Relevate LLC
Plan context: Relevate 401(K) Profit Sharing Plan and Trust
EIN 82-3053345 • Chandler, AZ • 7 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,396,943
2024 Contributions
$37,884
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 | 7 | $1,396,943 | $37,884 | $5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 7 | $1,396,943 | $37,884 | $5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%. |
| 2023 | 1 | 7 | $1,169,578 | $67,610 | $9,659iApproximate average salary by contribution assumption: employee only about $241,464 at 4% or $160,976 at 6%; with 50% employer match about $160,976 at 4% or $107,317 at 6%; with 100% employer match about $120,732 at 4% or $80,488 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 7 | $1,169,578 | $67,610 | $9,659iApproximate average salary by contribution assumption: employee only about $241,464 at 4% or $160,976 at 6%; with 50% employer match about $160,976 at 4% or $107,317 at 6%; with 100% employer match about $120,732 at 4% or $80,488 at 6%. |
| 2022 | 1 | 8 | $953,153 | $56,449 | $7,056iApproximate average salary by contribution assumption: employee only about $176,403 at 4% or $117,602 at 6%; with 50% employer match about $117,602 at 4% or $78,401 at 6%; with 100% employer match about $88,202 at 4% or $58,801 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 8 | $953,153 | $56,449 | $7,056iApproximate average salary by contribution assumption: employee only about $176,403 at 4% or $117,602 at 6%; with 50% employer match about $117,602 at 4% or $78,401 at 6%; with 100% employer match about $88,202 at 4% or $58,801 at 6%. |
| 2021 | 1 | 8 | $1,260,178 | $47,611 | $5,951iApproximate average salary by contribution assumption: employee only about $148,784 at 4% or $99,190 at 6%; with 50% employer match about $99,190 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,595 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 8 | $1,260,178 | $47,611 | $5,951iApproximate average salary by contribution assumption: employee only about $148,784 at 4% or $99,190 at 6%; with 50% employer match about $99,190 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,595 at 6%. |
| 2020 | 1 | 7 | $1,020,482 | $35,942 | $5,135iApproximate average salary by contribution assumption: employee only about $128,364 at 4% or $85,576 at 6%; with 50% employer match about $85,576 at 4% or $57,051 at 6%; with 100% employer match about $64,182 at 4% or $42,788 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 7 | $1,020,482 | $35,942 | $5,135iApproximate average salary by contribution assumption: employee only about $128,364 at 4% or $85,576 at 6%; with 50% employer match about $85,576 at 4% or $57,051 at 6%; with 100% employer match about $64,182 at 4% or $42,788 at 6%. |
| 2019 | 1 | 4 | $859,885 | $24,372 | $6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 4 | $859,885 | $24,372 | $6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%. |
| 2018 | 1 | 2 | $696,378 | $759,545 | $379,773iApproximate average salary by contribution assumption: employee only about $9,494,313 at 4% or $6,329,542 at 6%; with 50% employer match about $6,329,542 at 4% or $4,219,694 at 6%; with 100% employer match about $4,747,156 at 4% or $3,164,771 at 6%. |
| Relevate 401(K) Profit Sharing Plan and Trust | - | 2 | $696,378 | $759,545 | $379,773iApproximate average salary by contribution assumption: employee only about $9,494,313 at 4% or $6,329,542 at 6%; with 50% employer match about $6,329,542 at 4% or $4,219,694 at 6%; with 100% employer match about $4,747,156 at 4% or $3,164,771 at 6%. |