Civic Intelligence

Aubrey, Dixon, Riley & Turgeon LL

Plan context: Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust

EIN 04-3075650 • Holyoke, MA • 17 filings • 3 plans

330 Whitney Ave. Ste. 440Holyoke, MA 01040-2753
Current Snapshot

Latest Year

2015

2015 Participants

12

2015 Assets

$711,357

2015 Contributions

$238

Historical Graphs

Total Assets Over Time

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

$1,181,714$590,857$0199920092014YearValue
$711,357Latest year 2014

Participants Over Time

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

1680199920072014YearValue
12Latest 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$238-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-0$0$238-
2014112$711,357$35,786$2,982iApproximate average salary by contribution assumption: employee only about $74,554 at 4% or $49,703 at 6%; with 50% employer match about $49,703 at 4% or $33,135 at 6%; with 100% employer match about $37,277 at 4% or $24,851 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12$711,357$35,786$2,982iApproximate average salary by contribution assumption: employee only about $74,554 at 4% or $49,703 at 6%; with 50% employer match about $49,703 at 4% or $33,135 at 6%; with 100% employer match about $37,277 at 4% or $24,851 at 6%.
2013114$715,752$39,293$2,807iApproximate average salary by contribution assumption: employee only about $70,166 at 4% or $46,777 at 6%; with 50% employer match about $46,777 at 4% or $31,185 at 6%; with 100% employer match about $35,083 at 4% or $23,389 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-14$715,752$39,293$2,807iApproximate average salary by contribution assumption: employee only about $70,166 at 4% or $46,777 at 6%; with 50% employer match about $46,777 at 4% or $31,185 at 6%; with 100% employer match about $35,083 at 4% or $23,389 at 6%.
2012116$574,587$33,997$2,125iApproximate average salary by contribution assumption: employee only about $53,120 at 4% or $35,414 at 6%; with 50% employer match about $35,414 at 4% or $23,609 at 6%; with 100% employer match about $26,560 at 4% or $17,707 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-16$574,587$33,997$2,125iApproximate average salary by contribution assumption: employee only about $53,120 at 4% or $35,414 at 6%; with 50% employer match about $35,414 at 4% or $23,609 at 6%; with 100% employer match about $26,560 at 4% or $17,707 at 6%.
2011111$610,786$27,738$2,522iApproximate average salary by contribution assumption: employee only about $63,041 at 4% or $42,027 at 6%; with 50% employer match about $42,027 at 4% or $28,018 at 6%; with 100% employer match about $31,520 at 4% or $21,014 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-11$610,786$27,738$2,522iApproximate average salary by contribution assumption: employee only about $63,041 at 4% or $42,027 at 6%; with 50% employer match about $42,027 at 4% or $28,018 at 6%; with 100% employer match about $31,520 at 4% or $21,014 at 6%.
2010112$620,492$24,934$2,078iApproximate average salary by contribution assumption: employee only about $51,946 at 4% or $34,631 at 6%; with 50% employer match about $34,631 at 4% or $23,087 at 6%; with 100% employer match about $25,973 at 4% or $17,315 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12$620,492$24,934$2,078iApproximate average salary by contribution assumption: employee only about $51,946 at 4% or $34,631 at 6%; with 50% employer match about $34,631 at 4% or $23,087 at 6%; with 100% employer match about $25,973 at 4% or $17,315 at 6%.
2009112$564,966$14,475$1,206iApproximate average salary by contribution assumption: employee only about $30,156 at 4% or $20,104 at 6%; with 50% employer match about $20,104 at 4% or $13,403 at 6%; with 100% employer match about $15,078 at 4% or $10,052 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12$564,966$14,475$1,206iApproximate average salary by contribution assumption: employee only about $30,156 at 4% or $20,104 at 6%; with 50% employer match about $20,104 at 4% or $13,403 at 6%; with 100% employer match about $15,078 at 4% or $10,052 at 6%.
2008111$0$0-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-11---
2007112$0$0-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12---
2006112$1,181,714$30,479$2,540iApproximate average salary by contribution assumption: employee only about $63,498 at 4% or $42,332 at 6%; with 50% employer match about $42,332 at 4% or $28,221 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12$1,181,714$30,479$2,540iApproximate average salary by contribution assumption: employee only about $63,498 at 4% or $42,332 at 6%; with 50% employer match about $42,332 at 4% or $28,221 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%.
2005111$1,021,164$37,383$3,398iApproximate average salary by contribution assumption: employee only about $84,961 at 4% or $56,641 at 6%; with 50% employer match about $56,641 at 4% or $37,761 at 6%; with 100% employer match about $42,481 at 4% or $28,320 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-11$1,021,164$37,383$3,398iApproximate average salary by contribution assumption: employee only about $84,961 at 4% or $56,641 at 6%; with 50% employer match about $56,641 at 4% or $37,761 at 6%; with 100% employer match about $42,481 at 4% or $28,320 at 6%.
2004113$916,544$36,173$2,783iApproximate average salary by contribution assumption: employee only about $69,563 at 4% or $46,376 at 6%; with 50% employer match about $46,376 at 4% or $30,917 at 6%; with 100% employer match about $34,782 at 4% or $23,188 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-13$916,544$36,173$2,783iApproximate average salary by contribution assumption: employee only about $69,563 at 4% or $46,376 at 6%; with 50% employer match about $46,376 at 4% or $30,917 at 6%; with 100% employer match about $34,782 at 4% or $23,188 at 6%.
2003111$811,172$85,953$7,814iApproximate average salary by contribution assumption: employee only about $195,348 at 4% or $130,232 at 6%; with 50% employer match about $130,232 at 4% or $86,821 at 6%; with 100% employer match about $97,674 at 4% or $65,116 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-11$811,172$85,953$7,814iApproximate average salary by contribution assumption: employee only about $195,348 at 4% or $130,232 at 6%; with 50% employer match about $130,232 at 4% or $86,821 at 6%; with 100% employer match about $97,674 at 4% or $65,116 at 6%.
2002112$0$0-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12---
2001112$0$0-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-12---
200019$0$0-
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-9---
1999110$615,814$90,761$9,076iApproximate average salary by contribution assumption: employee only about $226,903 at 4% or $151,268 at 6%; with 50% employer match about $151,268 at 4% or $100,846 at 6%; with 100% employer match about $113,451 at 4% or $75,634 at 6%.
Aubrey, Dixon, Riley, Turgeon & Schultz LLC 401K Plan and Trust-10$615,814$90,761$9,076iApproximate average salary by contribution assumption: employee only about $226,903 at 4% or $151,268 at 6%; with 50% employer match about $151,268 at 4% or $100,846 at 6%; with 100% employer match about $113,451 at 4% or $75,634 at 6%.