Civic Intelligence

Index Exchange USA LLC

Plan context: Index Exchange USA LLC 401K Plan

EIN 20-5469297 • New York, NY • 18 filings • 4 plans

20 W 22nd StNew York, NY 10010-5804
Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$15,721,823

2024 Contributions

$3,415,961

Historical Graphs

Total Assets Over Time

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

$15,721,823$7,860,912$0201520202024YearValue
$15,721,823Latest year 2024

Participants Over Time

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

133670201520202024YearValue
133Latest 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
20241133$15,721,823$3,415,961$25,684iApproximate average salary by contribution assumption: employee only about $642,098 at 4% or $428,065 at 6%; with 50% employer match about $428,065 at 4% or $285,377 at 6%; with 100% employer match about $321,049 at 4% or $214,033 at 6%.
Index Exchange USA LLC 401K Plan-133$15,721,823$3,415,961$25,684iApproximate average salary by contribution assumption: employee only about $642,098 at 4% or $428,065 at 6%; with 50% employer match about $428,065 at 4% or $285,377 at 6%; with 100% employer match about $321,049 at 4% or $214,033 at 6%.
20232124$12,078,002$2,881,795$23,240iApproximate average salary by contribution assumption: employee only about $581,007 at 4% or $387,338 at 6%; with 50% employer match about $387,338 at 4% or $258,225 at 6%; with 100% employer match about $290,504 at 4% or $193,669 at 6%.
Index Exchange USA LLC 401K Plan-112$12,078,002$2,881,795$25,730iApproximate average salary by contribution assumption: employee only about $643,258 at 4% or $428,839 at 6%; with 50% employer match about $428,839 at 4% or $285,892 at 6%; with 100% employer match about $321,629 at 4% or $214,419 at 6%.
INDEX EXCHANGE USA, LLC WRAP PLAN-124---
20222107$7,993,137$3,281,837$30,671iApproximate average salary by contribution assumption: employee only about $766,784 at 4% or $511,190 at 6%; with 50% employer match about $511,190 at 4% or $340,793 at 6%; with 100% employer match about $383,392 at 4% or $255,595 at 6%.
Index Exchange USA LLC 401K Plan-107$7,993,137$3,281,837$30,671iApproximate average salary by contribution assumption: employee only about $766,784 at 4% or $511,190 at 6%; with 50% employer match about $511,190 at 4% or $340,793 at 6%; with 100% employer match about $383,392 at 4% or $255,595 at 6%.
INDEX EXCHANGE USA, LLC WRAP PLAN-106---
20212114$8,260,802$2,026,575$17,777iApproximate average salary by contribution assumption: employee only about $444,424 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,212 at 4% or $148,141 at 6%.
Index Exchange USA LLC 401K Plan-114$8,260,802$2,026,575$17,777iApproximate average salary by contribution assumption: employee only about $444,424 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,212 at 4% or $148,141 at 6%.
INDEX EXCHANGE USA, LLC WRAP PLAN-114---
20203105$6,126,663$1,728,080$16,458iApproximate average salary by contribution assumption: employee only about $411,448 at 4% or $274,298 at 6%; with 50% employer match about $274,298 at 4% or $182,866 at 6%; with 100% employer match about $205,724 at 4% or $137,149 at 6%.
Index Exchange USA LLC 401K Plan-96$6,126,663$1,728,080$18,001iApproximate average salary by contribution assumption: employee only about $450,021 at 4% or $300,014 at 6%; with 50% employer match about $300,014 at 4% or $200,009 at 6%; with 100% employer match about $225,010 at 4% or $150,007 at 6%.
Index Exchange USA LLC Welfare Plan-0---
INDEX EXCHANGE USA, LLC WRAP PLAN-105---
20192108$4,317,457$1,872,575$17,339iApproximate average salary by contribution assumption: employee only about $433,466 at 4% or $288,978 at 6%; with 50% employer match about $288,978 at 4% or $192,652 at 6%; with 100% employer match about $216,733 at 4% or $144,489 at 6%.
Index Exchange USA LLC 401K Plan-108$4,317,457$1,872,575$17,339iApproximate average salary by contribution assumption: employee only about $433,466 at 4% or $288,978 at 6%; with 50% employer match about $288,978 at 4% or $192,652 at 6%; with 100% employer match about $216,733 at 4% or $144,489 at 6%.
INDEX EXCHANGE USA, LLC WRAP PLAN-98---
20183103$2,292,111$1,292,358$12,547iApproximate average salary by contribution assumption: employee only about $313,679 at 4% or $209,119 at 6%; with 50% employer match about $209,119 at 4% or $139,413 at 6%; with 100% employer match about $156,840 at 4% or $104,560 at 6%.
Index Exchange USA LLC 401K Plan-87$2,292,111$1,292,358$14,855iApproximate average salary by contribution assumption: employee only about $371,367 at 4% or $247,578 at 6%; with 50% employer match about $247,578 at 4% or $165,052 at 6%; with 100% employer match about $185,684 at 4% or $123,789 at 6%.
INDEX EXCHANGE USA LLC MEDICAL PLAN-70---
Index Exchange USA LLC Welfare Plan-103---
2017153$1,528,478$859,355$16,214iApproximate average salary by contribution assumption: employee only about $405,356 at 4% or $270,237 at 6%; with 50% employer match about $270,237 at 4% or $180,158 at 6%; with 100% employer match about $202,678 at 4% or $135,119 at 6%.
Index Exchange USA LLC 401K Plan-53$1,528,478$859,355$16,214iApproximate average salary by contribution assumption: employee only about $405,356 at 4% or $270,237 at 6%; with 50% employer match about $270,237 at 4% or $180,158 at 6%; with 100% employer match about $202,678 at 4% or $135,119 at 6%.
2016130$501,466$376,005$12,534iApproximate average salary by contribution assumption: employee only about $313,338 at 4% or $208,892 at 6%; with 50% employer match about $208,892 at 4% or $139,261 at 6%; with 100% employer match about $156,669 at 4% or $104,446 at 6%.
Index Exchange USA LLC 401K Plan-30$501,466$376,005$12,534iApproximate average salary by contribution assumption: employee only about $313,338 at 4% or $208,892 at 6%; with 50% employer match about $208,892 at 4% or $139,261 at 6%; with 100% employer match about $156,669 at 4% or $104,446 at 6%.
2015116$127,068$131,457$8,216iApproximate average salary by contribution assumption: employee only about $205,402 at 4% or $136,934 at 6%; with 50% employer match about $136,934 at 4% or $91,290 at 6%; with 100% employer match about $102,701 at 4% or $68,467 at 6%.
Index Exchange USA LLC 401K Plan-16$127,068$131,457$8,216iApproximate average salary by contribution assumption: employee only about $205,402 at 4% or $136,934 at 6%; with 50% employer match about $136,934 at 4% or $91,290 at 6%; with 100% employer match about $102,701 at 4% or $68,467 at 6%.