Learnvest Inc.
Plan context: Learnvest Inc. Retirement Trust
EIN 80-0226518 • New York, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
148
2017 Assets
$37,259
2017 Contributions
$1,254,747
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Learnvest Inc. Retirement Trust | - | 0 | $0 | - | - |
| 2016 | 1 | 0 | $37,259 | $0 | - |
| Learnvest Inc. Retirement Trust | - | 0 | $37,259 | - | - |
| 2015 | 1 | 148 | $2,348,616 | $1,254,747 | $8,478iApproximate average salary by contribution assumption: employee only about $211,951 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| Learnvest Inc. Retirement Trust | - | 148 | $2,348,616 | $1,254,747 | $8,478iApproximate average salary by contribution assumption: employee only about $211,951 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| 2014 | 1 | 122 | $1,407,429 | $650,240 | $5,330iApproximate average salary by contribution assumption: employee only about $133,246 at 4% or $88,831 at 6%; with 50% employer match about $88,831 at 4% or $59,220 at 6%; with 100% employer match about $66,623 at 4% or $44,415 at 6%. |
| Learnvest Inc. Retirement Trust | - | 122 | $1,407,429 | $650,240 | $5,330iApproximate average salary by contribution assumption: employee only about $133,246 at 4% or $88,831 at 6%; with 50% employer match about $88,831 at 4% or $59,220 at 6%; with 100% employer match about $66,623 at 4% or $44,415 at 6%. |
| 2013 | 1 | 76 | $1,009,498 | $532,708 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| Learnvest Inc. Retirement Trust | - | 76 | $1,009,498 | $532,708 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| 2012 | 1 | 42 | $493,836 | $426,927 | $10,165iApproximate average salary by contribution assumption: employee only about $254,123 at 4% or $169,415 at 6%; with 50% employer match about $169,415 at 4% or $112,944 at 6%; with 100% employer match about $127,062 at 4% or $84,708 at 6%. |
| Learnvest Inc. Retirement Trust | - | 42 | $493,836 | $426,927 | $10,165iApproximate average salary by contribution assumption: employee only about $254,123 at 4% or $169,415 at 6%; with 50% employer match about $169,415 at 4% or $112,944 at 6%; with 100% employer match about $127,062 at 4% or $84,708 at 6%. |
| 2011 | 1 | 16 | $64,760 | $62,118 | $3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,138 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%. |
| Learnvest Inc. Retirement Trust | - | 16 | $64,760 | $62,118 | $3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,138 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%. |