Civic Intelligence

Douglas a. Patterson

Plan context: E-Xchange Advantage 401K Plan

EIN 13-4068198 • Westport, CT • 13 filings • 4 plans

60 E. 42nd StreetSuite 624Westport, CT 06881
Current Snapshot

Latest Year

2013

2013 Participants

72

2013 Assets

$2,966,738

2013 Contributions

$214,339

Historical Graphs

Total Assets Over Time

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

$4,932,073$2,466,037$0200220072012YearValue
$2,966,738Latest year 2012

Participants Over Time

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

114570200120062011YearValue
72Latest year 2011

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-
E-Xchange Advantage 401K Plan-0---
201210$2,966,738$214,339-
E-Xchange Advantage 401K Plan-0$2,966,738$214,339-
2011172$4,932,073$1,259,070$17,487iApproximate average salary by contribution assumption: employee only about $437,177 at 4% or $291,451 at 6%; with 50% employer match about $291,451 at 4% or $194,301 at 6%; with 100% employer match about $218,589 at 4% or $145,726 at 6%.
E-Xchange Advantage 401K Plan-72$4,932,073$1,259,070$17,487iApproximate average salary by contribution assumption: employee only about $437,177 at 4% or $291,451 at 6%; with 50% employer match about $291,451 at 4% or $194,301 at 6%; with 100% employer match about $218,589 at 4% or $145,726 at 6%.
20101109$4,573,530$970,312$8,902iApproximate average salary by contribution assumption: employee only about $222,549 at 4% or $148,366 at 6%; with 50% employer match about $148,366 at 4% or $98,910 at 6%; with 100% employer match about $111,274 at 4% or $74,183 at 6%.
E-Xchange Advantage 401K Plan-109$4,573,530$970,312$8,902iApproximate average salary by contribution assumption: employee only about $222,549 at 4% or $148,366 at 6%; with 50% employer match about $148,366 at 4% or $98,910 at 6%; with 100% employer match about $111,274 at 4% or $74,183 at 6%.
20091114$3,357,344$1,018,493$8,934iApproximate average salary by contribution assumption: employee only about $223,354 at 4% or $148,902 at 6%; with 50% employer match about $148,902 at 4% or $99,268 at 6%; with 100% employer match about $111,677 at 4% or $74,451 at 6%.
E-Xchange Advantage 401K Plan-114$3,357,344$1,018,493$8,934iApproximate average salary by contribution assumption: employee only about $223,354 at 4% or $148,902 at 6%; with 50% employer match about $148,902 at 4% or $99,268 at 6%; with 100% employer match about $111,677 at 4% or $74,451 at 6%.
20081107$1,863,216$769,748$7,194iApproximate average salary by contribution assumption: employee only about $179,848 at 4% or $119,898 at 6%; with 50% employer match about $119,898 at 4% or $79,932 at 6%; with 100% employer match about $89,924 at 4% or $59,949 at 6%.
E-Xchange Advantage 401K Plan-107$1,863,216$769,748$7,194iApproximate average salary by contribution assumption: employee only about $179,848 at 4% or $119,898 at 6%; with 50% employer match about $119,898 at 4% or $79,932 at 6%; with 100% employer match about $89,924 at 4% or $59,949 at 6%.
2007182$1,889,642$633,568$7,726iApproximate average salary by contribution assumption: employee only about $193,161 at 4% or $128,774 at 6%; with 50% employer match about $128,774 at 4% or $85,849 at 6%; with 100% employer match about $96,580 at 4% or $64,387 at 6%.
E-Xchange Advantage 401K Plan-82$1,889,642$633,568$7,726iApproximate average salary by contribution assumption: employee only about $193,161 at 4% or $128,774 at 6%; with 50% employer match about $128,774 at 4% or $85,849 at 6%; with 100% employer match about $96,580 at 4% or $64,387 at 6%.
2006167$1,200,905$520,594$7,770iApproximate average salary by contribution assumption: employee only about $194,251 at 4% or $129,501 at 6%; with 50% employer match about $129,501 at 4% or $86,334 at 6%; with 100% employer match about $97,126 at 4% or $64,750 at 6%.
E-Xchange Advantage 401K Plan-67$1,200,905$520,594$7,770iApproximate average salary by contribution assumption: employee only about $194,251 at 4% or $129,501 at 6%; with 50% employer match about $129,501 at 4% or $86,334 at 6%; with 100% employer match about $97,126 at 4% or $64,750 at 6%.
2005149$598,104$274,544$5,603iApproximate average salary by contribution assumption: employee only about $140,073 at 4% or $93,382 at 6%; with 50% employer match about $93,382 at 4% or $62,255 at 6%; with 100% employer match about $70,037 at 4% or $46,691 at 6%.
E-Xchange Advantage 401K Plan-49$598,104$274,544$5,603iApproximate average salary by contribution assumption: employee only about $140,073 at 4% or $93,382 at 6%; with 50% employer match about $93,382 at 4% or $62,255 at 6%; with 100% employer match about $70,037 at 4% or $46,691 at 6%.
2004128$281,854$81,676$2,917iApproximate average salary by contribution assumption: employee only about $72,925 at 4% or $48,617 at 6%; with 50% employer match about $48,617 at 4% or $32,411 at 6%; with 100% employer match about $36,463 at 4% or $24,308 at 6%.
E-Xchange Advantage 401K Plan-28$281,854$81,676$2,917iApproximate average salary by contribution assumption: employee only about $72,925 at 4% or $48,617 at 6%; with 50% employer match about $48,617 at 4% or $32,411 at 6%; with 100% employer match about $36,463 at 4% or $24,308 at 6%.
2003110$174,594$48,268$4,827iApproximate average salary by contribution assumption: employee only about $120,670 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,631 at 6%; with 100% employer match about $60,335 at 4% or $40,223 at 6%.
E-Xchange Advantage 401K Plan-10$174,594$48,268$4,827iApproximate average salary by contribution assumption: employee only about $120,670 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,631 at 6%; with 100% employer match about $60,335 at 4% or $40,223 at 6%.
2002110$89,383$58,814$5,881iApproximate average salary by contribution assumption: employee only about $147,035 at 4% or $98,023 at 6%; with 50% employer match about $98,023 at 4% or $65,349 at 6%; with 100% employer match about $73,518 at 4% or $49,012 at 6%.
E-Xchange Advantage 401K Plan-10$89,383$58,814$5,881iApproximate average salary by contribution assumption: employee only about $147,035 at 4% or $98,023 at 6%; with 50% employer match about $98,023 at 4% or $65,349 at 6%; with 100% employer match about $73,518 at 4% or $49,012 at 6%.
2001110$0$0-
E-Xchange Advantage 401K Plan-10---
Douglas a. Patterson | EIN 13-4068198 | 2013 Form 5500 Company Profile