Civic Intelligence

Circle Road Equities Inc.

Plan context: CIRCLE ROAD EQUITIES, INC. PROFIT SHARING PLAN

EIN 86-0429257 • Phoenix, AZ • 10 filings • 2 plans

4455 E. Camelback Rd., Suite C-140Phoenix, AZ 85018
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$132,852

2013 Contributions

$468,773

Historical Graphs

Total Assets Over Time

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

$1,988,846$994,423$0199920032012YearValue
$132,852Latest year 2012

Participants Over Time

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

320199920032012YearValue
1Latest year 2012

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
201310$0$0-
CIRCLE ROAD EQUITIES, INC. PROFIT SHARING PLAN-0$0$0-
201211$132,852$0-
CIRCLE ROAD EQUITIES, INC. PROFIT SHARING PLAN-1$132,852--
200610$0$468,773-
Circle Road Equities Inc. Defined Benefit Plan-0-$468,773-
200512$1,988,846$913,180$456,590iApproximate average salary by contribution assumption: employee only about $11,414,750 at 4% or $7,609,833 at 6%; with 50% employer match about $7,609,833 at 4% or $5,073,222 at 6%; with 100% employer match about $5,707,375 at 4% or $3,804,917 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-2$1,988,846$913,180$456,590iApproximate average salary by contribution assumption: employee only about $11,414,750 at 4% or $7,609,833 at 6%; with 50% employer match about $7,609,833 at 4% or $5,073,222 at 6%; with 100% employer match about $5,707,375 at 4% or $3,804,917 at 6%.
200412$1,084,179$424,129$212,065iApproximate average salary by contribution assumption: employee only about $5,301,613 at 4% or $3,534,408 at 6%; with 50% employer match about $3,534,408 at 4% or $2,356,272 at 6%; with 100% employer match about $2,650,806 at 4% or $1,767,204 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-2$1,084,179$424,129$212,065iApproximate average salary by contribution assumption: employee only about $5,301,613 at 4% or $3,534,408 at 6%; with 50% employer match about $3,534,408 at 4% or $2,356,272 at 6%; with 100% employer match about $2,650,806 at 4% or $1,767,204 at 6%.
200313$1,504,886$386,315$128,772iApproximate average salary by contribution assumption: employee only about $3,219,292 at 4% or $2,146,194 at 6%; with 50% employer match about $2,146,194 at 4% or $1,430,796 at 6%; with 100% employer match about $1,609,646 at 4% or $1,073,097 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-3$1,504,886$386,315$128,772iApproximate average salary by contribution assumption: employee only about $3,219,292 at 4% or $2,146,194 at 6%; with 50% employer match about $2,146,194 at 4% or $1,430,796 at 6%; with 100% employer match about $1,609,646 at 4% or $1,073,097 at 6%.
200213$922,360$404,348$134,783iApproximate average salary by contribution assumption: employee only about $3,369,567 at 4% or $2,246,378 at 6%; with 50% employer match about $2,246,378 at 4% or $1,497,585 at 6%; with 100% employer match about $1,684,783 at 4% or $1,123,189 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-3$922,360$404,348$134,783iApproximate average salary by contribution assumption: employee only about $3,369,567 at 4% or $2,246,378 at 6%; with 50% employer match about $2,246,378 at 4% or $1,497,585 at 6%; with 100% employer match about $1,684,783 at 4% or $1,123,189 at 6%.
200113$653,691$238,836$79,612iApproximate average salary by contribution assumption: employee only about $1,990,300 at 4% or $1,326,867 at 6%; with 50% employer match about $1,326,867 at 4% or $884,578 at 6%; with 100% employer match about $995,150 at 4% or $663,433 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-3$653,691$238,836$79,612iApproximate average salary by contribution assumption: employee only about $1,990,300 at 4% or $1,326,867 at 6%; with 50% employer match about $1,326,867 at 4% or $884,578 at 6%; with 100% employer match about $995,150 at 4% or $663,433 at 6%.
200013$0$0-
Circle Road Equities Inc. Defined Benefit Plan-3---
199913$406,741$150,221$50,074iApproximate average salary by contribution assumption: employee only about $1,251,842 at 4% or $834,561 at 6%; with 50% employer match about $834,561 at 4% or $556,374 at 6%; with 100% employer match about $625,921 at 4% or $417,281 at 6%.
Circle Road Equities Inc. Defined Benefit Plan-3$406,741$150,221$50,074iApproximate average salary by contribution assumption: employee only about $1,251,842 at 4% or $834,561 at 6%; with 50% employer match about $834,561 at 4% or $556,374 at 6%; with 100% employer match about $625,921 at 4% or $417,281 at 6%.