Civic Intelligence

Jennifer N. Nguyen

Plan context: Safe Harbor

EIN 20-4631214 • Lake Mary, FL • 12 filings • 2 plans

3232 W. Lake Mary Blvd. #1400Lake Mary, FL 32746
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$508,794

2022 Contributions

$4,274

Historical Graphs

Total Assets Over Time

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

$508,794$254,397$0201220172021YearValue
$508,794Latest year 2021

Participants Over Time

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

110201220172021YearValue
1Latest year 2021

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
202210$0$4,274-
Safe Harbor-0$0$4,274-
202111$508,794$31,039$31,039iApproximate average salary by contribution assumption: employee only about $775,975 at 4% or $517,317 at 6%; with 50% employer match about $517,317 at 4% or $344,878 at 6%; with 100% employer match about $387,988 at 4% or $258,658 at 6%.
Safe Harbor-1$508,794$31,039$31,039iApproximate average salary by contribution assumption: employee only about $775,975 at 4% or $517,317 at 6%; with 50% employer match about $517,317 at 4% or $344,878 at 6%; with 100% employer match about $387,988 at 4% or $258,658 at 6%.
202011$406,835$24,111$24,111iApproximate average salary by contribution assumption: employee only about $602,775 at 4% or $401,850 at 6%; with 50% employer match about $401,850 at 4% or $267,900 at 6%; with 100% employer match about $301,388 at 4% or $200,925 at 6%.
Safe Harbor-1$406,835$24,111$24,111iApproximate average salary by contribution assumption: employee only about $602,775 at 4% or $401,850 at 6%; with 50% employer match about $401,850 at 4% or $267,900 at 6%; with 100% employer match about $301,388 at 4% or $200,925 at 6%.
201911$291,800$29,554$29,554iApproximate average salary by contribution assumption: employee only about $738,850 at 4% or $492,567 at 6%; with 50% employer match about $492,567 at 4% or $328,378 at 6%; with 100% employer match about $369,425 at 4% or $246,283 at 6%.
Safe Harbor-1$291,800$29,554$29,554iApproximate average salary by contribution assumption: employee only about $738,850 at 4% or $492,567 at 6%; with 50% employer match about $492,567 at 4% or $328,378 at 6%; with 100% employer match about $369,425 at 4% or $246,283 at 6%.
201811$201,648$30,989$30,989iApproximate average salary by contribution assumption: employee only about $774,725 at 4% or $516,483 at 6%; with 50% employer match about $516,483 at 4% or $344,322 at 6%; with 100% employer match about $387,363 at 4% or $258,242 at 6%.
Safe Harbor-1$201,648$30,989$30,989iApproximate average salary by contribution assumption: employee only about $774,725 at 4% or $516,483 at 6%; with 50% employer match about $516,483 at 4% or $344,322 at 6%; with 100% employer match about $387,363 at 4% or $258,242 at 6%.
201711$186,583$26,977$26,977iApproximate average salary by contribution assumption: employee only about $674,425 at 4% or $449,617 at 6%; with 50% employer match about $449,617 at 4% or $299,744 at 6%; with 100% employer match about $337,213 at 4% or $224,808 at 6%.
Safe Harbor-1$186,583$26,977$26,977iApproximate average salary by contribution assumption: employee only about $674,425 at 4% or $449,617 at 6%; with 50% employer match about $449,617 at 4% or $299,744 at 6%; with 100% employer match about $337,213 at 4% or $224,808 at 6%.
201621$136,482$29,193$29,193iApproximate average salary by contribution assumption: employee only about $729,825 at 4% or $486,550 at 6%; with 50% employer match about $486,550 at 4% or $324,367 at 6%; with 100% employer match about $364,913 at 4% or $243,275 at 6%.
Safe Harbor-1$136,482$29,193$29,193iApproximate average salary by contribution assumption: employee only about $729,825 at 4% or $486,550 at 6%; with 50% employer match about $486,550 at 4% or $324,367 at 6%; with 100% employer match about $364,913 at 4% or $243,275 at 6%.
Safe Harbor-1---
201511$97,077$29,770$29,770iApproximate average salary by contribution assumption: employee only about $744,250 at 4% or $496,167 at 6%; with 50% employer match about $496,167 at 4% or $330,778 at 6%; with 100% employer match about $372,125 at 4% or $248,083 at 6%.
Safe Harbor-1$97,077$29,770$29,770iApproximate average salary by contribution assumption: employee only about $744,250 at 4% or $496,167 at 6%; with 50% employer match about $496,167 at 4% or $330,778 at 6%; with 100% employer match about $372,125 at 4% or $248,083 at 6%.
201411$69,805$23,012$23,012iApproximate average salary by contribution assumption: employee only about $575,300 at 4% or $383,533 at 6%; with 50% employer match about $383,533 at 4% or $255,689 at 6%; with 100% employer match about $287,650 at 4% or $191,767 at 6%.
Safe Harbor-1$69,805$23,012$23,012iApproximate average salary by contribution assumption: employee only about $575,300 at 4% or $383,533 at 6%; with 50% employer match about $383,533 at 4% or $255,689 at 6%; with 100% employer match about $287,650 at 4% or $191,767 at 6%.
201311$43,868$28,082$28,082iApproximate average salary by contribution assumption: employee only about $702,050 at 4% or $468,033 at 6%; with 50% employer match about $468,033 at 4% or $312,022 at 6%; with 100% employer match about $351,025 at 4% or $234,017 at 6%.
Safe Harbor-1$43,868$28,082$28,082iApproximate average salary by contribution assumption: employee only about $702,050 at 4% or $468,033 at 6%; with 50% employer match about $468,033 at 4% or $312,022 at 6%; with 100% employer match about $351,025 at 4% or $234,017 at 6%.
201211$14,619$14,151$14,151iApproximate average salary by contribution assumption: employee only about $353,775 at 4% or $235,850 at 6%; with 50% employer match about $235,850 at 4% or $157,233 at 6%; with 100% employer match about $176,888 at 4% or $117,925 at 6%.
Safe Harbor-1$14,619$14,151$14,151iApproximate average salary by contribution assumption: employee only about $353,775 at 4% or $235,850 at 6%; with 50% employer match about $235,850 at 4% or $157,233 at 6%; with 100% employer match about $176,888 at 4% or $117,925 at 6%.