Civic Intelligence

Casey Securities LLC

Plan context: Casey Securities LLC 401 K Profit Sharing Plan Trust

EIN 90-0185675 • San Francisco, CA • 11 filings • 3 plans

220 Montgomery St Ste 423San Francisco, CA 94104-3410
Current Snapshot

Latest Year

2016

2016 Participants

31

2016 Assets

$3,044,707

2016 Contributions

$162,425

Historical Graphs

Total Assets Over Time

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

$3,243,929$1,621,965$0200620112016YearValue
$3,044,707Latest year 2016

Participants Over Time

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

35180200620112016YearValue
31Latest year 2016

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
2016131$3,044,707$162,425$5,240iApproximate average salary by contribution assumption: employee only about $130,988 at 4% or $87,325 at 6%; with 50% employer match about $87,325 at 4% or $58,217 at 6%; with 100% employer match about $65,494 at 4% or $43,663 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-31$3,044,707$162,425$5,240iApproximate average salary by contribution assumption: employee only about $130,988 at 4% or $87,325 at 6%; with 50% employer match about $87,325 at 4% or $58,217 at 6%; with 100% employer match about $65,494 at 4% or $43,663 at 6%.
2015133$2,955,238$327,871$9,935iApproximate average salary by contribution assumption: employee only about $248,387 at 4% or $165,591 at 6%; with 50% employer match about $165,591 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-33$2,955,238$327,871$9,935iApproximate average salary by contribution assumption: employee only about $248,387 at 4% or $165,591 at 6%; with 50% employer match about $165,591 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%.
2014130$2,908,818$239,375$7,979iApproximate average salary by contribution assumption: employee only about $199,479 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,740 at 4% or $66,493 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-30$2,908,818$239,375$7,979iApproximate average salary by contribution assumption: employee only about $199,479 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,740 at 4% or $66,493 at 6%.
2013130$3,243,929$226,606$7,554iApproximate average salary by contribution assumption: employee only about $188,838 at 4% or $125,892 at 6%; with 50% employer match about $125,892 at 4% or $83,928 at 6%; with 100% employer match about $94,419 at 4% or $62,946 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-30$3,243,929$226,606$7,554iApproximate average salary by contribution assumption: employee only about $188,838 at 4% or $125,892 at 6%; with 50% employer match about $125,892 at 4% or $83,928 at 6%; with 100% employer match about $94,419 at 4% or $62,946 at 6%.
2012130$2,539,349$228,035$7,601iApproximate average salary by contribution assumption: employee only about $190,029 at 4% or $126,686 at 6%; with 50% employer match about $126,686 at 4% or $84,457 at 6%; with 100% employer match about $95,015 at 4% or $63,343 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-30$2,539,349$228,035$7,601iApproximate average salary by contribution assumption: employee only about $190,029 at 4% or $126,686 at 6%; with 50% employer match about $126,686 at 4% or $84,457 at 6%; with 100% employer match about $95,015 at 4% or $63,343 at 6%.
2011133$2,383,210$247,266$7,493iApproximate average salary by contribution assumption: employee only about $187,323 at 4% or $124,882 at 6%; with 50% employer match about $124,882 at 4% or $83,255 at 6%; with 100% employer match about $93,661 at 4% or $62,441 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-33$2,383,210$247,266$7,493iApproximate average salary by contribution assumption: employee only about $187,323 at 4% or $124,882 at 6%; with 50% employer match about $124,882 at 4% or $83,255 at 6%; with 100% employer match about $93,661 at 4% or $62,441 at 6%.
2010135$2,453,674$243,905$6,969iApproximate average salary by contribution assumption: employee only about $174,218 at 4% or $116,145 at 6%; with 50% employer match about $116,145 at 4% or $77,430 at 6%; with 100% employer match about $87,109 at 4% or $58,073 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-35$2,453,674$243,905$6,969iApproximate average salary by contribution assumption: employee only about $174,218 at 4% or $116,145 at 6%; with 50% employer match about $116,145 at 4% or $77,430 at 6%; with 100% employer match about $87,109 at 4% or $58,073 at 6%.
2009133$2,313,347$278,789$8,448iApproximate average salary by contribution assumption: employee only about $211,204 at 4% or $140,803 at 6%; with 50% employer match about $140,803 at 4% or $93,868 at 6%; with 100% employer match about $105,602 at 4% or $70,401 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-33$2,313,347$278,789$8,448iApproximate average salary by contribution assumption: employee only about $211,204 at 4% or $140,803 at 6%; with 50% employer match about $140,803 at 4% or $93,868 at 6%; with 100% employer match about $105,602 at 4% or $70,401 at 6%.
2008128$1,828,602$261,045$9,323iApproximate average salary by contribution assumption: employee only about $233,076 at 4% or $155,384 at 6%; with 50% employer match about $155,384 at 4% or $103,589 at 6%; with 100% employer match about $116,538 at 4% or $77,692 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-28$1,828,602$261,045$9,323iApproximate average salary by contribution assumption: employee only about $233,076 at 4% or $155,384 at 6%; with 50% employer match about $155,384 at 4% or $103,589 at 6%; with 100% employer match about $116,538 at 4% or $77,692 at 6%.
2007127$2,141,451$291,185$10,785iApproximate average salary by contribution assumption: employee only about $269,616 at 4% or $179,744 at 6%; with 50% employer match about $179,744 at 4% or $119,829 at 6%; with 100% employer match about $134,808 at 4% or $89,872 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-27$2,141,451$291,185$10,785iApproximate average salary by contribution assumption: employee only about $269,616 at 4% or $179,744 at 6%; with 50% employer match about $179,744 at 4% or $119,829 at 6%; with 100% employer match about $134,808 at 4% or $89,872 at 6%.
2006128$1,854,183$211,715$7,561iApproximate average salary by contribution assumption: employee only about $189,031 at 4% or $126,021 at 6%; with 50% employer match about $126,021 at 4% or $84,014 at 6%; with 100% employer match about $94,516 at 4% or $63,010 at 6%.
Casey Securities LLC 401 K Profit Sharing Plan Trust-28$1,854,183$211,715$7,561iApproximate average salary by contribution assumption: employee only about $189,031 at 4% or $126,021 at 6%; with 50% employer match about $126,021 at 4% or $84,014 at 6%; with 100% employer match about $94,516 at 4% or $63,010 at 6%.