Civic Intelligence

The Effective Edge Inc.

Plan context: The Effective Edge Cash Balance Plan

EIN 75-2765418 • West Lake Hills, TX • 22 filings • 6 plans

708 Windsong TrailWest Lake Hills, TX 78746
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$541,569

2018 Contributions

$82

Historical Graphs

Total Assets Over Time

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

$944,457$472,229$0200420112017YearValue
$541,569Latest year 2017

Participants Over Time

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

740200420112017YearValue
4Latest year 2017

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
201810$0$0-
The Effective Edge Cash Balance Plan-0$0$0-
201724$541,569$82$21iApproximate average salary by contribution assumption: employee only about $513 at 4% or $342 at 6%; with 50% employer match about $342 at 4% or $228 at 6%; with 100% employer match about $256 at 4% or $171 at 6%.
The Effective Edge Cash Balance Plan-4$541,569$0-
THE EFFECTIVE EDGE 401(K) PROFIT SHARING PLAN-0$0$82-
201635$944,457$147,252$29,450iApproximate average salary by contribution assumption: employee only about $736,260 at 4% or $490,840 at 6%; with 50% employer match about $490,840 at 4% or $327,227 at 6%; with 100% employer match about $368,130 at 4% or $245,420 at 6%.
The Effective Edge Cash Balance Plan-4$509,868$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
THE EFFECTIVE EDGE 401(K) PROFIT SHARING PLAN-5$434,589$47,252$9,450iApproximate average salary by contribution assumption: employee only about $236,260 at 4% or $157,507 at 6%; with 50% employer match about $157,507 at 4% or $105,004 at 6%; with 100% employer match about $118,130 at 4% or $78,753 at 6%.
THE EFFECTIVE EDGE 401(K) PLAN-0$0$0-
201537$909,543$279,620$39,946iApproximate average salary by contribution assumption: employee only about $998,643 at 4% or $665,762 at 6%; with 50% employer match about $665,762 at 4% or $443,841 at 6%; with 100% employer match about $499,321 at 4% or $332,881 at 6%.
THE EFFECTIVE EDGE 401(K) PLAN-7$463,981$72,560$10,366iApproximate average salary by contribution assumption: employee only about $259,143 at 4% or $172,762 at 6%; with 50% employer match about $172,762 at 4% or $115,175 at 6%; with 100% employer match about $129,571 at 4% or $86,381 at 6%.
The Effective Edge Cash Balance Plan-3$404,453$206,060$68,687iApproximate average salary by contribution assumption: employee only about $1,717,167 at 4% or $1,144,778 at 6%; with 50% employer match about $1,144,778 at 4% or $763,185 at 6%; with 100% employer match about $858,583 at 4% or $572,389 at 6%.
THE EFFECTIVE EDGE PROFIT SHARING PLAN-2$41,109$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201436$635,517$319,760$53,293iApproximate average salary by contribution assumption: employee only about $1,332,333 at 4% or $888,222 at 6%; with 50% employer match about $888,222 at 4% or $592,148 at 6%; with 100% employer match about $666,167 at 4% or $444,111 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-6$397,168$81,411$13,569iApproximate average salary by contribution assumption: employee only about $339,213 at 4% or $226,142 at 6%; with 50% employer match about $226,142 at 4% or $150,761 at 6%; with 100% employer match about $169,606 at 4% or $113,071 at 6%.
The Effective Edge Cash Balance Plan-4$198,393$198,393$49,598iApproximate average salary by contribution assumption: employee only about $1,239,956 at 4% or $826,638 at 6%; with 50% employer match about $826,638 at 4% or $551,092 at 6%; with 100% employer match about $619,978 at 4% or $413,319 at 6%.
THE EFFECTIVE EDGE PROFIT SHARING PLAN-5$39,956$39,956$7,991iApproximate average salary by contribution assumption: employee only about $199,780 at 4% or $133,187 at 6%; with 50% employer match about $133,187 at 4% or $88,791 at 6%; with 100% employer match about $99,890 at 4% or $66,593 at 6%.
201315$295,061$58,843$11,769iApproximate average salary by contribution assumption: employee only about $294,215 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,108 at 4% or $98,072 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-5$295,061$58,843$11,769iApproximate average salary by contribution assumption: employee only about $294,215 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,108 at 4% or $98,072 at 6%.
201213$210,758$49,918$16,639iApproximate average salary by contribution assumption: employee only about $415,983 at 4% or $277,322 at 6%; with 50% employer match about $277,322 at 4% or $184,881 at 6%; with 100% employer match about $207,992 at 4% or $138,661 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-3$210,758$49,918$16,639iApproximate average salary by contribution assumption: employee only about $415,983 at 4% or $277,322 at 6%; with 50% employer match about $277,322 at 4% or $184,881 at 6%; with 100% employer match about $207,992 at 4% or $138,661 at 6%.
201115$162,319$57,662$11,532iApproximate average salary by contribution assumption: employee only about $288,310 at 4% or $192,207 at 6%; with 50% employer match about $192,207 at 4% or $128,138 at 6%; with 100% employer match about $144,155 at 4% or $96,103 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-5$162,319$57,662$11,532iApproximate average salary by contribution assumption: employee only about $288,310 at 4% or $192,207 at 6%; with 50% employer match about $192,207 at 4% or $128,138 at 6%; with 100% employer match about $144,155 at 4% or $96,103 at 6%.
201016$125,449$52,490$8,748iApproximate average salary by contribution assumption: employee only about $218,708 at 4% or $145,806 at 6%; with 50% employer match about $145,806 at 4% or $97,204 at 6%; with 100% employer match about $109,354 at 4% or $72,903 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-6$125,449$52,490$8,748iApproximate average salary by contribution assumption: employee only about $218,708 at 4% or $145,806 at 6%; with 50% employer match about $145,806 at 4% or $97,204 at 6%; with 100% employer match about $109,354 at 4% or $72,903 at 6%.
200913$166,256$32,373$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN TRUST-3$166,256$32,373$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
200814$161,375$28,234$7,059iApproximate average salary by contribution assumption: employee only about $176,463 at 4% or $117,642 at 6%; with 50% employer match about $117,642 at 4% or $78,428 at 6%; with 100% employer match about $88,231 at 4% or $58,821 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-4$161,375$28,234$7,059iApproximate average salary by contribution assumption: employee only about $176,463 at 4% or $117,642 at 6%; with 50% employer match about $117,642 at 4% or $78,428 at 6%; with 100% employer match about $88,231 at 4% or $58,821 at 6%.
200715$0$0-
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-5---
200612$185,618$64,257$32,129iApproximate average salary by contribution assumption: employee only about $803,213 at 4% or $535,475 at 6%; with 50% employer match about $535,475 at 4% or $356,983 at 6%; with 100% employer match about $401,606 at 4% or $267,738 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-2$185,618$64,257$32,129iApproximate average salary by contribution assumption: employee only about $803,213 at 4% or $535,475 at 6%; with 50% employer match about $535,475 at 4% or $356,983 at 6%; with 100% employer match about $401,606 at 4% or $267,738 at 6%.
200512$111,459$19,172$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-2$111,459$19,172$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
200412$85,730$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
THE EFFECTIVE EDGE, INC. PROFIT SHARING PLAN & TRUST-2$85,730$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.