Civic Intelligence

Xulu Inc

Plan context: Futureadvisor 401(K) Plan

EIN 90-0655808 • San Francisco, CA • 3 filings • 1 plans

116 New MontgomerySuite 300San Francisco, CA 94105
Current Snapshot

Latest Year

2016

2016 Participants

48

2016 Assets

$1,076,656

2016 Contributions

$20,165

Historical Graphs

Total Assets Over Time

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

$1,076,656$538,328$020142015YearValue
$1,076,656Latest year 2015

Participants Over Time

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

4824020142015YearValue
48Latest year 2015

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
201610$0$20,165-
Futureadvisor 401(K) Plan-0$0$20,165-
2015148$1,076,656$860,929$17,936iApproximate average salary by contribution assumption: employee only about $448,401 at 4% or $298,934 at 6%; with 50% employer match about $298,934 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%.
Futureadvisor 401(K) Plan-48$1,076,656$860,929$17,936iApproximate average salary by contribution assumption: employee only about $448,401 at 4% or $298,934 at 6%; with 50% employer match about $298,934 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%.
2014133$291,403$302,987$9,181iApproximate average salary by contribution assumption: employee only about $229,536 at 4% or $153,024 at 6%; with 50% employer match about $153,024 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.
Futureadvisor 401(K) Plan-33$291,403$302,987$9,181iApproximate average salary by contribution assumption: employee only about $229,536 at 4% or $153,024 at 6%; with 50% employer match about $153,024 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.