The Private Advisor Inc.
Plan context: The Private Advisor Inc. Retirement Plan
EIN 22-3842678 • Clinton, NJ • 6 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$375,515
2016 Contributions
$15,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $15,000 | - |
| The Private Advisor Inc. Retirement Plan | - | 0 | - | $15,000 | - |
| 2015 | 1 | 3 | $375,515 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| The Private Advisor Inc. Retirement Plan | - | 3 | $375,515 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2014 | 1 | 3 | $334,738 | $180,945 | $60,315iApproximate average salary by contribution assumption: employee only about $1,507,875 at 4% or $1,005,250 at 6%; with 50% employer match about $1,005,250 at 4% or $670,167 at 6%; with 100% employer match about $753,938 at 4% or $502,625 at 6%. |
| The Private Advisor Inc. Retirement Plan | - | 3 | $334,738 | $180,945 | $60,315iApproximate average salary by contribution assumption: employee only about $1,507,875 at 4% or $1,005,250 at 6%; with 50% employer match about $1,005,250 at 4% or $670,167 at 6%; with 100% employer match about $753,938 at 4% or $502,625 at 6%. |
| 2013 | 1 | 2 | $129,004 | $136,116 | $68,058iApproximate average salary by contribution assumption: employee only about $1,701,450 at 4% or $1,134,300 at 6%; with 50% employer match about $1,134,300 at 4% or $756,200 at 6%; with 100% employer match about $850,725 at 4% or $567,150 at 6%. |
| The Private Advisor Inc. Retirement Plan | - | 2 | $129,004 | $136,116 | $68,058iApproximate average salary by contribution assumption: employee only about $1,701,450 at 4% or $1,134,300 at 6%; with 50% employer match about $1,134,300 at 4% or $756,200 at 6%; with 100% employer match about $850,725 at 4% or $567,150 at 6%. |
| 2010 | 1 | 2 | $413,329 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| The Private Advisor Inc. Retirement Plan | - | 2 | $413,329 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2008 | 1 | 2 | $89,463 | $122,449 | $61,225iApproximate average salary by contribution assumption: employee only about $1,530,613 at 4% or $1,020,408 at 6%; with 50% employer match about $1,020,408 at 4% or $680,272 at 6%; with 100% employer match about $765,306 at 4% or $510,204 at 6%. |
| The Private Advisor Inc. Retirement Plan | - | 2 | $89,463 | $122,449 | $61,225iApproximate average salary by contribution assumption: employee only about $1,530,613 at 4% or $1,020,408 at 6%; with 50% employer match about $1,020,408 at 4% or $680,272 at 6%; with 100% employer match about $765,306 at 4% or $510,204 at 6%. |