Civic Intelligence

Norwood & Associates

Plan context: NORWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

EIN 26-0023150 • Sacramento, CA • 22 filings • 5 plans

915 L Street, Suite 1100Sacramento, CA 95814
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$1,226,577

2019 Contributions

$84,890

Historical Graphs

Total Assets Over Time

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

$2,696,646$1,348,323$0200220112019YearValue
$1,226,577Latest year 2019

Participants Over Time

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

630200220112019YearValue
6Latest year 2019

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
201916$1,226,577$84,890$14,148iApproximate average salary by contribution assumption: employee only about $353,708 at 4% or $235,806 at 6%; with 50% employer match about $235,806 at 4% or $157,204 at 6%; with 100% employer match about $176,854 at 4% or $117,903 at 6%.
NORWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-6$1,226,577$84,890$14,148iApproximate average salary by contribution assumption: employee only about $353,708 at 4% or $235,806 at 6%; with 50% employer match about $235,806 at 4% or $157,204 at 6%; with 100% employer match about $176,854 at 4% or $117,903 at 6%.
201816$1,012,761$145,805$24,301iApproximate average salary by contribution assumption: employee only about $607,521 at 4% or $405,014 at 6%; with 50% employer match about $405,014 at 4% or $270,009 at 6%; with 100% employer match about $303,760 at 4% or $202,507 at 6%.
NORWOOD ASSOCIATES LLC 401(K) PROFIT SHARING PLAN-6$1,012,761$145,805$24,301iApproximate average salary by contribution assumption: employee only about $607,521 at 4% or $405,014 at 6%; with 50% employer match about $405,014 at 4% or $270,009 at 6%; with 100% employer match about $303,760 at 4% or $202,507 at 6%.
201714$902,066$129,498$32,375iApproximate average salary by contribution assumption: employee only about $809,363 at 4% or $539,575 at 6%; with 50% employer match about $539,575 at 4% or $359,717 at 6%; with 100% employer match about $404,681 at 4% or $269,788 at 6%.
NORWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN-4$902,066$129,498$32,375iApproximate average salary by contribution assumption: employee only about $809,363 at 4% or $539,575 at 6%; with 50% employer match about $539,575 at 4% or $359,717 at 6%; with 100% employer match about $404,681 at 4% or $269,788 at 6%.
201615$702,261$118,916$23,783iApproximate average salary by contribution assumption: employee only about $594,580 at 4% or $396,387 at 6%; with 50% employer match about $396,387 at 4% or $264,258 at 6%; with 100% employer match about $297,290 at 4% or $198,193 at 6%.
NORWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN-5$702,261$118,916$23,783iApproximate average salary by contribution assumption: employee only about $594,580 at 4% or $396,387 at 6%; with 50% employer match about $396,387 at 4% or $264,258 at 6%; with 100% employer match about $297,290 at 4% or $198,193 at 6%.
201516$552,266$117,066$19,511iApproximate average salary by contribution assumption: employee only about $487,775 at 4% or $325,183 at 6%; with 50% employer match about $325,183 at 4% or $216,789 at 6%; with 100% employer match about $243,888 at 4% or $162,592 at 6%.
NORWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN-6$552,266$117,066$19,511iApproximate average salary by contribution assumption: employee only about $487,775 at 4% or $325,183 at 6%; with 50% employer match about $325,183 at 4% or $216,789 at 6%; with 100% employer match about $243,888 at 4% or $162,592 at 6%.
201414$430,752$95,803$23,951iApproximate average salary by contribution assumption: employee only about $598,769 at 4% or $399,179 at 6%; with 50% employer match about $399,179 at 4% or $266,119 at 6%; with 100% employer match about $299,384 at 4% or $199,590 at 6%.
NORWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN-4$430,752$95,803$23,951iApproximate average salary by contribution assumption: employee only about $598,769 at 4% or $399,179 at 6%; with 50% employer match about $399,179 at 4% or $266,119 at 6%; with 100% employer match about $299,384 at 4% or $199,590 at 6%.
201325$328,014$328,014$65,603iApproximate average salary by contribution assumption: employee only about $1,640,070 at 4% or $1,093,380 at 6%; with 50% employer match about $1,093,380 at 4% or $728,920 at 6%; with 100% employer match about $820,035 at 4% or $546,690 at 6%.
NORWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN-5$328,014$328,014$65,603iApproximate average salary by contribution assumption: employee only about $1,640,070 at 4% or $1,093,380 at 6%; with 50% employer match about $1,093,380 at 4% or $728,920 at 6%; with 100% employer match about $820,035 at 4% or $546,690 at 6%.
Norwood & Associates Defined Benefit Pension Plan-0$0$0-
201215$2,696,646$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Norwood & Associates Defined Benefit Pension Plan-5$2,696,646$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201114$2,182,100$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Norwood & Associates Defined Benefit Pension Plan-4$2,182,100$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
201014$1,764,958$280,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Norwood & Associates Defined Benefit Pension Plan-4$1,764,958$280,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
200914$1,373,319$271,782$67,946iApproximate average salary by contribution assumption: employee only about $1,698,638 at 4% or $1,132,425 at 6%; with 50% employer match about $1,132,425 at 4% or $754,950 at 6%; with 100% employer match about $849,319 at 4% or $566,213 at 6%.
Norwood & Associates Defined Benefit Pension Plan-4$1,373,319$271,782$67,946iApproximate average salary by contribution assumption: employee only about $1,698,638 at 4% or $1,132,425 at 6%; with 50% employer match about $1,132,425 at 4% or $754,950 at 6%; with 100% employer match about $849,319 at 4% or $566,213 at 6%.
200814$946,142$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Norwood & Associates Defined Benefit Pension Plan-4$946,142$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200714$1,023,444$154,832$38,708iApproximate average salary by contribution assumption: employee only about $967,700 at 4% or $645,133 at 6%; with 50% employer match about $645,133 at 4% or $430,089 at 6%; with 100% employer match about $483,850 at 4% or $322,567 at 6%.
Norwood & Associates Defined Benefit Pension Plan-4$1,023,444$154,832$38,708iApproximate average salary by contribution assumption: employee only about $967,700 at 4% or $645,133 at 6%; with 50% employer match about $645,133 at 4% or $430,089 at 6%; with 100% employer match about $483,850 at 4% or $322,567 at 6%.
200613$826,176$153,323$51,108iApproximate average salary by contribution assumption: employee only about $1,277,692 at 4% or $851,794 at 6%; with 50% employer match about $851,794 at 4% or $567,863 at 6%; with 100% employer match about $638,846 at 4% or $425,897 at 6%.
Norwood & Associates Defined Benefit Pension Plan-3$826,176$153,323$51,108iApproximate average salary by contribution assumption: employee only about $1,277,692 at 4% or $851,794 at 6%; with 50% employer match about $851,794 at 4% or $567,863 at 6%; with 100% employer match about $638,846 at 4% or $425,897 at 6%.
200513$0$0-
Norwood & Associates Defined Benefit Pension Plan-3---
200421$437,380$127,113$127,113iApproximate average salary by contribution assumption: employee only about $3,177,825 at 4% or $2,118,550 at 6%; with 50% employer match about $2,118,550 at 4% or $1,412,367 at 6%; with 100% employer match about $1,588,913 at 4% or $1,059,275 at 6%.
Norwood & Associates Defined Benefit Pension Plan-1$437,380$127,113$127,113iApproximate average salary by contribution assumption: employee only about $3,177,825 at 4% or $2,118,550 at 6%; with 50% employer match about $2,118,550 at 4% or $1,412,367 at 6%; with 100% employer match about $1,588,913 at 4% or $1,059,275 at 6%.
NORWOOD & ASSOCIATES 401K PROFIT SHARING PLAN-0---
200321$1,018,607$162,646$162,646iApproximate average salary by contribution assumption: employee only about $4,066,150 at 4% or $2,710,767 at 6%; with 50% employer match about $2,710,767 at 4% or $1,807,178 at 6%; with 100% employer match about $2,033,075 at 4% or $1,355,383 at 6%.
NORWOOD & ASSOCIATES 401K PROFIT SHARING PLAN-1$712,770$12,088$12,088iApproximate average salary by contribution assumption: employee only about $302,200 at 4% or $201,467 at 6%; with 50% employer match about $201,467 at 4% or $134,311 at 6%; with 100% employer match about $151,100 at 4% or $100,733 at 6%.
Norwood & Associates Defined Benefit Pension Plan-1$305,837$150,558$150,558iApproximate average salary by contribution assumption: employee only about $3,763,950 at 4% or $2,509,300 at 6%; with 50% employer match about $2,509,300 at 4% or $1,672,867 at 6%; with 100% employer match about $1,881,975 at 4% or $1,254,650 at 6%.
200224$723,047$147,637$36,909iApproximate average salary by contribution assumption: employee only about $922,731 at 4% or $615,154 at 6%; with 50% employer match about $615,154 at 4% or $410,103 at 6%; with 100% employer match about $461,366 at 4% or $307,577 at 6%.
NORWOOD & ASSOCIATES PROFIT SHARING PLAN-4$575,410--
Norwood & Associates Defined Benefit Pension Plan-2$147,637$147,637$73,819iApproximate average salary by contribution assumption: employee only about $1,845,463 at 4% or $1,230,308 at 6%; with 50% employer match about $1,230,308 at 4% or $820,206 at 6%; with 100% employer match about $922,731 at 4% or $615,154 at 6%.