Aim Advisory Inc.
Plan context: Aim Advisory Inc. Retirement Plan
EIN 27-2054029 • Rosemead, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$138,726
2017 Contributions
$44,154
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Aim Advisory Inc. Retirement Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 3 | $138,726 | $44,154 | $14,718iApproximate average salary by contribution assumption: employee only about $367,950 at 4% or $245,300 at 6%; with 50% employer match about $245,300 at 4% or $163,533 at 6%; with 100% employer match about $183,975 at 4% or $122,650 at 6%. |
| Aim Advisory Inc. Retirement Plan | - | 3 | $138,726 | $44,154 | $14,718iApproximate average salary by contribution assumption: employee only about $367,950 at 4% or $245,300 at 6%; with 50% employer match about $245,300 at 4% or $163,533 at 6%; with 100% employer match about $183,975 at 4% or $122,650 at 6%. |
| 2015 | 1 | 5 | $98,799 | $47,148 | $9,430iApproximate average salary by contribution assumption: employee only about $235,740 at 4% or $157,160 at 6%; with 50% employer match about $157,160 at 4% or $104,773 at 6%; with 100% employer match about $117,870 at 4% or $78,580 at 6%. |
| Aim Advisory Inc. Retirement Plan | - | 5 | $98,799 | $47,148 | $9,430iApproximate average salary by contribution assumption: employee only about $235,740 at 4% or $157,160 at 6%; with 50% employer match about $157,160 at 4% or $104,773 at 6%; with 100% employer match about $117,870 at 4% or $78,580 at 6%. |
| 2014 | 1 | 5 | $52,502 | $51,738 | $10,348iApproximate average salary by contribution assumption: employee only about $258,690 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,973 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%. |
| Aim Advisory Inc. Retirement Plan | - | 5 | $52,502 | $51,738 | $10,348iApproximate average salary by contribution assumption: employee only about $258,690 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,973 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%. |