Civic Intelligence

Sq Advisors LLC

Plan context: Sq Advisors LLC 401(K) Plan

EIN 27-3282708 • Naples, FL • 6 filings • 1 plans

1400 Gulf Shore Blvd., NorthSuite 184Naples, FL 34102
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$1,284,124

2018 Contributions

$296,209

Historical Graphs

Total Assets Over Time

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

$1,284,124$642,062$0201320152017YearValue
$1,284,124Latest year 2017

Participants Over Time

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

840201320152017YearValue
8Latest year 2017

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
201810$0$296,209-
Sq Advisors LLC 401(K) Plan-0$0$296,209-
201718$1,284,124$232,289$29,036iApproximate average salary by contribution assumption: employee only about $725,903 at 4% or $483,935 at 6%; with 50% employer match about $483,935 at 4% or $322,624 at 6%; with 100% employer match about $362,952 at 4% or $241,968 at 6%.
Sq Advisors LLC 401(K) Plan-8$1,284,124$232,289$29,036iApproximate average salary by contribution assumption: employee only about $725,903 at 4% or $483,935 at 6%; with 50% employer match about $483,935 at 4% or $322,624 at 6%; with 100% employer match about $362,952 at 4% or $241,968 at 6%.
201617$822,336$93,084$13,298iApproximate average salary by contribution assumption: employee only about $332,443 at 4% or $221,629 at 6%; with 50% employer match about $221,629 at 4% or $147,752 at 6%; with 100% employer match about $166,221 at 4% or $110,814 at 6%.
Sq Advisors LLC 401(K) Plan-7$822,336$93,084$13,298iApproximate average salary by contribution assumption: employee only about $332,443 at 4% or $221,629 at 6%; with 50% employer match about $221,629 at 4% or $147,752 at 6%; with 100% employer match about $166,221 at 4% or $110,814 at 6%.
201515$778,246$143,458$28,692iApproximate average salary by contribution assumption: employee only about $717,290 at 4% or $478,193 at 6%; with 50% employer match about $478,193 at 4% or $318,796 at 6%; with 100% employer match about $358,645 at 4% or $239,097 at 6%.
Sq Advisors LLC 401(K) Plan-5$778,246$143,458$28,692iApproximate average salary by contribution assumption: employee only about $717,290 at 4% or $478,193 at 6%; with 50% employer match about $478,193 at 4% or $318,796 at 6%; with 100% employer match about $358,645 at 4% or $239,097 at 6%.
201415$663,514$179,035$35,807iApproximate average salary by contribution assumption: employee only about $895,175 at 4% or $596,783 at 6%; with 50% employer match about $596,783 at 4% or $397,856 at 6%; with 100% employer match about $447,588 at 4% or $298,392 at 6%.
Sq Advisors LLC 401(K) Plan-5$663,514$179,035$35,807iApproximate average salary by contribution assumption: employee only about $895,175 at 4% or $596,783 at 6%; with 50% employer match about $596,783 at 4% or $397,856 at 6%; with 100% employer match about $447,588 at 4% or $298,392 at 6%.
201313$492,877$435,559$145,186iApproximate average salary by contribution assumption: employee only about $3,629,658 at 4% or $2,419,772 at 6%; with 50% employer match about $2,419,772 at 4% or $1,613,181 at 6%; with 100% employer match about $1,814,829 at 4% or $1,209,886 at 6%.
Sq Advisors LLC 401(K) Plan-3$492,877$435,559$145,186iApproximate average salary by contribution assumption: employee only about $3,629,658 at 4% or $2,419,772 at 6%; with 50% employer match about $2,419,772 at 4% or $1,613,181 at 6%; with 100% employer match about $1,814,829 at 4% or $1,209,886 at 6%.