Lattice Strategies LLC
Plan context: Lattice Strategies LLC 401 K Profit Sharing Plan Trust
EIN 57-1162998 • San Francisco, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
15
2016 Assets
$444,546
2016 Contributions
$143,058
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $143,058 | - |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $143,058 | - |
| 2015 | 1 | 15 | $444,546 | $146,563 | $9,771iApproximate average salary by contribution assumption: employee only about $244,272 at 4% or $162,848 at 6%; with 50% employer match about $162,848 at 4% or $108,565 at 6%; with 100% employer match about $122,136 at 4% or $81,424 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 15 | $444,546 | $146,563 | $9,771iApproximate average salary by contribution assumption: employee only about $244,272 at 4% or $162,848 at 6%; with 50% employer match about $162,848 at 4% or $108,565 at 6%; with 100% employer match about $122,136 at 4% or $81,424 at 6%. |
| 2014 | 1 | 9 | $303,513 | $57,529 | $6,392iApproximate average salary by contribution assumption: employee only about $159,803 at 4% or $106,535 at 6%; with 50% employer match about $106,535 at 4% or $71,023 at 6%; with 100% employer match about $79,901 at 4% or $53,268 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 9 | $303,513 | $57,529 | $6,392iApproximate average salary by contribution assumption: employee only about $159,803 at 4% or $106,535 at 6%; with 50% employer match about $106,535 at 4% or $71,023 at 6%; with 100% employer match about $79,901 at 4% or $53,268 at 6%. |
| 2013 | 1 | 8 | $210,922 | $51,984 | $6,498iApproximate average salary by contribution assumption: employee only about $162,450 at 4% or $108,300 at 6%; with 50% employer match about $108,300 at 4% or $72,200 at 6%; with 100% employer match about $81,225 at 4% or $54,150 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 8 | $210,922 | $51,984 | $6,498iApproximate average salary by contribution assumption: employee only about $162,450 at 4% or $108,300 at 6%; with 50% employer match about $108,300 at 4% or $72,200 at 6%; with 100% employer match about $81,225 at 4% or $54,150 at 6%. |
| 2012 | 1 | 3 | $135,860 | $48,908 | $16,303iApproximate average salary by contribution assumption: employee only about $407,567 at 4% or $271,711 at 6%; with 50% employer match about $271,711 at 4% or $181,141 at 6%; with 100% employer match about $203,783 at 4% or $135,856 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 3 | $135,860 | $48,908 | $16,303iApproximate average salary by contribution assumption: employee only about $407,567 at 4% or $271,711 at 6%; with 50% employer match about $271,711 at 4% or $181,141 at 6%; with 100% employer match about $203,783 at 4% or $135,856 at 6%. |
| 2011 | 1 | 3 | $72,465 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 3 | $72,465 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2010 | 1 | 2 | $33,504 | $33,000 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Lattice Strategies LLC 401 K Profit Sharing Plan Trust | - | 2 | $33,504 | $33,000 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |