Civic Intelligence

Succession Institute LLC

Plan context: Succession Institute LLC 401(K) Profit Sharing Plan & Trust

EIN 26-1263665 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$453,463

2024 Contributions

$114,708

Historical Graphs

Total Assets Over Time

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

$485,336$242,668$0201620202024YearValue
$453,463Latest year 2024

Participants Over Time

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

530201620202024YearValue
4Latest 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
202414$453,463$114,708$28,677iApproximate average salary by contribution assumption: employee only about $716,925 at 4% or $477,950 at 6%; with 50% employer match about $477,950 at 4% or $318,633 at 6%; with 100% employer match about $358,463 at 4% or $238,975 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$453,463$114,708$28,677iApproximate average salary by contribution assumption: employee only about $716,925 at 4% or $477,950 at 6%; with 50% employer match about $477,950 at 4% or $318,633 at 6%; with 100% employer match about $358,463 at 4% or $238,975 at 6%.
202315$485,336$88,416$17,683iApproximate average salary by contribution assumption: employee only about $442,080 at 4% or $294,720 at 6%; with 50% employer match about $294,720 at 4% or $196,480 at 6%; with 100% employer match about $221,040 at 4% or $147,360 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-5$485,336$88,416$17,683iApproximate average salary by contribution assumption: employee only about $442,080 at 4% or $294,720 at 6%; with 50% employer match about $294,720 at 4% or $196,480 at 6%; with 100% employer match about $221,040 at 4% or $147,360 at 6%.
202214$344,838$85,754$21,439iApproximate average salary by contribution assumption: employee only about $535,963 at 4% or $357,308 at 6%; with 50% employer match about $357,308 at 4% or $238,206 at 6%; with 100% employer match about $267,981 at 4% or $178,654 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$344,838$85,754$21,439iApproximate average salary by contribution assumption: employee only about $535,963 at 4% or $357,308 at 6%; with 50% employer match about $357,308 at 4% or $238,206 at 6%; with 100% employer match about $267,981 at 4% or $178,654 at 6%.
202115$324,966$76,852$15,370iApproximate average salary by contribution assumption: employee only about $384,260 at 4% or $256,173 at 6%; with 50% employer match about $256,173 at 4% or $170,782 at 6%; with 100% employer match about $192,130 at 4% or $128,087 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-5$324,966$76,852$15,370iApproximate average salary by contribution assumption: employee only about $384,260 at 4% or $256,173 at 6%; with 50% employer match about $256,173 at 4% or $170,782 at 6%; with 100% employer match about $192,130 at 4% or $128,087 at 6%.
202014$396,419$79,911$19,978iApproximate average salary by contribution assumption: employee only about $499,444 at 4% or $332,963 at 6%; with 50% employer match about $332,963 at 4% or $221,975 at 6%; with 100% employer match about $249,722 at 4% or $166,481 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$396,419$79,911$19,978iApproximate average salary by contribution assumption: employee only about $499,444 at 4% or $332,963 at 6%; with 50% employer match about $332,963 at 4% or $221,975 at 6%; with 100% employer match about $249,722 at 4% or $166,481 at 6%.
201915$298,038$99,792$19,958iApproximate average salary by contribution assumption: employee only about $498,960 at 4% or $332,640 at 6%; with 50% employer match about $332,640 at 4% or $221,760 at 6%; with 100% employer match about $249,480 at 4% or $166,320 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-5$298,038$99,792$19,958iApproximate average salary by contribution assumption: employee only about $498,960 at 4% or $332,640 at 6%; with 50% employer match about $332,640 at 4% or $221,760 at 6%; with 100% employer match about $249,480 at 4% or $166,320 at 6%.
201814$200,235$82,196$20,549iApproximate average salary by contribution assumption: employee only about $513,725 at 4% or $342,483 at 6%; with 50% employer match about $342,483 at 4% or $228,322 at 6%; with 100% employer match about $256,863 at 4% or $171,242 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$200,235$82,196$20,549iApproximate average salary by contribution assumption: employee only about $513,725 at 4% or $342,483 at 6%; with 50% employer match about $342,483 at 4% or $228,322 at 6%; with 100% employer match about $256,863 at 4% or $171,242 at 6%.
201714$122,040$55,651$13,913iApproximate average salary by contribution assumption: employee only about $347,819 at 4% or $231,879 at 6%; with 50% employer match about $231,879 at 4% or $154,586 at 6%; with 100% employer match about $173,909 at 4% or $115,940 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$122,040$55,651$13,913iApproximate average salary by contribution assumption: employee only about $347,819 at 4% or $231,879 at 6%; with 50% employer match about $231,879 at 4% or $154,586 at 6%; with 100% employer match about $173,909 at 4% or $115,940 at 6%.
201614$65,158$65,014$16,254iApproximate average salary by contribution assumption: employee only about $406,338 at 4% or $270,892 at 6%; with 50% employer match about $270,892 at 4% or $180,594 at 6%; with 100% employer match about $203,169 at 4% or $135,446 at 6%.
Succession Institute LLC 401(K) Profit Sharing Plan & Trust-4$65,158$65,014$16,254iApproximate average salary by contribution assumption: employee only about $406,338 at 4% or $270,892 at 6%; with 50% employer match about $270,892 at 4% or $180,594 at 6%; with 100% employer match about $203,169 at 4% or $135,446 at 6%.