U.S. Equities Group LLC
Plan context: U.S. Equities Realty Profit Sharing and 401(K) Savings Plan
EIN 36-4325860 • 24 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
220
2014 Assets
$21,654,913
2014 Contributions
$784,014
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 |
|---|---|---|---|---|---|
| 2014 | 3 | 0 | $0 | $784,014 | - |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 0 | - | $784,014 | - |
| U.S. Equities Group LLC Disability Plan | - | 0 | - | - | - |
| U.S. Equities Group LLC Medical Plan | - | 0 | - | - | - |
| 2013 | 3 | 220 | $21,654,913 | $1,584,950 | $7,204iApproximate average salary by contribution assumption: employee only about $180,108 at 4% or $120,072 at 6%; with 50% employer match about $120,072 at 4% or $80,048 at 6%; with 100% employer match about $90,054 at 4% or $60,036 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 220 | $21,654,913 | $1,584,950 | $7,204iApproximate average salary by contribution assumption: employee only about $180,108 at 4% or $120,072 at 6%; with 50% employer match about $120,072 at 4% or $80,048 at 6%; with 100% employer match about $90,054 at 4% or $60,036 at 6%. |
| U.S. Equities Group LLC Disability Plan | - | 184 | - | - | - |
| U.S. Equities Group LLC Medical Plan | - | 147 | - | - | - |
| 2012 | 3 | 177 | $18,198,050 | $1,605,247 | $9,069iApproximate average salary by contribution assumption: employee only about $226,730 at 4% or $151,153 at 6%; with 50% employer match about $151,153 at 4% or $100,769 at 6%; with 100% employer match about $113,365 at 4% or $75,577 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 177 | $18,198,050 | $1,605,247 | $9,069iApproximate average salary by contribution assumption: employee only about $226,730 at 4% or $151,153 at 6%; with 50% employer match about $151,153 at 4% or $100,769 at 6%; with 100% employer match about $113,365 at 4% or $75,577 at 6%. |
| U.S. Equities Group LLC Disability Plan | - | 176 | - | - | - |
| U.S. Equities Group LLC Medical Plan | - | 146 | - | - | - |
| 2011 | 3 | 180 | $15,561,196 | $1,250,558 | $6,948iApproximate average salary by contribution assumption: employee only about $173,689 at 4% or $115,792 at 6%; with 50% employer match about $115,792 at 4% or $77,195 at 6%; with 100% employer match about $86,844 at 4% or $57,896 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 180 | $15,561,196 | $1,250,558 | $6,948iApproximate average salary by contribution assumption: employee only about $173,689 at 4% or $115,792 at 6%; with 50% employer match about $115,792 at 4% or $77,195 at 6%; with 100% employer match about $86,844 at 4% or $57,896 at 6%. |
| U.S. Equities Group LLC Disability Plan | - | 171 | - | - | - |
| U.S. Equities Group LLC Medical Plan | - | 169 | - | - | - |
| 2010 | 3 | 190 | $15,220,320 | $1,241,358 | $6,533iApproximate average salary by contribution assumption: employee only about $163,337 at 4% or $108,891 at 6%; with 50% employer match about $108,891 at 4% or $72,594 at 6%; with 100% employer match about $81,668 at 4% or $54,446 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 190 | $15,220,320 | $1,241,358 | $6,533iApproximate average salary by contribution assumption: employee only about $163,337 at 4% or $108,891 at 6%; with 50% employer match about $108,891 at 4% or $72,594 at 6%; with 100% employer match about $81,668 at 4% or $54,446 at 6%. |
| U.S. Equities Group LLC Medical Plan | - | 153 | - | - | - |
| U.S. Equities Group LLC Disability Plan | - | 176 | - | - | - |
| 2009 | 3 | 184 | $12,430,310 | $1,250,656 | $6,797iApproximate average salary by contribution assumption: employee only about $169,926 at 4% or $113,284 at 6%; with 50% employer match about $113,284 at 4% or $75,523 at 6%; with 100% employer match about $84,963 at 4% or $56,642 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 184 | $12,430,310 | $1,250,656 | $6,797iApproximate average salary by contribution assumption: employee only about $169,926 at 4% or $113,284 at 6%; with 50% employer match about $113,284 at 4% or $75,523 at 6%; with 100% employer match about $84,963 at 4% or $56,642 at 6%. |
| U.S. Equities Group LLC Medical Plan | - | 165 | - | - | - |
| U.S. Equities Group LLC Disability Plan | - | 178 | - | - | - |
| 2008 | 3 | 210 | $10,309,825 | $1,276,223 | $6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,288 at 6%; with 50% employer match about $101,288 at 4% or $67,525 at 6%; with 100% employer match about $75,966 at 4% or $50,644 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 210 | $10,309,825 | $1,276,223 | $6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,288 at 6%; with 50% employer match about $101,288 at 4% or $67,525 at 6%; with 100% employer match about $75,966 at 4% or $50,644 at 6%. |
| U.S. Equities Group LLC Disability Plan | - | 203 | - | - | - |
| U.S. Equities Group LLC Medical Plan | - | 202 | - | - | - |
| 2007 | 1 | 199 | $14,781,194 | $1,458,155 | $7,327iApproximate average salary by contribution assumption: employee only about $183,185 at 4% or $122,124 at 6%; with 50% employer match about $122,124 at 4% or $81,416 at 6%; with 100% employer match about $91,593 at 4% or $61,062 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 199 | $14,781,194 | $1,458,155 | $7,327iApproximate average salary by contribution assumption: employee only about $183,185 at 4% or $122,124 at 6%; with 50% employer match about $122,124 at 4% or $81,416 at 6%; with 100% employer match about $91,593 at 4% or $61,062 at 6%. |
| 2006 | 1 | 172 | $13,135,029 | $1,271,815 | $7,394iApproximate average salary by contribution assumption: employee only about $184,857 at 4% or $123,238 at 6%; with 50% employer match about $123,238 at 4% or $82,159 at 6%; with 100% employer match about $92,428 at 4% or $61,619 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 172 | $13,135,029 | $1,271,815 | $7,394iApproximate average salary by contribution assumption: employee only about $184,857 at 4% or $123,238 at 6%; with 50% employer match about $123,238 at 4% or $82,159 at 6%; with 100% employer match about $92,428 at 4% or $61,619 at 6%. |
| 2005 | 1 | 182 | $10,915,197 | $1,173,668 | $6,449iApproximate average salary by contribution assumption: employee only about $161,218 at 4% or $107,479 at 6%; with 50% employer match about $107,479 at 4% or $71,653 at 6%; with 100% employer match about $80,609 at 4% or $53,739 at 6%. |
| U.S. Equities Realty Profit Sharing and 401(K) Savings Plan | - | 182 | $10,915,197 | $1,173,668 | $6,449iApproximate average salary by contribution assumption: employee only about $161,218 at 4% or $107,479 at 6%; with 50% employer match about $107,479 at 4% or $71,653 at 6%; with 100% employer match about $80,609 at 4% or $53,739 at 6%. |