Civic Intelligence

Eagle Rock Financial Advisers Ltd

Plan context: Eagle Rock Financial Advisers Ltd 401(K)

EIN 03-0504443 • Lancaster, PA • 11 filings • 3 plans

205 Granite Run DriveSuite 240Lancaster, PA 17601
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$275,938

2015 Contributions

$50,800

Historical Graphs

Total Assets Over Time

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

$362,468$181,234$0200520102014YearValue
$275,938Latest year 2014

Participants Over Time

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

320200520102014YearValue
3Latest 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
201510$0$50,800-
Eagle Rock Financial Advisers Ltd 401(K)-0$0$50,800-
201413$275,938$29,432$9,811iApproximate average salary by contribution assumption: employee only about $245,267 at 4% or $163,511 at 6%; with 50% employer match about $163,511 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,756 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$275,938$29,432$9,811iApproximate average salary by contribution assumption: employee only about $245,267 at 4% or $163,511 at 6%; with 50% employer match about $163,511 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,756 at 6%.
201313$236,748$27,036$9,012iApproximate average salary by contribution assumption: employee only about $225,300 at 4% or $150,200 at 6%; with 50% employer match about $150,200 at 4% or $100,133 at 6%; with 100% employer match about $112,650 at 4% or $75,100 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$236,748$27,036$9,012iApproximate average salary by contribution assumption: employee only about $225,300 at 4% or $150,200 at 6%; with 50% employer match about $150,200 at 4% or $100,133 at 6%; with 100% employer match about $112,650 at 4% or $75,100 at 6%.
201213$190,012$25,256$8,419iApproximate average salary by contribution assumption: employee only about $210,467 at 4% or $140,311 at 6%; with 50% employer match about $140,311 at 4% or $93,541 at 6%; with 100% employer match about $105,233 at 4% or $70,156 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$190,012$25,256$8,419iApproximate average salary by contribution assumption: employee only about $210,467 at 4% or $140,311 at 6%; with 50% employer match about $140,311 at 4% or $93,541 at 6%; with 100% employer match about $105,233 at 4% or $70,156 at 6%.
201113$149,270$24,366$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$149,270$24,366$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.
201013$123,452$20,494$6,831iApproximate average salary by contribution assumption: employee only about $170,783 at 4% or $113,856 at 6%; with 50% employer match about $113,856 at 4% or $75,904 at 6%; with 100% employer match about $85,392 at 4% or $56,928 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$123,452$20,494$6,831iApproximate average salary by contribution assumption: employee only about $170,783 at 4% or $113,856 at 6%; with 50% employer match about $113,856 at 4% or $75,904 at 6%; with 100% employer match about $85,392 at 4% or $56,928 at 6%.
200912$96,601$37,574$18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-2$96,601$37,574$18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%.
200813$362,468$48,030$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$362,468$48,030$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
200713$0$0-
Eagle Rock Financial Advisers Ltd 401(K)-3---
200613$138,743$62,860$20,953iApproximate average salary by contribution assumption: employee only about $523,833 at 4% or $349,222 at 6%; with 50% employer match about $349,222 at 4% or $232,815 at 6%; with 100% employer match about $261,917 at 4% or $174,611 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$138,743$62,860$20,953iApproximate average salary by contribution assumption: employee only about $523,833 at 4% or $349,222 at 6%; with 50% employer match about $349,222 at 4% or $232,815 at 6%; with 100% employer match about $261,917 at 4% or $174,611 at 6%.
200513$62,947$58,322$19,441iApproximate average salary by contribution assumption: employee only about $486,017 at 4% or $324,011 at 6%; with 50% employer match about $324,011 at 4% or $216,007 at 6%; with 100% employer match about $243,008 at 4% or $162,006 at 6%.
Eagle Rock Financial Advisers Ltd 401(K)-3$62,947$58,322$19,441iApproximate average salary by contribution assumption: employee only about $486,017 at 4% or $324,011 at 6%; with 50% employer match about $324,011 at 4% or $216,007 at 6%; with 100% employer match about $243,008 at 4% or $162,006 at 6%.