Current Snapshot
Latest Year
2024
2024 Participants
76
2024 Assets
$4,735,775
2024 Contributions
$2,025,821
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 76 | $4,735,775 | $2,025,821 | $26,656iApproximate average salary by contribution assumption: employee only about $666,388 at 4% or $444,259 at 6%; with 50% employer match about $444,259 at 4% or $296,173 at 6%; with 100% employer match about $333,194 at 4% or $222,129 at 6%. |
| ENGAGE FI 401(K) PLAN | - | 76 | $4,735,775 | $2,025,821 | $26,656iApproximate average salary by contribution assumption: employee only about $666,388 at 4% or $444,259 at 6%; with 50% employer match about $444,259 at 4% or $296,173 at 6%; with 100% employer match about $333,194 at 4% or $222,129 at 6%. |
| 2023 | 1 | 65 | $3,328,166 | $2,279,726 | $35,073iApproximate average salary by contribution assumption: employee only about $876,818 at 4% or $584,545 at 6%; with 50% employer match about $584,545 at 4% or $389,697 at 6%; with 100% employer match about $438,409 at 4% or $292,273 at 6%. |
| ENGAGE FI 401(K) PLAN | - | 65 | $3,328,166 | $2,279,726 | $35,073iApproximate average salary by contribution assumption: employee only about $876,818 at 4% or $584,545 at 6%; with 50% employer match about $584,545 at 4% or $389,697 at 6%; with 100% employer match about $438,409 at 4% or $292,273 at 6%. |
| 2022 | 1 | 60 | $1,045,292 | $500,618 | $8,344iApproximate average salary by contribution assumption: employee only about $208,591 at 4% or $139,061 at 6%; with 50% employer match about $139,061 at 4% or $92,707 at 6%; with 100% employer match about $104,295 at 4% or $69,530 at 6%. |
| ENGAGE FI LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 60 | $1,045,292 | $500,618 | $8,344iApproximate average salary by contribution assumption: employee only about $208,591 at 4% or $139,061 at 6%; with 50% employer match about $139,061 at 4% or $92,707 at 6%; with 100% employer match about $104,295 at 4% or $69,530 at 6%. |
| 2021 | 1 | 34 | $934,669 | $329,805 | $9,700iApproximate average salary by contribution assumption: employee only about $242,504 at 4% or $161,669 at 6%; with 50% employer match about $161,669 at 4% or $107,779 at 6%; with 100% employer match about $121,252 at 4% or $80,835 at 6%. |
| CU ENGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 34 | $934,669 | $329,805 | $9,700iApproximate average salary by contribution assumption: employee only about $242,504 at 4% or $161,669 at 6%; with 50% employer match about $161,669 at 4% or $107,779 at 6%; with 100% employer match about $121,252 at 4% or $80,835 at 6%. |
| 2020 | 1 | 28 | $602,087 | $234,109 | $8,361iApproximate average salary by contribution assumption: employee only about $209,026 at 4% or $139,351 at 6%; with 50% employer match about $139,351 at 4% or $92,900 at 6%; with 100% employer match about $104,513 at 4% or $69,675 at 6%. |
| CU ENGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $602,087 | $234,109 | $8,361iApproximate average salary by contribution assumption: employee only about $209,026 at 4% or $139,351 at 6%; with 50% employer match about $139,351 at 4% or $92,900 at 6%; with 100% employer match about $104,513 at 4% or $69,675 at 6%. |
| 2019 | 1 | 18 | $275,425 | $163,395 | $9,078iApproximate average salary by contribution assumption: employee only about $226,938 at 4% or $151,292 at 6%; with 50% employer match about $151,292 at 4% or $100,861 at 6%; with 100% employer match about $113,469 at 4% or $75,646 at 6%. |
| CU ENGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $275,425 | $163,395 | $9,078iApproximate average salary by contribution assumption: employee only about $226,938 at 4% or $151,292 at 6%; with 50% employer match about $151,292 at 4% or $100,861 at 6%; with 100% employer match about $113,469 at 4% or $75,646 at 6%. |
| 2018 | 1 | 15 | $110,153 | $126,774 | $8,452iApproximate average salary by contribution assumption: employee only about $211,290 at 4% or $140,860 at 6%; with 50% employer match about $140,860 at 4% or $93,907 at 6%; with 100% employer match about $105,645 at 4% or $70,430 at 6%. |
| CU ENGAGE LLC 401 K PROFIT SHARING PLAN TRUST | - | 15 | $110,153 | $126,774 | $8,452iApproximate average salary by contribution assumption: employee only about $211,290 at 4% or $140,860 at 6%; with 50% employer match about $140,860 at 4% or $93,907 at 6%; with 100% employer match about $105,645 at 4% or $70,430 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Cu Engage LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2015 | 1 | 0 | $2,889 | $2,850 | - |
| Cu Engage LLC 401 K Profit Sharing Plan Trust | - | 0 | $2,889 | $2,850 | - |