Civic Intelligence

Norris Financial LLC

Plan context: Norris Financial LLC

EIN 20-3325593 • 4 filings • 2 plans

Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$164,369

2010 Contributions

$39,875

Historical Graphs

Total Assets Over Time

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

$164,369$82,185$0200720082009YearValue
$164,369Latest year 2009

Participants Over Time

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

420200720082009YearValue
3Latest year 2009

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
201010$0$0-
NORRIS FINANCIAL LLC 401K PLAN-0---
200913$164,369$39,875$13,292iApproximate average salary by contribution assumption: employee only about $332,292 at 4% or $221,528 at 6%; with 50% employer match about $221,528 at 4% or $147,685 at 6%; with 100% employer match about $166,146 at 4% or $110,764 at 6%.
Norris Financial LLC-3$164,369$39,875$13,292iApproximate average salary by contribution assumption: employee only about $332,292 at 4% or $221,528 at 6%; with 50% employer match about $221,528 at 4% or $147,685 at 6%; with 100% employer match about $166,146 at 4% or $110,764 at 6%.
200813$106,511$71,031$23,677iApproximate average salary by contribution assumption: employee only about $591,925 at 4% or $394,617 at 6%; with 50% employer match about $394,617 at 4% or $263,078 at 6%; with 100% employer match about $295,963 at 4% or $197,308 at 6%.
NORRIS FINANCIAL LLC 401K PLAN-3$106,511$71,031$23,677iApproximate average salary by contribution assumption: employee only about $591,925 at 4% or $394,617 at 6%; with 50% employer match about $394,617 at 4% or $263,078 at 6%; with 100% employer match about $295,963 at 4% or $197,308 at 6%.
200714$70,469$71,334$17,834iApproximate average salary by contribution assumption: employee only about $445,838 at 4% or $297,225 at 6%; with 50% employer match about $297,225 at 4% or $198,150 at 6%; with 100% employer match about $222,919 at 4% or $148,613 at 6%.
NORRIS FINANCIAL LLC 401K PLAN-4$70,469$71,334$17,834iApproximate average salary by contribution assumption: employee only about $445,838 at 4% or $297,225 at 6%; with 50% employer match about $297,225 at 4% or $198,150 at 6%; with 100% employer match about $222,919 at 4% or $148,613 at 6%.