Civic Intelligence

Amundi Smith Breeden LLC

Plan context: Amundi Smith Breeden LLC Profit Sharing and 401K Plan

EIN 46-3793295 • Durham, NC • 5 filings • 1 plans

280 South Mangum StreetSuite 301Durham, NC 27701
Current Snapshot

Latest Year

2017

2017 Participants

81

2017 Assets

$28,375,313

2017 Contributions

$1,736,965

Historical Graphs

Total Assets Over Time

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

$28,375,313$14,187,657$0201320152017YearValue
$28,375,313Latest year 2017

Participants Over Time

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

89450201320152017YearValue
81Latest year 2017

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
2017181$28,375,313$1,736,965$21,444iApproximate average salary by contribution assumption: employee only about $536,100 at 4% or $357,400 at 6%; with 50% employer match about $357,400 at 4% or $238,267 at 6%; with 100% employer match about $268,050 at 4% or $178,700 at 6%.
Amundi Smith Breeden LLC Profit Sharing and 401K Plan-81$28,375,313$1,736,965$21,444iApproximate average salary by contribution assumption: employee only about $536,100 at 4% or $357,400 at 6%; with 50% employer match about $357,400 at 4% or $238,267 at 6%; with 100% employer match about $268,050 at 4% or $178,700 at 6%.
2016181$27,921,413$787,409$9,721iApproximate average salary by contribution assumption: employee only about $243,027 at 4% or $162,018 at 6%; with 50% employer match about $162,018 at 4% or $108,012 at 6%; with 100% employer match about $121,514 at 4% or $81,009 at 6%.
Amundi Smith Breeden LLC Profit Sharing and 401K Plan-81$27,921,413$787,409$9,721iApproximate average salary by contribution assumption: employee only about $243,027 at 4% or $162,018 at 6%; with 50% employer match about $162,018 at 4% or $108,012 at 6%; with 100% employer match about $121,514 at 4% or $81,009 at 6%.
2015189$26,372,949$1,304,922$14,662iApproximate average salary by contribution assumption: employee only about $366,551 at 4% or $244,367 at 6%; with 50% employer match about $244,367 at 4% or $162,912 at 6%; with 100% employer match about $183,276 at 4% or $122,184 at 6%.
Amundi Smith Breeden LLC Profit Sharing and 401K Plan-89$26,372,949$1,304,922$14,662iApproximate average salary by contribution assumption: employee only about $366,551 at 4% or $244,367 at 6%; with 50% employer match about $244,367 at 4% or $162,912 at 6%; with 100% employer match about $183,276 at 4% or $122,184 at 6%.
2014181$26,048,388$673,927$8,320iApproximate average salary by contribution assumption: employee only about $208,002 at 4% or $138,668 at 6%; with 50% employer match about $138,668 at 4% or $92,445 at 6%; with 100% employer match about $104,001 at 4% or $69,334 at 6%.
Amundi Smith Breeden LLC Profit Sharing and 401K Plan-81$26,048,388$673,927$8,320iApproximate average salary by contribution assumption: employee only about $208,002 at 4% or $138,668 at 6%; with 50% employer match about $138,668 at 4% or $92,445 at 6%; with 100% employer match about $104,001 at 4% or $69,334 at 6%.
2013170$24,615,629$1,377,243$19,675iApproximate average salary by contribution assumption: employee only about $491,873 at 4% or $327,915 at 6%; with 50% employer match about $327,915 at 4% or $218,610 at 6%; with 100% employer match about $245,936 at 4% or $163,958 at 6%.
Amundi Smith Breeden LLC Profit Sharing and 401K Plan-70$24,615,629$1,377,243$19,675iApproximate average salary by contribution assumption: employee only about $491,873 at 4% or $327,915 at 6%; with 50% employer match about $327,915 at 4% or $218,610 at 6%; with 100% employer match about $245,936 at 4% or $163,958 at 6%.