Civic Intelligence

Conquestone Group LLC

Plan context: Conquestone Group LLC, Retirement Plan

EIN 20-8162373 • Downingtown, PA • 18 filings • 4 plans

88 Rebecca DriveDowningtown, PA 19335
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$815,981

2024 Contributions

$8,000

Historical Graphs

Total Assets Over Time

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

$1,067,867$533,934$0200820162023YearValue
$815,981Latest year 2023

Participants Over Time

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

320200720152023YearValue
2Latest year 2023

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
202410$0$0-
Conquestone Group LLC, Retirement Plan-0$0$0-
202312$815,981$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Conquestone Group LLC, Retirement Plan-2$815,981$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
202212$1,067,867$15,255$7,628iApproximate average salary by contribution assumption: employee only about $190,688 at 4% or $127,125 at 6%; with 50% employer match about $127,125 at 4% or $84,750 at 6%; with 100% employer match about $95,344 at 4% or $63,563 at 6%.
Conquestone Group LLC, Retirement Plan-2$1,067,867$15,255$7,628iApproximate average salary by contribution assumption: employee only about $190,688 at 4% or $127,125 at 6%; with 50% employer match about $127,125 at 4% or $84,750 at 6%; with 100% employer match about $95,344 at 4% or $63,563 at 6%.
202112$1,060,041$98,308$49,154iApproximate average salary by contribution assumption: employee only about $1,228,850 at 4% or $819,233 at 6%; with 50% employer match about $819,233 at 4% or $546,156 at 6%; with 100% employer match about $614,425 at 4% or $409,617 at 6%.
Conquestone Group LLC, Retirement Plan-2$1,060,041$98,308$49,154iApproximate average salary by contribution assumption: employee only about $1,228,850 at 4% or $819,233 at 6%; with 50% employer match about $819,233 at 4% or $546,156 at 6%; with 100% employer match about $614,425 at 4% or $409,617 at 6%.
202012$834,297$114,442$57,221iApproximate average salary by contribution assumption: employee only about $1,430,525 at 4% or $953,683 at 6%; with 50% employer match about $953,683 at 4% or $635,789 at 6%; with 100% employer match about $715,263 at 4% or $476,842 at 6%.
Conquestone Group LLC, Retirement Plan-2$834,297$114,442$57,221iApproximate average salary by contribution assumption: employee only about $1,430,525 at 4% or $953,683 at 6%; with 50% employer match about $953,683 at 4% or $635,789 at 6%; with 100% employer match about $715,263 at 4% or $476,842 at 6%.
201912$631,939$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Conquestone Group LLC, Retirement Plan-2$631,939$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201812$520,084$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Conquestone Group LLC, Retirement Plan-2$520,084$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201712$468,477$141,747$70,874iApproximate average salary by contribution assumption: employee only about $1,771,838 at 4% or $1,181,225 at 6%; with 50% employer match about $1,181,225 at 4% or $787,483 at 6%; with 100% employer match about $885,919 at 4% or $590,613 at 6%.
Conquestone Group LLC, Retirement Plan-2$468,477$141,747$70,874iApproximate average salary by contribution assumption: employee only about $1,771,838 at 4% or $1,181,225 at 6%; with 50% employer match about $1,181,225 at 4% or $787,483 at 6%; with 100% employer match about $885,919 at 4% or $590,613 at 6%.
201612$317,711$75,093$37,547iApproximate average salary by contribution assumption: employee only about $938,663 at 4% or $625,775 at 6%; with 50% employer match about $625,775 at 4% or $417,183 at 6%; with 100% employer match about $469,331 at 4% or $312,888 at 6%.
Conquestone Group LLC, Retirement Plan-2$317,711$75,093$37,547iApproximate average salary by contribution assumption: employee only about $938,663 at 4% or $625,775 at 6%; with 50% employer match about $625,775 at 4% or $417,183 at 6%; with 100% employer match about $469,331 at 4% or $312,888 at 6%.
201512$259,412$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Conquestone Group LLC, Retirement Plan-2$259,412$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201412$239,802$2,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Conquestone Group LLC, Retirement Plan-2$239,802$2,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
201312$219,444$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Conquestone Group LLC, Retirement Plan-2$219,444$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201212$178,759$14,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
Conquestone Group LLC, Retirement Plan-2$178,759$14,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
201112$140,728$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Conquestone Group LLC, Retirement Plan-2$140,728$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
201013$176,928$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Conquestone Group LLC, Retirement Plan-3$176,928$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
200913$138,327$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
Conquestone Group LLC, Retirement Plan-3$138,327$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
200813$88,023$107,381$35,794iApproximate average salary by contribution assumption: employee only about $894,842 at 4% or $596,561 at 6%; with 50% employer match about $596,561 at 4% or $397,707 at 6%; with 100% employer match about $447,421 at 4% or $298,281 at 6%.
Conquestone Group LLC, Retirement Plan-3$88,023$107,381$35,794iApproximate average salary by contribution assumption: employee only about $894,842 at 4% or $596,561 at 6%; with 50% employer match about $596,561 at 4% or $397,707 at 6%; with 100% employer match about $447,421 at 4% or $298,281 at 6%.
200713$0$0-
Conquestone Group LLC, Retirement Plan-3---