Civic Intelligence

Equity Management LLC

Plan context: Equity Management LLC 401K Plan

EIN 84-1369089 • Colorado Springs, CO • 30 filings • 3 plans

90 South Cascade, Suite 1500Colorado Springs, CO 80903-1639
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$478,909

2023 Contributions

$112,814

Historical Graphs

Total Assets Over Time

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

$637,907$318,954$0200620152023YearValue
$478,909Latest year 2023

Participants Over Time

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

1470200620152023YearValue
14Latest year 2023

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
2023114$478,909$112,814$8,058iApproximate average salary by contribution assumption: employee only about $201,454 at 4% or $134,302 at 6%; with 50% employer match about $134,302 at 4% or $89,535 at 6%; with 100% employer match about $100,727 at 4% or $67,151 at 6%.
Equity Management LLC 401K Plan-14$478,909$112,814$8,058iApproximate average salary by contribution assumption: employee only about $201,454 at 4% or $134,302 at 6%; with 50% employer match about $134,302 at 4% or $89,535 at 6%; with 100% employer match about $100,727 at 4% or $67,151 at 6%.
2022114$321,760$93,238$6,660iApproximate average salary by contribution assumption: employee only about $166,496 at 4% or $110,998 at 6%; with 50% employer match about $110,998 at 4% or $73,998 at 6%; with 100% employer match about $83,248 at 4% or $55,499 at 6%.
Equity Management LLC 401K Plan-14$321,760$93,238$6,660iApproximate average salary by contribution assumption: employee only about $166,496 at 4% or $110,998 at 6%; with 50% employer match about $110,998 at 4% or $73,998 at 6%; with 100% employer match about $83,248 at 4% or $55,499 at 6%.
202117$272,997$47,608$6,801iApproximate average salary by contribution assumption: employee only about $170,029 at 4% or $113,352 at 6%; with 50% employer match about $113,352 at 4% or $75,568 at 6%; with 100% employer match about $85,014 at 4% or $56,676 at 6%.
Equity Management LLC 401K Plan-7$272,997$47,608$6,801iApproximate average salary by contribution assumption: employee only about $170,029 at 4% or $113,352 at 6%; with 50% employer match about $113,352 at 4% or $75,568 at 6%; with 100% employer match about $85,014 at 4% or $56,676 at 6%.
202018$207,460$38,233$4,779iApproximate average salary by contribution assumption: employee only about $119,478 at 4% or $79,652 at 6%; with 50% employer match about $79,652 at 4% or $53,101 at 6%; with 100% employer match about $59,739 at 4% or $39,826 at 6%.
Equity Management LLC 401K Plan-8$207,460$38,233$4,779iApproximate average salary by contribution assumption: employee only about $119,478 at 4% or $79,652 at 6%; with 50% employer match about $79,652 at 4% or $53,101 at 6%; with 100% employer match about $59,739 at 4% or $39,826 at 6%.
2019110$167,153$20,163$2,016iApproximate average salary by contribution assumption: employee only about $50,408 at 4% or $33,605 at 6%; with 50% employer match about $33,605 at 4% or $22,403 at 6%; with 100% employer match about $25,204 at 4% or $16,803 at 6%.
Equity Management LLC 401K Plan-10$167,153$20,163$2,016iApproximate average salary by contribution assumption: employee only about $50,408 at 4% or $33,605 at 6%; with 50% employer match about $33,605 at 4% or $22,403 at 6%; with 100% employer match about $25,204 at 4% or $16,803 at 6%.
2018111$170,386$14,712$1,337iApproximate average salary by contribution assumption: employee only about $33,436 at 4% or $22,291 at 6%; with 50% employer match about $22,291 at 4% or $14,861 at 6%; with 100% employer match about $16,718 at 4% or $11,145 at 6%.
Equity Management LLC 401K Plan-11$170,386$14,712$1,337iApproximate average salary by contribution assumption: employee only about $33,436 at 4% or $22,291 at 6%; with 50% employer match about $22,291 at 4% or $14,861 at 6%; with 100% employer match about $16,718 at 4% or $11,145 at 6%.
201729$221,209$68,982$7,665iApproximate average salary by contribution assumption: employee only about $191,617 at 4% or $127,744 at 6%; with 50% employer match about $127,744 at 4% or $85,163 at 6%; with 100% employer match about $95,808 at 4% or $63,872 at 6%.
Equity Management LLC 401K Plan-9$217,252$48,462$5,385iApproximate average salary by contribution assumption: employee only about $134,617 at 4% or $89,744 at 6%; with 50% employer match about $89,744 at 4% or $59,830 at 6%; with 100% employer match about $67,308 at 4% or $44,872 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-1$3,957$20,520$20,520iApproximate average salary by contribution assumption: employee only about $513,000 at 4% or $342,000 at 6%; with 50% employer match about $342,000 at 4% or $228,000 at 6%; with 100% employer match about $256,500 at 4% or $171,000 at 6%.
201627$637,907$18,315$2,616iApproximate average salary by contribution assumption: employee only about $65,411 at 4% or $43,607 at 6%; with 50% employer match about $43,607 at 4% or $29,071 at 6%; with 100% employer match about $32,705 at 4% or $21,804 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-7$481,531--
Equity Management LLC 401K Plan-7$156,376$18,315$2,616iApproximate average salary by contribution assumption: employee only about $65,411 at 4% or $43,607 at 6%; with 50% employer match about $43,607 at 4% or $29,071 at 6%; with 100% employer match about $32,705 at 4% or $21,804 at 6%.
201527$597,082$23,742$3,392iApproximate average salary by contribution assumption: employee only about $84,793 at 4% or $56,529 at 6%; with 50% employer match about $56,529 at 4% or $37,686 at 6%; with 100% employer match about $42,396 at 4% or $28,264 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-7$463,946--
Equity Management LLC 401K Plan-6$133,136$23,742$3,957iApproximate average salary by contribution assumption: employee only about $98,925 at 4% or $65,950 at 6%; with 50% employer match about $65,950 at 4% or $43,967 at 6%; with 100% employer match about $49,463 at 4% or $32,975 at 6%.
201427$557,601$19,540$2,791iApproximate average salary by contribution assumption: employee only about $69,786 at 4% or $46,524 at 6%; with 50% employer match about $46,524 at 4% or $31,016 at 6%; with 100% employer match about $34,893 at 4% or $23,262 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-7$447,701--
Equity Management LLC 401K Plan-6$109,900$19,540$3,257iApproximate average salary by contribution assumption: employee only about $81,417 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,708 at 4% or $27,139 at 6%.
2013210$540,604$14,093$1,409iApproximate average salary by contribution assumption: employee only about $35,233 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-7$427,912--
Equity Management LLC 401K Plan-10$112,692$14,093$1,409iApproximate average salary by contribution assumption: employee only about $35,233 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%.
2012210$432,502$57,100$5,710iApproximate average salary by contribution assumption: employee only about $142,750 at 4% or $95,167 at 6%; with 50% employer match about $95,167 at 4% or $63,444 at 6%; with 100% employer match about $71,375 at 4% or $47,583 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-7$312,844--
Equity Management LLC 401K Plan-10$119,658$57,100$5,710iApproximate average salary by contribution assumption: employee only about $142,750 at 4% or $95,167 at 6%; with 50% employer match about $95,167 at 4% or $63,444 at 6%; with 100% employer match about $71,375 at 4% or $47,583 at 6%.
2011210$412,762$34,590$3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-6$298,862$25,230$4,205iApproximate average salary by contribution assumption: employee only about $105,125 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%.
Equity Management LLC 401K Plan-10$113,900$9,360$936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%.
2010210$392,443$75,709$7,571iApproximate average salary by contribution assumption: employee only about $189,273 at 4% or $126,182 at 6%; with 50% employer match about $126,182 at 4% or $84,121 at 6%; with 100% employer match about $94,636 at 4% or $63,091 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-5$287,120$68,766$13,753iApproximate average salary by contribution assumption: employee only about $343,830 at 4% or $229,220 at 6%; with 50% employer match about $229,220 at 4% or $152,813 at 6%; with 100% employer match about $171,915 at 4% or $114,610 at 6%.
Equity Management LLC 401K Plan-10$105,323$6,943$694iApproximate average salary by contribution assumption: employee only about $17,358 at 4% or $11,572 at 6%; with 50% employer match about $11,572 at 4% or $7,714 at 6%; with 100% employer match about $8,679 at 4% or $5,786 at 6%.
2009210$316,072$10,106$1,011iApproximate average salary by contribution assumption: employee only about $25,265 at 4% or $16,843 at 6%; with 50% employer match about $16,843 at 4% or $11,229 at 6%; with 100% employer match about $12,633 at 4% or $8,422 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-4$210,130$2,726$682iApproximate average salary by contribution assumption: employee only about $17,038 at 4% or $11,358 at 6%; with 50% employer match about $11,358 at 4% or $7,572 at 6%; with 100% employer match about $8,519 at 4% or $5,679 at 6%.
Equity Management LLC 401K Plan-10$105,942$7,380$738iApproximate average salary by contribution assumption: employee only about $18,450 at 4% or $12,300 at 6%; with 50% employer match about $12,300 at 4% or $8,200 at 6%; with 100% employer match about $9,225 at 4% or $6,150 at 6%.
200828$118,640$15,699$1,962iApproximate average salary by contribution assumption: employee only about $49,059 at 4% or $32,706 at 6%; with 50% employer match about $32,706 at 4% or $21,804 at 6%; with 100% employer match about $24,530 at 4% or $16,353 at 6%.
Equity Management LLC 401K Plan-3$118,640$15,699$5,233iApproximate average salary by contribution assumption: employee only about $130,825 at 4% or $87,217 at 6%; with 50% employer match about $87,217 at 4% or $58,144 at 6%; with 100% employer match about $65,413 at 4% or $43,608 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-8---
2007210$0$0-
Equity Management LLC 401K Plan-10---
Equity Management LLC Defined Benefit Retirement Plan-7---
2006212$141,362$141,362$11,780iApproximate average salary by contribution assumption: employee only about $294,504 at 4% or $196,336 at 6%; with 50% employer match about $196,336 at 4% or $130,891 at 6%; with 100% employer match about $147,252 at 4% or $98,168 at 6%.
Equity Management LLC Defined Benefit Retirement Plan-6$99,681$99,681$16,614iApproximate average salary by contribution assumption: employee only about $415,338 at 4% or $276,892 at 6%; with 50% employer match about $276,892 at 4% or $184,594 at 6%; with 100% employer match about $207,669 at 4% or $138,446 at 6%.
Equity Management LLC 401K Plan-12$41,681$41,681$3,473iApproximate average salary by contribution assumption: employee only about $86,835 at 4% or $57,890 at 6%; with 50% employer match about $57,890 at 4% or $38,594 at 6%; with 100% employer match about $43,418 at 4% or $28,945 at 6%.