Xerion Management LLC
Plan context: Xerion Management 401(K) Plan & Trust
EIN 45-3516563 • Longmont, CO • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
6
2017 Assets
$237,374
2017 Contributions
$57,863
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 | 1 | 6 | $237,374 | $57,863 | $9,644iApproximate average salary by contribution assumption: employee only about $241,096 at 4% or $160,731 at 6%; with 50% employer match about $160,731 at 4% or $107,154 at 6%; with 100% employer match about $120,548 at 4% or $80,365 at 6%. |
| Xerion Management 401(K) Plan & Trust | - | 6 | $237,374 | $57,863 | $9,644iApproximate average salary by contribution assumption: employee only about $241,096 at 4% or $160,731 at 6%; with 50% employer match about $160,731 at 4% or $107,154 at 6%; with 100% employer match about $120,548 at 4% or $80,365 at 6%. |
| 2016 | 1 | 4 | $149,903 | $48,109 | $12,027iApproximate average salary by contribution assumption: employee only about $300,681 at 4% or $200,454 at 6%; with 50% employer match about $200,454 at 4% or $133,636 at 6%; with 100% employer match about $150,341 at 4% or $100,227 at 6%. |
| Xerion Management 401(K) Plan & Trust | - | 4 | $149,903 | $48,109 | $12,027iApproximate average salary by contribution assumption: employee only about $300,681 at 4% or $200,454 at 6%; with 50% employer match about $200,454 at 4% or $133,636 at 6%; with 100% employer match about $150,341 at 4% or $100,227 at 6%. |
| 2015 | 1 | 2 | $87,219 | $35,885 | $17,943iApproximate average salary by contribution assumption: employee only about $448,563 at 4% or $299,042 at 6%; with 50% employer match about $299,042 at 4% or $199,361 at 6%; with 100% employer match about $224,281 at 4% or $149,521 at 6%. |
| Xerion Management 401(K) Plan & Trust | - | 2 | $87,219 | $35,885 | $17,943iApproximate average salary by contribution assumption: employee only about $448,563 at 4% or $299,042 at 6%; with 50% employer match about $299,042 at 4% or $199,361 at 6%; with 100% employer match about $224,281 at 4% or $149,521 at 6%. |
| 2014 | 1 | 1 | $52,365 | $33,656 | $33,656iApproximate average salary by contribution assumption: employee only about $841,400 at 4% or $560,933 at 6%; with 50% employer match about $560,933 at 4% or $373,956 at 6%; with 100% employer match about $420,700 at 4% or $280,467 at 6%. |
| Xerion Management 401(K) Plan & Trust | - | 1 | $52,365 | $33,656 | $33,656iApproximate average salary by contribution assumption: employee only about $841,400 at 4% or $560,933 at 6%; with 50% employer match about $560,933 at 4% or $373,956 at 6%; with 100% employer match about $420,700 at 4% or $280,467 at 6%. |
| 2013 | 1 | 3 | $27,343 | $26,129 | $8,710iApproximate average salary by contribution assumption: employee only about $217,742 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,871 at 4% or $72,581 at 6%. |
| Xerion Management 401(K) Plan & Trust | - | 3 | $27,343 | $26,129 | $8,710iApproximate average salary by contribution assumption: employee only about $217,742 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,871 at 4% or $72,581 at 6%. |