Pelion Financial Group Inc.
Plan context: Pelion Financial Group Inc. 401(K) Retirement Plan
EIN 61-1478124 • New York, NY • 9 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$135,004
2015 Contributions
$1,350
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 3 | $135,004 | $0 | - |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 3 | $135,004 | - | - |
| 2013 | 1 | 3 | $126,673 | $1,350 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 3 | $126,673 | $1,350 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2012 | 1 | 5 | $161,084 | $3,700 | $740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $161,084 | $3,700 | $740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%. |
| 2011 | 1 | 5 | $155,180 | $900 | $180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $155,180 | $900 | $180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%. |
| 2010 | 1 | 5 | $162,188 | $0 | - |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $162,188 | - | - |
| 2009 | 1 | 5 | $155,751 | $388 | $78iApproximate average salary by contribution assumption: employee only about $1,940 at 4% or $1,293 at 6%; with 50% employer match about $1,293 at 4% or $862 at 6%; with 100% employer match about $970 at 4% or $647 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $155,751 | $388 | $78iApproximate average salary by contribution assumption: employee only about $1,940 at 4% or $1,293 at 6%; with 50% employer match about $1,293 at 4% or $862 at 6%; with 100% employer match about $970 at 4% or $647 at 6%. |
| 2008 | 1 | 5 | $121,218 | $110,226 | $22,045iApproximate average salary by contribution assumption: employee only about $551,130 at 4% or $367,420 at 6%; with 50% employer match about $367,420 at 4% or $244,947 at 6%; with 100% employer match about $275,565 at 4% or $183,710 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $121,218 | $110,226 | $22,045iApproximate average salary by contribution assumption: employee only about $551,130 at 4% or $367,420 at 6%; with 50% employer match about $367,420 at 4% or $244,947 at 6%; with 100% employer match about $275,565 at 4% or $183,710 at 6%. |
| 2007 | 1 | 5 | $63,736 | $63,390 | $12,678iApproximate average salary by contribution assumption: employee only about $316,950 at 4% or $211,300 at 6%; with 50% employer match about $211,300 at 4% or $140,867 at 6%; with 100% employer match about $158,475 at 4% or $105,650 at 6%. |
| Pelion Financial Group Inc. 401(K) Retirement Plan | - | 5 | $63,736 | $63,390 | $12,678iApproximate average salary by contribution assumption: employee only about $316,950 at 4% or $211,300 at 6%; with 50% employer match about $211,300 at 4% or $140,867 at 6%; with 100% employer match about $158,475 at 4% or $105,650 at 6%. |