Numeric Strategies LLC
Plan context: Numeric Strategies Retirement Savings Plan
EIN 81-4608740 • Monument, CO • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$225,559
2024 Contributions
$27,074
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $225,559 | $27,074 | $5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,247 at 6%; with 50% employer match about $90,247 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 5 | $225,559 | $27,074 | $5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,247 at 6%; with 50% employer match about $90,247 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%. |
| 2023 | 1 | 5 | $157,476 | $22,081 | $4,416iApproximate average salary by contribution assumption: employee only about $110,405 at 4% or $73,603 at 6%; with 50% employer match about $73,603 at 4% or $49,069 at 6%; with 100% employer match about $55,203 at 4% or $36,802 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 5 | $157,476 | $22,081 | $4,416iApproximate average salary by contribution assumption: employee only about $110,405 at 4% or $73,603 at 6%; with 50% employer match about $73,603 at 4% or $49,069 at 6%; with 100% employer match about $55,203 at 4% or $36,802 at 6%. |
| 2022 | 1 | 4 | $136,200 | $12,125 | $3,031iApproximate average salary by contribution assumption: employee only about $75,781 at 4% or $50,521 at 6%; with 50% employer match about $50,521 at 4% or $33,681 at 6%; with 100% employer match about $37,891 at 4% or $25,260 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 4 | $136,200 | $12,125 | $3,031iApproximate average salary by contribution assumption: employee only about $75,781 at 4% or $50,521 at 6%; with 50% employer match about $50,521 at 4% or $33,681 at 6%; with 100% employer match about $37,891 at 4% or $25,260 at 6%. |
| 2021 | 1 | 4 | $135,954 | $9,869 | $2,467iApproximate average salary by contribution assumption: employee only about $61,681 at 4% or $41,121 at 6%; with 50% employer match about $41,121 at 4% or $27,414 at 6%; with 100% employer match about $30,841 at 4% or $20,560 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 4 | $135,954 | $9,869 | $2,467iApproximate average salary by contribution assumption: employee only about $61,681 at 4% or $41,121 at 6%; with 50% employer match about $41,121 at 4% or $27,414 at 6%; with 100% employer match about $30,841 at 4% or $20,560 at 6%. |
| 2020 | 1 | 2 | $109,004 | $5,969 | $2,985iApproximate average salary by contribution assumption: employee only about $74,613 at 4% or $49,742 at 6%; with 50% employer match about $49,742 at 4% or $33,161 at 6%; with 100% employer match about $37,306 at 4% or $24,871 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 2 | $109,004 | $5,969 | $2,985iApproximate average salary by contribution assumption: employee only about $74,613 at 4% or $49,742 at 6%; with 50% employer match about $49,742 at 4% or $33,161 at 6%; with 100% employer match about $37,306 at 4% or $24,871 at 6%. |
| 2019 | 1 | 4 | $93,494 | $3,491 | $873iApproximate average salary by contribution assumption: employee only about $21,819 at 4% or $14,546 at 6%; with 50% employer match about $14,546 at 4% or $9,697 at 6%; with 100% employer match about $10,909 at 4% or $7,273 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 4 | $93,494 | $3,491 | $873iApproximate average salary by contribution assumption: employee only about $21,819 at 4% or $14,546 at 6%; with 50% employer match about $14,546 at 4% or $9,697 at 6%; with 100% employer match about $10,909 at 4% or $7,273 at 6%. |
| 2018 | 1 | 4 | $74,019 | $26,719 | $6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,219 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 4 | $74,019 | $26,719 | $6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,219 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%. |
| 2017 | 1 | 5 | $72,225 | $24,531 | $4,906iApproximate average salary by contribution assumption: employee only about $122,655 at 4% or $81,770 at 6%; with 50% employer match about $81,770 at 4% or $54,513 at 6%; with 100% employer match about $61,328 at 4% or $40,885 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 5 | $72,225 | $24,531 | $4,906iApproximate average salary by contribution assumption: employee only about $122,655 at 4% or $81,770 at 6%; with 50% employer match about $81,770 at 4% or $54,513 at 6%; with 100% employer match about $61,328 at 4% or $40,885 at 6%. |
| 2016 | 1 | 3 | $9,625 | $9,625 | $3,208iApproximate average salary by contribution assumption: employee only about $80,208 at 4% or $53,472 at 6%; with 50% employer match about $53,472 at 4% or $35,648 at 6%; with 100% employer match about $40,104 at 4% or $26,736 at 6%. |
| Numeric Strategies Retirement Savings Plan | - | 3 | $9,625 | $9,625 | $3,208iApproximate average salary by contribution assumption: employee only about $80,208 at 4% or $53,472 at 6%; with 50% employer match about $53,472 at 4% or $35,648 at 6%; with 100% employer match about $40,104 at 4% or $26,736 at 6%. |