Civic Intelligence

Frost Data Capital LLC

Plan context: Frost Data Capital LLC 401(K) Profit Sharing Plan

EIN 45-3367448 • San Juan Capistrano, CA • 4 filings • 2 plans

31910 Del Obispo St.Suite 100San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2016

2016 Participants

49

2016 Assets

$1,861,362

2016 Contributions

$1,247,911

Historical Graphs

Total Assets Over Time

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

$1,861,362$930,681$0201420152016YearValue
$1,861,362Latest year 2016

Participants Over Time

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

60300201420152016YearValue
49Latest year 2016

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
2016249$1,861,362$1,247,911$25,468iApproximate average salary by contribution assumption: employee only about $636,689 at 4% or $424,460 at 6%; with 50% employer match about $424,460 at 4% or $282,973 at 6%; with 100% employer match about $318,345 at 4% or $212,230 at 6%.
Frost Data Capital LLC 401(K) Profit Sharing Plan-49$1,861,362$1,247,911$25,468iApproximate average salary by contribution assumption: employee only about $636,689 at 4% or $424,460 at 6%; with 50% employer match about $424,460 at 4% or $282,973 at 6%; with 100% employer match about $318,345 at 4% or $212,230 at 6%.
Frost Data Capital LLC Health and Welfare Plan-47---
2015160$1,158,941$862,730$14,379iApproximate average salary by contribution assumption: employee only about $359,471 at 4% or $239,647 at 6%; with 50% employer match about $239,647 at 4% or $159,765 at 6%; with 100% employer match about $179,735 at 4% or $119,824 at 6%.
Frost Data Capital LLC 401(K) Profit Sharing Plan-60$1,158,941$862,730$14,379iApproximate average salary by contribution assumption: employee only about $359,471 at 4% or $239,647 at 6%; with 50% employer match about $239,647 at 4% or $159,765 at 6%; with 100% employer match about $179,735 at 4% or $119,824 at 6%.
2014134$400,755$408,493$12,015iApproximate average salary by contribution assumption: employee only about $300,363 at 4% or $200,242 at 6%; with 50% employer match about $200,242 at 4% or $133,494 at 6%; with 100% employer match about $150,181 at 4% or $100,121 at 6%.
Frost Data Capital LLC 401(K) Profit Sharing Plan-34$400,755$408,493$12,015iApproximate average salary by contribution assumption: employee only about $300,363 at 4% or $200,242 at 6%; with 50% employer match about $200,242 at 4% or $133,494 at 6%; with 100% employer match about $150,181 at 4% or $100,121 at 6%.