Civic Intelligence

The Queenstone Group LLC

Plan context: THE QUEENSTONE GROUP CASH BALANCE PLAN

EIN 26-3216302 • Berkeley, CA • 10 filings • 2 plans

1569 Solano Avenue No. 507Berkeley, CA 94707
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,411,901

2020 Contributions

$520,006

Historical Graphs

Total Assets Over Time

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

$2,411,901$1,205,951$0201620182019YearValue
$2,411,901Latest year 2019

Participants Over Time

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

420201620182019YearValue
3Latest year 2019

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
202020$0$0-
The Queenstone Group 401(K) Plan-0$0--
THE QUEENSTONE GROUP CASH BALANCE PLAN-0$0--
201923$2,411,901$520,006$173,335iApproximate average salary by contribution assumption: employee only about $4,333,383 at 4% or $2,888,922 at 6%; with 50% employer match about $2,888,922 at 4% or $1,925,948 at 6%; with 100% employer match about $2,166,692 at 4% or $1,444,461 at 6%.
THE QUEENSTONE GROUP CASH BALANCE PLAN-3$1,796,736$377,325$125,775iApproximate average salary by contribution assumption: employee only about $3,144,375 at 4% or $2,096,250 at 6%; with 50% employer match about $2,096,250 at 4% or $1,397,500 at 6%; with 100% employer match about $1,572,188 at 4% or $1,048,125 at 6%.
The Queenstone Group 401(K) Plan-0$615,165$142,681-
201823$1,672,874$676,427$225,476iApproximate average salary by contribution assumption: employee only about $5,636,892 at 4% or $3,757,928 at 6%; with 50% employer match about $3,757,928 at 4% or $2,505,285 at 6%; with 100% employer match about $2,818,446 at 4% or $1,878,964 at 6%.
THE QUEENSTONE GROUP CASH BALANCE PLAN-3$1,257,996$523,450$174,483iApproximate average salary by contribution assumption: employee only about $4,362,083 at 4% or $2,908,056 at 6%; with 50% employer match about $2,908,056 at 4% or $1,938,704 at 6%; with 100% employer match about $2,181,042 at 4% or $1,454,028 at 6%.
The Queenstone Group 401(K) Plan-3$414,878$152,977$50,992iApproximate average salary by contribution assumption: employee only about $1,274,808 at 4% or $849,872 at 6%; with 50% employer match about $849,872 at 4% or $566,581 at 6%; with 100% employer match about $637,404 at 4% or $424,936 at 6%.
201724$1,090,451$491,564$122,891iApproximate average salary by contribution assumption: employee only about $3,072,275 at 4% or $2,048,183 at 6%; with 50% employer match about $2,048,183 at 4% or $1,365,456 at 6%; with 100% employer match about $1,536,138 at 4% or $1,024,092 at 6%.
THE QUEENSTONE GROUP CASH BALANCE PLAN-4$794,750$342,000$85,500iApproximate average salary by contribution assumption: employee only about $2,137,500 at 4% or $1,425,000 at 6%; with 50% employer match about $1,425,000 at 4% or $950,000 at 6%; with 100% employer match about $1,068,750 at 4% or $712,500 at 6%.
The Queenstone Group 401(K) Plan-4$295,701$149,564$37,391iApproximate average salary by contribution assumption: employee only about $934,775 at 4% or $623,183 at 6%; with 50% employer match about $623,183 at 4% or $415,456 at 6%; with 100% employer match about $467,388 at 4% or $311,592 at 6%.
201624$545,473$543,439$135,860iApproximate average salary by contribution assumption: employee only about $3,396,494 at 4% or $2,264,329 at 6%; with 50% employer match about $2,264,329 at 4% or $1,509,553 at 6%; with 100% employer match about $1,698,247 at 4% or $1,132,165 at 6%.
THE QUEENSTONE GROUP CASH BALANCE PLAN-4$410,034$408,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
The Queenstone Group 401(K) Plan-4$135,439$135,439$33,860iApproximate average salary by contribution assumption: employee only about $846,494 at 4% or $564,329 at 6%; with 50% employer match about $564,329 at 4% or $376,219 at 6%; with 100% employer match about $423,247 at 4% or $282,165 at 6%.