Civic Intelligence

James Elliott & Company

Plan context: James Elliott & Company 401(K) Plan

EIN 26-3149407 • Santa Rosa, CA • 3 filings • 2 plans

1400 N. Dutton Avenue, Suite 9Santa Rosa, CA 95401
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$227,230

2010 Contributions

$56,316

Historical Graphs

Total Assets Over Time

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

$227,230$113,615$0200820092010YearValue
$227,230Latest year 2010

Participants Over Time

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

420200820092010YearValue
2Latest year 2010

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
201012$227,230$56,316$28,158iApproximate average salary by contribution assumption: employee only about $703,950 at 4% or $469,300 at 6%; with 50% employer match about $469,300 at 4% or $312,867 at 6%; with 100% employer match about $351,975 at 4% or $234,650 at 6%.
James Elliott & Company 401(K) Plan-2$227,230$56,316$28,158iApproximate average salary by contribution assumption: employee only about $703,950 at 4% or $469,300 at 6%; with 50% employer match about $469,300 at 4% or $312,867 at 6%; with 100% employer match about $351,975 at 4% or $234,650 at 6%.
200914$157,300$108,280$27,070iApproximate average salary by contribution assumption: employee only about $676,750 at 4% or $451,167 at 6%; with 50% employer match about $451,167 at 4% or $300,778 at 6%; with 100% employer match about $338,375 at 4% or $225,583 at 6%.
James Elliott & Company 401(K) Plan-4$157,300$108,280$27,070iApproximate average salary by contribution assumption: employee only about $676,750 at 4% or $451,167 at 6%; with 50% employer match about $451,167 at 4% or $300,778 at 6%; with 100% employer match about $338,375 at 4% or $225,583 at 6%.
200812$89,157$55,153$27,577iApproximate average salary by contribution assumption: employee only about $689,413 at 4% or $459,608 at 6%; with 50% employer match about $459,608 at 4% or $306,406 at 6%; with 100% employer match about $344,706 at 4% or $229,804 at 6%.
James Elliott & Company 401(K) Plan-2$89,157$55,153$27,577iApproximate average salary by contribution assumption: employee only about $689,413 at 4% or $459,608 at 6%; with 50% employer match about $459,608 at 4% or $306,406 at 6%; with 100% employer match about $344,706 at 4% or $229,804 at 6%.