Civic Intelligence

Envision Capital Management Ltd.

Plan context: Envision Capital Management Ltd Profit Sharing Plan and Trust

EIN 86-0433875 • 23 filings • 3 plans

Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$5,457,021

2020 Contributions

$7,396

Historical Graphs

Total Assets Over Time

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

$5,457,021$2,728,511$0199920112020YearValue
$5,457,021Latest year 2020

Participants Over Time

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

420199920102020YearValue
1Latest year 2020

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
202011$5,457,021$7,396$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-1$5,457,021$7,396$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
201911$5,390,947$91,494$91,494iApproximate average salary by contribution assumption: employee only about $2,287,350 at 4% or $1,524,900 at 6%; with 50% employer match about $1,524,900 at 4% or $1,016,600 at 6%; with 100% employer match about $1,143,675 at 4% or $762,450 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-1$5,390,947$91,494$91,494iApproximate average salary by contribution assumption: employee only about $2,287,350 at 4% or $1,524,900 at 6%; with 50% employer match about $1,524,900 at 4% or $1,016,600 at 6%; with 100% employer match about $1,143,675 at 4% or $762,450 at 6%.
201813$4,408,474$2,440,216$813,405iApproximate average salary by contribution assumption: employee only about $20,335,133 at 4% or $13,556,756 at 6%; with 50% employer match about $13,556,756 at 4% or $9,037,837 at 6%; with 100% employer match about $10,167,567 at 4% or $6,778,378 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-3$4,408,474$2,440,216$813,405iApproximate average salary by contribution assumption: employee only about $20,335,133 at 4% or $13,556,756 at 6%; with 50% employer match about $13,556,756 at 4% or $9,037,837 at 6%; with 100% employer match about $10,167,567 at 4% or $6,778,378 at 6%.
201713$2,074,964$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-3$2,074,964$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
201612$2,010,448$75,500$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-2$2,010,448$75,500$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
201513$1,837,612$73,750$24,583iApproximate average salary by contribution assumption: employee only about $614,583 at 4% or $409,722 at 6%; with 50% employer match about $409,722 at 4% or $273,148 at 6%; with 100% employer match about $307,292 at 4% or $204,861 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-3$1,837,612$73,750$24,583iApproximate average salary by contribution assumption: employee only about $614,583 at 4% or $409,722 at 6%; with 50% employer match about $409,722 at 4% or $273,148 at 6%; with 100% employer match about $307,292 at 4% or $204,861 at 6%.
201414$2,383,035$50,902$12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$2,383,035$50,902$12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%.
201314$1,781,164$0-
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$1,781,164--
201214$2,264,649$0-
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$2,264,649--
201114$2,552,626$61,291$15,323iApproximate average salary by contribution assumption: employee only about $383,069 at 4% or $255,379 at 6%; with 50% employer match about $255,379 at 4% or $170,253 at 6%; with 100% employer match about $191,534 at 4% or $127,690 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$2,552,626$61,291$15,323iApproximate average salary by contribution assumption: employee only about $383,069 at 4% or $255,379 at 6%; with 50% employer match about $255,379 at 4% or $170,253 at 6%; with 100% employer match about $191,534 at 4% or $127,690 at 6%.
201014$3,260,629$0-
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$3,260,629--
200914$3,531,194$0-
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$3,531,194--
200824$3,465,029$112,500$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
Envision Capital Management Ltd Profit Sharing Plan and Trust-4$3,465,029$112,500$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-0---
200714$3,436,723$50,110$12,528iApproximate average salary by contribution assumption: employee only about $313,188 at 4% or $208,792 at 6%; with 50% employer match about $208,792 at 4% or $139,194 at 6%; with 100% employer match about $156,594 at 4% or $104,396 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-4$3,436,723$50,110$12,528iApproximate average salary by contribution assumption: employee only about $313,188 at 4% or $208,792 at 6%; with 50% employer match about $208,792 at 4% or $139,194 at 6%; with 100% employer match about $156,594 at 4% or $104,396 at 6%.
200613$3,326,387$78,402$26,134iApproximate average salary by contribution assumption: employee only about $653,350 at 4% or $435,567 at 6%; with 50% employer match about $435,567 at 4% or $290,378 at 6%; with 100% employer match about $326,675 at 4% or $217,783 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3$3,326,387$78,402$26,134iApproximate average salary by contribution assumption: employee only about $653,350 at 4% or $435,567 at 6%; with 50% employer match about $435,567 at 4% or $290,378 at 6%; with 100% employer match about $326,675 at 4% or $217,783 at 6%.
200513$2,839,125$64,402$21,467iApproximate average salary by contribution assumption: employee only about $536,683 at 4% or $357,789 at 6%; with 50% employer match about $357,789 at 4% or $238,526 at 6%; with 100% employer match about $268,342 at 4% or $178,894 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3$2,839,125$64,402$21,467iApproximate average salary by contribution assumption: employee only about $536,683 at 4% or $357,789 at 6%; with 50% employer match about $357,789 at 4% or $238,526 at 6%; with 100% employer match about $268,342 at 4% or $178,894 at 6%.
200413$2,349,876$58,902$19,634iApproximate average salary by contribution assumption: employee only about $490,850 at 4% or $327,233 at 6%; with 50% employer match about $327,233 at 4% or $218,156 at 6%; with 100% employer match about $245,425 at 4% or $163,617 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3$2,349,876$58,902$19,634iApproximate average salary by contribution assumption: employee only about $490,850 at 4% or $327,233 at 6%; with 50% employer match about $327,233 at 4% or $218,156 at 6%; with 100% employer match about $245,425 at 4% or $163,617 at 6%.
200313$0$0-
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3---
200213$0$0-
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3---
200113$0$0-
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3---
200013$921,601$71,650$23,883iApproximate average salary by contribution assumption: employee only about $597,083 at 4% or $398,056 at 6%; with 50% employer match about $398,056 at 4% or $265,370 at 6%; with 100% employer match about $298,542 at 4% or $199,028 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3$921,601$71,650$23,883iApproximate average salary by contribution assumption: employee only about $597,083 at 4% or $398,056 at 6%; with 50% employer match about $398,056 at 4% or $265,370 at 6%; with 100% employer match about $298,542 at 4% or $199,028 at 6%.
199913$813,418$64,300$21,433iApproximate average salary by contribution assumption: employee only about $535,833 at 4% or $357,222 at 6%; with 50% employer match about $357,222 at 4% or $238,148 at 6%; with 100% employer match about $267,917 at 4% or $178,611 at 6%.
Envision Capital Management Ltd. Money Purchase Pension Plan and Trust-3$813,418$64,300$21,433iApproximate average salary by contribution assumption: employee only about $535,833 at 4% or $357,222 at 6%; with 50% employer match about $357,222 at 4% or $238,148 at 6%; with 100% employer match about $267,917 at 4% or $178,611 at 6%.