Civic Intelligence

508 Securities Inc.

Plan context: 508 Securities Inc. 401K Plan

EIN 22-3575955 • 15 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

8

2008 Assets

$867,238

2008 Contributions

$76,340

Historical Graphs

Total Assets Over Time

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

$867,238$433,619$0200220042006YearValue
$867,238Latest year 2006

Participants Over Time

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

840200020032005YearValue
8Latest year 2005

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
200820$0$0-
508 Securities Inc. Cash Balance Plan-0---
508 Securities Inc. 401K Plan-0---
200720$0$0-
508 Securities Inc. Cash Balance Plan-0---
508 Securities Inc. 401K Plan-0---
200620$867,238$76,340-
508 Securities Inc. 401K Plan-0$597,730$76,340-
508 Securities Inc. Cash Balance Plan-0$269,508--
200528$741,754$204,392$25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%.
508 Securities Inc. 401K Plan-8$486,493$128,752$16,094iApproximate average salary by contribution assumption: employee only about $402,350 at 4% or $268,233 at 6%; with 50% employer match about $268,233 at 4% or $178,822 at 6%; with 100% employer match about $201,175 at 4% or $134,117 at 6%.
508 Securities Inc. Cash Balance Plan-3$255,261$75,640$25,213iApproximate average salary by contribution assumption: employee only about $630,333 at 4% or $420,222 at 6%; with 50% employer match about $420,222 at 4% or $280,148 at 6%; with 100% employer match about $315,167 at 4% or $210,111 at 6%.
200428$503,802$183,450$22,931iApproximate average salary by contribution assumption: employee only about $573,281 at 4% or $382,188 at 6%; with 50% employer match about $382,188 at 4% or $254,792 at 6%; with 100% employer match about $286,641 at 4% or $191,094 at 6%.
508 Securities Inc. 401K Plan-8$345,844$105,442$13,180iApproximate average salary by contribution assumption: employee only about $329,506 at 4% or $219,671 at 6%; with 50% employer match about $219,671 at 4% or $146,447 at 6%; with 100% employer match about $164,753 at 4% or $109,835 at 6%.
508 Securities Inc. Cash Balance Plan-2$157,958$78,008$39,004iApproximate average salary by contribution assumption: employee only about $975,100 at 4% or $650,067 at 6%; with 50% employer match about $650,067 at 4% or $433,378 at 6%; with 100% employer match about $487,550 at 4% or $325,033 at 6%.
200328$287,543$113,874$14,234iApproximate average salary by contribution assumption: employee only about $355,856 at 4% or $237,238 at 6%; with 50% employer match about $237,238 at 4% or $158,158 at 6%; with 100% employer match about $177,928 at 4% or $118,619 at 6%.
508 Securities Inc. 401K Plan-8$287,543$113,874$14,234iApproximate average salary by contribution assumption: employee only about $355,856 at 4% or $237,238 at 6%; with 50% employer match about $237,238 at 4% or $158,158 at 6%; with 100% employer match about $177,928 at 4% or $118,619 at 6%.
508 Securities Inc. Cash Balance Plan-1---
200216$146,448$68,258$11,376iApproximate average salary by contribution assumption: employee only about $284,408 at 4% or $189,606 at 6%; with 50% employer match about $189,606 at 4% or $126,404 at 6%; with 100% employer match about $142,204 at 4% or $94,803 at 6%.
508 Securities Inc. 401K Plan-6$146,448$68,258$11,376iApproximate average salary by contribution assumption: employee only about $284,408 at 4% or $189,606 at 6%; with 50% employer match about $189,606 at 4% or $126,404 at 6%; with 100% employer match about $142,204 at 4% or $94,803 at 6%.
200115$0$0-
508 Securities Inc. 401K Plan-5---
200014$0$0-
508 Securities Inc. 401K Plan-4---