Civic Intelligence

Norton Financial Services Inc.

Plan context: Norton Financial Services Inc. Retirement Savings Plan

EIN 01-0432800 • Cumberland Foreside, ME • 19 filings • 1 plans

275 US Route OneCumberland Foreside, ME 04110
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$92,479

2017 Contributions

$290,863

Historical Graphs

Total Assets Over Time

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

$4,294,955$2,147,478$0199920092016YearValue
$92,479Latest year 2016

Participants Over Time

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

30150199920082016YearValue
1Latest year 2016

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
201710$0$0-
Norton Financial Services Inc. Retirement Savings Plan-0$0--
201611$92,479$290,863$290,863iApproximate average salary by contribution assumption: employee only about $7,271,575 at 4% or $4,847,717 at 6%; with 50% employer match about $4,847,717 at 4% or $3,231,811 at 6%; with 100% employer match about $3,635,788 at 4% or $2,423,858 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-1$92,479$290,863$290,863iApproximate average salary by contribution assumption: employee only about $7,271,575 at 4% or $4,847,717 at 6%; with 50% employer match about $4,847,717 at 4% or $3,231,811 at 6%; with 100% employer match about $3,635,788 at 4% or $2,423,858 at 6%.
2015130$4,294,955$639,481$21,316iApproximate average salary by contribution assumption: employee only about $532,901 at 4% or $355,267 at 6%; with 50% employer match about $355,267 at 4% or $236,845 at 6%; with 100% employer match about $266,450 at 4% or $177,634 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-30$4,294,955$639,481$21,316iApproximate average salary by contribution assumption: employee only about $532,901 at 4% or $355,267 at 6%; with 50% employer match about $355,267 at 4% or $236,845 at 6%; with 100% employer match about $266,450 at 4% or $177,634 at 6%.
2014127$3,818,340$398,893$14,774iApproximate average salary by contribution assumption: employee only about $369,345 at 4% or $246,230 at 6%; with 50% employer match about $246,230 at 4% or $164,153 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-27$3,818,340$398,893$14,774iApproximate average salary by contribution assumption: employee only about $369,345 at 4% or $246,230 at 6%; with 50% employer match about $246,230 at 4% or $164,153 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%.
2013126$3,896,916$375,481$14,442iApproximate average salary by contribution assumption: employee only about $361,039 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,346 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-26$3,896,916$375,481$14,442iApproximate average salary by contribution assumption: employee only about $361,039 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,346 at 6%.
2012123$2,949,267$311,954$13,563iApproximate average salary by contribution assumption: employee only about $339,080 at 4% or $226,054 at 6%; with 50% employer match about $226,054 at 4% or $150,702 at 6%; with 100% employer match about $169,540 at 4% or $113,027 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-23$2,949,267$311,954$13,563iApproximate average salary by contribution assumption: employee only about $339,080 at 4% or $226,054 at 6%; with 50% employer match about $226,054 at 4% or $150,702 at 6%; with 100% employer match about $169,540 at 4% or $113,027 at 6%.
2011128$2,357,898$225,752$8,063iApproximate average salary by contribution assumption: employee only about $201,564 at 4% or $134,376 at 6%; with 50% employer match about $134,376 at 4% or $89,584 at 6%; with 100% employer match about $100,782 at 4% or $67,188 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-28$2,357,898$225,752$8,063iApproximate average salary by contribution assumption: employee only about $201,564 at 4% or $134,376 at 6%; with 50% employer match about $134,376 at 4% or $89,584 at 6%; with 100% employer match about $100,782 at 4% or $67,188 at 6%.
2010127$2,301,120$219,696$8,137iApproximate average salary by contribution assumption: employee only about $203,422 at 4% or $135,615 at 6%; with 50% employer match about $135,615 at 4% or $90,410 at 6%; with 100% employer match about $101,711 at 4% or $67,807 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-27$2,301,120$219,696$8,137iApproximate average salary by contribution assumption: employee only about $203,422 at 4% or $135,615 at 6%; with 50% employer match about $135,615 at 4% or $90,410 at 6%; with 100% employer match about $101,711 at 4% or $67,807 at 6%.
2009124$1,832,811$200,968$8,374iApproximate average salary by contribution assumption: employee only about $209,342 at 4% or $139,561 at 6%; with 50% employer match about $139,561 at 4% or $93,041 at 6%; with 100% employer match about $104,671 at 4% or $69,781 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-24$1,832,811$200,968$8,374iApproximate average salary by contribution assumption: employee only about $209,342 at 4% or $139,561 at 6%; with 50% employer match about $139,561 at 4% or $93,041 at 6%; with 100% employer match about $104,671 at 4% or $69,781 at 6%.
2008121$0$0-
Norton Financial Services Inc. Retirement Savings Plan-21---
2007116$1,820,476$211,266$13,204iApproximate average salary by contribution assumption: employee only about $330,103 at 4% or $220,069 at 6%; with 50% employer match about $220,069 at 4% or $146,713 at 6%; with 100% employer match about $165,052 at 4% or $110,034 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-16$1,820,476$211,266$13,204iApproximate average salary by contribution assumption: employee only about $330,103 at 4% or $220,069 at 6%; with 50% employer match about $220,069 at 4% or $146,713 at 6%; with 100% employer match about $165,052 at 4% or $110,034 at 6%.
2006119$0$0-
Norton Financial Services Inc. Retirement Savings Plan-19---
2005112$1,165,842$166,345$13,862iApproximate average salary by contribution assumption: employee only about $346,552 at 4% or $231,035 at 6%; with 50% employer match about $231,035 at 4% or $154,023 at 6%; with 100% employer match about $173,276 at 4% or $115,517 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-12$1,165,842$166,345$13,862iApproximate average salary by contribution assumption: employee only about $346,552 at 4% or $231,035 at 6%; with 50% employer match about $231,035 at 4% or $154,023 at 6%; with 100% employer match about $173,276 at 4% or $115,517 at 6%.
2004112$936,816$140,502$11,709iApproximate average salary by contribution assumption: employee only about $292,713 at 4% or $195,142 at 6%; with 50% employer match about $195,142 at 4% or $130,094 at 6%; with 100% employer match about $146,356 at 4% or $97,571 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-12$936,816$140,502$11,709iApproximate average salary by contribution assumption: employee only about $292,713 at 4% or $195,142 at 6%; with 50% employer match about $195,142 at 4% or $130,094 at 6%; with 100% employer match about $146,356 at 4% or $97,571 at 6%.
2003114$735,218$119,279$8,520iApproximate average salary by contribution assumption: employee only about $212,998 at 4% or $141,999 at 6%; with 50% employer match about $141,999 at 4% or $94,666 at 6%; with 100% employer match about $106,499 at 4% or $70,999 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-14$735,218$119,279$8,520iApproximate average salary by contribution assumption: employee only about $212,998 at 4% or $141,999 at 6%; with 50% employer match about $141,999 at 4% or $94,666 at 6%; with 100% employer match about $106,499 at 4% or $70,999 at 6%.
2002110$514,619$105,382$10,538iApproximate average salary by contribution assumption: employee only about $263,455 at 4% or $175,637 at 6%; with 50% employer match about $175,637 at 4% or $117,091 at 6%; with 100% employer match about $131,728 at 4% or $87,818 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-10$514,619$105,382$10,538iApproximate average salary by contribution assumption: employee only about $263,455 at 4% or $175,637 at 6%; with 50% employer match about $175,637 at 4% or $117,091 at 6%; with 100% employer match about $131,728 at 4% or $87,818 at 6%.
200119$0$0-
Norton Financial Services Inc. Retirement Savings Plan-9---
200018$559,595$72,843$9,105iApproximate average salary by contribution assumption: employee only about $227,634 at 4% or $151,756 at 6%; with 50% employer match about $151,756 at 4% or $101,171 at 6%; with 100% employer match about $113,817 at 4% or $75,878 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-8$559,595$72,843$9,105iApproximate average salary by contribution assumption: employee only about $227,634 at 4% or $151,756 at 6%; with 50% employer match about $151,756 at 4% or $101,171 at 6%; with 100% employer match about $113,817 at 4% or $75,878 at 6%.
1999111$686,904$75,063$6,824iApproximate average salary by contribution assumption: employee only about $170,598 at 4% or $113,732 at 6%; with 50% employer match about $113,732 at 4% or $75,821 at 6%; with 100% employer match about $85,299 at 4% or $56,866 at 6%.
Norton Financial Services Inc. Retirement Savings Plan-11$686,904$75,063$6,824iApproximate average salary by contribution assumption: employee only about $170,598 at 4% or $113,732 at 6%; with 50% employer match about $113,732 at 4% or $75,821 at 6%; with 100% employer match about $85,299 at 4% or $56,866 at 6%.