Eastwick Strategy Group LLC
Plan context: Eastwick Strategy Group LLC Defined Benefit Plan
EIN 45-2849617 • Tucson, AZ • 10 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$2,100,157
2017 Contributions
$335,000
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $0 | - |
| Eastwick Strategy Group LLC Defined Benefit Plan | - | 0 | $0 | $0 | - |
| EASTWICK STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2016 | 2 | 4 | $2,100,157 | $335,000 | $83,750iApproximate average salary by contribution assumption: employee only about $2,093,750 at 4% or $1,395,833 at 6%; with 50% employer match about $1,395,833 at 4% or $930,556 at 6%; with 100% employer match about $1,046,875 at 4% or $697,917 at 6%. |
| Eastwick Strategy Group LLC Defined Benefit Plan | - | 3 | $1,612,027 | $275,000 | $91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%. |
| EASTWICK STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $488,130 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2015 | 2 | 5 | $1,697,184 | $301,357 | $60,271iApproximate average salary by contribution assumption: employee only about $1,506,785 at 4% or $1,004,523 at 6%; with 50% employer match about $1,004,523 at 4% or $669,682 at 6%; with 100% employer match about $753,393 at 4% or $502,262 at 6%. |
| Eastwick Strategy Group LLC Defined Benefit Plan | - | 3 | $1,284,101 | $225,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| EASTWICK STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $413,083 | $76,357 | $15,271iApproximate average salary by contribution assumption: employee only about $381,785 at 4% or $254,523 at 6%; with 50% employer match about $254,523 at 4% or $169,682 at 6%; with 100% employer match about $190,893 at 4% or $127,262 at 6%. |
| 2014 | 2 | 5 | $1,377,500 | $295,570 | $59,114iApproximate average salary by contribution assumption: employee only about $1,477,850 at 4% or $985,233 at 6%; with 50% employer match about $985,233 at 4% or $656,822 at 6%; with 100% employer match about $738,925 at 4% or $492,617 at 6%. |
| Eastwick Strategy Group LLC Defined Benefit Plan | - | 3 | $1,041,128 | $220,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| EASTWICK STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $336,372 | $75,570 | $15,114iApproximate average salary by contribution assumption: employee only about $377,850 at 4% or $251,900 at 6%; with 50% employer match about $251,900 at 4% or $167,933 at 6%; with 100% employer match about $188,925 at 4% or $125,950 at 6%. |
| 2013 | 2 | 4 | $1,042,423 | $532,204 | $133,051iApproximate average salary by contribution assumption: employee only about $3,326,275 at 4% or $2,217,517 at 6%; with 50% employer match about $2,217,517 at 4% or $1,478,344 at 6%; with 100% employer match about $1,663,138 at 4% or $1,108,758 at 6%. |
| Eastwick Strategy Group LLC Defined Benefit Plan | - | 3 | $795,163 | $404,800 | $134,933iApproximate average salary by contribution assumption: employee only about $3,373,333 at 4% or $2,248,889 at 6%; with 50% employer match about $2,248,889 at 4% or $1,499,259 at 6%; with 100% employer match about $1,686,667 at 4% or $1,124,444 at 6%. |
| EASTWICK STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $247,260 | $127,404 | $31,851iApproximate average salary by contribution assumption: employee only about $796,275 at 4% or $530,850 at 6%; with 50% employer match about $530,850 at 4% or $353,900 at 6%; with 100% employer match about $398,138 at 4% or $265,425 at 6%. |