Belvedere Management Company
Plan context: Belvedere Management Co. 401(K) Retirement Plan
EIN 13-2627152 • Marshall, VA • 24 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
9
2023 Assets
$1,774,972
2023 Contributions
$115,550
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 9 | $1,774,972 | $115,550 | $12,839iApproximate average salary by contribution assumption: employee only about $320,972 at 4% or $213,981 at 6%; with 50% employer match about $213,981 at 4% or $142,654 at 6%; with 100% employer match about $160,486 at 4% or $106,991 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 9 | $1,774,972 | $115,550 | $12,839iApproximate average salary by contribution assumption: employee only about $320,972 at 4% or $213,981 at 6%; with 50% employer match about $213,981 at 4% or $142,654 at 6%; with 100% employer match about $160,486 at 4% or $106,991 at 6%. |
| 2022 | 1 | 8 | $1,427,065 | $105,550 | $13,194iApproximate average salary by contribution assumption: employee only about $329,844 at 4% or $219,896 at 6%; with 50% employer match about $219,896 at 4% or $146,597 at 6%; with 100% employer match about $164,922 at 4% or $109,948 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 8 | $1,427,065 | $105,550 | $13,194iApproximate average salary by contribution assumption: employee only about $329,844 at 4% or $219,896 at 6%; with 50% employer match about $219,896 at 4% or $146,597 at 6%; with 100% employer match about $164,922 at 4% or $109,948 at 6%. |
| 2021 | 1 | 9 | $1,692,466 | $84,377 | $9,375iApproximate average salary by contribution assumption: employee only about $234,381 at 4% or $156,254 at 6%; with 50% employer match about $156,254 at 4% or $104,169 at 6%; with 100% employer match about $117,190 at 4% or $78,127 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 9 | $1,692,466 | $84,377 | $9,375iApproximate average salary by contribution assumption: employee only about $234,381 at 4% or $156,254 at 6%; with 50% employer match about $156,254 at 4% or $104,169 at 6%; with 100% employer match about $117,190 at 4% or $78,127 at 6%. |
| 2020 | 1 | 10 | $1,766,425 | $151,680 | $15,168iApproximate average salary by contribution assumption: employee only about $379,200 at 4% or $252,800 at 6%; with 50% employer match about $252,800 at 4% or $168,533 at 6%; with 100% employer match about $189,600 at 4% or $126,400 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 10 | $1,766,425 | $151,680 | $15,168iApproximate average salary by contribution assumption: employee only about $379,200 at 4% or $252,800 at 6%; with 50% employer match about $252,800 at 4% or $168,533 at 6%; with 100% employer match about $189,600 at 4% or $126,400 at 6%. |
| 2019 | 1 | 11 | $1,894,271 | $57,970 | $5,270iApproximate average salary by contribution assumption: employee only about $131,750 at 4% or $87,833 at 6%; with 50% employer match about $87,833 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 11 | $1,894,271 | $57,970 | $5,270iApproximate average salary by contribution assumption: employee only about $131,750 at 4% or $87,833 at 6%; with 50% employer match about $87,833 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%. |
| 2018 | 1 | 11 | $1,513,951 | $85,573 | $7,779iApproximate average salary by contribution assumption: employee only about $194,484 at 4% or $129,656 at 6%; with 50% employer match about $129,656 at 4% or $86,437 at 6%; with 100% employer match about $97,242 at 4% or $64,828 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 11 | $1,513,951 | $85,573 | $7,779iApproximate average salary by contribution assumption: employee only about $194,484 at 4% or $129,656 at 6%; with 50% employer match about $129,656 at 4% or $86,437 at 6%; with 100% employer match about $97,242 at 4% or $64,828 at 6%. |
| 2017 | 1 | 11 | $1,667,905 | $113,891 | $10,354iApproximate average salary by contribution assumption: employee only about $258,843 at 4% or $172,562 at 6%; with 50% employer match about $172,562 at 4% or $115,041 at 6%; with 100% employer match about $129,422 at 4% or $86,281 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 11 | $1,667,905 | $113,891 | $10,354iApproximate average salary by contribution assumption: employee only about $258,843 at 4% or $172,562 at 6%; with 50% employer match about $172,562 at 4% or $115,041 at 6%; with 100% employer match about $129,422 at 4% or $86,281 at 6%. |
| 2016 | 1 | 12 | $1,350,274 | $103,781 | $8,648iApproximate average salary by contribution assumption: employee only about $216,210 at 4% or $144,140 at 6%; with 50% employer match about $144,140 at 4% or $96,094 at 6%; with 100% employer match about $108,105 at 4% or $72,070 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 12 | $1,350,274 | $103,781 | $8,648iApproximate average salary by contribution assumption: employee only about $216,210 at 4% or $144,140 at 6%; with 50% employer match about $144,140 at 4% or $96,094 at 6%; with 100% employer match about $108,105 at 4% or $72,070 at 6%. |
| 2015 | 1 | 13 | $1,369,106 | $128,427 | $9,879iApproximate average salary by contribution assumption: employee only about $246,975 at 4% or $164,650 at 6%; with 50% employer match about $164,650 at 4% or $109,767 at 6%; with 100% employer match about $123,488 at 4% or $82,325 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 13 | $1,369,106 | $128,427 | $9,879iApproximate average salary by contribution assumption: employee only about $246,975 at 4% or $164,650 at 6%; with 50% employer match about $164,650 at 4% or $109,767 at 6%; with 100% employer match about $123,488 at 4% or $82,325 at 6%. |
| 2014 | 1 | 14 | $1,310,481 | $59,342 | $4,239iApproximate average salary by contribution assumption: employee only about $105,968 at 4% or $70,645 at 6%; with 50% employer match about $70,645 at 4% or $47,097 at 6%; with 100% employer match about $52,984 at 4% or $35,323 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 14 | $1,310,481 | $59,342 | $4,239iApproximate average salary by contribution assumption: employee only about $105,968 at 4% or $70,645 at 6%; with 50% employer match about $70,645 at 4% or $47,097 at 6%; with 100% employer match about $52,984 at 4% or $35,323 at 6%. |
| 2013 | 1 | 16 | $1,732,207 | $48,536 | $3,034iApproximate average salary by contribution assumption: employee only about $75,838 at 4% or $50,558 at 6%; with 50% employer match about $50,558 at 4% or $33,706 at 6%; with 100% employer match about $37,919 at 4% or $25,279 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 16 | $1,732,207 | $48,536 | $3,034iApproximate average salary by contribution assumption: employee only about $75,838 at 4% or $50,558 at 6%; with 50% employer match about $50,558 at 4% or $33,706 at 6%; with 100% employer match about $37,919 at 4% or $25,279 at 6%. |
| 2012 | 1 | 15 | $1,338,183 | $45,428 | $3,029iApproximate average salary by contribution assumption: employee only about $75,713 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,650 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 15 | $1,338,183 | $45,428 | $3,029iApproximate average salary by contribution assumption: employee only about $75,713 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,650 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%. |
| 2011 | 1 | 15 | $1,106,165 | $40,134 | $2,676iApproximate average salary by contribution assumption: employee only about $66,890 at 4% or $44,593 at 6%; with 50% employer match about $44,593 at 4% or $29,729 at 6%; with 100% employer match about $33,445 at 4% or $22,297 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 15 | $1,106,165 | $40,134 | $2,676iApproximate average salary by contribution assumption: employee only about $66,890 at 4% or $44,593 at 6%; with 50% employer match about $44,593 at 4% or $29,729 at 6%; with 100% employer match about $33,445 at 4% or $22,297 at 6%. |
| 2010 | 1 | 13 | $1,132,985 | $27,798 | $2,138iApproximate average salary by contribution assumption: employee only about $53,458 at 4% or $35,638 at 6%; with 50% employer match about $35,638 at 4% or $23,759 at 6%; with 100% employer match about $26,729 at 4% or $17,819 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 13 | $1,132,985 | $27,798 | $2,138iApproximate average salary by contribution assumption: employee only about $53,458 at 4% or $35,638 at 6%; with 50% employer match about $35,638 at 4% or $23,759 at 6%; with 100% employer match about $26,729 at 4% or $17,819 at 6%. |
| 2009 | 1 | 15 | $1,095,490 | $44,632 | $2,975iApproximate average salary by contribution assumption: employee only about $74,387 at 4% or $49,591 at 6%; with 50% employer match about $49,591 at 4% or $33,061 at 6%; with 100% employer match about $37,193 at 4% or $24,796 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 15 | $1,095,490 | $44,632 | $2,975iApproximate average salary by contribution assumption: employee only about $74,387 at 4% or $49,591 at 6%; with 50% employer match about $49,591 at 4% or $33,061 at 6%; with 100% employer match about $37,193 at 4% or $24,796 at 6%. |
| 2008 | 1 | 16 | $774,575 | $154,416 | $9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 16 | $774,575 | $154,416 | $9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Belvedere Management Co. 401(K) Retirement Plan | - | 19 | - | - | - |
| 2006 | 1 | 16 | $797,598 | $132,944 | $8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 16 | $797,598 | $132,944 | $8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%. |
| 2005 | 1 | 17 | $618,574 | $112,058 | $6,592iApproximate average salary by contribution assumption: employee only about $164,791 at 4% or $109,861 at 6%; with 50% employer match about $109,861 at 4% or $73,241 at 6%; with 100% employer match about $82,396 at 4% or $54,930 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 17 | $618,574 | $112,058 | $6,592iApproximate average salary by contribution assumption: employee only about $164,791 at 4% or $109,861 at 6%; with 50% employer match about $109,861 at 4% or $73,241 at 6%; with 100% employer match about $82,396 at 4% or $54,930 at 6%. |
| 2004 | 1 | 16 | $451,000 | $89,138 | $5,571iApproximate average salary by contribution assumption: employee only about $139,278 at 4% or $92,852 at 6%; with 50% employer match about $92,852 at 4% or $61,901 at 6%; with 100% employer match about $69,639 at 4% or $46,426 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 16 | $451,000 | $89,138 | $5,571iApproximate average salary by contribution assumption: employee only about $139,278 at 4% or $92,852 at 6%; with 50% employer match about $92,852 at 4% or $61,901 at 6%; with 100% employer match about $69,639 at 4% or $46,426 at 6%. |
| 2003 | 1 | 13 | $324,147 | $70,731 | $5,441iApproximate average salary by contribution assumption: employee only about $136,021 at 4% or $90,681 at 6%; with 50% employer match about $90,681 at 4% or $60,454 at 6%; with 100% employer match about $68,011 at 4% or $45,340 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 13 | $324,147 | $70,731 | $5,441iApproximate average salary by contribution assumption: employee only about $136,021 at 4% or $90,681 at 6%; with 50% employer match about $90,681 at 4% or $60,454 at 6%; with 100% employer match about $68,011 at 4% or $45,340 at 6%. |
| 2002 | 1 | 13 | $197,384 | $71,451 | $5,496iApproximate average salary by contribution assumption: employee only about $137,406 at 4% or $91,604 at 6%; with 50% employer match about $91,604 at 4% or $61,069 at 6%; with 100% employer match about $68,703 at 4% or $45,802 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 13 | $197,384 | $71,451 | $5,496iApproximate average salary by contribution assumption: employee only about $137,406 at 4% or $91,604 at 6%; with 50% employer match about $91,604 at 4% or $61,069 at 6%; with 100% employer match about $68,703 at 4% or $45,802 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Belvedere Management Co. 401(K) Retirement Plan | - | 11 | - | - | - |
| 2000 | 1 | 10 | $168,189 | $77,529 | $7,753iApproximate average salary by contribution assumption: employee only about $193,823 at 4% or $129,215 at 6%; with 50% employer match about $129,215 at 4% or $86,143 at 6%; with 100% employer match about $96,911 at 4% or $64,608 at 6%. |
| Belvedere Management Co. 401(K) Retirement Plan | - | 10 | $168,189 | $77,529 | $7,753iApproximate average salary by contribution assumption: employee only about $193,823 at 4% or $129,215 at 6%; with 50% employer match about $129,215 at 4% or $86,143 at 6%; with 100% employer match about $96,911 at 4% or $64,608 at 6%. |