Civic Intelligence

Clio Holdings

Plan context: Clio Holdings Retirement Plan

EIN 81-2757850 • Voorhees, NJ • 7 filings • 2 plans

2301 E. Evesham RoadPavilion 800, Ste 210Voorhees, NJ 08043
Current Snapshot

Latest Year

2021

2021 Participants

281

2021 Assets

$3,383,716

2021 Contributions

$3,089

Historical Graphs

Total Assets Over Time

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

$12,836,077$6,418,039$0201720192020YearValue
$3,383,716Latest year 2020

Participants Over Time

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

8314160201720182019YearValue
281Latest year 2019

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
202110$0$0-
Clio Holdings Retirement Plan-0$0--
202010$3,383,716$3,089-
Clio Holdings Retirement Plan-0$3,383,716$3,089-
20191281$12,836,077$1,745,065$6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%.
Clio Holdings Retirement Plan-281$12,836,077$1,745,065$6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%.
20182691$10,439,473$2,270,420$3,286iApproximate average salary by contribution assumption: employee only about $82,143 at 4% or $54,762 at 6%; with 50% employer match about $54,762 at 4% or $36,508 at 6%; with 100% employer match about $41,071 at 4% or $27,381 at 6%.
Clio Holdings Retirement Plan-640$10,439,473$2,270,420$3,548iApproximate average salary by contribution assumption: employee only about $88,688 at 4% or $59,126 at 6%; with 50% employer match about $59,126 at 4% or $39,417 at 6%; with 100% employer match about $44,344 at 4% or $29,563 at 6%.
Clio Holdings LLC Welfare Benefit Plan-691---
20172831$9,540,464$1,118,097$1,345iApproximate average salary by contribution assumption: employee only about $33,637 at 4% or $22,425 at 6%; with 50% employer match about $22,425 at 4% or $14,950 at 6%; with 100% employer match about $16,819 at 4% or $11,212 at 6%.
Clio Holdings Retirement Plan-665$9,540,464$1,118,097$1,681iApproximate average salary by contribution assumption: employee only about $42,034 at 4% or $28,022 at 6%; with 50% employer match about $28,022 at 4% or $18,682 at 6%; with 100% employer match about $21,017 at 4% or $14,011 at 6%.
Clio Holdings LLC Welfare Benefit Plan-831---