Civic Intelligence

Xchange Benefits LLC

Plan context: Xchange Benefits LLC 401(K) Plan

EIN 27-3463029 • Armonk, NY • 11 filings • 2 plans

200 Business Park Drive Suite 303Armonk, NY 10504
Current Snapshot

Latest Year

2022

2022 Participants

20

2022 Assets

$3,481,306

2022 Contributions

$393,467

Historical Graphs

Total Assets Over Time

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

$3,481,306$1,740,653$0201220172021YearValue
$3,481,306Latest year 2021

Participants Over Time

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

21110201220172021YearValue
20Latest year 2021

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
202210$0$393,467-
Xchange Benefits LLC 401(K) Plan-0$0$393,467-
2021120$3,481,306$268,852$13,443iApproximate average salary by contribution assumption: employee only about $336,065 at 4% or $224,043 at 6%; with 50% employer match about $224,043 at 4% or $149,362 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%.
Xchange Benefits LLC 401(K) Plan-20$3,481,306$268,852$13,443iApproximate average salary by contribution assumption: employee only about $336,065 at 4% or $224,043 at 6%; with 50% employer match about $224,043 at 4% or $149,362 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%.
2020121$2,748,507$260,244$12,393iApproximate average salary by contribution assumption: employee only about $309,814 at 4% or $206,543 at 6%; with 50% employer match about $206,543 at 4% or $137,695 at 6%; with 100% employer match about $154,907 at 4% or $103,271 at 6%.
Xchange Benefits LLC 401(K) Plan-21$2,748,507$260,244$12,393iApproximate average salary by contribution assumption: employee only about $309,814 at 4% or $206,543 at 6%; with 50% employer match about $206,543 at 4% or $137,695 at 6%; with 100% employer match about $154,907 at 4% or $103,271 at 6%.
2019121$2,251,224$609,606$29,029iApproximate average salary by contribution assumption: employee only about $725,721 at 4% or $483,814 at 6%; with 50% employer match about $483,814 at 4% or $322,543 at 6%; with 100% employer match about $362,861 at 4% or $241,907 at 6%.
Xchange Benefits LLC 401(K) Plan-21$2,251,224$609,606$29,029iApproximate average salary by contribution assumption: employee only about $725,721 at 4% or $483,814 at 6%; with 50% employer match about $483,814 at 4% or $322,543 at 6%; with 100% employer match about $362,861 at 4% or $241,907 at 6%.
2018115$1,263,178$210,160$14,011iApproximate average salary by contribution assumption: employee only about $350,267 at 4% or $233,511 at 6%; with 50% employer match about $233,511 at 4% or $155,674 at 6%; with 100% employer match about $175,133 at 4% or $116,756 at 6%.
Xchange Benefits LLC 401(K) Plan-15$1,263,178$210,160$14,011iApproximate average salary by contribution assumption: employee only about $350,267 at 4% or $233,511 at 6%; with 50% employer match about $233,511 at 4% or $155,674 at 6%; with 100% employer match about $175,133 at 4% or $116,756 at 6%.
2017113$1,177,237$174,588$13,430iApproximate average salary by contribution assumption: employee only about $335,746 at 4% or $223,831 at 6%; with 50% employer match about $223,831 at 4% or $149,221 at 6%; with 100% employer match about $167,873 at 4% or $111,915 at 6%.
Xchange Benefits LLC 401(K) Plan-13$1,177,237$174,588$13,430iApproximate average salary by contribution assumption: employee only about $335,746 at 4% or $223,831 at 6%; with 50% employer match about $223,831 at 4% or $149,221 at 6%; with 100% employer match about $167,873 at 4% or $111,915 at 6%.
2016111$828,328$150,187$13,653iApproximate average salary by contribution assumption: employee only about $341,334 at 4% or $227,556 at 6%; with 50% employer match about $227,556 at 4% or $151,704 at 6%; with 100% employer match about $170,667 at 4% or $113,778 at 6%.
Xchange Benefits LLC 401(K) Plan-11$828,328$150,187$13,653iApproximate average salary by contribution assumption: employee only about $341,334 at 4% or $227,556 at 6%; with 50% employer match about $227,556 at 4% or $151,704 at 6%; with 100% employer match about $170,667 at 4% or $113,778 at 6%.
2015112$639,499$115,345$9,612iApproximate average salary by contribution assumption: employee only about $240,302 at 4% or $160,201 at 6%; with 50% employer match about $160,201 at 4% or $106,801 at 6%; with 100% employer match about $120,151 at 4% or $80,101 at 6%.
Xchange Benefits LLC 401(K) Plan-12$639,499$115,345$9,612iApproximate average salary by contribution assumption: employee only about $240,302 at 4% or $160,201 at 6%; with 50% employer match about $160,201 at 4% or $106,801 at 6%; with 100% employer match about $120,151 at 4% or $80,101 at 6%.
2014111$541,991$18,683$1,698iApproximate average salary by contribution assumption: employee only about $42,461 at 4% or $28,308 at 6%; with 50% employer match about $28,308 at 4% or $18,872 at 6%; with 100% employer match about $21,231 at 4% or $14,154 at 6%.
Xchange Benefits LLC 401(K) Plan-11$541,991$18,683$1,698iApproximate average salary by contribution assumption: employee only about $42,461 at 4% or $28,308 at 6%; with 50% employer match about $28,308 at 4% or $18,872 at 6%; with 100% employer match about $21,231 at 4% or $14,154 at 6%.
201316$481,076$18,648$3,108iApproximate average salary by contribution assumption: employee only about $77,700 at 4% or $51,800 at 6%; with 50% employer match about $51,800 at 4% or $34,533 at 6%; with 100% employer match about $38,850 at 4% or $25,900 at 6%.
Xchange Benefits LLC 401(K) Plan-6$481,076$18,648$3,108iApproximate average salary by contribution assumption: employee only about $77,700 at 4% or $51,800 at 6%; with 50% employer match about $51,800 at 4% or $34,533 at 6%; with 100% employer match about $38,850 at 4% or $25,900 at 6%.
201216$369,741$352,317$58,720iApproximate average salary by contribution assumption: employee only about $1,467,988 at 4% or $978,658 at 6%; with 50% employer match about $978,658 at 4% or $652,439 at 6%; with 100% employer match about $733,994 at 4% or $489,329 at 6%.
Xchange Benefits LLC 401(K) Plan-6$369,741$352,317$58,720iApproximate average salary by contribution assumption: employee only about $1,467,988 at 4% or $978,658 at 6%; with 50% employer match about $978,658 at 4% or $652,439 at 6%; with 100% employer match about $733,994 at 4% or $489,329 at 6%.