Civic Intelligence

Southeastern Management Company LLC

Plan context: Southeastern Management Company LLC 401K Profit Sharing Plan

EIN 63-1201656 • 8 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$2,903,060

2007 Contributions

$39,441

Historical Graphs

Total Assets Over Time

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

$2,903,060$1,451,530$0200020032006YearValue
$2,903,060Latest year 2006

Participants Over Time

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

1050200020032006YearValue
8Latest year 2006

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
200710$0$39,441-
Southeastern Management Company LLC 401K Profit Sharing Plan-0-$39,441-
200618$2,903,060$56,834$7,104iApproximate average salary by contribution assumption: employee only about $177,606 at 4% or $118,404 at 6%; with 50% employer match about $118,404 at 4% or $78,936 at 6%; with 100% employer match about $88,803 at 4% or $59,202 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-8$2,903,060$56,834$7,104iApproximate average salary by contribution assumption: employee only about $177,606 at 4% or $118,404 at 6%; with 50% employer match about $118,404 at 4% or $78,936 at 6%; with 100% employer match about $88,803 at 4% or $59,202 at 6%.
200517$2,643,489$144,893$20,699iApproximate average salary by contribution assumption: employee only about $517,475 at 4% or $344,983 at 6%; with 50% employer match about $344,983 at 4% or $229,989 at 6%; with 100% employer match about $258,738 at 4% or $172,492 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-7$2,643,489$144,893$20,699iApproximate average salary by contribution assumption: employee only about $517,475 at 4% or $344,983 at 6%; with 50% employer match about $344,983 at 4% or $229,989 at 6%; with 100% employer match about $258,738 at 4% or $172,492 at 6%.
200418$2,444,730$174,467$21,808iApproximate average salary by contribution assumption: employee only about $545,209 at 4% or $363,473 at 6%; with 50% employer match about $363,473 at 4% or $242,315 at 6%; with 100% employer match about $272,605 at 4% or $181,736 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-8$2,444,730$174,467$21,808iApproximate average salary by contribution assumption: employee only about $545,209 at 4% or $363,473 at 6%; with 50% employer match about $363,473 at 4% or $242,315 at 6%; with 100% employer match about $272,605 at 4% or $181,736 at 6%.
200318$2,212,578$138,934$17,367iApproximate average salary by contribution assumption: employee only about $434,169 at 4% or $289,446 at 6%; with 50% employer match about $289,446 at 4% or $192,964 at 6%; with 100% employer match about $217,084 at 4% or $144,723 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-8$2,212,578$138,934$17,367iApproximate average salary by contribution assumption: employee only about $434,169 at 4% or $289,446 at 6%; with 50% employer match about $289,446 at 4% or $192,964 at 6%; with 100% employer match about $217,084 at 4% or $144,723 at 6%.
2002110$1,819,026$135,695$13,570iApproximate average salary by contribution assumption: employee only about $339,238 at 4% or $226,158 at 6%; with 50% employer match about $226,158 at 4% or $150,772 at 6%; with 100% employer match about $169,619 at 4% or $113,079 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-10$1,819,026$135,695$13,570iApproximate average salary by contribution assumption: employee only about $339,238 at 4% or $226,158 at 6%; with 50% employer match about $226,158 at 4% or $150,772 at 6%; with 100% employer match about $169,619 at 4% or $113,079 at 6%.
2001110$1,987,020$128,460$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-10$1,987,020$128,460$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
2000110$2,084,860$2,326,944$232,694iApproximate average salary by contribution assumption: employee only about $5,817,360 at 4% or $3,878,240 at 6%; with 50% employer match about $3,878,240 at 4% or $2,585,493 at 6%; with 100% employer match about $2,908,680 at 4% or $1,939,120 at 6%.
Southeastern Management Company LLC 401K Profit Sharing Plan-10$2,084,860$2,326,944$232,694iApproximate average salary by contribution assumption: employee only about $5,817,360 at 4% or $3,878,240 at 6%; with 50% employer match about $3,878,240 at 4% or $2,585,493 at 6%; with 100% employer match about $2,908,680 at 4% or $1,939,120 at 6%.