Civic Intelligence

Analytic Wealth Strategies Inc.

Plan context: Analytic Wealth Strategies Inc. 401(K) Plan

EIN 27-1065970 • Reno, NV • 8 filings • 1 plans

5250 S. Virginia St., Suite 330Reno, NV 89502
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$316,529

2017 Contributions

$56,640

Historical Graphs

Total Assets Over Time

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

$316,529$158,265$0201020142017YearValue
$316,529Latest year 2017

Participants Over Time

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

210201020142017YearValue
1Latest year 2017

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
201711$316,529$56,640$56,640iApproximate average salary by contribution assumption: employee only about $1,416,000 at 4% or $944,000 at 6%; with 50% employer match about $944,000 at 4% or $629,333 at 6%; with 100% employer match about $708,000 at 4% or $472,000 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$316,529$56,640$56,640iApproximate average salary by contribution assumption: employee only about $1,416,000 at 4% or $944,000 at 6%; with 50% employer match about $944,000 at 4% or $629,333 at 6%; with 100% employer match about $708,000 at 4% or $472,000 at 6%.
201611$122,359$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$122,359$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201511$44,015$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$44,015$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201411$98,954$36,560$36,560iApproximate average salary by contribution assumption: employee only about $914,000 at 4% or $609,333 at 6%; with 50% employer match about $609,333 at 4% or $406,222 at 6%; with 100% employer match about $457,000 at 4% or $304,667 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$98,954$36,560$36,560iApproximate average salary by contribution assumption: employee only about $914,000 at 4% or $609,333 at 6%; with 50% employer match about $609,333 at 4% or $406,222 at 6%; with 100% employer match about $457,000 at 4% or $304,667 at 6%.
201312$107,372$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-2$107,372$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201211$90,400$47,500$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$90,400$47,500$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
201111$41,550$36,620$36,620iApproximate average salary by contribution assumption: employee only about $915,500 at 4% or $610,333 at 6%; with 50% employer match about $610,333 at 4% or $406,889 at 6%; with 100% employer match about $457,750 at 4% or $305,167 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$41,550$36,620$36,620iApproximate average salary by contribution assumption: employee only about $915,500 at 4% or $610,333 at 6%; with 50% employer match about $610,333 at 4% or $406,889 at 6%; with 100% employer match about $457,750 at 4% or $305,167 at 6%.
201011$23,638$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
Analytic Wealth Strategies Inc. 401(K) Plan-1$23,638$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.