Civic Intelligence

CONFERENCE SOURCE, LLC

Plan context: CONFERENCE SOURCE CASH BALANCE PLAN

EIN 47-0938189 • Lakewood, CO • 18 filings • 2 plans

7935 W. 14th Ave. Unit BLakewood, CO 80214
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,166,318

2024 Contributions

$163,677

Historical Graphs

Total Assets Over Time

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

$2,166,318$1,083,159$0201620202024YearValue
$2,166,318Latest year 2024

Participants Over Time

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

740201620202024YearValue
7Latest year 2024

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
202427$2,166,318$163,677$23,382iApproximate average salary by contribution assumption: employee only about $584,561 at 4% or $389,707 at 6%; with 50% employer match about $389,707 at 4% or $259,805 at 6%; with 100% employer match about $292,280 at 4% or $194,854 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-7$1,210,125--
CONFERENCE SOURCE 401(K) PLAN-7$956,193$163,677$23,382iApproximate average salary by contribution assumption: employee only about $584,561 at 4% or $389,707 at 6%; with 50% employer match about $389,707 at 4% or $259,805 at 6%; with 100% employer match about $292,280 at 4% or $194,854 at 6%.
202326$1,782,346$158,154$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-4$1,071,030--
CONFERENCE SOURCE 401(K) PLAN-6$711,316$158,154$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
202226$1,445,107$475,404$79,234iApproximate average salary by contribution assumption: employee only about $1,980,850 at 4% or $1,320,567 at 6%; with 50% employer match about $1,320,567 at 4% or $880,378 at 6%; with 100% employer match about $990,425 at 4% or $660,283 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$968,411$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
CONFERENCE SOURCE 401(K) PLAN-6$476,696$75,404$12,567iApproximate average salary by contribution assumption: employee only about $314,183 at 4% or $209,456 at 6%; with 50% employer match about $209,456 at 4% or $139,637 at 6%; with 100% employer match about $157,092 at 4% or $104,728 at 6%.
202124$1,135,990$24,869$6,217iApproximate average salary by contribution assumption: employee only about $155,431 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,810 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$648,550--
CONFERENCE SOURCE 401(K) PLAN-4$487,440$24,869$6,217iApproximate average salary by contribution assumption: employee only about $155,431 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,810 at 6%.
202024$964,367$66,332$16,583iApproximate average salary by contribution assumption: employee only about $414,575 at 4% or $276,383 at 6%; with 50% employer match about $276,383 at 4% or $184,256 at 6%; with 100% employer match about $207,288 at 4% or $138,192 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$555,045--
CONFERENCE SOURCE 401(K) PLAN-4$409,322$66,332$16,583iApproximate average salary by contribution assumption: employee only about $414,575 at 4% or $276,383 at 6%; with 50% employer match about $276,383 at 4% or $184,256 at 6%; with 100% employer match about $207,288 at 4% or $138,192 at 6%.
201923$831,617$138,451$46,150iApproximate average salary by contribution assumption: employee only about $1,153,758 at 4% or $769,172 at 6%; with 50% employer match about $769,172 at 4% or $512,781 at 6%; with 100% employer match about $576,879 at 4% or $384,586 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$529,180$71,000$23,667iApproximate average salary by contribution assumption: employee only about $591,667 at 4% or $394,444 at 6%; with 50% employer match about $394,444 at 4% or $262,963 at 6%; with 100% employer match about $295,833 at 4% or $197,222 at 6%.
CONFERENCE SOURCE 401(K) PLAN-3$302,437$67,451$22,484iApproximate average salary by contribution assumption: employee only about $562,092 at 4% or $374,728 at 6%; with 50% employer match about $374,728 at 4% or $249,819 at 6%; with 100% employer match about $281,046 at 4% or $187,364 at 6%.
201824$630,307$247,158$61,790iApproximate average salary by contribution assumption: employee only about $1,544,738 at 4% or $1,029,825 at 6%; with 50% employer match about $1,029,825 at 4% or $686,550 at 6%; with 100% employer match about $772,369 at 4% or $514,913 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-4$406,329$166,000$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
CONFERENCE SOURCE 401(K) PLAN-4$223,978$81,158$20,290iApproximate average salary by contribution assumption: employee only about $507,238 at 4% or $338,158 at 6%; with 50% employer match about $338,158 at 4% or $225,439 at 6%; with 100% employer match about $253,619 at 4% or $169,079 at 6%.
201723$419,436$205,900$68,633iApproximate average salary by contribution assumption: employee only about $1,715,833 at 4% or $1,143,889 at 6%; with 50% employer match about $1,143,889 at 4% or $762,593 at 6%; with 100% employer match about $857,917 at 4% or $571,944 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$262,118$128,714$42,905iApproximate average salary by contribution assumption: employee only about $1,072,617 at 4% or $715,078 at 6%; with 50% employer match about $715,078 at 4% or $476,719 at 6%; with 100% employer match about $536,308 at 4% or $357,539 at 6%.
CONFERENCE SOURCE 401(K) PLAN-3$157,318$77,186$25,729iApproximate average salary by contribution assumption: employee only about $643,217 at 4% or $428,811 at 6%; with 50% employer match about $428,811 at 4% or $285,874 at 6%; with 100% employer match about $321,608 at 4% or $214,406 at 6%.
201623$200,258$200,261$66,754iApproximate average salary by contribution assumption: employee only about $1,668,842 at 4% or $1,112,561 at 6%; with 50% employer match about $1,112,561 at 4% or $741,707 at 6%; with 100% employer match about $834,421 at 4% or $556,281 at 6%.
CONFERENCE SOURCE CASH BALANCE PLAN-3$127,343$127,343$42,448iApproximate average salary by contribution assumption: employee only about $1,061,192 at 4% or $707,461 at 6%; with 50% employer match about $707,461 at 4% or $471,641 at 6%; with 100% employer match about $530,596 at 4% or $353,731 at 6%.
CONFERENCE SOURCE 401(K) PLAN-3$72,915$72,918$24,306iApproximate average salary by contribution assumption: employee only about $607,650 at 4% or $405,100 at 6%; with 50% employer match about $405,100 at 4% or $270,067 at 6%; with 100% employer match about $303,825 at 4% or $202,550 at 6%.