Civic Intelligence

J. Robert Folchetti & Associates LLC

Plan context: J. Robert Folchetti Associates 401K Plan

EIN 13-3916886 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

20

2004 Assets

$533,747

2004 Contributions

$51,040

Historical Graphs

Total Assets Over Time

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

$533,747$266,874$0199920022004YearValue
$533,747Latest year 2004

Participants Over Time

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

46230199920022004YearValue
20Latest year 2004

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
2004120$533,747$51,040$2,552iApproximate average salary by contribution assumption: employee only about $63,800 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,356 at 6%; with 100% employer match about $31,900 at 4% or $21,267 at 6%.
J. Robert Folchetti Associates 401K Plan-20$533,747$51,040$2,552iApproximate average salary by contribution assumption: employee only about $63,800 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,356 at 6%; with 100% employer match about $31,900 at 4% or $21,267 at 6%.
2003126$485,583$78,946$3,036iApproximate average salary by contribution assumption: employee only about $75,910 at 4% or $50,606 at 6%; with 50% employer match about $50,606 at 4% or $33,738 at 6%; with 100% employer match about $37,955 at 4% or $25,303 at 6%.
J. Robert Folchetti Associates 401K Plan-26$485,583$78,946$3,036iApproximate average salary by contribution assumption: employee only about $75,910 at 4% or $50,606 at 6%; with 50% employer match about $50,606 at 4% or $33,738 at 6%; with 100% employer match about $37,955 at 4% or $25,303 at 6%.
2002146$402,674$154,394$3,356iApproximate average salary by contribution assumption: employee only about $83,910 at 4% or $55,940 at 6%; with 50% employer match about $55,940 at 4% or $37,293 at 6%; with 100% employer match about $41,955 at 4% or $27,970 at 6%.
J. Robert Folchetti Associates 401K Plan-46$402,674$154,394$3,356iApproximate average salary by contribution assumption: employee only about $83,910 at 4% or $55,940 at 6%; with 50% employer match about $55,940 at 4% or $37,293 at 6%; with 100% employer match about $41,955 at 4% or $27,970 at 6%.
2001124$299,730$87,652$3,652iApproximate average salary by contribution assumption: employee only about $91,304 at 4% or $60,869 at 6%; with 50% employer match about $60,869 at 4% or $40,580 at 6%; with 100% employer match about $45,652 at 4% or $30,435 at 6%.
J. Robert Folchetti Associates 401K Plan-24$299,730$87,652$3,652iApproximate average salary by contribution assumption: employee only about $91,304 at 4% or $60,869 at 6%; with 50% employer match about $60,869 at 4% or $40,580 at 6%; with 100% employer match about $45,652 at 4% or $30,435 at 6%.
2000112$266,642$60,029$5,002iApproximate average salary by contribution assumption: employee only about $125,060 at 4% or $83,374 at 6%; with 50% employer match about $83,374 at 4% or $55,582 at 6%; with 100% employer match about $62,530 at 4% or $41,687 at 6%.
J. Robert Folchetti Associates 401K Plan-12$266,642$60,029$5,002iApproximate average salary by contribution assumption: employee only about $125,060 at 4% or $83,374 at 6%; with 50% employer match about $83,374 at 4% or $55,582 at 6%; with 100% employer match about $62,530 at 4% or $41,687 at 6%.
1999110$237,187$40,913$4,091iApproximate average salary by contribution assumption: employee only about $102,283 at 4% or $68,188 at 6%; with 50% employer match about $68,188 at 4% or $45,459 at 6%; with 100% employer match about $51,141 at 4% or $34,094 at 6%.
J. Robert Folchetti Associates 401K Plan-10$237,187$40,913$4,091iApproximate average salary by contribution assumption: employee only about $102,283 at 4% or $68,188 at 6%; with 50% employer match about $68,188 at 4% or $45,459 at 6%; with 100% employer match about $51,141 at 4% or $34,094 at 6%.