Civic Intelligence

BNY ConvergEx Group LLC

Plan context: Retirement Savings Plan of Convergex Group LLC

EIN 20-5150276 • New York, NY • 23 filings • 6 plans

1633 Broadway48th FloorNew York, NY 10019
Current Snapshot

Latest Year

2017

2017 Participants

261

2017 Assets

$101,514,142

2017 Contributions

$3,476,516

Historical Graphs

Total Assets Over Time

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

$132,816,982$66,408,491$0200720122016YearValue
$101,514,142Latest year 2016

Participants Over Time

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

1,2086040200620122017YearValue
261Latest year 2017

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
20172261$0$3,476,516$13,320iApproximate average salary by contribution assumption: employee only about $333,000 at 4% or $222,000 at 6%; with 50% employer match about $222,000 at 4% or $148,000 at 6%; with 100% employer match about $166,500 at 4% or $111,000 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-261---
Retirement Savings Plan of Convergex Group LLC-0-$3,476,516-
20162485$101,514,142$5,376,299$11,085iApproximate average salary by contribution assumption: employee only about $277,129 at 4% or $184,753 at 6%; with 50% employer match about $184,753 at 4% or $123,168 at 6%; with 100% employer match about $138,564 at 4% or $92,376 at 6%.
Retirement Savings Plan of Convergex Group LLC-481$101,514,142$5,376,299$11,177iApproximate average salary by contribution assumption: employee only about $279,433 at 4% or $186,289 at 6%; with 50% employer match about $186,289 at 4% or $124,193 at 6%; with 100% employer match about $139,717 at 4% or $93,144 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-485---
20152497$98,852,810$5,082,808$10,227iApproximate average salary by contribution assumption: employee only about $255,674 at 4% or $170,450 at 6%; with 50% employer match about $170,450 at 4% or $113,633 at 6%; with 100% employer match about $127,837 at 4% or $85,225 at 6%.
Retirement Savings Plan of Convergex Group LLC-487$98,852,810$5,082,808$10,437iApproximate average salary by contribution assumption: employee only about $260,924 at 4% or $173,950 at 6%; with 50% employer match about $173,950 at 4% or $115,966 at 6%; with 100% employer match about $130,462 at 4% or $86,975 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-497---
20142601$110,827,255$7,139,965$11,880iApproximate average salary by contribution assumption: employee only about $297,004 at 4% or $198,002 at 6%; with 50% employer match about $198,002 at 4% or $132,002 at 6%; with 100% employer match about $148,502 at 4% or $99,001 at 6%.
Retirement Savings Plan of Convergex Group LLC-340$110,827,255$7,139,965$21,000iApproximate average salary by contribution assumption: employee only about $524,997 at 4% or $349,998 at 6%; with 50% employer match about $349,998 at 4% or $233,332 at 6%; with 100% employer match about $262,499 at 4% or $174,999 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-601---
20132580$114,749,927$9,523,109$16,419iApproximate average salary by contribution assumption: employee only about $410,479 at 4% or $273,653 at 6%; with 50% employer match about $273,653 at 4% or $182,435 at 6%; with 100% employer match about $205,239 at 4% or $136,826 at 6%.
Retirement Savings Plan of Convergex Group LLC-580$114,749,927$9,523,109$16,419iApproximate average salary by contribution assumption: employee only about $410,479 at 4% or $273,653 at 6%; with 50% employer match about $273,653 at 4% or $182,435 at 6%; with 100% employer match about $205,239 at 4% or $136,826 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-558---
201221,185$132,816,982$14,987,971$12,648iApproximate average salary by contribution assumption: employee only about $316,202 at 4% or $210,801 at 6%; with 50% employer match about $210,801 at 4% or $140,534 at 6%; with 100% employer match about $158,101 at 4% or $105,401 at 6%.
Retirement Savings Plan of Convergex Group LLC-1,185$132,816,982$14,987,971$12,648iApproximate average salary by contribution assumption: employee only about $316,202 at 4% or $210,801 at 6%; with 50% employer match about $210,801 at 4% or $140,534 at 6%; with 100% employer match about $158,101 at 4% or $105,401 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-1,135---
201121,208$109,208,793$17,323,516$14,341iApproximate average salary by contribution assumption: employee only about $358,516 at 4% or $239,011 at 6%; with 50% employer match about $239,011 at 4% or $159,341 at 6%; with 100% employer match about $179,258 at 4% or $119,505 at 6%.
Retirement Savings Plan of Convergex Group LLC-1,208$109,208,793$17,323,516$14,341iApproximate average salary by contribution assumption: employee only about $358,516 at 4% or $239,011 at 6%; with 50% employer match about $239,011 at 4% or $159,341 at 6%; with 100% employer match about $179,258 at 4% or $119,505 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-1,132---
20102976$101,602,024$18,536,982$18,993iApproximate average salary by contribution assumption: employee only about $474,820 at 4% or $316,547 at 6%; with 50% employer match about $316,547 at 4% or $211,031 at 6%; with 100% employer match about $237,410 at 4% or $158,273 at 6%.
Retirement Savings Plan of Convergex Group LLC-976$101,602,024$18,536,982$18,993iApproximate average salary by contribution assumption: employee only about $474,820 at 4% or $316,547 at 6%; with 50% employer match about $316,547 at 4% or $211,031 at 6%; with 100% employer match about $237,410 at 4% or $158,273 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-965---
20092906$72,881,621$11,359,492$12,538iApproximate average salary by contribution assumption: employee only about $313,452 at 4% or $208,968 at 6%; with 50% employer match about $208,968 at 4% or $139,312 at 6%; with 100% employer match about $156,726 at 4% or $104,484 at 6%.
Retirement Savings Plan of Convergex Group LLC-892$72,881,621$11,359,492$12,735iApproximate average salary by contribution assumption: employee only about $318,371 at 4% or $212,248 at 6%; with 50% employer match about $212,248 at 4% or $141,498 at 6%; with 100% employer match about $159,186 at 4% or $106,124 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-906---
20082830$36,691,757$9,255,185$11,151iApproximate average salary by contribution assumption: employee only about $278,771 at 4% or $185,847 at 6%; with 50% employer match about $185,847 at 4% or $123,898 at 6%; with 100% employer match about $139,385 at 4% or $92,924 at 6%.
Retirement Savings Plan of Convergex Group LLC-520$36,691,757$9,255,185$17,798iApproximate average salary by contribution assumption: employee only about $444,961 at 4% or $296,641 at 6%; with 50% employer match about $296,641 at 4% or $197,760 at 6%; with 100% employer match about $222,480 at 4% or $148,320 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-830---
20072422$43,033,451$10,020,218$23,745iApproximate average salary by contribution assumption: employee only about $593,615 at 4% or $395,743 at 6%; with 50% employer match about $395,743 at 4% or $263,829 at 6%; with 100% employer match about $296,807 at 4% or $197,872 at 6%.
Retirement Savings Plan of Convergex Group LLC-422$43,033,451$10,020,218$23,745iApproximate average salary by contribution assumption: employee only about $593,615 at 4% or $395,743 at 6%; with 50% employer match about $395,743 at 4% or $263,829 at 6%; with 100% employer match about $296,807 at 4% or $197,872 at 6%.
Bny Convergex Group LLC Welfare Benefit Plan-0---
20061415$0$0-
Bny Convergex Group LLC Welfare Benefit Plan-415---
BNY ConvergEx Group LLC | EIN 20-5150276 | 2017 Form 5500 Company Profile