Civic Intelligence

Magnolia Trading LLC

Plan context: Magnolia Trading 401(K) Plan

EIN 20-4938310 • Broomfield, CO • 25 filings • 2 plans

520 Zang Street, Suite 215Broomfield, CO 80021
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,023,894

2024 Contributions

$20,831

Historical Graphs

Total Assets Over Time

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

$1,787,362$893,681$0200920172024YearValue
$1,023,894Latest year 2024

Participants Over Time

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

1470200920172024YearValue
5Latest 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
202415$1,023,894$20,831$4,166iApproximate average salary by contribution assumption: employee only about $104,155 at 4% or $69,437 at 6%; with 50% employer match about $69,437 at 4% or $46,291 at 6%; with 100% employer match about $52,078 at 4% or $34,718 at 6%.
Magnolia Trading 401(K) Plan-5$1,023,894$20,831$4,166iApproximate average salary by contribution assumption: employee only about $104,155 at 4% or $69,437 at 6%; with 50% employer match about $69,437 at 4% or $46,291 at 6%; with 100% employer match about $52,078 at 4% or $34,718 at 6%.
202315$915,145$14,963$2,993iApproximate average salary by contribution assumption: employee only about $74,815 at 4% or $49,877 at 6%; with 50% employer match about $49,877 at 4% or $33,251 at 6%; with 100% employer match about $37,408 at 4% or $24,938 at 6%.
Magnolia Trading 401(K) Plan-5$915,145$14,963$2,993iApproximate average salary by contribution assumption: employee only about $74,815 at 4% or $49,877 at 6%; with 50% employer match about $49,877 at 4% or $33,251 at 6%; with 100% employer match about $37,408 at 4% or $24,938 at 6%.
202217$832,863$9,454$1,351iApproximate average salary by contribution assumption: employee only about $33,764 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,006 at 6%; with 100% employer match about $16,882 at 4% or $11,255 at 6%.
Magnolia Trading 401(K) Plan-7$832,863$9,454$1,351iApproximate average salary by contribution assumption: employee only about $33,764 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,006 at 6%; with 100% employer match about $16,882 at 4% or $11,255 at 6%.
202117$965,545$16,694$2,385iApproximate average salary by contribution assumption: employee only about $59,621 at 4% or $39,748 at 6%; with 50% employer match about $39,748 at 4% or $26,498 at 6%; with 100% employer match about $29,811 at 4% or $19,874 at 6%.
Magnolia Trading 401(K) Plan-7$965,545$16,694$2,385iApproximate average salary by contribution assumption: employee only about $59,621 at 4% or $39,748 at 6%; with 50% employer match about $39,748 at 4% or $26,498 at 6%; with 100% employer match about $29,811 at 4% or $19,874 at 6%.
202018$875,968$15,901$1,988iApproximate average salary by contribution assumption: employee only about $49,691 at 4% or $33,127 at 6%; with 50% employer match about $33,127 at 4% or $22,085 at 6%; with 100% employer match about $24,845 at 4% or $16,564 at 6%.
Magnolia Trading 401(K) Plan-8$875,968$15,901$1,988iApproximate average salary by contribution assumption: employee only about $49,691 at 4% or $33,127 at 6%; with 50% employer match about $33,127 at 4% or $22,085 at 6%; with 100% employer match about $24,845 at 4% or $16,564 at 6%.
201917$759,725$13,284$1,898iApproximate average salary by contribution assumption: employee only about $47,443 at 4% or $31,629 at 6%; with 50% employer match about $31,629 at 4% or $21,086 at 6%; with 100% employer match about $23,721 at 4% or $15,814 at 6%.
Magnolia Trading 401(K) Plan-7$759,725$13,284$1,898iApproximate average salary by contribution assumption: employee only about $47,443 at 4% or $31,629 at 6%; with 50% employer match about $31,629 at 4% or $21,086 at 6%; with 100% employer match about $23,721 at 4% or $15,814 at 6%.
201817$636,350$16,319$2,331iApproximate average salary by contribution assumption: employee only about $58,282 at 4% or $38,855 at 6%; with 50% employer match about $38,855 at 4% or $25,903 at 6%; with 100% employer match about $29,141 at 4% or $19,427 at 6%.
Magnolia Trading 401(K) Plan-7$636,350$16,319$2,331iApproximate average salary by contribution assumption: employee only about $58,282 at 4% or $38,855 at 6%; with 50% employer match about $38,855 at 4% or $25,903 at 6%; with 100% employer match about $29,141 at 4% or $19,427 at 6%.
201728$651,198$82,920$10,365iApproximate average salary by contribution assumption: employee only about $259,125 at 4% or $172,750 at 6%; with 50% employer match about $172,750 at 4% or $115,167 at 6%; with 100% employer match about $129,563 at 4% or $86,375 at 6%.
Magnolia Trading 401(K) Plan-8$651,198$15,986$1,998iApproximate average salary by contribution assumption: employee only about $49,956 at 4% or $33,304 at 6%; with 50% employer match about $33,304 at 4% or $22,203 at 6%; with 100% employer match about $24,978 at 4% or $16,652 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-0$0$66,934-
201627$1,787,362$14,645$2,092iApproximate average salary by contribution assumption: employee only about $52,304 at 4% or $34,869 at 6%; with 50% employer match about $34,869 at 4% or $23,246 at 6%; with 100% employer match about $26,152 at 4% or $17,435 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-2$1,225,784--
Magnolia Trading 401(K) Plan-7$561,578$14,645$2,092iApproximate average salary by contribution assumption: employee only about $52,304 at 4% or $34,869 at 6%; with 50% employer match about $34,869 at 4% or $23,246 at 6%; with 100% employer match about $26,152 at 4% or $17,435 at 6%.
201526$1,661,767$4,843$807iApproximate average salary by contribution assumption: employee only about $20,179 at 4% or $13,453 at 6%; with 50% employer match about $13,453 at 4% or $8,969 at 6%; with 100% employer match about $10,090 at 4% or $6,726 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-2$1,145,776$0-
Magnolia Trading 401(K) Plan-6$515,991$4,843$807iApproximate average salary by contribution assumption: employee only about $20,179 at 4% or $13,453 at 6%; with 50% employer match about $13,453 at 4% or $8,969 at 6%; with 100% employer match about $10,090 at 4% or $6,726 at 6%.
201427$1,717,618$42,290$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,690 at 6%; with 50% employer match about $100,690 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-5$1,202,187--
Magnolia Trading 401(K) Plan-7$515,431$42,290$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,690 at 6%; with 50% employer match about $100,690 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
2013214$1,641,143$10,046$718iApproximate average salary by contribution assumption: employee only about $17,939 at 4% or $11,960 at 6%; with 50% employer match about $11,960 at 4% or $7,973 at 6%; with 100% employer match about $8,970 at 4% or $5,980 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-8$1,166,701--
Magnolia Trading 401(K) Plan-14$474,442$10,046$718iApproximate average salary by contribution assumption: employee only about $17,939 at 4% or $11,960 at 6%; with 50% employer match about $11,960 at 4% or $7,973 at 6%; with 100% employer match about $8,970 at 4% or $5,980 at 6%.
2012214$1,484,268$322,028$23,002iApproximate average salary by contribution assumption: employee only about $575,050 at 4% or $383,367 at 6%; with 50% employer match about $383,367 at 4% or $255,578 at 6%; with 100% employer match about $287,525 at 4% or $191,683 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-8$1,014,409$168,304$21,038iApproximate average salary by contribution assumption: employee only about $525,950 at 4% or $350,633 at 6%; with 50% employer match about $350,633 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
Magnolia Trading 401(K) Plan-14$469,859$153,724$10,980iApproximate average salary by contribution assumption: employee only about $274,507 at 4% or $183,005 at 6%; with 50% employer match about $183,005 at 4% or $122,003 at 6%; with 100% employer match about $137,254 at 4% or $91,502 at 6%.
201129$1,070,211$329,553$36,617iApproximate average salary by contribution assumption: employee only about $915,425 at 4% or $610,283 at 6%; with 50% employer match about $610,283 at 4% or $406,856 at 6%; with 100% employer match about $457,713 at 4% or $305,142 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-5$775,995$234,623$46,925iApproximate average salary by contribution assumption: employee only about $1,173,115 at 4% or $782,077 at 6%; with 50% employer match about $782,077 at 4% or $521,384 at 6%; with 100% employer match about $586,558 at 4% or $391,038 at 6%.
Magnolia Trading 401(K) Plan-9$294,216$94,930$10,548iApproximate average salary by contribution assumption: employee only about $263,694 at 4% or $175,796 at 6%; with 50% employer match about $175,796 at 4% or $117,198 at 6%; with 100% employer match about $131,847 at 4% or $87,898 at 6%.
201029$740,859$408,737$45,415iApproximate average salary by contribution assumption: employee only about $1,135,381 at 4% or $756,920 at 6%; with 50% employer match about $756,920 at 4% or $504,614 at 6%; with 100% employer match about $567,690 at 4% or $378,460 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-7$542,207$295,400$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
Magnolia Trading 401(K) Plan-9$198,652$113,337$12,593iApproximate average salary by contribution assumption: employee only about $314,825 at 4% or $209,883 at 6%; with 50% employer match about $209,883 at 4% or $139,922 at 6%; with 100% employer match about $157,413 at 4% or $104,942 at 6%.
200924$311,016$311,016$77,754iApproximate average salary by contribution assumption: employee only about $1,943,850 at 4% or $1,295,900 at 6%; with 50% employer match about $1,295,900 at 4% or $863,933 at 6%; with 100% employer match about $971,925 at 4% or $647,950 at 6%.
MAGNOLIA TRADING CASH BALANCE PLAN-4$232,179$232,179$58,045iApproximate average salary by contribution assumption: employee only about $1,451,119 at 4% or $967,413 at 6%; with 50% employer match about $967,413 at 4% or $644,942 at 6%; with 100% employer match about $725,559 at 4% or $483,706 at 6%.
Magnolia Trading 401(K) Plan-4$78,837$78,837$19,709iApproximate average salary by contribution assumption: employee only about $492,731 at 4% or $328,488 at 6%; with 50% employer match about $328,488 at 4% or $218,992 at 6%; with 100% employer match about $246,366 at 4% or $164,244 at 6%.