Civic Intelligence

Jitendra Shah

Plan context: Delaware Investments Personal K

EIN 23-2362498 • 25 filings • 14 plans

Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$838,229

2012 Contributions

$124,994

Historical Graphs

Total Assets Over Time

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

$2,134,733$1,067,367$0200820102011YearValue
$838,229Latest year 2011

Participants Over Time

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

210200720092011YearValue
2Latest year 2011

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
201210$0$0-
Delaware Investments Personal K-0---
201112$838,229$0-
Delaware Investments Personal K-2$838,229--
201042$1,518,989$0-
Delaware Investments Personal K-2$782,301--
Rbc Profit Sharing Plan-2$600,537--
Delaware Investments Personal K-2$136,151--
Fidelity Retirement Plan Profit-2---
2009112$2,134,733$124,994$62,497iApproximate average salary by contribution assumption: employee only about $1,562,425 at 4% or $1,041,617 at 6%; with 50% employer match about $1,041,617 at 4% or $694,411 at 6%; with 100% employer match about $781,213 at 4% or $520,808 at 6%.
Delaware Investments Personal K-2$735,393$62,966$31,483iApproximate average salary by contribution assumption: employee only about $787,075 at 4% or $524,717 at 6%; with 50% employer match about $524,717 at 4% or $349,811 at 6%; with 100% employer match about $393,538 at 4% or $262,358 at 6%.
Delaware Investments Personal K-2$699,670$31,014$15,507iApproximate average salary by contribution assumption: employee only about $387,675 at 4% or $258,450 at 6%; with 50% employer match about $258,450 at 4% or $172,300 at 6%; with 100% employer match about $193,838 at 4% or $129,225 at 6%.
Rbc Profit Sharing Plan-2$554,665--
Delaware Investments Personal K-2$106,805--
Fidelity Retirement Plan Profit-2$38,200--
Vanguard Fiduciary Trust Profit-0-$31,014-
Jb Hanauer Profit Sharing Plan-0---
Vanguard Fiduciary Trust Profit-0---
Jb Hanauer Profit Sharing Plan-0---
Fidelity Retirement Plan Profit-----
Rbc Profit Sharing Plan-----
200842$735,393$62,966$31,483iApproximate average salary by contribution assumption: employee only about $787,075 at 4% or $524,717 at 6%; with 50% employer match about $524,717 at 4% or $349,811 at 6%; with 100% employer match about $393,538 at 4% or $262,358 at 6%.
Jb Hanauer Profit Sharing Plan-2$488,568--
Vanguard Fiduciary Trust Profit-2$148,691$62,966$31,483iApproximate average salary by contribution assumption: employee only about $787,075 at 4% or $524,717 at 6%; with 50% employer match about $524,717 at 4% or $349,811 at 6%; with 100% employer match about $393,538 at 4% or $262,358 at 6%.
Delaware Investments Personal K-2$74,615--
Fidelity Retirement Plan Profit-2$23,519--
200742$0$0-
Delaware Investments Personal K-2---
Jb Hanauer Profit Sharing Plan-2---
Fidelity Retirement Plan Profit-2---
Vanguard Fiduciary Trust Profit-2---