Civic Intelligence

A.J. Casey LLC

Plan context: A.J. Casey 401K Retirement Plan

EIN 06-1637930 • Norwalk, CT • 7 filings • 2 plans

597 Westport Avenue, Suite C-363Norwalk, CT 06851
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$144,498

2013 Contributions

$22,500

Historical Graphs

Total Assets Over Time

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

$563,279$281,640$0200720102012YearValue
$144,498Latest year 2012

Participants Over Time

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

630200720102012YearValue
3Latest year 2012

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
201310$0$0-
A.J. Casey 401K Retirement Plan-0$0$0-
201213$144,498$22,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
A.J. Casey 401K Retirement Plan-3$144,498$22,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201116$563,279$101,780$16,963iApproximate average salary by contribution assumption: employee only about $424,083 at 4% or $282,722 at 6%; with 50% employer match about $282,722 at 4% or $188,481 at 6%; with 100% employer match about $212,042 at 4% or $141,361 at 6%.
A.J. Casey 401K Retirement Plan-6$563,279$101,780$16,963iApproximate average salary by contribution assumption: employee only about $424,083 at 4% or $282,722 at 6%; with 50% employer match about $282,722 at 4% or $188,481 at 6%; with 100% employer match about $212,042 at 4% or $141,361 at 6%.
201016$466,192$108,464$18,077iApproximate average salary by contribution assumption: employee only about $451,933 at 4% or $301,289 at 6%; with 50% employer match about $301,289 at 4% or $200,859 at 6%; with 100% employer match about $225,967 at 4% or $150,644 at 6%.
A.J. Casey 401K Retirement Plan-6$466,192$108,464$18,077iApproximate average salary by contribution assumption: employee only about $451,933 at 4% or $301,289 at 6%; with 50% employer match about $301,289 at 4% or $200,859 at 6%; with 100% employer match about $225,967 at 4% or $150,644 at 6%.
200915$306,238$107,161$21,432iApproximate average salary by contribution assumption: employee only about $535,805 at 4% or $357,203 at 6%; with 50% employer match about $357,203 at 4% or $238,136 at 6%; with 100% employer match about $267,903 at 4% or $178,602 at 6%.
A.J. Casey 401K Retirement Plan-5$306,238$107,161$21,432iApproximate average salary by contribution assumption: employee only about $535,805 at 4% or $357,203 at 6%; with 50% employer match about $357,203 at 4% or $238,136 at 6%; with 100% employer match about $267,903 at 4% or $178,602 at 6%.
200815$171,866$95,670$19,134iApproximate average salary by contribution assumption: employee only about $478,350 at 4% or $318,900 at 6%; with 50% employer match about $318,900 at 4% or $212,600 at 6%; with 100% employer match about $239,175 at 4% or $159,450 at 6%.
A.J. Casey 401K Retirement Plan-5$171,866$95,670$19,134iApproximate average salary by contribution assumption: employee only about $478,350 at 4% or $318,900 at 6%; with 50% employer match about $318,900 at 4% or $212,600 at 6%; with 100% employer match about $239,175 at 4% or $159,450 at 6%.
200715$103,340$75,546$15,109iApproximate average salary by contribution assumption: employee only about $377,730 at 4% or $251,820 at 6%; with 50% employer match about $251,820 at 4% or $167,880 at 6%; with 100% employer match about $188,865 at 4% or $125,910 at 6%.
A.J. Casey 401K Retirement Plan-5$103,340$75,546$15,109iApproximate average salary by contribution assumption: employee only about $377,730 at 4% or $251,820 at 6%; with 50% employer match about $251,820 at 4% or $167,880 at 6%; with 100% employer match about $188,865 at 4% or $125,910 at 6%.