Civic Intelligence

The Covello Group Inc.

Plan context: THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN

EIN 68-0371058 • Walnut Creek, CA • 22 filings • 2 plans

1660 Olympic Blvd., Suite 300Walnut Creek, CA 94596-5132
Current Snapshot

Latest Year

2017

2017 Participants

36

2017 Assets

$11,489,835

2017 Contributions

$418,376

Historical Graphs

Total Assets Over Time

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

$12,366,132$6,183,066$0200720122016YearValue
$11,489,835Latest year 2016

Participants Over Time

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

56280200720122016YearValue
36Latest year 2016

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
201720$0$418,376-
The Covello Group Inc. Cash Balance Plan-0$0$0-
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-0$0$418,376-
2016236$11,489,835$803,972$22,333iApproximate average salary by contribution assumption: employee only about $558,314 at 4% or $372,209 at 6%; with 50% employer match about $372,209 at 4% or $248,140 at 6%; with 100% employer match about $279,157 at 4% or $186,105 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-36$8,220,689$727,972$20,221iApproximate average salary by contribution assumption: employee only about $505,536 at 4% or $337,024 at 6%; with 50% employer match about $337,024 at 4% or $224,683 at 6%; with 100% employer match about $252,768 at 4% or $168,512 at 6%.
The Covello Group Inc. Cash Balance Plan-20$3,269,146$76,000$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
2015253$12,366,132$1,685,177$31,796iApproximate average salary by contribution assumption: employee only about $794,895 at 4% or $529,930 at 6%; with 50% employer match about $529,930 at 4% or $353,287 at 6%; with 100% employer match about $397,447 at 4% or $264,965 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-53$9,304,786$1,169,677$22,069iApproximate average salary by contribution assumption: employee only about $551,734 at 4% or $367,823 at 6%; with 50% employer match about $367,823 at 4% or $245,215 at 6%; with 100% employer match about $275,867 at 4% or $183,911 at 6%.
The Covello Group Inc. Cash Balance Plan-20$3,061,346$515,500$25,775iApproximate average salary by contribution assumption: employee only about $644,375 at 4% or $429,583 at 6%; with 50% employer match about $429,583 at 4% or $286,389 at 6%; with 100% employer match about $322,188 at 4% or $214,792 at 6%.
2014256$11,673,467$1,821,600$32,529iApproximate average salary by contribution assumption: employee only about $813,214 at 4% or $542,143 at 6%; with 50% employer match about $542,143 at 4% or $361,429 at 6%; with 100% employer match about $406,607 at 4% or $271,071 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-56$9,057,981$1,411,600$25,207iApproximate average salary by contribution assumption: employee only about $630,179 at 4% or $420,119 at 6%; with 50% employer match about $420,119 at 4% or $280,079 at 6%; with 100% employer match about $315,089 at 4% or $210,060 at 6%.
The Covello Group Inc. Cash Balance Plan-19$2,615,486$410,000$21,579iApproximate average salary by contribution assumption: employee only about $539,474 at 4% or $359,649 at 6%; with 50% employer match about $359,649 at 4% or $239,766 at 6%; with 100% employer match about $269,737 at 4% or $179,825 at 6%.
2013246$9,389,408$1,381,025$30,022iApproximate average salary by contribution assumption: employee only about $750,557 at 4% or $500,371 at 6%; with 50% employer match about $500,371 at 4% or $333,581 at 6%; with 100% employer match about $375,279 at 4% or $250,186 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-46$7,232,476$964,525$20,968iApproximate average salary by contribution assumption: employee only about $524,198 at 4% or $349,466 at 6%; with 50% employer match about $349,466 at 4% or $232,977 at 6%; with 100% employer match about $262,099 at 4% or $174,733 at 6%.
The Covello Group Inc. Cash Balance Plan-20$2,156,932$416,500$20,825iApproximate average salary by contribution assumption: employee only about $520,625 at 4% or $347,083 at 6%; with 50% employer match about $347,083 at 4% or $231,389 at 6%; with 100% employer match about $260,313 at 4% or $173,542 at 6%.
2012239$7,086,825$1,142,941$29,306iApproximate average salary by contribution assumption: employee only about $732,654 at 4% or $488,436 at 6%; with 50% employer match about $488,436 at 4% or $325,624 at 6%; with 100% employer match about $366,327 at 4% or $244,218 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-39$5,348,385$884,941$22,691iApproximate average salary by contribution assumption: employee only about $567,270 at 4% or $378,180 at 6%; with 50% employer match about $378,180 at 4% or $252,120 at 6%; with 100% employer match about $283,635 at 4% or $189,090 at 6%.
The Covello Group Inc. Cash Balance Plan-16$1,738,440$258,000$16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%.
2011242$6,607,943$1,914,884$45,592iApproximate average salary by contribution assumption: employee only about $1,139,812 at 4% or $759,875 at 6%; with 50% employer match about $759,875 at 4% or $506,583 at 6%; with 100% employer match about $569,906 at 4% or $379,937 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-42$5,149,095$1,457,084$34,692iApproximate average salary by contribution assumption: employee only about $867,312 at 4% or $578,208 at 6%; with 50% employer match about $578,208 at 4% or $385,472 at 6%; with 100% employer match about $433,656 at 4% or $289,104 at 6%.
The Covello Group Inc. Cash Balance Plan-17$1,458,848$457,800$26,929iApproximate average salary by contribution assumption: employee only about $673,235 at 4% or $448,824 at 6%; with 50% employer match about $448,824 at 4% or $299,216 at 6%; with 100% employer match about $336,618 at 4% or $224,412 at 6%.
2010245$5,459,685$1,434,137$31,870iApproximate average salary by contribution assumption: employee only about $796,743 at 4% or $531,162 at 6%; with 50% employer match about $531,162 at 4% or $354,108 at 6%; with 100% employer match about $398,371 at 4% or $265,581 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-45$4,044,740$1,015,837$22,574iApproximate average salary by contribution assumption: employee only about $564,354 at 4% or $376,236 at 6%; with 50% employer match about $376,236 at 4% or $250,824 at 6%; with 100% employer match about $282,177 at 4% or $188,118 at 6%.
The Covello Group Inc. Cash Balance Plan-18$1,414,945$418,300$23,239iApproximate average salary by contribution assumption: employee only about $580,972 at 4% or $387,315 at 6%; with 50% employer match about $387,315 at 4% or $258,210 at 6%; with 100% employer match about $290,486 at 4% or $193,657 at 6%.
2009241$3,619,367$1,234,164$30,102iApproximate average salary by contribution assumption: employee only about $752,539 at 4% or $501,693 at 6%; with 50% employer match about $501,693 at 4% or $334,462 at 6%; with 100% employer match about $376,270 at 4% or $250,846 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-41$2,741,156$961,664$23,455iApproximate average salary by contribution assumption: employee only about $586,380 at 4% or $390,920 at 6%; with 50% employer match about $390,920 at 4% or $260,614 at 6%; with 100% employer match about $293,190 at 4% or $195,460 at 6%.
The Covello Group Inc. Cash Balance Plan-18$878,211$272,500$15,139iApproximate average salary by contribution assumption: employee only about $378,472 at 4% or $252,315 at 6%; with 50% employer match about $252,315 at 4% or $168,210 at 6%; with 100% employer match about $189,236 at 4% or $126,157 at 6%.
2008242$1,758,943$1,151,053$27,406iApproximate average salary by contribution assumption: employee only about $685,151 at 4% or $456,767 at 6%; with 50% employer match about $456,767 at 4% or $304,511 at 6%; with 100% employer match about $342,575 at 4% or $228,384 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-42$1,268,010$881,053$20,977iApproximate average salary by contribution assumption: employee only about $524,436 at 4% or $349,624 at 6%; with 50% employer match about $349,624 at 4% or $233,083 at 6%; with 100% employer match about $262,218 at 4% or $174,812 at 6%.
The Covello Group Inc. Cash Balance Plan-14$490,933$270,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
2007237$1,016,551$1,019,175$27,545iApproximate average salary by contribution assumption: employee only about $688,632 at 4% or $459,088 at 6%; with 50% employer match about $459,088 at 4% or $306,059 at 6%; with 100% employer match about $344,316 at 4% or $229,544 at 6%.
THE COVELLO GROUP, INC. 401K PROFIT SHARING PLAN-37$746,551$749,175$20,248iApproximate average salary by contribution assumption: employee only about $506,199 at 4% or $337,466 at 6%; with 50% employer match about $337,466 at 4% or $224,977 at 6%; with 100% employer match about $253,100 at 4% or $168,733 at 6%.
The Covello Group Inc. Cash Balance Plan-15$270,000$270,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.