Civic Intelligence

Iclenberg Investments

Plan context: Inclenberg Investments LLC 401 K Profit Sharing Plan Trust

EIN 45-2656302 • Palm Beach, FL • 4 filings • 1 plans

350 Royal Palm WaySuite 501Palm Beach, FL 33480
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$269,497

2015 Contributions

$67,745

Historical Graphs

Total Assets Over Time

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

$269,497$134,749$0201220142015YearValue
$269,497Latest year 2015

Participants Over Time

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

210201220142015YearValue
2Latest year 2015

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
201512$269,497$67,745$33,873iApproximate average salary by contribution assumption: employee only about $846,813 at 4% or $564,542 at 6%; with 50% employer match about $564,542 at 4% or $376,361 at 6%; with 100% employer match about $423,406 at 4% or $282,271 at 6%.
Inclenberg Investments LLC 401 K Profit Sharing Plan Trust-2$269,497$67,745$33,873iApproximate average salary by contribution assumption: employee only about $846,813 at 4% or $564,542 at 6%; with 50% employer match about $564,542 at 4% or $376,361 at 6%; with 100% employer match about $423,406 at 4% or $282,271 at 6%.
201412$205,861$62,736$31,368iApproximate average salary by contribution assumption: employee only about $784,200 at 4% or $522,800 at 6%; with 50% employer match about $522,800 at 4% or $348,533 at 6%; with 100% employer match about $392,100 at 4% or $261,400 at 6%.
Inclenberg Investments LLC 401 K Profit Sharing Plan Trust-2$205,861$62,736$31,368iApproximate average salary by contribution assumption: employee only about $784,200 at 4% or $522,800 at 6%; with 50% employer match about $522,800 at 4% or $348,533 at 6%; with 100% employer match about $392,100 at 4% or $261,400 at 6%.
201312$140,477$69,626$34,813iApproximate average salary by contribution assumption: employee only about $870,325 at 4% or $580,217 at 6%; with 50% employer match about $580,217 at 4% or $386,811 at 6%; with 100% employer match about $435,163 at 4% or $290,108 at 6%.
Inclenberg Investments LLC 401 K Profit Sharing Plan Trust-2$140,477$69,626$34,813iApproximate average salary by contribution assumption: employee only about $870,325 at 4% or $580,217 at 6%; with 50% employer match about $580,217 at 4% or $386,811 at 6%; with 100% employer match about $435,163 at 4% or $290,108 at 6%.
201212$68,418$66,099$33,050iApproximate average salary by contribution assumption: employee only about $826,238 at 4% or $550,825 at 6%; with 50% employer match about $550,825 at 4% or $367,217 at 6%; with 100% employer match about $413,119 at 4% or $275,413 at 6%.
Inclenberg Investments LLC 401 K Profit Sharing Plan Trust-2$68,418$66,099$33,050iApproximate average salary by contribution assumption: employee only about $826,238 at 4% or $550,825 at 6%; with 50% employer match about $550,825 at 4% or $367,217 at 6%; with 100% employer match about $413,119 at 4% or $275,413 at 6%.