Civic Intelligence

Software Equity Group, L.L.C.

Plan context: Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust

EIN 91-1909527 • San Diego, CA • 16 filings • 2 plans

12220 El Camino Real Ste 320San Diego, CA 92130
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,216,797

2014 Contributions

$105,000

Historical Graphs

Total Assets Over Time

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

$1,216,797$608,399$0199920082014YearValue
$1,216,797Latest year 2014

Participants Over Time

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

740199920072014YearValue
5Latest year 2014

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
201415$1,216,797$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5$1,216,797$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201317$1,022,655$81,506$11,644iApproximate average salary by contribution assumption: employee only about $291,093 at 4% or $194,062 at 6%; with 50% employer match about $194,062 at 4% or $129,375 at 6%; with 100% employer match about $145,546 at 4% or $97,031 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-7$1,022,655$81,506$11,644iApproximate average salary by contribution assumption: employee only about $291,093 at 4% or $194,062 at 6%; with 50% employer match about $194,062 at 4% or $129,375 at 6%; with 100% employer match about $145,546 at 4% or $97,031 at 6%.
201217$811,516$43,624$6,232iApproximate average salary by contribution assumption: employee only about $155,800 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,244 at 6%; with 100% employer match about $77,900 at 4% or $51,933 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-7$811,516$43,624$6,232iApproximate average salary by contribution assumption: employee only about $155,800 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,244 at 6%; with 100% employer match about $77,900 at 4% or $51,933 at 6%.
201117$908,885$106,450$15,207iApproximate average salary by contribution assumption: employee only about $380,179 at 4% or $253,452 at 6%; with 50% employer match about $253,452 at 4% or $168,968 at 6%; with 100% employer match about $190,089 at 4% or $126,726 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-7$908,885$106,450$15,207iApproximate average salary by contribution assumption: employee only about $380,179 at 4% or $253,452 at 6%; with 50% employer match about $253,452 at 4% or $168,968 at 6%; with 100% employer match about $190,089 at 4% or $126,726 at 6%.
201015$804,958$85,456$17,091iApproximate average salary by contribution assumption: employee only about $427,280 at 4% or $284,853 at 6%; with 50% employer match about $284,853 at 4% or $189,902 at 6%; with 100% employer match about $213,640 at 4% or $142,427 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5$804,958$85,456$17,091iApproximate average salary by contribution assumption: employee only about $427,280 at 4% or $284,853 at 6%; with 50% employer match about $284,853 at 4% or $189,902 at 6%; with 100% employer match about $213,640 at 4% or $142,427 at 6%.
200916$656,041$59,430$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-6$656,041$59,430$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
200816$589,230$97,531$16,255iApproximate average salary by contribution assumption: employee only about $406,379 at 4% or $270,919 at 6%; with 50% employer match about $270,919 at 4% or $180,613 at 6%; with 100% employer match about $203,190 at 4% or $135,460 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-6$589,230$97,531$16,255iApproximate average salary by contribution assumption: employee only about $406,379 at 4% or $270,919 at 6%; with 50% employer match about $270,919 at 4% or $180,613 at 6%; with 100% employer match about $203,190 at 4% or $135,460 at 6%.
200716$710,348$104,842$17,474iApproximate average salary by contribution assumption: employee only about $436,842 at 4% or $291,228 at 6%; with 50% employer match about $291,228 at 4% or $194,152 at 6%; with 100% employer match about $218,421 at 4% or $145,614 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-6$710,348$104,842$17,474iApproximate average salary by contribution assumption: employee only about $436,842 at 4% or $291,228 at 6%; with 50% employer match about $291,228 at 4% or $194,152 at 6%; with 100% employer match about $218,421 at 4% or $145,614 at 6%.
200615$598,134$99,898$19,980iApproximate average salary by contribution assumption: employee only about $499,490 at 4% or $332,993 at 6%; with 50% employer match about $332,993 at 4% or $221,996 at 6%; with 100% employer match about $249,745 at 4% or $166,497 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5$598,134$99,898$19,980iApproximate average salary by contribution assumption: employee only about $499,490 at 4% or $332,993 at 6%; with 50% employer match about $332,993 at 4% or $221,996 at 6%; with 100% employer match about $249,745 at 4% or $166,497 at 6%.
200515$456,026$44,499$8,900iApproximate average salary by contribution assumption: employee only about $222,495 at 4% or $148,330 at 6%; with 50% employer match about $148,330 at 4% or $98,887 at 6%; with 100% employer match about $111,247 at 4% or $74,165 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5$456,026$44,499$8,900iApproximate average salary by contribution assumption: employee only about $222,495 at 4% or $148,330 at 6%; with 50% employer match about $148,330 at 4% or $98,887 at 6%; with 100% employer match about $111,247 at 4% or $74,165 at 6%.
200415$386,642$14,732$2,946iApproximate average salary by contribution assumption: employee only about $73,660 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,553 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5$386,642$14,732$2,946iApproximate average salary by contribution assumption: employee only about $73,660 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,553 at 6%.
200313$0$0-
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-3---
200214$239,213$61,101$15,275iApproximate average salary by contribution assumption: employee only about $381,881 at 4% or $254,588 at 6%; with 50% employer match about $254,588 at 4% or $169,725 at 6%; with 100% employer match about $190,941 at 4% or $127,294 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-4$239,213$61,101$15,275iApproximate average salary by contribution assumption: employee only about $381,881 at 4% or $254,588 at 6%; with 50% employer match about $254,588 at 4% or $169,725 at 6%; with 100% employer match about $190,941 at 4% or $127,294 at 6%.
200114$202,341$105,560$26,390iApproximate average salary by contribution assumption: employee only about $659,750 at 4% or $439,833 at 6%; with 50% employer match about $439,833 at 4% or $293,222 at 6%; with 100% employer match about $329,875 at 4% or $219,917 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-4$202,341$105,560$26,390iApproximate average salary by contribution assumption: employee only about $659,750 at 4% or $439,833 at 6%; with 50% employer match about $439,833 at 4% or $293,222 at 6%; with 100% employer match about $329,875 at 4% or $219,917 at 6%.
200015$0$0-
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-5---
199911$85,797$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Software Equity Group, L.L.C. 401K Profit Sharing Plan & Trust-1$85,797$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.