Civic Intelligence

Icon Equities

Plan context: Icon Equities 401K Plan

EIN 90-0475296 • Laguna Hills, CA • 5 filings • 1 plans

23332 Mill Creek DriveSuite 125Laguna Hills, CA 92653
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$37,706

2019 Contributions

$19,676

Historical Graphs

Total Assets Over Time

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

$92,129$46,065$0201520172019YearValue
$37,706Latest year 2019

Participants Over Time

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

320201520172019YearValue
2Latest year 2019

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
201912$37,706$19,676$9,838iApproximate average salary by contribution assumption: employee only about $245,950 at 4% or $163,967 at 6%; with 50% employer match about $163,967 at 4% or $109,311 at 6%; with 100% employer match about $122,975 at 4% or $81,983 at 6%.
Icon Equities 401K Plan-2$37,706$19,676$9,838iApproximate average salary by contribution assumption: employee only about $245,950 at 4% or $163,967 at 6%; with 50% employer match about $163,967 at 4% or $109,311 at 6%; with 100% employer match about $122,975 at 4% or $81,983 at 6%.
201813$92,129$29,789$9,930iApproximate average salary by contribution assumption: employee only about $248,242 at 4% or $165,494 at 6%; with 50% employer match about $165,494 at 4% or $110,330 at 6%; with 100% employer match about $124,121 at 4% or $82,747 at 6%.
Icon Equities 401K Plan-3$92,129$29,789$9,930iApproximate average salary by contribution assumption: employee only about $248,242 at 4% or $165,494 at 6%; with 50% employer match about $165,494 at 4% or $110,330 at 6%; with 100% employer match about $124,121 at 4% or $82,747 at 6%.
201712$69,947$26,493$13,247iApproximate average salary by contribution assumption: employee only about $331,163 at 4% or $220,775 at 6%; with 50% employer match about $220,775 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,388 at 6%.
Icon Equities 401K Plan-2$69,947$26,493$13,247iApproximate average salary by contribution assumption: employee only about $331,163 at 4% or $220,775 at 6%; with 50% employer match about $220,775 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,388 at 6%.
201612$33,334$25,246$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
Icon Equities 401K Plan-2$33,334$25,246$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
201513$13,670$13,889$4,630iApproximate average salary by contribution assumption: employee only about $115,742 at 4% or $77,161 at 6%; with 50% employer match about $77,161 at 4% or $51,441 at 6%; with 100% employer match about $57,871 at 4% or $38,581 at 6%.
Icon Equities 401K Plan-3$13,670$13,889$4,630iApproximate average salary by contribution assumption: employee only about $115,742 at 4% or $77,161 at 6%; with 50% employer match about $77,161 at 4% or $51,441 at 6%; with 100% employer match about $57,871 at 4% or $38,581 at 6%.