Andrew Bolnick & Associates Inc.
Plan context: Andrew Bolnick & Associates Inc. 401(K) Plan
EIN 26-3965892 • Clearwater, FL • 12 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$295,199
2018 Contributions
$3,750
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 | 0 | $0 | $3,750 | - |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 0 | $0 | $3,750 | - |
| 2017 | 1 | 3 | $295,199 | $15,884 | $5,295iApproximate average salary by contribution assumption: employee only about $132,367 at 4% or $88,244 at 6%; with 50% employer match about $88,244 at 4% or $58,830 at 6%; with 100% employer match about $66,183 at 4% or $44,122 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 3 | $295,199 | $15,884 | $5,295iApproximate average salary by contribution assumption: employee only about $132,367 at 4% or $88,244 at 6%; with 50% employer match about $88,244 at 4% or $58,830 at 6%; with 100% employer match about $66,183 at 4% or $44,122 at 6%. |
| 2016 | 2 | 3 | $265,443 | $9,723 | $3,241iApproximate average salary by contribution assumption: employee only about $81,025 at 4% or $54,017 at 6%; with 50% employer match about $54,017 at 4% or $36,011 at 6%; with 100% employer match about $40,513 at 4% or $27,008 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 3 | $265,443 | $9,723 | $3,241iApproximate average salary by contribution assumption: employee only about $81,025 at 4% or $54,017 at 6%; with 50% employer match about $54,017 at 4% or $36,011 at 6%; with 100% employer match about $40,513 at 4% or $27,008 at 6%. |
| Andrew Bolnick & Associates Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 3 | $958,870 | $163,632 | $54,544iApproximate average salary by contribution assumption: employee only about $1,363,600 at 4% or $909,067 at 6%; with 50% employer match about $909,067 at 4% or $606,044 at 6%; with 100% employer match about $681,800 at 4% or $454,533 at 6%. |
| Andrew Bolnick & Associates Inc. Cash Balance Plan | - | 3 | $708,953 | $141,404 | $47,135iApproximate average salary by contribution assumption: employee only about $1,178,367 at 4% or $785,578 at 6%; with 50% employer match about $785,578 at 4% or $523,719 at 6%; with 100% employer match about $589,183 at 4% or $392,789 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 3 | $249,917 | $22,228 | $7,409iApproximate average salary by contribution assumption: employee only about $185,233 at 4% or $123,489 at 6%; with 50% employer match about $123,489 at 4% or $82,326 at 6%; with 100% employer match about $92,617 at 4% or $61,744 at 6%. |
| 2014 | 2 | 3 | $784,831 | $234,612 | $78,204iApproximate average salary by contribution assumption: employee only about $1,955,100 at 4% or $1,303,400 at 6%; with 50% employer match about $1,303,400 at 4% or $868,933 at 6%; with 100% employer match about $977,550 at 4% or $651,700 at 6%. |
| Andrew Bolnick & Associates Inc. Cash Balance Plan | - | 3 | $559,741 | $154,857 | $51,619iApproximate average salary by contribution assumption: employee only about $1,290,475 at 4% or $860,317 at 6%; with 50% employer match about $860,317 at 4% or $573,544 at 6%; with 100% employer match about $645,238 at 4% or $430,158 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 3 | $225,090 | $79,755 | $26,585iApproximate average salary by contribution assumption: employee only about $664,625 at 4% or $443,083 at 6%; with 50% employer match about $443,083 at 4% or $295,389 at 6%; with 100% employer match about $332,313 at 4% or $221,542 at 6%. |
| 2013 | 2 | 4 | $542,922 | $277,479 | $69,370iApproximate average salary by contribution assumption: employee only about $1,734,244 at 4% or $1,156,163 at 6%; with 50% employer match about $1,156,163 at 4% or $770,775 at 6%; with 100% employer match about $867,122 at 4% or $578,081 at 6%. |
| Andrew Bolnick & Associates Inc. Cash Balance Plan | - | 4 | $398,280 | $208,668 | $52,167iApproximate average salary by contribution assumption: employee only about $1,304,175 at 4% or $869,450 at 6%; with 50% employer match about $869,450 at 4% or $579,633 at 6%; with 100% employer match about $652,088 at 4% or $434,725 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 4 | $144,642 | $68,811 | $17,203iApproximate average salary by contribution assumption: employee only about $430,069 at 4% or $286,713 at 6%; with 50% employer match about $286,713 at 4% or $191,142 at 6%; with 100% employer match about $215,034 at 4% or $143,356 at 6%. |
| 2012 | 2 | 4 | $256,659 | $255,345 | $63,836iApproximate average salary by contribution assumption: employee only about $1,595,906 at 4% or $1,063,938 at 6%; with 50% employer match about $1,063,938 at 4% or $709,292 at 6%; with 100% employer match about $797,953 at 4% or $531,969 at 6%. |
| Andrew Bolnick & Associates Inc. Cash Balance Plan | - | 4 | $185,638 | $184,871 | $46,218iApproximate average salary by contribution assumption: employee only about $1,155,444 at 4% or $770,296 at 6%; with 50% employer match about $770,296 at 4% or $513,531 at 6%; with 100% employer match about $577,722 at 4% or $385,148 at 6%. |
| Andrew Bolnick & Associates Inc. 401(K) Plan | - | 4 | $71,021 | $70,474 | $17,619iApproximate average salary by contribution assumption: employee only about $440,463 at 4% or $293,642 at 6%; with 50% employer match about $293,642 at 4% or $195,761 at 6%; with 100% employer match about $220,231 at 4% or $146,821 at 6%. |