% or $165,306 at 6%.
201913$586,239$56,534$18,845iApproximate average salary by contribution assumption: employee only about $471,117 at 4% or $314,078 at 6%; with 50% employer match about $314,078 at 4% or $209,385 at 6%; with 100% employer match about $235,558 at 4% or $157,039 at 6%.
Susan and Company LLC 401(K) Plan-3$586,239$56,534$18,845iApproximate average salary by contribution assumption: employee only about $471,117 at 4% or $314,078 at 6%; with 50% employer match about $314,078 at 4% or $209,385 at 6%; with 100% employer match about $235,558 at 4% or $157,039 at 6%.
201813$494,637$54,840$18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%.
Susan and Company LLC 401(K) Plan-3$494,637$54,840$18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%.
201713$440,488$74,032$24,677iApproximate average salary by contribution assumption: employee only about $616,933 at 4% or $411,289 at 6%; with 50% employer match about $411,289 at 4% or $274,193 at 6%; with 100% employer match about $308,467 at 4% or $205,644 at 6%.
Susan and Company LLC 401(K) Plan-3$440,488$74,032$24,677iApproximate average salary by contribution assumption: employee only about $616,933 at 4% or $411,289 at 6%; with 50% employer match about $411,289 at 4% or $274,193 at 6%; with 100% employer match about $308,467 at 4% or $205,644 at 6%.
201614$366,456$48,931$12,233iApproximate average salary by contribution assumption: employee only about $305,819 at 4% or $203,879 at 6%; with 50% employer match about $203,879 at 4% or $135,919 at 6%; with 100% employer match about $152,909 at 4% or $101,940 at 6%.
Susan and Company LLC 401(K) Plan-4$366,456$48,931$12,233iApproximate average salary by contribution assumption: employee only about $305,819 at 4% or $203,879 at 6%; with 50% employer match about $203,879 at 4% or $135,919 at 6%; with 100% employer match about $152,909 at 4% or $101,940 at 6%.
201513$307,790$45,771$15,257iApproximate average salary by contribution assumption: employee only about $381,425 at 4% or $254,283 at 6%; with 50% employer match about $254,283 at 4% or $169,522 at 6%; with 100% employer match about $190,713 at 4% or $127,142 at 6%.
Susan and Company LLC 401(K) Plan-3$307,790$45,771$15,257iApproximate average salary by contribution assumption: employee only about $381,425 at 4% or $254,283 at 6%; with 50% employer match about $254,283 at 4% or $169,522 at 6%; with 100% employer match about $190,713 at 4% or $127,142 at 6%.
201413$260,643$41,310$13,770iApproximate average salary by contribution assumption: employee only about $344,250 at 4% or $229,500 at 6%; with 50% employer match about $229,500 at 4% or $153,000 at 6%; with 100% employer match about $172,125 at 4% or $114,750 at 6%.
Susan and Company LLC 401(K) Plan-3$260,643$41,310$13,770iApproximate average salary by contribution assumption: employee only about $344,250 at 4% or $229,500 at 6%; with 50% employer match about $229,500 at 4% or $153,000 at 6%; with 100% employer match about $172,125 at 4% or $114,750 at 6%.
201312$213,854$36,870$18,435iApproximate average salary by contribution assumption: employee only about $460,875 at 4% or $307,250 at 6%; with 50% employer match about $307,250 at 4% or $204,833 at 6%; with 100% employer match about $230,438 at 4% or $153,625 at 6%.
Susan and Company LLC 401(K) Plan-2$213,854$36,870$18,435iApproximate average salary by contribution assumption: employee only about $460,875 at 4% or $307,250 at 6%; with 50% employer match about $307,250 at 4% or $204,833 at 6%; with 100% employer match about $230,438 at 4% or $153,625 at 6%.
201212$166,775$33,957$16,979iApproximate average salary by contribution assumption: employee only about $424,463 at 4% or $282,975 at 6%; with 50% employer match about $282,975 at 4% or $188,650 at 6%; with 100% employer match about $212,231 at 4% or $141,488 at 6%.
Susan and Company LLC 401(K) Plan-2$166,775$33,957$16,979iApproximate average salary by contribution assumption: employee only about $424,463 at 4% or $282,975 at 6%; with 50% employer match about $282,975 at 4% or $188,650 at 6%; with 100% employer match about $212,231 at 4% or $141,488 at 6%.
201111$124,606$31,653$31,653iApproximate average salary by contribution assumption: employee only about $791,325 at 4% or $527,550 at 6%; with 50% employer match about $527,550 at 4% or $351,700 at 6%; with 100% employer match about $395,663 at 4% or $263,775 at 6%.
Susan and Company LLC 401(K) Plan-1$124,606$31,653$31,653iApproximate average salary by contribution assumption: employee only about $791,325 at 4% or $527,550 at 6%; with 50% employer match about $527,550 at 4% or $351,700 at 6%; with 100% employer match about $395,663 at 4% or $263,775 at 6%.
201012$209,337$54,508$27,254iApproximate average salary by contribution assumption: employee only about $681,350 at 4% or $454,233 at 6%; with 50% employer match about $454,233 at 4% or $302,822 at 6%; with 100% employer match about $340,675 at 4% or $227,117 at 6%.
Susan and Company LLC 401(K) Plan-2$209,337$54,508$27,254iApproximate average salary by contribution assumption: employee only about $681,350 at 4% or $454,233 at 6%; with 50% employer match about $454,233 at 4% or $302,822 at 6%; with 100% employer match about $340,675 at 4% or $227,117 at 6%.
200915$164,723$78,825$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.
Susan and Company LLC 401(K) Plan-5$164,723$78,825$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.
200816$56,214$59,795$9,966iApproximate average salary by contribution assumption: employee only about $249,146 at 4% or $166,097 at 6%; with 50% employer match about $166,097 at 4% or $110,731 at 6%; with 100% employer match about $124,573 at 4% or $83,049 at 6%.
Susan and Company LLC 401(K) Plan-6$56,214$59,795$9,966iApproximate average salary by contribution assumption: employee only about $249,146 at 4% or $166,097 at 6%; with 50% employer match about $166,097 at 4% or $110,731 at 6%; with 100% employer match about $124,573 at 4% or $83,049 at 6%.