Civic Intelligence

Bogle Investment Management, L.P.

Plan context: Bogle Investment Management L.P. Profit-Sharing Plan

EIN 04-3479127 • 18 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

13

2010 Assets

$3,463,546

2010 Contributions

$856,306

Historical Graphs

Total Assets Over Time

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

$3,463,546$1,731,773$0200220062009YearValue
$3,463,546Latest year 2009

Participants Over Time

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

1370200220062009YearValue
13Latest year 2009

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
201020$0$0-
Bogle Investment Management L.P. Profit-Sharing Plan-0---
Bogle Investment Management L.P. Money Purchase Pension Plan-0---
2009213$3,463,546$856,306$65,870iApproximate average salary by contribution assumption: employee only about $1,646,742 at 4% or $1,097,828 at 6%; with 50% employer match about $1,097,828 at 4% or $731,885 at 6%; with 100% employer match about $823,371 at 4% or $548,914 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-13$1,977,669$482,658$37,128iApproximate average salary by contribution assumption: employee only about $928,188 at 4% or $618,792 at 6%; with 50% employer match about $618,792 at 4% or $412,528 at 6%; with 100% employer match about $464,094 at 4% or $309,396 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-13$1,485,877$373,648$28,742iApproximate average salary by contribution assumption: employee only about $718,554 at 4% or $479,036 at 6%; with 50% employer match about $479,036 at 4% or $319,357 at 6%; with 100% employer match about $359,277 at 4% or $239,518 at 6%.
2008213$1,159,450$0-
Bogle Investment Management L.P. Profit-Sharing Plan-13$1,159,450--
Bogle Investment Management L.P. Money Purchase Pension Plan-13---
2007213$2,916,815$426,986$32,845iApproximate average salary by contribution assumption: employee only about $821,127 at 4% or $547,418 at 6%; with 50% employer match about $547,418 at 4% or $364,945 at 6%; with 100% employer match about $410,563 at 4% or $273,709 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-13$1,653,233$240,544$18,503iApproximate average salary by contribution assumption: employee only about $462,585 at 4% or $308,390 at 6%; with 50% employer match about $308,390 at 4% or $205,593 at 6%; with 100% employer match about $231,292 at 4% or $154,195 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-13$1,263,582$186,442$14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%.
2006212$2,227,201$395,416$32,951iApproximate average salary by contribution assumption: employee only about $823,783 at 4% or $549,189 at 6%; with 50% employer match about $549,189 at 4% or $366,126 at 6%; with 100% employer match about $411,892 at 4% or $274,594 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-12$1,255,657$222,159$18,513iApproximate average salary by contribution assumption: employee only about $462,831 at 4% or $308,554 at 6%; with 50% employer match about $308,554 at 4% or $205,703 at 6%; with 100% employer match about $231,416 at 4% or $154,277 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-12$971,544$173,257$14,438iApproximate average salary by contribution assumption: employee only about $360,952 at 4% or $240,635 at 6%; with 50% employer match about $240,635 at 4% or $160,423 at 6%; with 100% employer match about $180,476 at 4% or $120,317 at 6%.
2005212$1,559,924$344,796$28,733iApproximate average salary by contribution assumption: employee only about $718,325 at 4% or $478,883 at 6%; with 50% employer match about $478,883 at 4% or $319,256 at 6%; with 100% employer match about $359,163 at 4% or $239,442 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-12$872,943$193,489$16,124iApproximate average salary by contribution assumption: employee only about $403,102 at 4% or $268,735 at 6%; with 50% employer match about $268,735 at 4% or $179,156 at 6%; with 100% employer match about $201,551 at 4% or $134,367 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-12$686,981$151,307$12,609iApproximate average salary by contribution assumption: employee only about $315,223 at 4% or $210,149 at 6%; with 50% employer match about $210,149 at 4% or $140,099 at 6%; with 100% employer match about $157,611 at 4% or $105,074 at 6%.
2004212$1,106,832$346,964$28,914iApproximate average salary by contribution assumption: employee only about $722,842 at 4% or $481,894 at 6%; with 50% employer match about $481,894 at 4% or $321,263 at 6%; with 100% employer match about $361,421 at 4% or $240,947 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-12$620,886$194,185$16,182iApproximate average salary by contribution assumption: employee only about $404,552 at 4% or $269,701 at 6%; with 50% employer match about $269,701 at 4% or $179,801 at 6%; with 100% employer match about $202,276 at 4% or $134,851 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-12$485,946$152,779$12,732iApproximate average salary by contribution assumption: employee only about $318,290 at 4% or $212,193 at 6%; with 50% employer match about $212,193 at 4% or $141,462 at 6%; with 100% employer match about $159,145 at 4% or $106,097 at 6%.
200329$676,251$254,577$28,286iApproximate average salary by contribution assumption: employee only about $707,158 at 4% or $471,439 at 6%; with 50% employer match about $471,439 at 4% or $314,293 at 6%; with 100% employer match about $353,579 at 4% or $235,719 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-9$380,847$142,705$15,856iApproximate average salary by contribution assumption: employee only about $396,403 at 4% or $264,269 at 6%; with 50% employer match about $264,269 at 4% or $176,179 at 6%; with 100% employer match about $198,201 at 4% or $132,134 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-9$295,404$111,872$12,430iApproximate average salary by contribution assumption: employee only about $310,756 at 4% or $207,170 at 6%; with 50% employer match about $207,170 at 4% or $138,114 at 6%; with 100% employer match about $155,378 at 4% or $103,585 at 6%.
200228$356,977$369,267$46,158iApproximate average salary by contribution assumption: employee only about $1,153,959 at 4% or $769,306 at 6%; with 50% employer match about $769,306 at 4% or $512,871 at 6%; with 100% employer match about $576,980 at 4% or $384,653 at 6%.
Bogle Investment Management L.P. Profit-Sharing Plan-8$200,944$208,316$26,040iApproximate average salary by contribution assumption: employee only about $650,988 at 4% or $433,992 at 6%; with 50% employer match about $433,992 at 4% or $289,328 at 6%; with 100% employer match about $325,494 at 4% or $216,996 at 6%.
Bogle Investment Management L.P. Money Purchase Pension Plan-8$156,033$160,951$20,119iApproximate average salary by contribution assumption: employee only about $502,972 at 4% or $335,315 at 6%; with 50% employer match about $335,315 at 4% or $223,543 at 6%; with 100% employer match about $251,486 at 4% or $167,657 at 6%.