Civic Intelligence

Todd Belfer Ltd.

Plan context: Todd Belfer Ltd. 401K Plan

EIN 86-0660143 • Scottsdale, AZ • 17 filings • 4 plans

6720 East 6th StreetScottsdale, AZ 85251
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$6,982,105

2021 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$6,982,105$3,491,053$0200320082021YearValue
$6,982,105Latest year 2021

Participants Over Time

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

320200320082021YearValue
2Latest year 2021

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
202112$6,982,105$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Todd Belfer Ltd. 401K Plan-2$6,982,105$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202012$6,098,537$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Todd Belfer Ltd. 401K Plan-2$6,098,537$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201012$212,665$13,100$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
Todd Belfer Ltd. 401K Plan-2$212,665$13,100$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
200923$249,766$23,987$7,996iApproximate average salary by contribution assumption: employee only about $199,892 at 4% or $133,261 at 6%; with 50% employer match about $133,261 at 4% or $88,841 at 6%; with 100% employer match about $99,946 at 4% or $66,631 at 6%.
Todd Belfer Ltd. 401K Plan-3$249,766$23,987$7,996iApproximate average salary by contribution assumption: employee only about $199,892 at 4% or $133,261 at 6%; with 50% employer match about $133,261 at 4% or $88,841 at 6%; with 100% employer match about $99,946 at 4% or $66,631 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-0$0$0-
200823$615,588$0-
Todd Belfer Ltd. Defined Benefit Pension Plan-3$435,906--
Todd Belfer Ltd. 401K Plan-3$179,682--
200723$657,890$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-3$459,450--
Todd Belfer Ltd. 401K Plan-3$198,440$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200623$563,850$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-3$394,542--
Todd Belfer Ltd. 401K Plan-3$169,308$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200523$501,618$165,904$55,301iApproximate average salary by contribution assumption: employee only about $1,382,533 at 4% or $921,689 at 6%; with 50% employer match about $921,689 at 4% or $614,459 at 6%; with 100% employer match about $691,267 at 4% or $460,844 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-3$364,418$119,904$39,968iApproximate average salary by contribution assumption: employee only about $999,200 at 4% or $666,133 at 6%; with 50% employer match about $666,133 at 4% or $444,089 at 6%; with 100% employer match about $499,600 at 4% or $333,067 at 6%.
Todd Belfer Ltd. 401K Plan-3$137,200$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
200423$298,688$136,980$45,660iApproximate average salary by contribution assumption: employee only about $1,141,500 at 4% or $761,000 at 6%; with 50% employer match about $761,000 at 4% or $507,333 at 6%; with 100% employer match about $570,750 at 4% or $380,500 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-3$215,791$94,980$31,660iApproximate average salary by contribution assumption: employee only about $791,500 at 4% or $527,667 at 6%; with 50% employer match about $527,667 at 4% or $351,778 at 6%; with 100% employer match about $395,750 at 4% or $263,833 at 6%.
Todd Belfer Ltd. 401K Plan-3$82,897$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200323$157,033$136,368$45,456iApproximate average salary by contribution assumption: employee only about $1,136,400 at 4% or $757,600 at 6%; with 50% employer match about $757,600 at 4% or $505,067 at 6%; with 100% employer match about $568,200 at 4% or $378,800 at 6%.
Todd Belfer Ltd. Defined Benefit Pension Plan-3$119,033$98,368$32,789iApproximate average salary by contribution assumption: employee only about $819,733 at 4% or $546,489 at 6%; with 50% employer match about $546,489 at 4% or $364,326 at 6%; with 100% employer match about $409,867 at 4% or $273,244 at 6%.
Todd Belfer Ltd. 401K Plan-3$38,000$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.