Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$7,951,476
2024 Contributions
$1,024,140
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $7,951,476 | $1,024,140 | $1,024,140iApproximate average salary by contribution assumption: employee only about $25,603,500 at 4% or $17,069,000 at 6%; with 50% employer match about $17,069,000 at 4% or $11,379,333 at 6%; with 100% employer match about $12,801,750 at 4% or $8,534,500 at 6%. |
| Efg USA Inc. Retirement Plan | - | 1 | $7,951,476 | $1,024,140 | $1,024,140iApproximate average salary by contribution assumption: employee only about $25,603,500 at 4% or $17,069,000 at 6%; with 50% employer match about $17,069,000 at 4% or $11,379,333 at 6%; with 100% employer match about $12,801,750 at 4% or $8,534,500 at 6%. |
| 2023 | 1 | 1 | $5,879,820 | $0 | - |
| Efg USA Inc. Retirement Plan | - | 1 | $5,879,820 | - | - |
| 2022 | 1 | 1 | $4,073,126 | $4,610,585 | $4,610,585iApproximate average salary by contribution assumption: employee only about $115,264,625 at 4% or $76,843,083 at 6%; with 50% employer match about $76,843,083 at 4% or $51,228,722 at 6%; with 100% employer match about $57,632,313 at 4% or $38,421,542 at 6%. |
| Efg USA Inc. Retirement Plan | - | 1 | $4,073,126 | $4,610,585 | $4,610,585iApproximate average salary by contribution assumption: employee only about $115,264,625 at 4% or $76,843,083 at 6%; with 50% employer match about $76,843,083 at 4% or $51,228,722 at 6%; with 100% employer match about $57,632,313 at 4% or $38,421,542 at 6%. |