Civic Intelligence

65/35 LLC

Plan context: 65/35 401K

EIN 46-3228765 • St Petersberg, FL • 4 filings • 2 plans

1410 Monticello Blvd NorthSt Petersberg, FL 33703
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$424,519

2019 Contributions

$20,913

Historical Graphs

Total Assets Over Time

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

$424,519$212,260$0201620182019YearValue
$424,519Latest year 2019

Participants Over Time

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

210201620182019YearValue
2Latest year 2019

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
201912$424,519$20,913$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,138 at 6%.
65/35 401K-2$424,519$20,913$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,138 at 6%.
201812$348,417$6,998$3,499iApproximate average salary by contribution assumption: employee only about $87,475 at 4% or $58,317 at 6%; with 50% employer match about $58,317 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,158 at 6%.
65/35 LLC 401(K) Plan-2$348,417$6,998$3,499iApproximate average salary by contribution assumption: employee only about $87,475 at 4% or $58,317 at 6%; with 50% employer match about $58,317 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,158 at 6%.
201712$351,327$123,650$61,825iApproximate average salary by contribution assumption: employee only about $1,545,625 at 4% or $1,030,417 at 6%; with 50% employer match about $1,030,417 at 4% or $686,944 at 6%; with 100% employer match about $772,813 at 4% or $515,208 at 6%.
65/35 LLC 401(K) Plan-2$351,327$123,650$61,825iApproximate average salary by contribution assumption: employee only about $1,545,625 at 4% or $1,030,417 at 6%; with 50% employer match about $1,030,417 at 4% or $686,944 at 6%; with 100% employer match about $772,813 at 4% or $515,208 at 6%.
201612$194,620$24,713$12,357iApproximate average salary by contribution assumption: employee only about $308,913 at 4% or $205,942 at 6%; with 50% employer match about $205,942 at 4% or $137,294 at 6%; with 100% employer match about $154,456 at 4% or $102,971 at 6%.
65/35 LLC 401(K) Plan-2$194,620$24,713$12,357iApproximate average salary by contribution assumption: employee only about $308,913 at 4% or $205,942 at 6%; with 50% employer match about $205,942 at 4% or $137,294 at 6%; with 100% employer match about $154,456 at 4% or $102,971 at 6%.