CASE PARTNERS
Plan context: Case Partners Inc. 401(K) Profit Sharing Plan
EIN 06-1363706 • Hartford, CT • 17 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
26
2016 Assets
$1,609,803
2016 Contributions
$232,595
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 26 | $1,609,803 | $232,595 | $8,946iApproximate average salary by contribution assumption: employee only about $223,649 at 4% or $149,099 at 6%; with 50% employer match about $149,099 at 4% or $99,400 at 6%; with 100% employer match about $111,825 at 4% or $74,550 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 26 | $1,609,803 | $232,595 | $8,946iApproximate average salary by contribution assumption: employee only about $223,649 at 4% or $149,099 at 6%; with 50% employer match about $149,099 at 4% or $99,400 at 6%; with 100% employer match about $111,825 at 4% or $74,550 at 6%. |
| 2014 | 1 | 28 | $1,406,509 | $97,288 | $3,475iApproximate average salary by contribution assumption: employee only about $86,864 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,606 at 6%; with 100% employer match about $43,432 at 4% or $28,955 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 28 | $1,406,509 | $97,288 | $3,475iApproximate average salary by contribution assumption: employee only about $86,864 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,606 at 6%; with 100% employer match about $43,432 at 4% or $28,955 at 6%. |
| 2013 | 1 | 20 | $1,257,782 | $108,664 | $5,433iApproximate average salary by contribution assumption: employee only about $135,830 at 4% or $90,553 at 6%; with 50% employer match about $90,553 at 4% or $60,369 at 6%; with 100% employer match about $67,915 at 4% or $45,277 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 20 | $1,257,782 | $108,664 | $5,433iApproximate average salary by contribution assumption: employee only about $135,830 at 4% or $90,553 at 6%; with 50% employer match about $90,553 at 4% or $60,369 at 6%; with 100% employer match about $67,915 at 4% or $45,277 at 6%. |
| 2012 | 1 | 12 | $971,262 | $75,232 | $6,269iApproximate average salary by contribution assumption: employee only about $156,733 at 4% or $104,489 at 6%; with 50% employer match about $104,489 at 4% or $69,659 at 6%; with 100% employer match about $78,367 at 4% or $52,244 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 12 | $971,262 | $75,232 | $6,269iApproximate average salary by contribution assumption: employee only about $156,733 at 4% or $104,489 at 6%; with 50% employer match about $104,489 at 4% or $69,659 at 6%; with 100% employer match about $78,367 at 4% or $52,244 at 6%. |
| 2011 | 1 | 14 | $778,511 | $68,046 | $4,860iApproximate average salary by contribution assumption: employee only about $121,511 at 4% or $81,007 at 6%; with 50% employer match about $81,007 at 4% or $54,005 at 6%; with 100% employer match about $60,755 at 4% or $40,504 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 14 | $778,511 | $68,046 | $4,860iApproximate average salary by contribution assumption: employee only about $121,511 at 4% or $81,007 at 6%; with 50% employer match about $81,007 at 4% or $54,005 at 6%; with 100% employer match about $60,755 at 4% or $40,504 at 6%. |
| 2010 | 1 | 15 | $747,104 | $68,509 | $4,567iApproximate average salary by contribution assumption: employee only about $114,182 at 4% or $76,121 at 6%; with 50% employer match about $76,121 at 4% or $50,747 at 6%; with 100% employer match about $57,091 at 4% or $38,061 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 15 | $747,104 | $68,509 | $4,567iApproximate average salary by contribution assumption: employee only about $114,182 at 4% or $76,121 at 6%; with 50% employer match about $76,121 at 4% or $50,747 at 6%; with 100% employer match about $57,091 at 4% or $38,061 at 6%. |
| 2009 | 1 | 13 | $601,706 | $89,350 | $6,873iApproximate average salary by contribution assumption: employee only about $171,827 at 4% or $114,551 at 6%; with 50% employer match about $114,551 at 4% or $76,368 at 6%; with 100% employer match about $85,913 at 4% or $57,276 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 13 | $601,706 | $89,350 | $6,873iApproximate average salary by contribution assumption: employee only about $171,827 at 4% or $114,551 at 6%; with 50% employer match about $114,551 at 4% or $76,368 at 6%; with 100% employer match about $85,913 at 4% or $57,276 at 6%. |
| 2008 | 1 | 6 | $380,911 | $45,495 | $7,583iApproximate average salary by contribution assumption: employee only about $189,563 at 4% or $126,375 at 6%; with 50% employer match about $126,375 at 4% or $84,250 at 6%; with 100% employer match about $94,781 at 4% or $63,188 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 6 | $380,911 | $45,495 | $7,583iApproximate average salary by contribution assumption: employee only about $189,563 at 4% or $126,375 at 6%; with 50% employer match about $126,375 at 4% or $84,250 at 6%; with 100% employer match about $94,781 at 4% or $63,188 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $638,575 | $18,850 | $3,770iApproximate average salary by contribution assumption: employee only about $94,250 at 4% or $62,833 at 6%; with 50% employer match about $62,833 at 4% or $41,889 at 6%; with 100% employer match about $47,125 at 4% or $31,417 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 5 | $638,575 | $18,850 | $3,770iApproximate average salary by contribution assumption: employee only about $94,250 at 4% or $62,833 at 6%; with 50% employer match about $62,833 at 4% or $41,889 at 6%; with 100% employer match about $47,125 at 4% or $31,417 at 6%. |
| 2005 | 1 | 6 | $869,811 | $74,827 | $12,471iApproximate average salary by contribution assumption: employee only about $311,779 at 4% or $207,853 at 6%; with 50% employer match about $207,853 at 4% or $138,569 at 6%; with 100% employer match about $155,890 at 4% or $103,926 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 6 | $869,811 | $74,827 | $12,471iApproximate average salary by contribution assumption: employee only about $311,779 at 4% or $207,853 at 6%; with 50% employer match about $207,853 at 4% or $138,569 at 6%; with 100% employer match about $155,890 at 4% or $103,926 at 6%. |
| 2004 | 1 | 13 | $740,707 | $163,729 | $12,595iApproximate average salary by contribution assumption: employee only about $314,863 at 4% or $209,909 at 6%; with 50% employer match about $209,909 at 4% or $139,939 at 6%; with 100% employer match about $157,432 at 4% or $104,954 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 13 | $740,707 | $163,729 | $12,595iApproximate average salary by contribution assumption: employee only about $314,863 at 4% or $209,909 at 6%; with 50% employer match about $209,909 at 4% or $139,939 at 6%; with 100% employer match about $157,432 at 4% or $104,954 at 6%. |
| 2003 | 1 | 10 | $519,723 | $82,232 | $8,223iApproximate average salary by contribution assumption: employee only about $205,580 at 4% or $137,053 at 6%; with 50% employer match about $137,053 at 4% or $91,369 at 6%; with 100% employer match about $102,790 at 4% or $68,527 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 10 | $519,723 | $82,232 | $8,223iApproximate average salary by contribution assumption: employee only about $205,580 at 4% or $137,053 at 6%; with 50% employer match about $137,053 at 4% or $91,369 at 6%; with 100% employer match about $102,790 at 4% or $68,527 at 6%. |
| 2002 | 1 | 8 | $435,993 | $56,606 | $7,076iApproximate average salary by contribution assumption: employee only about $176,894 at 4% or $117,929 at 6%; with 50% employer match about $117,929 at 4% or $78,619 at 6%; with 100% employer match about $88,447 at 4% or $58,965 at 6%. |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 8 | $435,993 | $56,606 | $7,076iApproximate average salary by contribution assumption: employee only about $176,894 at 4% or $117,929 at 6%; with 50% employer match about $117,929 at 4% or $78,619 at 6%; with 100% employer match about $88,447 at 4% or $58,965 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 12 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| Case Partners Inc. 401(K) Profit Sharing Plan | - | 13 | - | - | - |