Civic Intelligence

Ailsa Capital Management Inc.

Plan context: Ailsa Capital Management Inc 401(K) Profit Sharing Plan

EIN 27-3973535 • Draper, UT • 19 filings • 2 plans

272 E. 12200 S., Suite 100Draper, UT 84020
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,136,959

2024 Contributions

$24,605

Historical Graphs

Total Assets Over Time

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

$3,136,959$1,568,480$0201120182024YearValue
$3,136,959Latest year 2024

Participants Over Time

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

740201120182024YearValue
5Latest year 2024

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
202425$3,136,959$24,605$4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$2,165,247$24,605$4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%.
Ailsa Capital Management Inc. Cash Balance Plan & Trust-3$971,712--
202325$2,820,048$567,323$113,465iApproximate average salary by contribution assumption: employee only about $2,836,615 at 4% or $1,891,077 at 6%; with 50% employer match about $1,891,077 at 4% or $1,260,718 at 6%; with 100% employer match about $1,418,308 at 4% or $945,538 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$1,862,563$149,018$29,804iApproximate average salary by contribution assumption: employee only about $745,090 at 4% or $496,727 at 6%; with 50% employer match about $496,727 at 4% or $331,151 at 6%; with 100% employer match about $372,545 at 4% or $248,363 at 6%.
Ailsa Capital Management Inc. Cash Balance Plan & Trust-3$957,485$418,305$139,435iApproximate average salary by contribution assumption: employee only about $3,485,875 at 4% or $2,323,917 at 6%; with 50% employer match about $2,323,917 at 4% or $1,549,278 at 6%; with 100% employer match about $1,742,938 at 4% or $1,161,958 at 6%.
202225$1,926,320$343,389$68,678iApproximate average salary by contribution assumption: employee only about $1,716,945 at 4% or $1,144,630 at 6%; with 50% employer match about $1,144,630 at 4% or $763,087 at 6%; with 100% employer match about $858,473 at 4% or $572,315 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$1,400,710$138,282$27,656iApproximate average salary by contribution assumption: employee only about $691,410 at 4% or $460,940 at 6%; with 50% employer match about $460,940 at 4% or $307,293 at 6%; with 100% employer match about $345,705 at 4% or $230,470 at 6%.
Ailsa Capital Management Inc. Cash Balance Plan & Trust-3$525,610$205,107$68,369iApproximate average salary by contribution assumption: employee only about $1,709,225 at 4% or $1,139,483 at 6%; with 50% employer match about $1,139,483 at 4% or $759,656 at 6%; with 100% employer match about $854,613 at 4% or $569,742 at 6%.
202125$1,959,385$299,867$59,973iApproximate average salary by contribution assumption: employee only about $1,499,335 at 4% or $999,557 at 6%; with 50% employer match about $999,557 at 4% or $666,371 at 6%; with 100% employer match about $749,668 at 4% or $499,778 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$1,621,672$122,807$24,561iApproximate average salary by contribution assumption: employee only about $614,035 at 4% or $409,357 at 6%; with 50% employer match about $409,357 at 4% or $272,904 at 6%; with 100% employer match about $307,018 at 4% or $204,678 at 6%.
Ailsa Capital Management Inc. Cash Balance Plan & Trust-3$337,713$177,060$59,020iApproximate average salary by contribution assumption: employee only about $1,475,500 at 4% or $983,667 at 6%; with 50% employer match about $983,667 at 4% or $655,778 at 6%; with 100% employer match about $737,750 at 4% or $491,833 at 6%.
202025$1,419,944$275,351$55,070iApproximate average salary by contribution assumption: employee only about $1,376,755 at 4% or $917,837 at 6%; with 50% employer match about $917,837 at 4% or $611,891 at 6%; with 100% employer match about $688,378 at 4% or $458,918 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$1,262,560$117,967$23,593iApproximate average salary by contribution assumption: employee only about $589,835 at 4% or $393,223 at 6%; with 50% employer match about $393,223 at 4% or $262,149 at 6%; with 100% employer match about $294,918 at 4% or $196,612 at 6%.
Ailsa Capital Management Inc. Cash Balance Plan & Trust-4$157,384$157,384$39,346iApproximate average salary by contribution assumption: employee only about $983,650 at 4% or $655,767 at 6%; with 50% employer match about $655,767 at 4% or $437,178 at 6%; with 100% employer match about $491,825 at 4% or $327,883 at 6%.
201916$952,697$99,794$16,632iApproximate average salary by contribution assumption: employee only about $415,808 at 4% or $277,206 at 6%; with 50% employer match about $277,206 at 4% or $184,804 at 6%; with 100% employer match about $207,904 at 4% or $138,603 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-6$952,697$99,794$16,632iApproximate average salary by contribution assumption: employee only about $415,808 at 4% or $277,206 at 6%; with 50% employer match about $277,206 at 4% or $184,804 at 6%; with 100% employer match about $207,904 at 4% or $138,603 at 6%.
201817$674,028$93,784$13,398iApproximate average salary by contribution assumption: employee only about $334,943 at 4% or $223,295 at 6%; with 50% employer match about $223,295 at 4% or $148,863 at 6%; with 100% employer match about $167,471 at 4% or $111,648 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-7$674,028$93,784$13,398iApproximate average salary by contribution assumption: employee only about $334,943 at 4% or $223,295 at 6%; with 50% employer match about $223,295 at 4% or $148,863 at 6%; with 100% employer match about $167,471 at 4% or $111,648 at 6%.
201717$629,061$91,674$13,096iApproximate average salary by contribution assumption: employee only about $327,407 at 4% or $218,271 at 6%; with 50% employer match about $218,271 at 4% or $145,514 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-7$629,061$91,674$13,096iApproximate average salary by contribution assumption: employee only about $327,407 at 4% or $218,271 at 6%; with 50% employer match about $218,271 at 4% or $145,514 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
201617$461,308$84,850$12,121iApproximate average salary by contribution assumption: employee only about $303,036 at 4% or $202,024 at 6%; with 50% employer match about $202,024 at 4% or $134,683 at 6%; with 100% employer match about $151,518 at 4% or $101,012 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-7$461,308$84,850$12,121iApproximate average salary by contribution assumption: employee only about $303,036 at 4% or $202,024 at 6%; with 50% employer match about $202,024 at 4% or $134,683 at 6%; with 100% employer match about $151,518 at 4% or $101,012 at 6%.
201515$366,928$67,337$13,467iApproximate average salary by contribution assumption: employee only about $336,685 at 4% or $224,457 at 6%; with 50% employer match about $224,457 at 4% or $149,638 at 6%; with 100% employer match about $168,343 at 4% or $112,228 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-5$366,928$67,337$13,467iApproximate average salary by contribution assumption: employee only about $336,685 at 4% or $224,457 at 6%; with 50% employer match about $224,457 at 4% or $149,638 at 6%; with 100% employer match about $168,343 at 4% or $112,228 at 6%.
201414$307,080$76,200$19,050iApproximate average salary by contribution assumption: employee only about $476,250 at 4% or $317,500 at 6%; with 50% employer match about $317,500 at 4% or $211,667 at 6%; with 100% employer match about $238,125 at 4% or $158,750 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-4$307,080$76,200$19,050iApproximate average salary by contribution assumption: employee only about $476,250 at 4% or $317,500 at 6%; with 50% employer match about $317,500 at 4% or $211,667 at 6%; with 100% employer match about $238,125 at 4% or $158,750 at 6%.
201314$221,709$55,410$13,853iApproximate average salary by contribution assumption: employee only about $346,313 at 4% or $230,875 at 6%; with 50% employer match about $230,875 at 4% or $153,917 at 6%; with 100% employer match about $173,156 at 4% or $115,438 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-4$221,709$55,410$13,853iApproximate average salary by contribution assumption: employee only about $346,313 at 4% or $230,875 at 6%; with 50% employer match about $230,875 at 4% or $153,917 at 6%; with 100% employer match about $173,156 at 4% or $115,438 at 6%.
201214$229,257$25,670$6,418iApproximate average salary by contribution assumption: employee only about $160,438 at 4% or $106,958 at 6%; with 50% employer match about $106,958 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,479 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-4$229,257$25,670$6,418iApproximate average salary by contribution assumption: employee only about $160,438 at 4% or $106,958 at 6%; with 50% employer match about $106,958 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,479 at 6%.
201114$215,474$24,800$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
Ailsa Capital Management Inc 401(K) Profit Sharing Plan-4$215,474$24,800$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.