Civic Intelligence

Consortium Finance LLC

Plan context: Consortium Finance LLC 401 K Profit Sharing Plan Trust

EIN 46-0898962 • Orinda, CA • 5 filings • 1 plans

27 Woodland RdOrinda, CA 94563
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$146,083

2017 Contributions

$5,160

Historical Graphs

Total Assets Over Time

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

$146,083$73,042$0201320152016YearValue
$146,083Latest year 2016

Participants Over Time

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

320201320152016YearValue
3Latest 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
201710$0$5,160-
Consortium Finance LLC 401 K Profit Sharing Plan Trust-0$0$5,160-
201613$146,083$41,301$13,767iApproximate average salary by contribution assumption: employee only about $344,175 at 4% or $229,450 at 6%; with 50% employer match about $229,450 at 4% or $152,967 at 6%; with 100% employer match about $172,088 at 4% or $114,725 at 6%.
Consortium Finance LLC 401 K Profit Sharing Plan Trust-3$146,083$41,301$13,767iApproximate average salary by contribution assumption: employee only about $344,175 at 4% or $229,450 at 6%; with 50% employer match about $229,450 at 4% or $152,967 at 6%; with 100% employer match about $172,088 at 4% or $114,725 at 6%.
201513$95,928$43,217$14,406iApproximate average salary by contribution assumption: employee only about $360,142 at 4% or $240,094 at 6%; with 50% employer match about $240,094 at 4% or $160,063 at 6%; with 100% employer match about $180,071 at 4% or $120,047 at 6%.
Consortium Finance LLC 401 K Profit Sharing Plan Trust-3$95,928$43,217$14,406iApproximate average salary by contribution assumption: employee only about $360,142 at 4% or $240,094 at 6%; with 50% employer match about $240,094 at 4% or $160,063 at 6%; with 100% employer match about $180,071 at 4% or $120,047 at 6%.
201413$53,738$39,698$13,233iApproximate average salary by contribution assumption: employee only about $330,817 at 4% or $220,544 at 6%; with 50% employer match about $220,544 at 4% or $147,030 at 6%; with 100% employer match about $165,408 at 4% or $110,272 at 6%.
Consortium Finance LLC 401 K Profit Sharing Plan Trust-3$53,738$39,698$13,233iApproximate average salary by contribution assumption: employee only about $330,817 at 4% or $220,544 at 6%; with 50% employer match about $220,544 at 4% or $147,030 at 6%; with 100% employer match about $165,408 at 4% or $110,272 at 6%.
201312$11,767$11,321$5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%.
Consortium Finance LLC 401 K Profit Sharing Plan Trust-2$11,767$11,321$5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%.