Cvg Strategy LLC
Plan context: Cvg Strategy LLC 401(K) P/S Plan
EIN 26-4545037 • Melbourne, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$725,917
2024 Contributions
$81,681
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $725,917 | $81,681 | $27,227iApproximate average salary by contribution assumption: employee only about $680,675 at 4% or $453,783 at 6%; with 50% employer match about $453,783 at 4% or $302,522 at 6%; with 100% employer match about $340,338 at 4% or $226,892 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $725,917 | $81,681 | $27,227iApproximate average salary by contribution assumption: employee only about $680,675 at 4% or $453,783 at 6%; with 50% employer match about $453,783 at 4% or $302,522 at 6%; with 100% employer match about $340,338 at 4% or $226,892 at 6%. |
| 2023 | 1 | 3 | $597,640 | $5,304 | $1,768iApproximate average salary by contribution assumption: employee only about $44,200 at 4% or $29,467 at 6%; with 50% employer match about $29,467 at 4% or $19,644 at 6%; with 100% employer match about $22,100 at 4% or $14,733 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $597,640 | $5,304 | $1,768iApproximate average salary by contribution assumption: employee only about $44,200 at 4% or $29,467 at 6%; with 50% employer match about $29,467 at 4% or $19,644 at 6%; with 100% employer match about $22,100 at 4% or $14,733 at 6%. |
| 2022 | 1 | 3 | $546,500 | $30,445 | $10,148iApproximate average salary by contribution assumption: employee only about $253,708 at 4% or $169,139 at 6%; with 50% employer match about $169,139 at 4% or $112,759 at 6%; with 100% employer match about $126,854 at 4% or $84,569 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $546,500 | $30,445 | $10,148iApproximate average salary by contribution assumption: employee only about $253,708 at 4% or $169,139 at 6%; with 50% employer match about $169,139 at 4% or $112,759 at 6%; with 100% employer match about $126,854 at 4% or $84,569 at 6%. |
| 2021 | 1 | 3 | $603,638 | $60,320 | $20,107iApproximate average salary by contribution assumption: employee only about $502,667 at 4% or $335,111 at 6%; with 50% employer match about $335,111 at 4% or $223,407 at 6%; with 100% employer match about $251,333 at 4% or $167,556 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $603,638 | $60,320 | $20,107iApproximate average salary by contribution assumption: employee only about $502,667 at 4% or $335,111 at 6%; with 50% employer match about $335,111 at 4% or $223,407 at 6%; with 100% employer match about $251,333 at 4% or $167,556 at 6%. |
| 2020 | 1 | 3 | $492,945 | $21,074 | $7,025iApproximate average salary by contribution assumption: employee only about $175,617 at 4% or $117,078 at 6%; with 50% employer match about $117,078 at 4% or $78,052 at 6%; with 100% employer match about $87,808 at 4% or $58,539 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $492,945 | $21,074 | $7,025iApproximate average salary by contribution assumption: employee only about $175,617 at 4% or $117,078 at 6%; with 50% employer match about $117,078 at 4% or $78,052 at 6%; with 100% employer match about $87,808 at 4% or $58,539 at 6%. |
| 2019 | 1 | 3 | $376,574 | $5,698 | $1,899iApproximate average salary by contribution assumption: employee only about $47,483 at 4% or $31,656 at 6%; with 50% employer match about $31,656 at 4% or $21,104 at 6%; with 100% employer match about $23,742 at 4% or $15,828 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 3 | $376,574 | $5,698 | $1,899iApproximate average salary by contribution assumption: employee only about $47,483 at 4% or $31,656 at 6%; with 50% employer match about $31,656 at 4% or $21,104 at 6%; with 100% employer match about $23,742 at 4% or $15,828 at 6%. |
| 2018 | 1 | 2 | $291,540 | $26,663 | $13,332iApproximate average salary by contribution assumption: employee only about $333,288 at 4% or $222,192 at 6%; with 50% employer match about $222,192 at 4% or $148,128 at 6%; with 100% employer match about $166,644 at 4% or $111,096 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 2 | $291,540 | $26,663 | $13,332iApproximate average salary by contribution assumption: employee only about $333,288 at 4% or $222,192 at 6%; with 50% employer match about $222,192 at 4% or $148,128 at 6%; with 100% employer match about $166,644 at 4% or $111,096 at 6%. |
| 2017 | 1 | 2 | $280,617 | $12,535 | $6,268iApproximate average salary by contribution assumption: employee only about $156,688 at 4% or $104,458 at 6%; with 50% employer match about $104,458 at 4% or $69,639 at 6%; with 100% employer match about $78,344 at 4% or $52,229 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 2 | $280,617 | $12,535 | $6,268iApproximate average salary by contribution assumption: employee only about $156,688 at 4% or $104,458 at 6%; with 50% employer match about $104,458 at 4% or $69,639 at 6%; with 100% employer match about $78,344 at 4% or $52,229 at 6%. |
| 2016 | 1 | 2 | $214,327 | $416 | $208iApproximate average salary by contribution assumption: employee only about $5,200 at 4% or $3,467 at 6%; with 50% employer match about $3,467 at 4% or $2,311 at 6%; with 100% employer match about $2,600 at 4% or $1,733 at 6%. |
| Cvg Strategy LLC 401(K) P/S Plan | - | 2 | $214,327 | $416 | $208iApproximate average salary by contribution assumption: employee only about $5,200 at 4% or $3,467 at 6%; with 50% employer match about $3,467 at 4% or $2,311 at 6%; with 100% employer match about $2,600 at 4% or $1,733 at 6%. |
| 2015 | 1 | 2 | $203,613 | $0 | - |
| Cvg Strategy LLC 401(K) P/S Plan | - | 2 | $203,613 | $0 | - |