Equation Research LLC
Plan context: Equation Research 401K Plan
EIN 84-1552658 • Westminster, CO • 20 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,426,018
2024 Contributions
$40,330
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 | 0 | $1,426,018 | $40,330 | - |
| Equation Research 401K Plan | - | 0 | $1,426,018 | $40,330 | - |
| 2023 | 1 | 15 | $1,410,210 | $45,465 | $3,031iApproximate average salary by contribution assumption: employee only about $75,775 at 4% or $50,517 at 6%; with 50% employer match about $50,517 at 4% or $33,678 at 6%; with 100% employer match about $37,888 at 4% or $25,258 at 6%. |
| Equation Research 401K Plan | - | 15 | $1,410,210 | $45,465 | $3,031iApproximate average salary by contribution assumption: employee only about $75,775 at 4% or $50,517 at 6%; with 50% employer match about $50,517 at 4% or $33,678 at 6%; with 100% employer match about $37,888 at 4% or $25,258 at 6%. |
| 2022 | 1 | 15 | $1,269,054 | $92,361 | $6,157iApproximate average salary by contribution assumption: employee only about $153,935 at 4% or $102,623 at 6%; with 50% employer match about $102,623 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%. |
| Equation Research 401K Plan | - | 15 | $1,269,054 | $92,361 | $6,157iApproximate average salary by contribution assumption: employee only about $153,935 at 4% or $102,623 at 6%; with 50% employer match about $102,623 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%. |
| 2021 | 1 | 10 | $1,434,841 | $89,099 | $8,910iApproximate average salary by contribution assumption: employee only about $222,748 at 4% or $148,498 at 6%; with 50% employer match about $148,498 at 4% or $98,999 at 6%; with 100% employer match about $111,374 at 4% or $74,249 at 6%. |
| Equation Research 401K Plan | - | 10 | $1,434,841 | $89,099 | $8,910iApproximate average salary by contribution assumption: employee only about $222,748 at 4% or $148,498 at 6%; with 50% employer match about $148,498 at 4% or $98,999 at 6%; with 100% employer match about $111,374 at 4% or $74,249 at 6%. |
| 2020 | 1 | 10 | $1,217,475 | $75,716 | $7,572iApproximate average salary by contribution assumption: employee only about $189,290 at 4% or $126,193 at 6%; with 50% employer match about $126,193 at 4% or $84,129 at 6%; with 100% employer match about $94,645 at 4% or $63,097 at 6%. |
| Equation Research 401K Plan | - | 10 | $1,217,475 | $75,716 | $7,572iApproximate average salary by contribution assumption: employee only about $189,290 at 4% or $126,193 at 6%; with 50% employer match about $126,193 at 4% or $84,129 at 6%; with 100% employer match about $94,645 at 4% or $63,097 at 6%. |
| 2019 | 1 | 10 | $1,107,518 | $65,159 | $6,516iApproximate average salary by contribution assumption: employee only about $162,898 at 4% or $108,598 at 6%; with 50% employer match about $108,598 at 4% or $72,399 at 6%; with 100% employer match about $81,449 at 4% or $54,299 at 6%. |
| Equation Research 401K Plan | - | 10 | $1,107,518 | $65,159 | $6,516iApproximate average salary by contribution assumption: employee only about $162,898 at 4% or $108,598 at 6%; with 50% employer match about $108,598 at 4% or $72,399 at 6%; with 100% employer match about $81,449 at 4% or $54,299 at 6%. |
| 2018 | 1 | 10 | $900,809 | $58,440 | $5,844iApproximate average salary by contribution assumption: employee only about $146,100 at 4% or $97,400 at 6%; with 50% employer match about $97,400 at 4% or $64,933 at 6%; with 100% employer match about $73,050 at 4% or $48,700 at 6%. |
| Equation Research 401K Plan | - | 10 | $900,809 | $58,440 | $5,844iApproximate average salary by contribution assumption: employee only about $146,100 at 4% or $97,400 at 6%; with 50% employer match about $97,400 at 4% or $64,933 at 6%; with 100% employer match about $73,050 at 4% or $48,700 at 6%. |
| 2017 | 1 | 10 | $915,209 | $71,570 | $7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%. |
| Equation Research 401K Plan | - | 10 | $915,209 | $71,570 | $7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%. |
| 2016 | 1 | 10 | $745,572 | $65,055 | $6,506iApproximate average salary by contribution assumption: employee only about $162,638 at 4% or $108,425 at 6%; with 50% employer match about $108,425 at 4% or $72,283 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%. |
| Equation Research 401K Plan | - | 10 | $745,572 | $65,055 | $6,506iApproximate average salary by contribution assumption: employee only about $162,638 at 4% or $108,425 at 6%; with 50% employer match about $108,425 at 4% or $72,283 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%. |
| 2015 | 1 | 9 | $631,042 | $60,716 | $6,746iApproximate average salary by contribution assumption: employee only about $168,656 at 4% or $112,437 at 6%; with 50% employer match about $112,437 at 4% or $74,958 at 6%; with 100% employer match about $84,328 at 4% or $56,219 at 6%. |
| Equation Research 401K Plan | - | 9 | $631,042 | $60,716 | $6,746iApproximate average salary by contribution assumption: employee only about $168,656 at 4% or $112,437 at 6%; with 50% employer match about $112,437 at 4% or $74,958 at 6%; with 100% employer match about $84,328 at 4% or $56,219 at 6%. |
| 2014 | 1 | 9 | $593,312 | $47,077 | $5,231iApproximate average salary by contribution assumption: employee only about $130,769 at 4% or $87,180 at 6%; with 50% employer match about $87,180 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%. |
| Equation Research 401K Plan | - | 9 | $593,312 | $47,077 | $5,231iApproximate average salary by contribution assumption: employee only about $130,769 at 4% or $87,180 at 6%; with 50% employer match about $87,180 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%. |
| 2013 | 1 | 8 | $525,577 | $109,118 | $13,640iApproximate average salary by contribution assumption: employee only about $340,994 at 4% or $227,329 at 6%; with 50% employer match about $227,329 at 4% or $151,553 at 6%; with 100% employer match about $170,497 at 4% or $113,665 at 6%. |
| Equation Research 401K Plan | - | 8 | $525,577 | $109,118 | $13,640iApproximate average salary by contribution assumption: employee only about $340,994 at 4% or $227,329 at 6%; with 50% employer match about $227,329 at 4% or $151,553 at 6%; with 100% employer match about $170,497 at 4% or $113,665 at 6%. |
| 2012 | 1 | 8 | $416,459 | $57,544 | $7,193iApproximate average salary by contribution assumption: employee only about $179,825 at 4% or $119,883 at 6%; with 50% employer match about $119,883 at 4% or $79,922 at 6%; with 100% employer match about $89,913 at 4% or $59,942 at 6%. |
| Equation Research 401K Plan | - | 8 | $416,459 | $57,544 | $7,193iApproximate average salary by contribution assumption: employee only about $179,825 at 4% or $119,883 at 6%; with 50% employer match about $119,883 at 4% or $79,922 at 6%; with 100% employer match about $89,913 at 4% or $59,942 at 6%. |
| 2011 | 1 | 9 | $341,016 | $46,720 | $5,191iApproximate average salary by contribution assumption: employee only about $129,778 at 4% or $86,519 at 6%; with 50% employer match about $86,519 at 4% or $57,679 at 6%; with 100% employer match about $64,889 at 4% or $43,259 at 6%. |
| Equation Research 401K Plan | - | 9 | $341,016 | $46,720 | $5,191iApproximate average salary by contribution assumption: employee only about $129,778 at 4% or $86,519 at 6%; with 50% employer match about $86,519 at 4% or $57,679 at 6%; with 100% employer match about $64,889 at 4% or $43,259 at 6%. |
| 2010 | 1 | 9 | $311,457 | $56,751 | $6,306iApproximate average salary by contribution assumption: employee only about $157,642 at 4% or $105,094 at 6%; with 50% employer match about $105,094 at 4% or $70,063 at 6%; with 100% employer match about $78,821 at 4% or $52,547 at 6%. |
| Equation Research 401K Plan | - | 9 | $311,457 | $56,751 | $6,306iApproximate average salary by contribution assumption: employee only about $157,642 at 4% or $105,094 at 6%; with 50% employer match about $105,094 at 4% or $70,063 at 6%; with 100% employer match about $78,821 at 4% or $52,547 at 6%. |
| 2009 | 1 | 9 | $233,542 | $87,165 | $9,685iApproximate average salary by contribution assumption: employee only about $242,125 at 4% or $161,417 at 6%; with 50% employer match about $161,417 at 4% or $107,611 at 6%; with 100% employer match about $121,063 at 4% or $80,708 at 6%. |
| Equation Research 401K Plan | - | 9 | $233,542 | $87,165 | $9,685iApproximate average salary by contribution assumption: employee only about $242,125 at 4% or $161,417 at 6%; with 50% employer match about $161,417 at 4% or $107,611 at 6%; with 100% employer match about $121,063 at 4% or $80,708 at 6%. |
| 2008 | 1 | 16 | $231,348 | $89,353 | $5,585iApproximate average salary by contribution assumption: employee only about $139,614 at 4% or $93,076 at 6%; with 50% employer match about $93,076 at 4% or $62,051 at 6%; with 100% employer match about $69,807 at 4% or $46,538 at 6%. |
| Equation Research 401K Plan | - | 16 | $231,348 | $89,353 | $5,585iApproximate average salary by contribution assumption: employee only about $139,614 at 4% or $93,076 at 6%; with 50% employer match about $93,076 at 4% or $62,051 at 6%; with 100% employer match about $69,807 at 4% or $46,538 at 6%. |
| 2007 | 1 | 15 | $224,671 | $128,478 | $8,565iApproximate average salary by contribution assumption: employee only about $214,130 at 4% or $142,753 at 6%; with 50% employer match about $142,753 at 4% or $95,169 at 6%; with 100% employer match about $107,065 at 4% or $71,377 at 6%. |
| Equation Research 401K Plan | - | 15 | $224,671 | $128,478 | $8,565iApproximate average salary by contribution assumption: employee only about $214,130 at 4% or $142,753 at 6%; with 50% employer match about $142,753 at 4% or $95,169 at 6%; with 100% employer match about $107,065 at 4% or $71,377 at 6%. |
| 2006 | 1 | 15 | $88,835 | $61,684 | $4,112iApproximate average salary by contribution assumption: employee only about $102,807 at 4% or $68,538 at 6%; with 50% employer match about $68,538 at 4% or $45,692 at 6%; with 100% employer match about $51,403 at 4% or $34,269 at 6%. |
| Equation Research 401K Plan | - | 15 | $88,835 | $61,684 | $4,112iApproximate average salary by contribution assumption: employee only about $102,807 at 4% or $68,538 at 6%; with 50% employer match about $68,538 at 4% or $45,692 at 6%; with 100% employer match about $51,403 at 4% or $34,269 at 6%. |
| 2005 | 1 | 16 | $22,361 | $21,974 | $1,373iApproximate average salary by contribution assumption: employee only about $34,334 at 4% or $22,890 at 6%; with 50% employer match about $22,890 at 4% or $15,260 at 6%; with 100% employer match about $17,167 at 4% or $11,445 at 6%. |
| Equation Research 401K Plan | - | 16 | $22,361 | $21,974 | $1,373iApproximate average salary by contribution assumption: employee only about $34,334 at 4% or $22,890 at 6%; with 50% employer match about $22,890 at 4% or $15,260 at 6%; with 100% employer match about $17,167 at 4% or $11,445 at 6%. |