Civic Intelligence

Generational Equity LLC

Plan context: Generational Equity LLC 401(K) Plan

EIN 86-1122234 • Richardson, TX • 37 filings • 8 plans

3400 N Central Expy Ste 100Richardson, TX 75080-0046
Current Snapshot

Latest Year

2024

2024 Participants

321

2024 Assets

$32,563,014

2024 Contributions

$3,871,466

Historical Graphs

Total Assets Over Time

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

$32,563,014$16,281,507$0200620152024YearValue
$32,563,014Latest year 2024

Participants Over Time

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

3211610200620152024YearValue
321Latest year 2024

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
20242321$32,563,014$3,871,466$12,061iApproximate average salary by contribution assumption: employee only about $301,516 at 4% or $201,011 at 6%; with 50% employer match about $201,011 at 4% or $134,007 at 6%; with 100% employer match about $150,758 at 4% or $100,505 at 6%.
Generational Equity LLC 401(K) Plan-321$32,563,014$3,871,466$12,061iApproximate average salary by contribution assumption: employee only about $301,516 at 4% or $201,011 at 6%; with 50% employer match about $201,011 at 4% or $134,007 at 6%; with 100% employer match about $150,758 at 4% or $100,505 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-261---
20232278$26,652,929$3,754,992$13,507iApproximate average salary by contribution assumption: employee only about $337,679 at 4% or $225,119 at 6%; with 50% employer match about $225,119 at 4% or $150,080 at 6%; with 100% employer match about $168,840 at 4% or $112,560 at 6%.
Generational Equity LLC 401(K) Plan-278$26,652,929$3,754,992$13,507iApproximate average salary by contribution assumption: employee only about $337,679 at 4% or $225,119 at 6%; with 50% employer match about $225,119 at 4% or $150,080 at 6%; with 100% employer match about $168,840 at 4% or $112,560 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-264---
20222274$21,108,064$3,348,666$12,221iApproximate average salary by contribution assumption: employee only about $305,535 at 4% or $203,690 at 6%; with 50% employer match about $203,690 at 4% or $135,793 at 6%; with 100% employer match about $152,768 at 4% or $101,845 at 6%.
Generational Equity LLC 401(K) Plan-271$21,108,064$3,348,666$12,357iApproximate average salary by contribution assumption: employee only about $308,918 at 4% or $205,945 at 6%; with 50% employer match about $205,945 at 4% or $137,297 at 6%; with 100% employer match about $154,459 at 4% or $102,973 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-274---
20212244$24,063,592$2,590,159$10,615iApproximate average salary by contribution assumption: employee only about $265,385 at 4% or $176,923 at 6%; with 50% employer match about $176,923 at 4% or $117,949 at 6%; with 100% employer match about $132,693 at 4% or $88,462 at 6%.
Generational Equity LLC 401(K) Plan-223$24,063,592$2,590,159$11,615iApproximate average salary by contribution assumption: employee only about $290,377 at 4% or $193,584 at 6%; with 50% employer match about $193,584 at 4% or $129,056 at 6%; with 100% employer match about $145,188 at 4% or $96,792 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-244---
20202215$19,884,492$2,725,770$12,678iApproximate average salary by contribution assumption: employee only about $316,950 at 4% or $211,300 at 6%; with 50% employer match about $211,300 at 4% or $140,867 at 6%; with 100% employer match about $158,475 at 4% or $105,650 at 6%.
Generational Equity LLC 401(K) Plan-215$19,884,492$2,725,770$12,678iApproximate average salary by contribution assumption: employee only about $316,950 at 4% or $211,300 at 6%; with 50% employer match about $211,300 at 4% or $140,867 at 6%; with 100% employer match about $158,475 at 4% or $105,650 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-213---
20192207$16,003,793$2,224,180$10,745iApproximate average salary by contribution assumption: employee only about $268,621 at 4% or $179,081 at 6%; with 50% employer match about $179,081 at 4% or $119,387 at 6%; with 100% employer match about $134,310 at 4% or $89,540 at 6%.
Generational Equity LLC 401(K) Plan-207$16,003,793$2,224,180$10,745iApproximate average salary by contribution assumption: employee only about $268,621 at 4% or $179,081 at 6%; with 50% employer match about $179,081 at 4% or $119,387 at 6%; with 100% employer match about $134,310 at 4% or $89,540 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-148---
20182211$11,788,637$1,952,639$9,254iApproximate average salary by contribution assumption: employee only about $231,355 at 4% or $154,237 at 6%; with 50% employer match about $154,237 at 4% or $102,825 at 6%; with 100% employer match about $115,678 at 4% or $77,118 at 6%.
Generational Equity LLC 401(K) Plan-211$11,788,637$1,952,639$9,254iApproximate average salary by contribution assumption: employee only about $231,355 at 4% or $154,237 at 6%; with 50% employer match about $154,237 at 4% or $102,825 at 6%; with 100% employer match about $115,678 at 4% or $77,118 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-206---
20172196$11,180,845$1,834,514$9,360iApproximate average salary by contribution assumption: employee only about $233,994 at 4% or $155,996 at 6%; with 50% employer match about $155,996 at 4% or $103,997 at 6%; with 100% employer match about $116,997 at 4% or $77,998 at 6%.
Generational Equity LLC 401(K) Plan-196$11,180,845$1,834,514$9,360iApproximate average salary by contribution assumption: employee only about $233,994 at 4% or $155,996 at 6%; with 50% employer match about $155,996 at 4% or $103,997 at 6%; with 100% employer match about $116,997 at 4% or $77,998 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-185---
20162190$9,144,075$1,820,400$9,581iApproximate average salary by contribution assumption: employee only about $239,526 at 4% or $159,684 at 6%; with 50% employer match about $159,684 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
Generational Equity LLC 401(K) Plan-190$9,144,075$1,820,400$9,581iApproximate average salary by contribution assumption: employee only about $239,526 at 4% or $159,684 at 6%; with 50% employer match about $159,684 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-176---
20152207$6,963,950$1,758,330$8,494iApproximate average salary by contribution assumption: employee only about $212,359 at 4% or $141,572 at 6%; with 50% employer match about $141,572 at 4% or $94,382 at 6%; with 100% employer match about $106,179 at 4% or $70,786 at 6%.
Generational Equity LLC 401(K) Plan-207$6,963,950$1,758,330$8,494iApproximate average salary by contribution assumption: employee only about $212,359 at 4% or $141,572 at 6%; with 50% employer match about $141,572 at 4% or $94,382 at 6%; with 100% employer match about $106,179 at 4% or $70,786 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-119---
20142211$5,415,556$1,474,884$6,990iApproximate average salary by contribution assumption: employee only about $174,749 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,666 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Generational Equity LLC 401(K) Plan-211$5,415,556$1,474,884$6,990iApproximate average salary by contribution assumption: employee only about $174,749 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,666 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-186---
20132178$4,010,444$1,095,436$6,154iApproximate average salary by contribution assumption: employee only about $153,853 at 4% or $102,569 at 6%; with 50% employer match about $102,569 at 4% or $68,379 at 6%; with 100% employer match about $76,927 at 4% or $51,284 at 6%.
Generational Equity LLC 401(K) Plan-178$4,010,444$1,095,436$6,154iApproximate average salary by contribution assumption: employee only about $153,853 at 4% or $102,569 at 6%; with 50% employer match about $102,569 at 4% or $68,379 at 6%; with 100% employer match about $76,927 at 4% or $51,284 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-171---
20122165$2,488,284$853,887$5,175iApproximate average salary by contribution assumption: employee only about $129,377 at 4% or $86,251 at 6%; with 50% employer match about $86,251 at 4% or $57,501 at 6%; with 100% employer match about $64,688 at 4% or $43,126 at 6%.
Generational Equity LLC 401(K) Plan-165$2,488,284$853,887$5,175iApproximate average salary by contribution assumption: employee only about $129,377 at 4% or $86,251 at 6%; with 50% employer match about $86,251 at 4% or $57,501 at 6%; with 100% employer match about $64,688 at 4% or $43,126 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-158---
20112158$1,498,231$427,977$2,709iApproximate average salary by contribution assumption: employee only about $67,718 at 4% or $45,145 at 6%; with 50% employer match about $45,145 at 4% or $30,097 at 6%; with 100% employer match about $33,859 at 4% or $22,573 at 6%.
Generational Equity LLC 401(K) Plan-158$1,498,231$427,977$2,709iApproximate average salary by contribution assumption: employee only about $67,718 at 4% or $45,145 at 6%; with 50% employer match about $45,145 at 4% or $30,097 at 6%; with 100% employer match about $33,859 at 4% or $22,573 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-153---
20102154$1,252,563$332,088$2,156iApproximate average salary by contribution assumption: employee only about $53,910 at 4% or $35,940 at 6%; with 50% employer match about $35,940 at 4% or $23,960 at 6%; with 100% employer match about $26,955 at 4% or $17,970 at 6%.
Generational Equity LLC 401(K) Plan-154$1,252,563$332,088$2,156iApproximate average salary by contribution assumption: employee only about $53,910 at 4% or $35,940 at 6%; with 50% employer match about $35,940 at 4% or $23,960 at 6%; with 100% employer match about $26,955 at 4% or $17,970 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-154---
20094226$862,203$253,286$1,121iApproximate average salary by contribution assumption: employee only about $28,018 at 4% or $18,679 at 6%; with 50% employer match about $18,679 at 4% or $12,453 at 6%; with 100% employer match about $14,009 at 4% or $9,339 at 6%.
Generational Equity LLC 401(K) Plan-156$862,203$253,286$1,624iApproximate average salary by contribution assumption: employee only about $40,591 at 4% or $27,060 at 6%; with 50% employer match about $27,060 at 4% or $18,040 at 6%; with 100% employer match about $20,295 at 4% or $13,530 at 6%.
Generational Equity LLC. Employee Benefits Health & Welfare Plan-198---
Generational Equity LLC. Employee Benefits Health & Welfare Plan-226---
Generational Equity LLC. Employee Benefits Health & Welfare Plan-153---
20081169$694,369$310,952$1,840iApproximate average salary by contribution assumption: employee only about $45,999 at 4% or $30,666 at 6%; with 50% employer match about $30,666 at 4% or $20,444 at 6%; with 100% employer match about $22,999 at 4% or $15,333 at 6%.
Generational Equity LLC 401(K) Plan-169$694,369$310,952$1,840iApproximate average salary by contribution assumption: employee only about $45,999 at 4% or $30,666 at 6%; with 50% employer match about $30,666 at 4% or $20,444 at 6%; with 100% employer match about $22,999 at 4% or $15,333 at 6%.
20071201$638,197$390,704$1,944iApproximate average salary by contribution assumption: employee only about $48,595 at 4% or $32,397 at 6%; with 50% employer match about $32,397 at 4% or $21,598 at 6%; with 100% employer match about $24,298 at 4% or $16,198 at 6%.
Generational Equity LLC 401(K) Plan-201$638,197$390,704$1,944iApproximate average salary by contribution assumption: employee only about $48,595 at 4% or $32,397 at 6%; with 50% employer match about $32,397 at 4% or $21,598 at 6%; with 100% employer match about $24,298 at 4% or $16,198 at 6%.
20061215$374,613$412,543$1,919iApproximate average salary by contribution assumption: employee only about $47,970 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%.
Generational Equity LLC 401(K) Plan-215$374,613$412,543$1,919iApproximate average salary by contribution assumption: employee only about $47,970 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%.