Civic Intelligence

CUSTOMERSTREAM, LLC

Plan context: CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN

EIN 20-4900186 • Franklin, TN • 19 filings • 4 plans

830 Crescent Centre Drive,Suite 350Franklin, TN 37067
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,189,841

2024 Contributions

$184,801

Historical Graphs

Total Assets Over Time

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

$5,189,841$2,594,921$0200620152024YearValue
$5,189,841Latest year 2024

Participants Over Time

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

30150200620152024YearValue
15Latest 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
2024115$5,189,841$184,801$12,320iApproximate average salary by contribution assumption: employee only about $308,002 at 4% or $205,334 at 6%; with 50% employer match about $205,334 at 4% or $136,890 at 6%; with 100% employer match about $154,001 at 4% or $102,667 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-15$5,189,841$184,801$12,320iApproximate average salary by contribution assumption: employee only about $308,002 at 4% or $205,334 at 6%; with 50% employer match about $205,334 at 4% or $136,890 at 6%; with 100% employer match about $154,001 at 4% or $102,667 at 6%.
2023115$3,857,772$185,510$12,367iApproximate average salary by contribution assumption: employee only about $309,183 at 4% or $206,122 at 6%; with 50% employer match about $206,122 at 4% or $137,415 at 6%; with 100% employer match about $154,592 at 4% or $103,061 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-15$3,857,772$185,510$12,367iApproximate average salary by contribution assumption: employee only about $309,183 at 4% or $206,122 at 6%; with 50% employer match about $206,122 at 4% or $137,415 at 6%; with 100% employer match about $154,592 at 4% or $103,061 at 6%.
2022112$2,400,442$140,393$11,699iApproximate average salary by contribution assumption: employee only about $292,485 at 4% or $194,990 at 6%; with 50% employer match about $194,990 at 4% or $129,994 at 6%; with 100% employer match about $146,243 at 4% or $97,495 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-12$2,400,442$140,393$11,699iApproximate average salary by contribution assumption: employee only about $292,485 at 4% or $194,990 at 6%; with 50% employer match about $194,990 at 4% or $129,994 at 6%; with 100% employer match about $146,243 at 4% or $97,495 at 6%.
2021112$3,487,416$360,673$30,056iApproximate average salary by contribution assumption: employee only about $751,402 at 4% or $500,935 at 6%; with 50% employer match about $500,935 at 4% or $333,956 at 6%; with 100% employer match about $375,701 at 4% or $250,467 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-12$3,487,416$360,673$30,056iApproximate average salary by contribution assumption: employee only about $751,402 at 4% or $500,935 at 6%; with 50% employer match about $500,935 at 4% or $333,956 at 6%; with 100% employer match about $375,701 at 4% or $250,467 at 6%.
2020115$2,519,247$112,278$7,485iApproximate average salary by contribution assumption: employee only about $187,130 at 4% or $124,753 at 6%; with 50% employer match about $124,753 at 4% or $83,169 at 6%; with 100% employer match about $93,565 at 4% or $62,377 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-15$2,519,247$112,278$7,485iApproximate average salary by contribution assumption: employee only about $187,130 at 4% or $124,753 at 6%; with 50% employer match about $124,753 at 4% or $83,169 at 6%; with 100% employer match about $93,565 at 4% or $62,377 at 6%.
2019113$1,932,919$151,926$11,687iApproximate average salary by contribution assumption: employee only about $292,165 at 4% or $194,777 at 6%; with 50% employer match about $194,777 at 4% or $129,851 at 6%; with 100% employer match about $146,083 at 4% or $97,388 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-13$1,932,919$151,926$11,687iApproximate average salary by contribution assumption: employee only about $292,165 at 4% or $194,777 at 6%; with 50% employer match about $194,777 at 4% or $129,851 at 6%; with 100% employer match about $146,083 at 4% or $97,388 at 6%.
2018120$1,545,481$275,880$13,794iApproximate average salary by contribution assumption: employee only about $344,850 at 4% or $229,900 at 6%; with 50% employer match about $229,900 at 4% or $153,267 at 6%; with 100% employer match about $172,425 at 4% or $114,950 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-20$1,545,481$275,880$13,794iApproximate average salary by contribution assumption: employee only about $344,850 at 4% or $229,900 at 6%; with 50% employer match about $229,900 at 4% or $153,267 at 6%; with 100% employer match about $172,425 at 4% or $114,950 at 6%.
2017126$1,404,188$213,272$8,203iApproximate average salary by contribution assumption: employee only about $205,069 at 4% or $136,713 at 6%; with 50% employer match about $136,713 at 4% or $91,142 at 6%; with 100% employer match about $102,535 at 4% or $68,356 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-26$1,404,188$213,272$8,203iApproximate average salary by contribution assumption: employee only about $205,069 at 4% or $136,713 at 6%; with 50% employer match about $136,713 at 4% or $91,142 at 6%; with 100% employer match about $102,535 at 4% or $68,356 at 6%.
2016130$960,854$234,513$7,817iApproximate average salary by contribution assumption: employee only about $195,428 at 4% or $130,285 at 6%; with 50% employer match about $130,285 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-30$960,854$234,513$7,817iApproximate average salary by contribution assumption: employee only about $195,428 at 4% or $130,285 at 6%; with 50% employer match about $130,285 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%.
2015111$678,161$183,710$16,701iApproximate average salary by contribution assumption: employee only about $417,523 at 4% or $278,348 at 6%; with 50% employer match about $278,348 at 4% or $185,566 at 6%; with 100% employer match about $208,761 at 4% or $139,174 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-11$678,161$183,710$16,701iApproximate average salary by contribution assumption: employee only about $417,523 at 4% or $278,348 at 6%; with 50% employer match about $278,348 at 4% or $185,566 at 6%; with 100% employer match about $208,761 at 4% or $139,174 at 6%.
2014111$524,077$213,000$19,364iApproximate average salary by contribution assumption: employee only about $484,091 at 4% or $322,727 at 6%; with 50% employer match about $322,727 at 4% or $215,152 at 6%; with 100% employer match about $242,045 at 4% or $161,364 at 6%.
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN-11$524,077$213,000$19,364iApproximate average salary by contribution assumption: employee only about $484,091 at 4% or $322,727 at 6%; with 50% employer match about $322,727 at 4% or $215,152 at 6%; with 100% employer match about $242,045 at 4% or $161,364 at 6%.
201316$306,862$56,999$9,500iApproximate average salary by contribution assumption: employee only about $237,496 at 4% or $158,331 at 6%; with 50% employer match about $158,331 at 4% or $105,554 at 6%; with 100% employer match about $118,748 at 4% or $79,165 at 6%.
CUSTOMER STREAM, LLC 401(K) PROFIT SHARING PLAN-6$306,862$56,999$9,500iApproximate average salary by contribution assumption: employee only about $237,496 at 4% or $158,331 at 6%; with 50% employer match about $158,331 at 4% or $105,554 at 6%; with 100% employer match about $118,748 at 4% or $79,165 at 6%.
201215$220,053$52,634$10,527iApproximate average salary by contribution assumption: employee only about $263,170 at 4% or $175,447 at 6%; with 50% employer match about $175,447 at 4% or $116,964 at 6%; with 100% employer match about $131,585 at 4% or $87,723 at 6%.
CUSTOMER STREAM, LLC 401(K) PROFIT SHARING PLAN-5$220,053$52,634$10,527iApproximate average salary by contribution assumption: employee only about $263,170 at 4% or $175,447 at 6%; with 50% employer match about $175,447 at 4% or $116,964 at 6%; with 100% employer match about $131,585 at 4% or $87,723 at 6%.
201117$163,670$55,842$7,977iApproximate average salary by contribution assumption: employee only about $199,436 at 4% or $132,957 at 6%; with 50% employer match about $132,957 at 4% or $88,638 at 6%; with 100% employer match about $99,718 at 4% or $66,479 at 6%.
CUSTOMER STREAM, LLC 401(K) PROFIT SHARING PLAN-7$163,670$55,842$7,977iApproximate average salary by contribution assumption: employee only about $199,436 at 4% or $132,957 at 6%; with 50% employer match about $132,957 at 4% or $88,638 at 6%; with 100% employer match about $99,718 at 4% or $66,479 at 6%.
201018$149,967$59,300$7,413iApproximate average salary by contribution assumption: employee only about $185,313 at 4% or $123,542 at 6%; with 50% employer match about $123,542 at 4% or $82,361 at 6%; with 100% employer match about $92,656 at 4% or $61,771 at 6%.
CUSTOMER STREAM, LLC 401(K) PROFIT SHARING PLAN-8$149,967$59,300$7,413iApproximate average salary by contribution assumption: employee only about $185,313 at 4% or $123,542 at 6%; with 50% employer match about $123,542 at 4% or $82,361 at 6%; with 100% employer match about $92,656 at 4% or $61,771 at 6%.
200916$82,142$40,035$6,673iApproximate average salary by contribution assumption: employee only about $166,813 at 4% or $111,208 at 6%; with 50% employer match about $111,208 at 4% or $74,139 at 6%; with 100% employer match about $83,406 at 4% or $55,604 at 6%.
CUSTOMER STREAM, LLC 401(K) PROFIT SHARING PLAN-6$82,142$40,035$6,673iApproximate average salary by contribution assumption: employee only about $166,813 at 4% or $111,208 at 6%; with 50% employer match about $111,208 at 4% or $74,139 at 6%; with 100% employer match about $83,406 at 4% or $55,604 at 6%.
200815$29,085$20,706$4,141iApproximate average salary by contribution assumption: employee only about $103,530 at 4% or $69,020 at 6%; with 50% employer match about $69,020 at 4% or $46,013 at 6%; with 100% employer match about $51,765 at 4% or $34,510 at 6%.
CUSTOMERSTREAM LLC 401K PROFIT SHARING PLAN & TRUST-5$29,085$20,706$4,141iApproximate average salary by contribution assumption: employee only about $103,530 at 4% or $69,020 at 6%; with 50% employer match about $69,020 at 4% or $46,013 at 6%; with 100% employer match about $51,765 at 4% or $34,510 at 6%.
200712$27,309$26,238$13,119iApproximate average salary by contribution assumption: employee only about $327,975 at 4% or $218,650 at 6%; with 50% employer match about $218,650 at 4% or $145,767 at 6%; with 100% employer match about $163,988 at 4% or $109,325 at 6%.
CUSTOMERSTREAM LLC 401K PROFIT SHARING PLAN & TRUST-2$27,309$26,238$13,119iApproximate average salary by contribution assumption: employee only about $327,975 at 4% or $218,650 at 6%; with 50% employer match about $218,650 at 4% or $145,767 at 6%; with 100% employer match about $163,988 at 4% or $109,325 at 6%.
200613$590$590$197iApproximate average salary by contribution assumption: employee only about $4,917 at 4% or $3,278 at 6%; with 50% employer match about $3,278 at 4% or $2,185 at 6%; with 100% employer match about $2,458 at 4% or $1,639 at 6%.
CUSTOMER ONE LLC 401K PROFIT SHARING PLAN & TRUST-3$590$590$197iApproximate average salary by contribution assumption: employee only about $4,917 at 4% or $3,278 at 6%; with 50% employer match about $3,278 at 4% or $2,185 at 6%; with 100% employer match about $2,458 at 4% or $1,639 at 6%.