Civic Intelligence

Ivy Equities II LLC

Plan context: Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)

EIN 26-0520136 • Greenwich, CT • 11 filings • 1 plans

35 Field Point RoadGreenwich, CT 06830
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,813,117

2024 Contributions

$130,000

Historical Graphs

Total Assets Over Time

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

$2,813,117$1,406,559$0201420192024YearValue
$2,813,117Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202413$2,813,117$0-
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$2,813,117$0-
202313$2,529,303$0-
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$2,529,303$0-
202213$2,242,488$0-
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$2,242,488$0-
202113$2,393,849$0-
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$2,393,849$0-
202013$2,188,974$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$2,188,974$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
201913$1,899,939$161,911$53,970iApproximate average salary by contribution assumption: employee only about $1,349,258 at 4% or $899,506 at 6%; with 50% employer match about $899,506 at 4% or $599,670 at 6%; with 100% employer match about $674,629 at 4% or $449,753 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$1,899,939$161,911$53,970iApproximate average salary by contribution assumption: employee only about $1,349,258 at 4% or $899,506 at 6%; with 50% employer match about $899,506 at 4% or $599,670 at 6%; with 100% employer match about $674,629 at 4% or $449,753 at 6%.
201813$1,538,480$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$1,538,480$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201713$1,403,838$214,972$71,657iApproximate average salary by contribution assumption: employee only about $1,791,433 at 4% or $1,194,289 at 6%; with 50% employer match about $1,194,289 at 4% or $796,193 at 6%; with 100% employer match about $895,717 at 4% or $597,144 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$1,403,838$214,972$71,657iApproximate average salary by contribution assumption: employee only about $1,791,433 at 4% or $1,194,289 at 6%; with 50% employer match about $1,194,289 at 4% or $796,193 at 6%; with 100% employer match about $895,717 at 4% or $597,144 at 6%.
201613$1,085,272$215,000$71,667iApproximate average salary by contribution assumption: employee only about $1,791,667 at 4% or $1,194,444 at 6%; with 50% employer match about $1,194,444 at 4% or $796,296 at 6%; with 100% employer match about $895,833 at 4% or $597,222 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$1,085,272$215,000$71,667iApproximate average salary by contribution assumption: employee only about $1,791,667 at 4% or $1,194,444 at 6%; with 50% employer match about $1,194,444 at 4% or $796,296 at 6%; with 100% employer match about $895,833 at 4% or $597,222 at 6%.
201513$778,976$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$778,976$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201413$615,732$300,000$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%.
Ivy Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)-3$615,732$300,000$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%.