Civic Intelligence

Io Education LLC

Plan context: Casenex LLC Retirement Trust

EIN 54-2016443 • Suwanee, GA • 5 filings • 2 plans

1380 Peachtree Industrial PkwySuite 200Suwanee, GA 30024
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$583

2018 Contributions

$381,274

Historical Graphs

Total Assets Over Time

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

$2,438,843$1,219,422$0201420162018YearValue
$583Latest year 2018

Participants Over Time

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

141710201420162018YearValue
1Latest year 2018

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
201811$583$381,274$381,274iApproximate average salary by contribution assumption: employee only about $9,531,850 at 4% or $6,354,567 at 6%; with 50% employer match about $6,354,567 at 4% or $4,236,378 at 6%; with 100% employer match about $4,765,925 at 4% or $3,177,283 at 6%.
Casenex LLC Retirement Trust-1$583$381,274$381,274iApproximate average salary by contribution assumption: employee only about $9,531,850 at 4% or $6,354,567 at 6%; with 50% employer match about $6,354,567 at 4% or $4,236,378 at 6%; with 100% employer match about $4,765,925 at 4% or $3,177,283 at 6%.
20171141$2,438,843$577,141$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
Casenex LLC Retirement Trust-141$2,438,843$577,141$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
2016153$413,054$271,701$5,126iApproximate average salary by contribution assumption: employee only about $128,161 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,960 at 6%; with 100% employer match about $64,080 at 4% or $42,720 at 6%.
Casenex LLC Retirement Trust-53$413,054$271,701$5,126iApproximate average salary by contribution assumption: employee only about $128,161 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,960 at 6%; with 100% employer match about $64,080 at 4% or $42,720 at 6%.
2015124$135,570$155,538$6,481iApproximate average salary by contribution assumption: employee only about $162,019 at 4% or $108,013 at 6%; with 50% employer match about $108,013 at 4% or $72,008 at 6%; with 100% employer match about $81,009 at 4% or $54,006 at 6%.
Casenex LLC Retirement Trust-24$135,570$155,538$6,481iApproximate average salary by contribution assumption: employee only about $162,019 at 4% or $108,013 at 6%; with 50% employer match about $108,013 at 4% or $72,008 at 6%; with 100% employer match about $81,009 at 4% or $54,006 at 6%.
201418$2,371$2,394$299iApproximate average salary by contribution assumption: employee only about $7,481 at 4% or $4,988 at 6%; with 50% employer match about $4,988 at 4% or $3,325 at 6%; with 100% employer match about $3,741 at 4% or $2,494 at 6%.
Casenex LLC Retirement Trust-8$2,371$2,394$299iApproximate average salary by contribution assumption: employee only about $7,481 at 4% or $4,988 at 6%; with 50% employer match about $4,988 at 4% or $3,325 at 6%; with 100% employer match about $3,741 at 4% or $2,494 at 6%.