Civic Intelligence

Settles Asset Management Inc.

Plan context: Settles Asset Management Inc. 401K Profit Sharing Plan

EIN 27-3918864 • 2 filings • 1 plans

Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$39,923

2011 Contributions

$39,948

Historical Graphs

Total Assets Over Time

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

$39,923$19,962$02010YearValue
$39,923Latest year 2010

Participants Over Time

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

1102010YearValue
1Latest 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
201110$0$0-
Settles Asset Management Inc. 401K Profit Sharing Plan-0---
201011$39,923$39,948$39,948iApproximate average salary by contribution assumption: employee only about $998,700 at 4% or $665,800 at 6%; with 50% employer match about $665,800 at 4% or $443,867 at 6%; with 100% employer match about $499,350 at 4% or $332,900 at 6%.
Settles Asset Management Inc. 401K Profit Sharing Plan-1$39,923$39,948$39,948iApproximate average salary by contribution assumption: employee only about $998,700 at 4% or $665,800 at 6%; with 50% employer match about $665,800 at 4% or $443,867 at 6%; with 100% employer match about $499,350 at 4% or $332,900 at 6%.