Civic Intelligence

Equity Group Investments, L.L.C.

Plan context: The Equity Group Investments, L.L.C. Advantage Retirement Savings Plan

EIN 36-3446463 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

106

2002 Assets

$18,288,100

2002 Contributions

$921,565

Historical Graphs

Total Assets Over Time

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

$27,871,539$13,935,770$0199920012002YearValue
$18,288,100Latest year 2002

Participants Over Time

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

186930199920012002YearValue
106Latest year 2002

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
20021106$18,288,100$921,565$8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%.
The Equity Group Investments, L.L.C. Advantage Retirement Savings Plan-106$18,288,100$921,565$8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%.
20011122$21,956,999$864,950$7,090iApproximate average salary by contribution assumption: employee only about $177,244 at 4% or $118,163 at 6%; with 50% employer match about $118,163 at 4% or $78,775 at 6%; with 100% employer match about $88,622 at 4% or $59,081 at 6%.
The Equity Group Investments, L.L.C. Advantage Retirement Savings Plan-122$21,956,999$864,950$7,090iApproximate average salary by contribution assumption: employee only about $177,244 at 4% or $118,163 at 6%; with 50% employer match about $118,163 at 4% or $78,775 at 6%; with 100% employer match about $88,622 at 4% or $59,081 at 6%.
20001105$24,470,577$1,168,136$11,125iApproximate average salary by contribution assumption: employee only about $278,128 at 4% or $185,418 at 6%; with 50% employer match about $185,418 at 4% or $123,612 at 6%; with 100% employer match about $139,064 at 4% or $92,709 at 6%.
The Equity Group Investments, L.L.C. Advantage Retirement Savings Plan-105$24,470,577$1,168,136$11,125iApproximate average salary by contribution assumption: employee only about $278,128 at 4% or $185,418 at 6%; with 50% employer match about $185,418 at 4% or $123,612 at 6%; with 100% employer match about $139,064 at 4% or $92,709 at 6%.
19991186$27,871,539$2,365,282$12,717iApproximate average salary by contribution assumption: employee only about $317,914 at 4% or $211,943 at 6%; with 50% employer match about $211,943 at 4% or $141,295 at 6%; with 100% employer match about $158,957 at 4% or $105,971 at 6%.
The Equity Group Investments, L.L.C. Advantage Retirement Savings Plan-186$27,871,539$2,365,282$12,717iApproximate average salary by contribution assumption: employee only about $317,914 at 4% or $211,943 at 6%; with 50% employer match about $211,943 at 4% or $141,295 at 6%; with 100% employer match about $158,957 at 4% or $105,971 at 6%.