Platform Management LLC
Plan context: Platform Management Cash Balance Plan
EIN 27-5274374 • Bellaire, TX • 3 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$654,974
2021 Contributions
$312,730
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Platform Management Cash Balance Plan | - | 0 | $0 | - | - |
| 2020 | 1 | 3 | $654,974 | $312,730 | $104,243iApproximate average salary by contribution assumption: employee only about $2,606,083 at 4% or $1,737,389 at 6%; with 50% employer match about $1,737,389 at 4% or $1,158,259 at 6%; with 100% employer match about $1,303,042 at 4% or $868,694 at 6%. |
| Platform Management Cash Balance Plan | - | 3 | $654,974 | $312,730 | $104,243iApproximate average salary by contribution assumption: employee only about $2,606,083 at 4% or $1,737,389 at 6%; with 50% employer match about $1,737,389 at 4% or $1,158,259 at 6%; with 100% employer match about $1,303,042 at 4% or $868,694 at 6%. |
| 2019 | 1 | 3 | $312,730 | $312,730 | $104,243iApproximate average salary by contribution assumption: employee only about $2,606,083 at 4% or $1,737,389 at 6%; with 50% employer match about $1,737,389 at 4% or $1,158,259 at 6%; with 100% employer match about $1,303,042 at 4% or $868,694 at 6%. |
| Platform Management Cash Balance Plan | - | 3 | $312,730 | $312,730 | $104,243iApproximate average salary by contribution assumption: employee only about $2,606,083 at 4% or $1,737,389 at 6%; with 50% employer match about $1,737,389 at 4% or $1,158,259 at 6%; with 100% employer match about $1,303,042 at 4% or $868,694 at 6%. |