Civic Intelligence

Amerivest

Plan context: Amerivest 401(K) Plan

EIN 13-4041472 • New York, NY • 15 filings • 4 plans

40 Wall Street45th FloorNew York, NY 10005
Current Snapshot

Latest Year

2014

2014 Participants

23

2014 Assets

$1,055,468

2014 Contributions

$19,733

Historical Graphs

Total Assets Over Time

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

$1,823,377$911,689$0200020072013YearValue
$1,055,468Latest year 2013

Participants Over Time

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

38190200020072013YearValue
23Latest year 2013

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
201410$0$19,733-
Amerivest 401(K) Plan-0$0$19,733-
2013123$1,055,468$30,108$1,309iApproximate average salary by contribution assumption: employee only about $32,726 at 4% or $21,817 at 6%; with 50% employer match about $21,817 at 4% or $14,545 at 6%; with 100% employer match about $16,363 at 4% or $10,909 at 6%.
Amerivest 401(K) Plan-23$1,055,468$30,108$1,309iApproximate average salary by contribution assumption: employee only about $32,726 at 4% or $21,817 at 6%; with 50% employer match about $21,817 at 4% or $14,545 at 6%; with 100% employer match about $16,363 at 4% or $10,909 at 6%.
2012125$1,069,298$33,530$1,341iApproximate average salary by contribution assumption: employee only about $33,530 at 4% or $22,353 at 6%; with 50% employer match about $22,353 at 4% or $14,902 at 6%; with 100% employer match about $16,765 at 4% or $11,177 at 6%.
Amerivest 401(K) Plan-25$1,069,298$33,530$1,341iApproximate average salary by contribution assumption: employee only about $33,530 at 4% or $22,353 at 6%; with 50% employer match about $22,353 at 4% or $14,902 at 6%; with 100% employer match about $16,765 at 4% or $11,177 at 6%.
2011129$1,115,889$46,362$1,599iApproximate average salary by contribution assumption: employee only about $39,967 at 4% or $26,645 at 6%; with 50% employer match about $26,645 at 4% or $17,763 at 6%; with 100% employer match about $19,984 at 4% or $13,322 at 6%.
Amerivest 401(K) Plan-29$1,115,889$46,362$1,599iApproximate average salary by contribution assumption: employee only about $39,967 at 4% or $26,645 at 6%; with 50% employer match about $26,645 at 4% or $17,763 at 6%; with 100% employer match about $19,984 at 4% or $13,322 at 6%.
2010131$1,241,105$171,593$5,535iApproximate average salary by contribution assumption: employee only about $138,381 at 4% or $92,254 at 6%; with 50% employer match about $92,254 at 4% or $61,503 at 6%; with 100% employer match about $69,191 at 4% or $46,127 at 6%.
Amerivest 401(K) Plan-31$1,241,105$171,593$5,535iApproximate average salary by contribution assumption: employee only about $138,381 at 4% or $92,254 at 6%; with 50% employer match about $92,254 at 4% or $61,503 at 6%; with 100% employer match about $69,191 at 4% or $46,127 at 6%.
2009135$1,140,962$214,072$6,116iApproximate average salary by contribution assumption: employee only about $152,909 at 4% or $101,939 at 6%; with 50% employer match about $101,939 at 4% or $67,959 at 6%; with 100% employer match about $76,454 at 4% or $50,970 at 6%.
Amerivest 401(K) Plan-35$1,140,962$214,072$6,116iApproximate average salary by contribution assumption: employee only about $152,909 at 4% or $101,939 at 6%; with 50% employer match about $101,939 at 4% or $67,959 at 6%; with 100% employer match about $76,454 at 4% or $50,970 at 6%.
2008138$853,094$251,010$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
Amerivest 401(K) Plan-38$853,094$251,010$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
2007138$1,823,377$350,120$9,214iApproximate average salary by contribution assumption: employee only about $230,342 at 4% or $153,561 at 6%; with 50% employer match about $153,561 at 4% or $102,374 at 6%; with 100% employer match about $115,171 at 4% or $76,781 at 6%.
Amerivest 401(K) Plan-38$1,823,377$350,120$9,214iApproximate average salary by contribution assumption: employee only about $230,342 at 4% or $153,561 at 6%; with 50% employer match about $153,561 at 4% or $102,374 at 6%; with 100% employer match about $115,171 at 4% or $76,781 at 6%.
2006120$1,734,031$298,163$14,908iApproximate average salary by contribution assumption: employee only about $372,704 at 4% or $248,469 at 6%; with 50% employer match about $248,469 at 4% or $165,646 at 6%; with 100% employer match about $186,352 at 4% or $124,235 at 6%.
Amerivest 401(K) Plan-20$1,734,031$298,163$14,908iApproximate average salary by contribution assumption: employee only about $372,704 at 4% or $248,469 at 6%; with 50% employer match about $248,469 at 4% or $165,646 at 6%; with 100% employer match about $186,352 at 4% or $124,235 at 6%.
2005122$1,570,982$303,277$13,785iApproximate average salary by contribution assumption: employee only about $344,633 at 4% or $229,755 at 6%; with 50% employer match about $229,755 at 4% or $153,170 at 6%; with 100% employer match about $172,316 at 4% or $114,878 at 6%.
Amerivest 401(K) Plan-22$1,570,982$303,277$13,785iApproximate average salary by contribution assumption: employee only about $344,633 at 4% or $229,755 at 6%; with 50% employer match about $229,755 at 4% or $153,170 at 6%; with 100% employer match about $172,316 at 4% or $114,878 at 6%.
2004123$1,225,567$326,181$14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,575 at 6%; with 100% employer match about $177,272 at 4% or $118,182 at 6%.
Amerivest 401(K) Plan-23$1,225,567$326,181$14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,575 at 6%; with 100% employer match about $177,272 at 4% or $118,182 at 6%.
2003121$834,475$286,686$13,652iApproximate average salary by contribution assumption: employee only about $341,293 at 4% or $227,529 at 6%; with 50% employer match about $227,529 at 4% or $151,686 at 6%; with 100% employer match about $170,646 at 4% or $113,764 at 6%.
Amerivest 401(K) Plan-21$834,475$286,686$13,652iApproximate average salary by contribution assumption: employee only about $341,293 at 4% or $227,529 at 6%; with 50% employer match about $227,529 at 4% or $151,686 at 6%; with 100% employer match about $170,646 at 4% or $113,764 at 6%.
2002112$481,382$271,432$22,619iApproximate average salary by contribution assumption: employee only about $565,483 at 4% or $376,989 at 6%; with 50% employer match about $376,989 at 4% or $251,326 at 6%; with 100% employer match about $282,742 at 4% or $188,494 at 6%.
Amerivest 401(K) Plan-12$481,382$271,432$22,619iApproximate average salary by contribution assumption: employee only about $565,483 at 4% or $376,989 at 6%; with 50% employer match about $376,989 at 4% or $251,326 at 6%; with 100% employer match about $282,742 at 4% or $188,494 at 6%.
2001118$0$0-
Amerivest 401(K) Plan-18---
200016$102,044$102,044$17,007iApproximate average salary by contribution assumption: employee only about $425,183 at 4% or $283,456 at 6%; with 50% employer match about $283,456 at 4% or $188,970 at 6%; with 100% employer match about $212,592 at 4% or $141,728 at 6%.
Amerivest 401(K) Plan-6$102,044$102,044$17,007iApproximate average salary by contribution assumption: employee only about $425,183 at 4% or $283,456 at 6%; with 50% employer match about $283,456 at 4% or $188,970 at 6%; with 100% employer match about $212,592 at 4% or $141,728 at 6%.