Civic Intelligence

The Belvedere Group LLC

Plan context: The Belvedere Group LLC Cash Balance Plan

EIN 26-1765316 • Fort Myers, FL • 9 filings • 2 plans

13690 Brynwood LaneFort Myers, FL 33912
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,080,360

2025 Contributions

$645,435

Historical Graphs

Total Assets Over Time

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

$2,080,360$1,040,180$0202120232025YearValue
$2,080,360Latest year 2025

Participants Over Time

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

530202120232025YearValue
5Latest year 2025

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
202515$2,080,360$645,435$129,087iApproximate average salary by contribution assumption: employee only about $3,227,175 at 4% or $2,151,450 at 6%; with 50% employer match about $2,151,450 at 4% or $1,434,300 at 6%; with 100% employer match about $1,613,588 at 4% or $1,075,725 at 6%.
The Belvedere Group LLC Cash Balance Plan-5$2,080,360$645,435$129,087iApproximate average salary by contribution assumption: employee only about $3,227,175 at 4% or $2,151,450 at 6%; with 50% employer match about $2,151,450 at 4% or $1,434,300 at 6%; with 100% employer match about $1,613,588 at 4% or $1,075,725 at 6%.
202424$1,842,878$524,559$131,140iApproximate average salary by contribution assumption: employee only about $3,278,494 at 4% or $2,185,663 at 6%; with 50% employer match about $2,185,663 at 4% or $1,457,108 at 6%; with 100% employer match about $1,639,247 at 4% or $1,092,831 at 6%.
The Belvedere Group LLC Cash Balance Plan-4$1,351,791$376,592$94,148iApproximate average salary by contribution assumption: employee only about $2,353,700 at 4% or $1,569,133 at 6%; with 50% employer match about $1,569,133 at 4% or $1,046,089 at 6%; with 100% employer match about $1,176,850 at 4% or $784,567 at 6%.
THE BELVEDERE GROUP, LLC PROFIT SHARING PLAN-4$491,087$147,967$36,992iApproximate average salary by contribution assumption: employee only about $924,794 at 4% or $616,529 at 6%; with 50% employer match about $616,529 at 4% or $411,019 at 6%; with 100% employer match about $462,397 at 4% or $308,265 at 6%.
202324$1,248,160$419,093$104,773iApproximate average salary by contribution assumption: employee only about $2,619,331 at 4% or $1,746,221 at 6%; with 50% employer match about $1,746,221 at 4% or $1,164,147 at 6%; with 100% employer match about $1,309,666 at 4% or $873,110 at 6%.
The Belvedere Group LLC Cash Balance Plan-4$936,188$322,901$80,725iApproximate average salary by contribution assumption: employee only about $2,018,131 at 4% or $1,345,421 at 6%; with 50% employer match about $1,345,421 at 4% or $896,947 at 6%; with 100% employer match about $1,009,066 at 4% or $672,710 at 6%.
THE BELVEDERE GROUP, LLC PROFIT SHARING PLAN-4$311,972$96,192$24,048iApproximate average salary by contribution assumption: employee only about $601,200 at 4% or $400,800 at 6%; with 50% employer match about $400,800 at 4% or $267,200 at 6%; with 100% employer match about $300,600 at 4% or $200,400 at 6%.
202224$761,010$431,058$107,765iApproximate average salary by contribution assumption: employee only about $2,694,113 at 4% or $1,796,075 at 6%; with 50% employer match about $1,796,075 at 4% or $1,197,383 at 6%; with 100% employer match about $1,347,056 at 4% or $898,038 at 6%.
The Belvedere Group LLC Cash Balance Plan-4$577,031$329,966$82,492iApproximate average salary by contribution assumption: employee only about $2,062,288 at 4% or $1,374,858 at 6%; with 50% employer match about $1,374,858 at 4% or $916,572 at 6%; with 100% employer match about $1,031,144 at 4% or $687,429 at 6%.
THE BELVEDERE GROUP, LLC PROFIT SHARING PLAN-4$183,979$101,092$25,273iApproximate average salary by contribution assumption: employee only about $631,825 at 4% or $421,217 at 6%; with 50% employer match about $421,217 at 4% or $280,811 at 6%; with 100% employer match about $315,913 at 4% or $210,608 at 6%.
202124$348,074$348,074$87,019iApproximate average salary by contribution assumption: employee only about $2,175,463 at 4% or $1,450,308 at 6%; with 50% employer match about $1,450,308 at 4% or $966,872 at 6%; with 100% employer match about $1,087,731 at 4% or $725,154 at 6%.
The Belvedere Group LLC Cash Balance Plan-4$261,545$261,545$65,386iApproximate average salary by contribution assumption: employee only about $1,634,656 at 4% or $1,089,771 at 6%; with 50% employer match about $1,089,771 at 4% or $726,514 at 6%; with 100% employer match about $817,328 at 4% or $544,885 at 6%.
THE BELVEDERE GROUP, LLC PROFIT SHARING PLAN-4$86,529$86,529$21,632iApproximate average salary by contribution assumption: employee only about $540,806 at 4% or $360,538 at 6%; with 50% employer match about $360,538 at 4% or $240,358 at 6%; with 100% employer match about $270,403 at 4% or $180,269 at 6%.