Civic Intelligence

Casey Research LLC

Plan context: Casey Research LLC Cash Balance Plan

EIN 58-2662139 • Stowe, VT • 8 filings • 2 plans

P. O. Box 1423673 S. Main StreetStowe, VT 05672
Current Snapshot

Latest Year

2016

2016 Participants

18

2016 Assets

$1,160,359

2016 Contributions

$50

Historical Graphs

Total Assets Over Time

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

$1,160,359$580,180$0201320142015YearValue
$1,160,359Latest year 2015

Participants Over Time

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

1890201320142015YearValue
18Latest year 2015

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
201620$0$50-
Casey Research LLC Profit Sharing Plan-0$0$0-
Casey Research LLC Cash Balance Plan-0$0$50-
2015218$1,160,359$61,874$3,437iApproximate average salary by contribution assumption: employee only about $85,936 at 4% or $57,291 at 6%; with 50% employer match about $57,291 at 4% or $38,194 at 6%; with 100% employer match about $42,968 at 4% or $28,645 at 6%.
Casey Research LLC Cash Balance Plan-17$790,496$61,874$3,640iApproximate average salary by contribution assumption: employee only about $90,991 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,441 at 6%; with 100% employer match about $45,496 at 4% or $30,330 at 6%.
Casey Research LLC Profit Sharing Plan-18$369,863$0-
2014218$1,109,735$555,320$30,851iApproximate average salary by contribution assumption: employee only about $771,278 at 4% or $514,185 at 6%; with 50% employer match about $514,185 at 4% or $342,790 at 6%; with 100% employer match about $385,639 at 4% or $257,093 at 6%.
Casey Research LLC Cash Balance Plan-17$729,348$364,567$21,445iApproximate average salary by contribution assumption: employee only about $536,128 at 4% or $357,419 at 6%; with 50% employer match about $357,419 at 4% or $238,279 at 6%; with 100% employer match about $268,064 at 4% or $178,709 at 6%.
Casey Research LLC Profit Sharing Plan-18$380,387$190,753$10,597iApproximate average salary by contribution assumption: employee only about $264,935 at 4% or $176,623 at 6%; with 50% employer match about $176,623 at 4% or $117,749 at 6%; with 100% employer match about $132,467 at 4% or $88,312 at 6%.
2013217$550,960$550,960$32,409iApproximate average salary by contribution assumption: employee only about $810,235 at 4% or $540,157 at 6%; with 50% employer match about $540,157 at 4% or $360,105 at 6%; with 100% employer match about $405,118 at 4% or $270,078 at 6%.
Casey Research LLC Cash Balance Plan-17$359,365$359,365$21,139iApproximate average salary by contribution assumption: employee only about $528,478 at 4% or $352,319 at 6%; with 50% employer match about $352,319 at 4% or $234,879 at 6%; with 100% employer match about $264,239 at 4% or $176,159 at 6%.
Casey Research LLC Profit Sharing Plan-17$191,595$191,595$11,270iApproximate average salary by contribution assumption: employee only about $281,757 at 4% or $187,838 at 6%; with 50% employer match about $187,838 at 4% or $125,225 at 6%; with 100% employer match about $140,879 at 4% or $93,919 at 6%.