Civic Intelligence

Credit Union Exam Solutions Incorporated

Plan context: Mark Treichel LLC 401K Plan

EIN 87-4390443 • 3 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$4,385,456

2024 Contributions

$20,842

Historical Graphs

Total Assets Over Time

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

$4,385,456$2,192,728$0202220232024YearValue
$4,385,456Latest year 2024

Participants Over Time

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

210202220232024YearValue
2Latest 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
202412$4,385,456$20,842$10,421iApproximate average salary by contribution assumption: employee only about $260,525 at 4% or $173,683 at 6%; with 50% employer match about $173,683 at 4% or $115,789 at 6%; with 100% employer match about $130,263 at 4% or $86,842 at 6%.
Mark Treichel LLC 401K Plan-2$4,385,456$20,842$10,421iApproximate average salary by contribution assumption: employee only about $260,525 at 4% or $173,683 at 6%; with 50% employer match about $173,683 at 4% or $115,789 at 6%; with 100% employer match about $130,263 at 4% or $86,842 at 6%.
202312$2,726,920$112,875$56,438iApproximate average salary by contribution assumption: employee only about $1,410,938 at 4% or $940,625 at 6%; with 50% employer match about $940,625 at 4% or $627,083 at 6%; with 100% employer match about $705,469 at 4% or $470,313 at 6%.
Mark Treichel LLC 401K Plan-2$2,726,920$112,875$56,438iApproximate average salary by contribution assumption: employee only about $1,410,938 at 4% or $940,625 at 6%; with 50% employer match about $940,625 at 4% or $627,083 at 6%; with 100% employer match about $705,469 at 4% or $470,313 at 6%.
202212$1,007,243$40,250$20,125iApproximate average salary by contribution assumption: employee only about $503,125 at 4% or $335,417 at 6%; with 50% employer match about $335,417 at 4% or $223,611 at 6%; with 100% employer match about $251,563 at 4% or $167,708 at 6%.
Mark Treichel LLC 401K Plan-2$1,007,243$40,250$20,125iApproximate average salary by contribution assumption: employee only about $503,125 at 4% or $335,417 at 6%; with 50% employer match about $335,417 at 4% or $223,611 at 6%; with 100% employer match about $251,563 at 4% or $167,708 at 6%.