Civic Intelligence

Conifer Securities LLC

Plan context: Conifer Securities LLC 401K Plan

EIN 94-3082467 • 15 filings • 3 plans

Current Snapshot

Latest Year

2012

2012 Participants

93

2012 Assets

$5,005,265

2012 Contributions

$676,118

Historical Graphs

Total Assets Over Time

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

$5,005,265$2,502,633$0199920052009YearValue
$5,005,265Latest year 2009

Participants Over Time

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

127640199920062012YearValue
93Latest year 2012

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
2012193$0$0-
CONIFER SECURITIES, LLC HEALTH AND WELFARE BENEFIT PLAN-93---
20111112$0$0-
CONIFER SECURITIES, LLC HEALTH AND WELFARE BENEFIT PLAN-112---
20101127$0$0-
CONIFER SECURITIES, LLC HEALTH AND WELFARE BENEFIT PLAN-127---
20092114$5,005,265$676,118$5,931iApproximate average salary by contribution assumption: employee only about $148,271 at 4% or $98,848 at 6%; with 50% employer match about $98,848 at 4% or $65,898 at 6%; with 100% employer match about $74,136 at 4% or $49,424 at 6%.
Conifer Securities LLC 401K Plan-109$5,005,265$676,118$6,203iApproximate average salary by contribution assumption: employee only about $155,073 at 4% or $103,382 at 6%; with 50% employer match about $103,382 at 4% or $68,921 at 6%; with 100% employer match about $77,536 at 4% or $51,691 at 6%.
CONIFER SECURITIES, LLC HEALTH AND WELFARE BENEFIT PLAN-114---
2008182$3,960,651$744,263$9,076iApproximate average salary by contribution assumption: employee only about $226,909 at 4% or $151,273 at 6%; with 50% employer match about $151,273 at 4% or $100,849 at 6%; with 100% employer match about $113,455 at 4% or $75,636 at 6%.
Conifer Securities LLC 401K Plan-82$3,960,651$744,263$9,076iApproximate average salary by contribution assumption: employee only about $226,909 at 4% or $151,273 at 6%; with 50% employer match about $151,273 at 4% or $100,849 at 6%; with 100% employer match about $113,455 at 4% or $75,636 at 6%.
2007178$0$0-
Conifer Securities LLC 401K Plan-78---
2006163$4,013,643$562,835$8,934iApproximate average salary by contribution assumption: employee only about $223,347 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,265 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%.
Conifer Securities LLC 401K Plan-63$4,013,643$562,835$8,934iApproximate average salary by contribution assumption: employee only about $223,347 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,265 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%.
2005159$3,388,998$451,255$7,648iApproximate average salary by contribution assumption: employee only about $191,210 at 4% or $127,473 at 6%; with 50% employer match about $127,473 at 4% or $84,982 at 6%; with 100% employer match about $95,605 at 4% or $63,737 at 6%.
Conifer Securities LLC 401K Plan-59$3,388,998$451,255$7,648iApproximate average salary by contribution assumption: employee only about $191,210 at 4% or $127,473 at 6%; with 50% employer match about $127,473 at 4% or $84,982 at 6%; with 100% employer match about $95,605 at 4% or $63,737 at 6%.
2004165$2,900,754$408,134$6,279iApproximate average salary by contribution assumption: employee only about $156,975 at 4% or $104,650 at 6%; with 50% employer match about $104,650 at 4% or $69,766 at 6%; with 100% employer match about $78,487 at 4% or $52,325 at 6%.
Conifer Securities LLC 401K Plan-65$2,900,754$408,134$6,279iApproximate average salary by contribution assumption: employee only about $156,975 at 4% or $104,650 at 6%; with 50% employer match about $104,650 at 4% or $69,766 at 6%; with 100% employer match about $78,487 at 4% or $52,325 at 6%.
2003158$2,721,551$436,202$7,521iApproximate average salary by contribution assumption: employee only about $188,018 at 4% or $125,345 at 6%; with 50% employer match about $125,345 at 4% or $83,564 at 6%; with 100% employer match about $94,009 at 4% or $62,673 at 6%.
Conifer Securities LLC 401K Plan-58$2,721,551$436,202$7,521iApproximate average salary by contribution assumption: employee only about $188,018 at 4% or $125,345 at 6%; with 50% employer match about $125,345 at 4% or $83,564 at 6%; with 100% employer match about $94,009 at 4% or $62,673 at 6%.
2002166$0$0-
Conifer Securities LLC 401K Plan-66---
2001155$0$0-
Conifer Securities LLC 401K Plan-55---
2000143$1,395,501$395,682$9,202iApproximate average salary by contribution assumption: employee only about $230,048 at 4% or $153,365 at 6%; with 50% employer match about $153,365 at 4% or $102,243 at 6%; with 100% employer match about $115,024 at 4% or $76,683 at 6%.
Conifer Securities LLC 401K Plan-43$1,395,501$395,682$9,202iApproximate average salary by contribution assumption: employee only about $230,048 at 4% or $153,365 at 6%; with 50% employer match about $153,365 at 4% or $102,243 at 6%; with 100% employer match about $115,024 at 4% or $76,683 at 6%.
1999136$1,512,722$266,494$7,403iApproximate average salary by contribution assumption: employee only about $185,065 at 4% or $123,377 at 6%; with 50% employer match about $123,377 at 4% or $82,251 at 6%; with 100% employer match about $92,533 at 4% or $61,688 at 6%.
Conifer Securities LLC 401K Plan-36$1,512,722$266,494$7,403iApproximate average salary by contribution assumption: employee only about $185,065 at 4% or $123,377 at 6%; with 50% employer match about $123,377 at 4% or $82,251 at 6%; with 100% employer match about $92,533 at 4% or $61,688 at 6%.