Civic Intelligence

Convertis LLC

Plan context: Convertis LLC 401(K) Plan

EIN 20-4673205 • Lake Forest, CA • 9 filings • 1 plans

23832 Rockfield BlvdSuite 245Lake Forest, CA 92630
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$280,901

2019 Contributions

$226,753

Historical Graphs

Total Assets Over Time

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

$1,459,247$729,624$0201120152019YearValue
$280,901Latest year 2019

Participants Over Time

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

33170201120152019YearValue
10Latest year 2019

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
2019110$280,901$0-
Convertis LLC 401(K) Plan-10$280,901--
2018116$732,496$0-
Convertis LLC 401(K) Plan-16$732,496--
2017120$1,393,448$226,753$11,338iApproximate average salary by contribution assumption: employee only about $283,441 at 4% or $188,961 at 6%; with 50% employer match about $188,961 at 4% or $125,974 at 6%; with 100% employer match about $141,721 at 4% or $94,480 at 6%.
Convertis LLC 401(K) Plan-20$1,393,448$226,753$11,338iApproximate average salary by contribution assumption: employee only about $283,441 at 4% or $188,961 at 6%; with 50% employer match about $188,961 at 4% or $125,974 at 6%; with 100% employer match about $141,721 at 4% or $94,480 at 6%.
2016133$1,459,247$548,600$16,624iApproximate average salary by contribution assumption: employee only about $415,606 at 4% or $277,071 at 6%; with 50% employer match about $277,071 at 4% or $184,714 at 6%; with 100% employer match about $207,803 at 4% or $138,535 at 6%.
Convertis LLC 401(K) Plan-33$1,459,247$548,600$16,624iApproximate average salary by contribution assumption: employee only about $415,606 at 4% or $277,071 at 6%; with 50% employer match about $277,071 at 4% or $184,714 at 6%; with 100% employer match about $207,803 at 4% or $138,535 at 6%.
2015131$830,822$289,620$9,343iApproximate average salary by contribution assumption: employee only about $233,565 at 4% or $155,710 at 6%; with 50% employer match about $155,710 at 4% or $103,806 at 6%; with 100% employer match about $116,782 at 4% or $77,855 at 6%.
Convertis LLC 401(K) Plan-31$830,822$289,620$9,343iApproximate average salary by contribution assumption: employee only about $233,565 at 4% or $155,710 at 6%; with 50% employer match about $155,710 at 4% or $103,806 at 6%; with 100% employer match about $116,782 at 4% or $77,855 at 6%.
2014131$587,276$202,394$6,529iApproximate average salary by contribution assumption: employee only about $163,221 at 4% or $108,814 at 6%; with 50% employer match about $108,814 at 4% or $72,543 at 6%; with 100% employer match about $81,610 at 4% or $54,407 at 6%.
Convertis LLC 401(K) Plan-31$587,276$202,394$6,529iApproximate average salary by contribution assumption: employee only about $163,221 at 4% or $108,814 at 6%; with 50% employer match about $108,814 at 4% or $72,543 at 6%; with 100% employer match about $81,610 at 4% or $54,407 at 6%.
2013122$443,192$167,502$7,614iApproximate average salary by contribution assumption: employee only about $190,343 at 4% or $126,895 at 6%; with 50% employer match about $126,895 at 4% or $84,597 at 6%; with 100% employer match about $95,172 at 4% or $63,448 at 6%.
Convertis LLC 401(K) Plan-22$443,192$167,502$7,614iApproximate average salary by contribution assumption: employee only about $190,343 at 4% or $126,895 at 6%; with 50% employer match about $126,895 at 4% or $84,597 at 6%; with 100% employer match about $95,172 at 4% or $63,448 at 6%.
2012122$311,246$167,168$7,599iApproximate average salary by contribution assumption: employee only about $189,964 at 4% or $126,642 at 6%; with 50% employer match about $126,642 at 4% or $84,428 at 6%; with 100% employer match about $94,982 at 4% or $63,321 at 6%.
Convertis LLC 401(K) Plan-22$311,246$167,168$7,599iApproximate average salary by contribution assumption: employee only about $189,964 at 4% or $126,642 at 6%; with 50% employer match about $126,642 at 4% or $84,428 at 6%; with 100% employer match about $94,982 at 4% or $63,321 at 6%.
2011118$132,135$136,119$7,562iApproximate average salary by contribution assumption: employee only about $189,054 at 4% or $126,036 at 6%; with 50% employer match about $126,036 at 4% or $84,024 at 6%; with 100% employer match about $94,527 at 4% or $63,018 at 6%.
Convertis LLC 401(K) Plan-18$132,135$136,119$7,562iApproximate average salary by contribution assumption: employee only about $189,054 at 4% or $126,036 at 6%; with 50% employer match about $126,036 at 4% or $84,024 at 6%; with 100% employer match about $94,527 at 4% or $63,018 at 6%.