Civic Intelligence

Satwant S. Bhatia

Plan context: Citibank Simplified Prototype Profit Sharing Keogh

EIN 94-3348288 • San Francisco, CA • 15 filings • 2 plans

120 Montgomery Street, Suite 1260San Francisco, CA 94104
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$681,948

2014 Contributions

$28,672

Historical Graphs

Total Assets Over Time

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

$798,429$399,215$0200020062013YearValue
$681,948Latest year 2013

Participants Over Time

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

740200020072013YearValue
3Latest year 2013

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
201410$0$0-
Citibank Simplified Prototype Profit Sharing Keogh-0---
201313$681,948$0-
Citibank Simplified Prototype Profit Sharing Keogh-3$681,948--
201217$720,529$0-
Citibank Simplified Prototype Profit Sharing Keogh-7$720,529--
201117$582,814$28,672$4,096iApproximate average salary by contribution assumption: employee only about $102,400 at 4% or $68,267 at 6%; with 50% employer match about $68,267 at 4% or $45,511 at 6%; with 100% employer match about $51,200 at 4% or $34,133 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-7$582,814$28,672$4,096iApproximate average salary by contribution assumption: employee only about $102,400 at 4% or $68,267 at 6%; with 50% employer match about $68,267 at 4% or $45,511 at 6%; with 100% employer match about $51,200 at 4% or $34,133 at 6%.
201017$798,429$0-
Citibank Simplified Prototype Profit Sharing Keogh-7$798,429--
200916$751,390$33,245$5,541iApproximate average salary by contribution assumption: employee only about $138,521 at 4% or $92,347 at 6%; with 50% employer match about $92,347 at 4% or $61,565 at 6%; with 100% employer match about $69,260 at 4% or $46,174 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-6$751,390$33,245$5,541iApproximate average salary by contribution assumption: employee only about $138,521 at 4% or $92,347 at 6%; with 50% employer match about $92,347 at 4% or $61,565 at 6%; with 100% employer match about $69,260 at 4% or $46,174 at 6%.
200816$0$84,078$14,013iApproximate average salary by contribution assumption: employee only about $350,325 at 4% or $233,550 at 6%; with 50% employer match about $233,550 at 4% or $155,700 at 6%; with 100% employer match about $175,163 at 4% or $116,775 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-6-$84,078$14,013iApproximate average salary by contribution assumption: employee only about $350,325 at 4% or $233,550 at 6%; with 50% employer match about $233,550 at 4% or $155,700 at 6%; with 100% employer match about $175,163 at 4% or $116,775 at 6%.
200716$0$0-
Citibank Simplified Prototype Profit Sharing Keogh-6---
200616$628,532$78,126$13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-6$628,532$78,126$13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%.
200516$488,772$70,860$11,810iApproximate average salary by contribution assumption: employee only about $295,250 at 4% or $196,833 at 6%; with 50% employer match about $196,833 at 4% or $131,222 at 6%; with 100% employer match about $147,625 at 4% or $98,417 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-6$488,772$70,860$11,810iApproximate average salary by contribution assumption: employee only about $295,250 at 4% or $196,833 at 6%; with 50% employer match about $196,833 at 4% or $131,222 at 6%; with 100% employer match about $147,625 at 4% or $98,417 at 6%.
200414$392,046$31,928$7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-4$392,046$31,928$7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%.
200315$370,752$0-
Citibank Simplified Prototype Profit Sharing Keogh-5$370,752--
200216$329,812$45,240$7,540iApproximate average salary by contribution assumption: employee only about $188,500 at 4% or $125,667 at 6%; with 50% employer match about $125,667 at 4% or $83,778 at 6%; with 100% employer match about $94,250 at 4% or $62,833 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-6$329,812$45,240$7,540iApproximate average salary by contribution assumption: employee only about $188,500 at 4% or $125,667 at 6%; with 50% employer match about $125,667 at 4% or $83,778 at 6%; with 100% employer match about $94,250 at 4% or $62,833 at 6%.
200116$0$0-
Citibank Simplified Prototype Profit Sharing Keogh-6---
200015$329,644$57,228$11,446iApproximate average salary by contribution assumption: employee only about $286,140 at 4% or $190,760 at 6%; with 50% employer match about $190,760 at 4% or $127,173 at 6%; with 100% employer match about $143,070 at 4% or $95,380 at 6%.
Citibank Simplified Prototype Profit Sharing Keogh-5$329,644$57,228$11,446iApproximate average salary by contribution assumption: employee only about $286,140 at 4% or $190,760 at 6%; with 50% employer match about $190,760 at 4% or $127,173 at 6%; with 100% employer match about $143,070 at 4% or $95,380 at 6%.