Civic Intelligence

Erudite Financial Services LLC

Plan context: Erudite Financial Services LLC Pension Plan

EIN 20-5615644 • Jeffersonville, IN • 5 filings • 2 plans

Pob 624Jeffersonville, IN 47130
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$593,604

2013 Contributions

$103,500

Historical Graphs

Total Assets Over Time

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

$593,604$296,802$0200920112012YearValue
$593,604Latest year 2012

Participants Over Time

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

110200920112012YearValue
1Latest year 2012

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-
Erudite Financial Services LLC Pension Plan-0$0--
201211$593,604$0-
Erudite Financial Services LLC Pension Plan-1$593,604--
201111$558,150$0-
Erudite Financial Services LLC Pension Plan-1$558,150--
201011$546,988$103,500$103,500iApproximate average salary by contribution assumption: employee only about $2,587,500 at 4% or $1,725,000 at 6%; with 50% employer match about $1,725,000 at 4% or $1,150,000 at 6%; with 100% employer match about $1,293,750 at 4% or $862,500 at 6%.
Erudite Financial Services LLC Pension Plan-1$546,988$103,500$103,500iApproximate average salary by contribution assumption: employee only about $2,587,500 at 4% or $1,725,000 at 6%; with 50% employer match about $1,725,000 at 4% or $1,150,000 at 6%; with 100% employer match about $1,293,750 at 4% or $862,500 at 6%.
200911$425,419$97,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.
Erudite Financial Services LLC Pension Plan-1$425,419$97,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.