Civic Intelligence

Palmetto Group

Plan context: Palmetto Group Retirement Plan

EIN 26-0007979 • Washington, DC • 23 filings • 3 plans

One Massachusetts Ave. NW, Ste 850Washington, DC 20001
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$4,308,158

2018 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$8,138,607$4,069,304$0200720122017YearValue
$4,308,158Latest year 2017

Participants Over Time

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

840200720122017YearValue
2Latest 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
201810$0$0-
Palmetto Group Retirement Plan-0$0--
201722$4,308,158$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Palmetto Group Retirement Plan-2$4,308,158$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Palmetto Group Savings Plan-0$0--
201625$7,295,471$794,150$158,830iApproximate average salary by contribution assumption: employee only about $3,970,750 at 4% or $2,647,167 at 6%; with 50% employer match about $2,647,167 at 4% or $1,764,778 at 6%; with 100% employer match about $1,985,375 at 4% or $1,323,583 at 6%.
Palmetto Group Retirement Plan-3$6,560,145$792,000$264,000iApproximate average salary by contribution assumption: employee only about $6,600,000 at 4% or $4,400,000 at 6%; with 50% employer match about $4,400,000 at 4% or $2,933,333 at 6%; with 100% employer match about $3,300,000 at 4% or $2,200,000 at 6%.
Palmetto Group Savings Plan-5$735,326$2,150$430iApproximate average salary by contribution assumption: employee only about $10,750 at 4% or $7,167 at 6%; with 50% employer match about $7,167 at 4% or $4,778 at 6%; with 100% employer match about $5,375 at 4% or $3,583 at 6%.
201527$7,828,887$692,399$98,914iApproximate average salary by contribution assumption: employee only about $2,472,854 at 4% or $1,648,569 at 6%; with 50% employer match about $1,648,569 at 4% or $1,099,046 at 6%; with 100% employer match about $1,236,427 at 4% or $824,285 at 6%.
Palmetto Group Retirement Plan-4$6,647,553$593,879$148,470iApproximate average salary by contribution assumption: employee only about $3,711,744 at 4% or $2,474,496 at 6%; with 50% employer match about $2,474,496 at 4% or $1,649,664 at 6%; with 100% employer match about $1,855,872 at 4% or $1,237,248 at 6%.
Palmetto Group Savings Plan-7$1,181,334$98,520$14,074iApproximate average salary by contribution assumption: employee only about $351,857 at 4% or $234,571 at 6%; with 50% employer match about $234,571 at 4% or $156,381 at 6%; with 100% employer match about $175,929 at 4% or $117,286 at 6%.
201428$8,138,607$933,088$116,636iApproximate average salary by contribution assumption: employee only about $2,915,900 at 4% or $1,943,933 at 6%; with 50% employer match about $1,943,933 at 4% or $1,295,956 at 6%; with 100% employer match about $1,457,950 at 4% or $971,967 at 6%.
Palmetto Group Retirement Plan-5$6,868,094$792,313$158,463iApproximate average salary by contribution assumption: employee only about $3,961,565 at 4% or $2,641,043 at 6%; with 50% employer match about $2,641,043 at 4% or $1,760,696 at 6%; with 100% employer match about $1,980,783 at 4% or $1,320,522 at 6%.
Palmetto Group Savings Plan-8$1,270,513$140,775$17,597iApproximate average salary by contribution assumption: employee only about $439,922 at 4% or $293,281 at 6%; with 50% employer match about $293,281 at 4% or $195,521 at 6%; with 100% employer match about $219,961 at 4% or $146,641 at 6%.
201327$6,965,202$905,556$129,365iApproximate average salary by contribution assumption: employee only about $3,234,129 at 4% or $2,156,086 at 6%; with 50% employer match about $2,156,086 at 4% or $1,437,390 at 6%; with 100% employer match about $1,617,064 at 4% or $1,078,043 at 6%.
Palmetto Group Retirement Plan-5$5,873,963$771,000$154,200iApproximate average salary by contribution assumption: employee only about $3,855,000 at 4% or $2,570,000 at 6%; with 50% employer match about $2,570,000 at 4% or $1,713,333 at 6%; with 100% employer match about $1,927,500 at 4% or $1,285,000 at 6%.
Palmetto Group Savings Plan-7$1,091,239$134,556$19,222iApproximate average salary by contribution assumption: employee only about $480,557 at 4% or $320,371 at 6%; with 50% employer match about $320,371 at 4% or $213,581 at 6%; with 100% employer match about $240,279 at 4% or $160,186 at 6%.
201228$6,559,789$1,017,998$127,250iApproximate average salary by contribution assumption: employee only about $3,181,244 at 4% or $2,120,829 at 6%; with 50% employer match about $2,120,829 at 4% or $1,413,886 at 6%; with 100% employer match about $1,590,622 at 4% or $1,060,415 at 6%.
Palmetto Group Retirement Plan-6$5,638,481$871,813$145,302iApproximate average salary by contribution assumption: employee only about $3,632,554 at 4% or $2,421,703 at 6%; with 50% employer match about $2,421,703 at 4% or $1,614,469 at 6%; with 100% employer match about $1,816,277 at 4% or $1,210,851 at 6%.
Palmetto Group Savings Plan-8$921,308$146,185$18,273iApproximate average salary by contribution assumption: employee only about $456,828 at 4% or $304,552 at 6%; with 50% employer match about $304,552 at 4% or $203,035 at 6%; with 100% employer match about $228,414 at 4% or $152,276 at 6%.
201126$5,253,303$914,300$152,383iApproximate average salary by contribution assumption: employee only about $3,809,583 at 4% or $2,539,722 at 6%; with 50% employer match about $2,539,722 at 4% or $1,693,148 at 6%; with 100% employer match about $1,904,792 at 4% or $1,269,861 at 6%.
Palmetto Group Retirement Plan-6$4,528,367$771,000$128,500iApproximate average salary by contribution assumption: employee only about $3,212,500 at 4% or $2,141,667 at 6%; with 50% employer match about $2,141,667 at 4% or $1,427,778 at 6%; with 100% employer match about $1,606,250 at 4% or $1,070,833 at 6%.
Palmetto Group Savings Plan-4$724,936$143,300$35,825iApproximate average salary by contribution assumption: employee only about $895,625 at 4% or $597,083 at 6%; with 50% employer match about $597,083 at 4% or $398,056 at 6%; with 100% employer match about $447,813 at 4% or $298,542 at 6%.
201028$4,169,394$1,062,000$132,750iApproximate average salary by contribution assumption: employee only about $3,318,750 at 4% or $2,212,500 at 6%; with 50% employer match about $2,212,500 at 4% or $1,475,000 at 6%; with 100% employer match about $1,659,375 at 4% or $1,106,250 at 6%.
Palmetto Group Retirement Plan-6$3,591,344$894,000$149,000iApproximate average salary by contribution assumption: employee only about $3,725,000 at 4% or $2,483,333 at 6%; with 50% employer match about $2,483,333 at 4% or $1,655,556 at 6%; with 100% employer match about $1,862,500 at 4% or $1,241,667 at 6%.
Palmetto Group Savings Plan-8$578,050$168,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200928$2,869,875$1,062,021$132,753iApproximate average salary by contribution assumption: employee only about $3,318,816 at 4% or $2,212,544 at 6%; with 50% employer match about $2,212,544 at 4% or $1,475,029 at 6%; with 100% employer match about $1,659,408 at 4% or $1,106,272 at 6%.
Palmetto Group Retirement Plan-6$2,478,844$913,963$152,327iApproximate average salary by contribution assumption: employee only about $3,808,179 at 4% or $2,538,786 at 6%; with 50% employer match about $2,538,786 at 4% or $1,692,524 at 6%; with 100% employer match about $1,904,090 at 4% or $1,269,393 at 6%.
Palmetto Group Savings Plan-8$391,031$148,058$18,507iApproximate average salary by contribution assumption: employee only about $462,681 at 4% or $308,454 at 6%; with 50% employer match about $308,454 at 4% or $205,636 at 6%; with 100% employer match about $231,341 at 4% or $154,227 at 6%.
200825$1,594,908$905,900$181,180iApproximate average salary by contribution assumption: employee only about $4,529,500 at 4% or $3,019,667 at 6%; with 50% employer match about $3,019,667 at 4% or $2,013,111 at 6%; with 100% employer match about $2,264,750 at 4% or $1,509,833 at 6%.
Palmetto Group Retirement Plan-5$1,371,973$782,000$156,400iApproximate average salary by contribution assumption: employee only about $3,910,000 at 4% or $2,606,667 at 6%; with 50% employer match about $2,606,667 at 4% or $1,737,778 at 6%; with 100% employer match about $1,955,000 at 4% or $1,303,333 at 6%.
Palmetto Group Savings Plan-5$222,935$123,900$24,780iApproximate average salary by contribution assumption: employee only about $619,500 at 4% or $413,000 at 6%; with 50% employer match about $413,000 at 4% or $275,333 at 6%; with 100% employer match about $309,750 at 4% or $206,500 at 6%.
200726$605,747$605,500$100,917iApproximate average salary by contribution assumption: employee only about $2,522,917 at 4% or $1,681,944 at 6%; with 50% employer match about $1,681,944 at 4% or $1,121,296 at 6%; with 100% employer match about $1,261,458 at 4% or $840,972 at 6%.
Palmetto Group Retirement Plan-5$605,747$605,500$121,100iApproximate average salary by contribution assumption: employee only about $3,027,500 at 4% or $2,018,333 at 6%; with 50% employer match about $2,018,333 at 4% or $1,345,556 at 6%; with 100% employer match about $1,513,750 at 4% or $1,009,167 at 6%.
Palmetto Group Savings Plan-6---