American Management Advisors Inc.
Plan context: American Management Advisors Inc. Cash Balance Plan
EIN 23-1906038 • Langhorne, PA • 26 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$337,691
2018 Contributions
$450
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $337,691 | $450 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| American Management Advisors Inc. Cash Balance Plan | - | 1 | $337,691 | $450 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2017 | 2 | 3 | $403,324 | $230,000 | $76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%. |
| American Management Advisors Inc. Cash Balance Plan | - | 3 | $403,324 | $230,000 | $76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2016 | 2 | 8 | $428,953 | $124,096 | $15,512iApproximate average salary by contribution assumption: employee only about $387,800 at 4% or $258,533 at 6%; with 50% employer match about $258,533 at 4% or $172,356 at 6%; with 100% employer match about $193,900 at 4% or $129,267 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | - | 8 | $261,085 | $37,696 | $4,712iApproximate average salary by contribution assumption: employee only about $117,800 at 4% or $78,533 at 6%; with 50% employer match about $78,533 at 4% or $52,356 at 6%; with 100% employer match about $58,900 at 4% or $39,267 at 6%. |
| American Management Advisors Inc. Cash Balance Plan | - | 3 | $167,868 | $86,400 | $28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%. |
| 2015 | 2 | 8 | $290,361 | $74,434 | $9,304iApproximate average salary by contribution assumption: employee only about $232,606 at 4% or $155,071 at 6%; with 50% employer match about $155,071 at 4% or $103,381 at 6%; with 100% employer match about $116,303 at 4% or $77,535 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | - | 8 | $212,953 | $35,034 | $4,379iApproximate average salary by contribution assumption: employee only about $109,481 at 4% or $72,988 at 6%; with 50% employer match about $72,988 at 4% or $48,658 at 6%; with 100% employer match about $54,741 at 4% or $36,494 at 6%. |
| American Management Advisors Inc. Cash Balance Plan | - | 3 | $77,408 | $39,400 | $13,133iApproximate average salary by contribution assumption: employee only about $328,333 at 4% or $218,889 at 6%; with 50% employer match about $218,889 at 4% or $145,926 at 6%; with 100% employer match about $164,167 at 4% or $109,444 at 6%. |
| 2014 | 2 | 6 | $226,151 | $52,823 | $8,804iApproximate average salary by contribution assumption: employee only about $220,096 at 4% or $146,731 at 6%; with 50% employer match about $146,731 at 4% or $97,820 at 6%; with 100% employer match about $110,048 at 4% or $73,365 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | - | 6 | $188,151 | $14,823 | $2,471iApproximate average salary by contribution assumption: employee only about $61,763 at 4% or $41,175 at 6%; with 50% employer match about $41,175 at 4% or $27,450 at 6%; with 100% employer match about $30,881 at 4% or $20,588 at 6%. |
| American Management Advisors Inc. Cash Balance Plan | - | 2 | $38,000 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2013 | 1 | 7 | $180,519 | $69,364 | $9,909iApproximate average salary by contribution assumption: employee only about $247,729 at 4% or $165,152 at 6%; with 50% employer match about $165,152 at 4% or $110,102 at 6%; with 100% employer match about $123,864 at 4% or $82,576 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | - | 7 | $180,519 | $69,364 | $9,909iApproximate average salary by contribution assumption: employee only about $247,729 at 4% or $165,152 at 6%; with 50% employer match about $165,152 at 4% or $110,102 at 6%; with 100% employer match about $123,864 at 4% or $82,576 at 6%. |
| 2012 | 1 | 8 | $119,819 | $5,203 | $650iApproximate average salary by contribution assumption: employee only about $16,259 at 4% or $10,840 at 6%; with 50% employer match about $10,840 at 4% or $7,226 at 6%; with 100% employer match about $8,130 at 4% or $5,420 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K)/PROFIT SHARING PLAN | - | 8 | $119,819 | $5,203 | $650iApproximate average salary by contribution assumption: employee only about $16,259 at 4% or $10,840 at 6%; with 50% employer match about $10,840 at 4% or $7,226 at 6%; with 100% employer match about $8,130 at 4% or $5,420 at 6%. |
| 2011 | 1 | 8 | $121,107 | $31,815 | $3,977iApproximate average salary by contribution assumption: employee only about $99,422 at 4% or $66,281 at 6%; with 50% employer match about $66,281 at 4% or $44,188 at 6%; with 100% employer match about $49,711 at 4% or $33,141 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K)/PROFIT SHARING PLAN | - | 8 | $121,107 | $31,815 | $3,977iApproximate average salary by contribution assumption: employee only about $99,422 at 4% or $66,281 at 6%; with 50% employer match about $66,281 at 4% or $44,188 at 6%; with 100% employer match about $49,711 at 4% or $33,141 at 6%. |
| 2010 | 3 | 6 | $89,882 | $89,222 | $14,870iApproximate average salary by contribution assumption: employee only about $371,758 at 4% or $247,839 at 6%; with 50% employer match about $247,839 at 4% or $165,226 at 6%; with 100% employer match about $185,879 at 4% or $123,919 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. 401(K)/PROFIT SHARING PLAN | - | 6 | $89,882 | $83,245 | $13,874iApproximate average salary by contribution assumption: employee only about $346,854 at 4% or $231,236 at 6%; with 50% employer match about $231,236 at 4% or $154,157 at 6%; with 100% employer match about $173,427 at 4% or $115,618 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 0 | $0 | $5,977 | - |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 3 | $506,177 | $0 | - |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 3 | $464,343 | $0 | - |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | $41,834 | $0 | - |
| 2008 | 2 | 3 | $36,248 | $5,891 | $1,964iApproximate average salary by contribution assumption: employee only about $49,092 at 4% or $32,728 at 6%; with 50% employer match about $32,728 at 4% or $21,819 at 6%; with 100% employer match about $24,546 at 4% or $16,364 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | $36,248 | $5,891 | $1,964iApproximate average salary by contribution assumption: employee only about $49,092 at 4% or $32,728 at 6%; with 50% employer match about $32,728 at 4% or $21,819 at 6%; with 100% employer match about $24,546 at 4% or $16,364 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | - | - | - |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 3 | - | - | - |
| 2006 | 2 | 3 | $451,726 | $70,243 | $23,414iApproximate average salary by contribution assumption: employee only about $585,358 at 4% or $390,239 at 6%; with 50% employer match about $390,239 at 4% or $260,159 at 6%; with 100% employer match about $292,679 at 4% or $195,119 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 3 | $419,688 | $63,592 | $21,197iApproximate average salary by contribution assumption: employee only about $529,933 at 4% or $353,289 at 6%; with 50% employer match about $353,289 at 4% or $235,526 at 6%; with 100% employer match about $264,967 at 4% or $176,644 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | $32,038 | $6,651 | $2,217iApproximate average salary by contribution assumption: employee only about $55,425 at 4% or $36,950 at 6%; with 50% employer match about $36,950 at 4% or $24,633 at 6%; with 100% employer match about $27,713 at 4% or $18,475 at 6%. |
| 2005 | 1 | 3 | $331,665 | $67,971 | $22,657iApproximate average salary by contribution assumption: employee only about $566,425 at 4% or $377,617 at 6%; with 50% employer match about $377,617 at 4% or $251,744 at 6%; with 100% employer match about $283,213 at 4% or $188,808 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PENSION PLAN | - | 3 | $331,665 | $67,971 | $22,657iApproximate average salary by contribution assumption: employee only about $566,425 at 4% or $377,617 at 6%; with 50% employer match about $377,617 at 4% or $251,744 at 6%; with 100% employer match about $283,213 at 4% or $188,808 at 6%. |
| 2004 | 1 | 3 | $13,291 | $3,991 | $1,330iApproximate average salary by contribution assumption: employee only about $33,258 at 4% or $22,172 at 6%; with 50% employer match about $22,172 at 4% or $14,781 at 6%; with 100% employer match about $16,629 at 4% or $11,086 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | $13,291 | $3,991 | $1,330iApproximate average salary by contribution assumption: employee only about $33,258 at 4% or $22,172 at 6%; with 50% employer match about $22,172 at 4% or $14,781 at 6%; with 100% employer match about $16,629 at 4% or $11,086 at 6%. |
| 2003 | 1 | 3 | $8,982 | $8,982 | $2,994iApproximate average salary by contribution assumption: employee only about $74,850 at 4% or $49,900 at 6%; with 50% employer match about $49,900 at 4% or $33,267 at 6%; with 100% employer match about $37,425 at 4% or $24,950 at 6%. |
| AMERICAN MANAGEMENT ADVISORS, INC. PROFIT SHARING PLAN | - | 3 | $8,982 | $8,982 | $2,994iApproximate average salary by contribution assumption: employee only about $74,850 at 4% or $49,900 at 6%; with 50% employer match about $49,900 at 4% or $33,267 at 6%; with 100% employer match about $37,425 at 4% or $24,950 at 6%. |