Civic Intelligence

Scotia Group Management LLC

Plan context: Scotia Group Management 401K Plan

EIN 61-1430539 • Tucson, AZ • 22 filings • 3 plans

6340 N Campbell AvenueSuite 170Tucson, AZ 85718
Current Snapshot

Latest Year

2024

2024 Participants

119

2024 Assets

$3,258,601

2024 Contributions

$189,378

Historical Graphs

Total Assets Over Time

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

$3,567,854$1,783,927$0201020172023YearValue
$3,258,601Latest year 2023

Participants Over Time

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

136680201020172023YearValue
119Latest year 2023

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
202410$0$189,378-
Scotia Group Management 401K Plan-0$0$189,378-
20232119$3,258,601$379,709$3,191iApproximate average salary by contribution assumption: employee only about $79,771 at 4% or $53,181 at 6%; with 50% employer match about $53,181 at 4% or $35,454 at 6%; with 100% employer match about $39,885 at 4% or $26,590 at 6%.
Scotia Group Management 401K Plan-71$3,258,601$379,709$5,348iApproximate average salary by contribution assumption: employee only about $133,700 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-119---
20222124$2,965,581$357,500$2,883iApproximate average salary by contribution assumption: employee only about $72,077 at 4% or $48,051 at 6%; with 50% employer match about $48,051 at 4% or $32,034 at 6%; with 100% employer match about $36,038 at 4% or $24,026 at 6%.
Scotia Group Management 401K Plan-91$2,965,581$357,500$3,929iApproximate average salary by contribution assumption: employee only about $98,214 at 4% or $65,476 at 6%; with 50% employer match about $65,476 at 4% or $43,651 at 6%; with 100% employer match about $49,107 at 4% or $32,738 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-124---
20212122$3,567,854$350,575$2,874iApproximate average salary by contribution assumption: employee only about $71,839 at 4% or $47,893 at 6%; with 50% employer match about $47,893 at 4% or $31,929 at 6%; with 100% employer match about $35,920 at 4% or $23,946 at 6%.
Scotia Group Management 401K Plan-103$3,567,854$350,575$3,404iApproximate average salary by contribution assumption: employee only about $85,091 at 4% or $56,727 at 6%; with 50% employer match about $56,727 at 4% or $37,818 at 6%; with 100% employer match about $42,546 at 4% or $28,364 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-122---
20202130$2,949,493$319,618$2,459iApproximate average salary by contribution assumption: employee only about $61,465 at 4% or $40,977 at 6%; with 50% employer match about $40,977 at 4% or $27,318 at 6%; with 100% employer match about $30,733 at 4% or $20,488 at 6%.
Scotia Group Management 401K Plan-111$2,949,493$319,618$2,879iApproximate average salary by contribution assumption: employee only about $71,986 at 4% or $47,991 at 6%; with 50% employer match about $47,991 at 4% or $31,994 at 6%; with 100% employer match about $35,993 at 4% or $23,995 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-130---
20192121$2,405,630$299,196$2,473iApproximate average salary by contribution assumption: employee only about $61,817 at 4% or $41,212 at 6%; with 50% employer match about $41,212 at 4% or $27,474 at 6%; with 100% employer match about $30,909 at 4% or $20,606 at 6%.
Scotia Group Management 401K Plan-118$2,405,630$299,196$2,536iApproximate average salary by contribution assumption: employee only about $63,389 at 4% or $42,259 at 6%; with 50% employer match about $42,259 at 4% or $28,173 at 6%; with 100% employer match about $31,694 at 4% or $21,130 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-121---
20182136$1,842,248$359,011$2,640iApproximate average salary by contribution assumption: employee only about $65,995 at 4% or $43,996 at 6%; with 50% employer match about $43,996 at 4% or $29,331 at 6%; with 100% employer match about $32,997 at 4% or $21,998 at 6%.
Scotia Group Management 401K Plan-114$1,842,248$359,011$3,149iApproximate average salary by contribution assumption: employee only about $78,730 at 4% or $52,487 at 6%; with 50% employer match about $52,487 at 4% or $34,991 at 6%; with 100% employer match about $39,365 at 4% or $26,243 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-136---
20172130$1,712,738$225,563$1,735iApproximate average salary by contribution assumption: employee only about $43,378 at 4% or $28,918 at 6%; with 50% employer match about $28,918 at 4% or $19,279 at 6%; with 100% employer match about $21,689 at 4% or $14,459 at 6%.
Scotia Group Management 401K Plan-56$1,712,738$225,563$4,028iApproximate average salary by contribution assumption: employee only about $100,698 at 4% or $67,132 at 6%; with 50% employer match about $67,132 at 4% or $44,755 at 6%; with 100% employer match about $50,349 at 4% or $33,566 at 6%.
SCOTIA GROUP MANAGEMENT, LLC WELFARE PLAN-130---
2016141$1,292,440$207,711$5,066iApproximate average salary by contribution assumption: employee only about $126,653 at 4% or $84,435 at 6%; with 50% employer match about $84,435 at 4% or $56,290 at 6%; with 100% employer match about $63,327 at 4% or $42,218 at 6%.
Scotia Group Management 401K Plan-41$1,292,440$207,711$5,066iApproximate average salary by contribution assumption: employee only about $126,653 at 4% or $84,435 at 6%; with 50% employer match about $84,435 at 4% or $56,290 at 6%; with 100% employer match about $63,327 at 4% or $42,218 at 6%.
2015140$1,085,871$206,428$5,161iApproximate average salary by contribution assumption: employee only about $129,018 at 4% or $86,012 at 6%; with 50% employer match about $86,012 at 4% or $57,341 at 6%; with 100% employer match about $64,509 at 4% or $43,006 at 6%.
Scotia Group Management 401K Plan-40$1,085,871$206,428$5,161iApproximate average salary by contribution assumption: employee only about $129,018 at 4% or $86,012 at 6%; with 50% employer match about $86,012 at 4% or $57,341 at 6%; with 100% employer match about $64,509 at 4% or $43,006 at 6%.
2014137$1,254,322$179,641$4,855iApproximate average salary by contribution assumption: employee only about $121,379 at 4% or $80,919 at 6%; with 50% employer match about $80,919 at 4% or $53,946 at 6%; with 100% employer match about $60,690 at 4% or $40,460 at 6%.
Scotia Group Management 401K Plan-37$1,254,322$179,641$4,855iApproximate average salary by contribution assumption: employee only about $121,379 at 4% or $80,919 at 6%; with 50% employer match about $80,919 at 4% or $53,946 at 6%; with 100% employer match about $60,690 at 4% or $40,460 at 6%.
2013140$1,056,271$152,114$3,803iApproximate average salary by contribution assumption: employee only about $95,071 at 4% or $63,381 at 6%; with 50% employer match about $63,381 at 4% or $42,254 at 6%; with 100% employer match about $47,536 at 4% or $31,690 at 6%.
Scotia Group Management 401K Plan-40$1,056,271$152,114$3,803iApproximate average salary by contribution assumption: employee only about $95,071 at 4% or $63,381 at 6%; with 50% employer match about $63,381 at 4% or $42,254 at 6%; with 100% employer match about $47,536 at 4% or $31,690 at 6%.
2012142$816,799$139,084$3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,795 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%.
Scotia Group Management 401K Plan-42$816,799$139,084$3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,795 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%.
2011144$656,685$156,047$3,547iApproximate average salary by contribution assumption: employee only about $88,663 at 4% or $59,109 at 6%; with 50% employer match about $59,109 at 4% or $39,406 at 6%; with 100% employer match about $44,332 at 4% or $29,554 at 6%.
Scotia Group Management 401K Plan-44$656,685$156,047$3,547iApproximate average salary by contribution assumption: employee only about $88,663 at 4% or $59,109 at 6%; with 50% employer match about $59,109 at 4% or $39,406 at 6%; with 100% employer match about $44,332 at 4% or $29,554 at 6%.
2010144$547,688$494,110$11,230iApproximate average salary by contribution assumption: employee only about $280,744 at 4% or $187,163 at 6%; with 50% employer match about $187,163 at 4% or $124,775 at 6%; with 100% employer match about $140,372 at 4% or $93,581 at 6%.
Scotia Group Management 401K Plan-44$547,688$494,110$11,230iApproximate average salary by contribution assumption: employee only about $280,744 at 4% or $187,163 at 6%; with 50% employer match about $187,163 at 4% or $124,775 at 6%; with 100% employer match about $140,372 at 4% or $93,581 at 6%.