Civic Intelligence

Adler & Associates Inc

Plan context: Adler Associates Inc 401 K Profit Sharing Plan Trust

EIN 20-2079866 • Thousand Oaks, CA • 6 filings • 2 plans

2060-d E. Avenida DE Los ArbolThousand Oaks, CA 91362-2751
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$130,649

2018 Contributions

$48,460

Historical Graphs

Total Assets Over Time

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

$136,561$68,281$0201320162018YearValue
$130,649Latest year 2018

Participants Over Time

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

210201320162018YearValue
2Latest year 2018

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
201812$130,649$0-
Adler Associates Inc 401 K Profit Sharing Plan Trust-2$130,649$0-
201712$136,561$0-
Adler Associates Inc 401 K Profit Sharing Plan Trust-2$136,561$0-
201612$118,266$0-
Adler Associates Inc 401 K Profit Sharing Plan Trust-2$118,266$0-
201512$109,821$0-
Adler Associates Inc 401 K Profit Sharing Plan Trust-2$109,821$0-
201412$109,258$48,460$24,230iApproximate average salary by contribution assumption: employee only about $605,750 at 4% or $403,833 at 6%; with 50% employer match about $403,833 at 4% or $269,222 at 6%; with 100% employer match about $302,875 at 4% or $201,917 at 6%.
ADLER ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-2$109,258$48,460$24,230iApproximate average salary by contribution assumption: employee only about $605,750 at 4% or $403,833 at 6%; with 50% employer match about $403,833 at 4% or $269,222 at 6%; with 100% employer match about $302,875 at 4% or $201,917 at 6%.
201312$53,854$48,808$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.
ADLER ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-2$53,854$48,808$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.