Civic Intelligence

CLEVERLEY AND ASSOCIATES

Plan context: Cleverley & Associates 401K Profit Sharing Plan

EIN 31-1458335 • 7 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

18

2006 Assets

$760,911

2006 Contributions

$224,552

Historical Graphs

Total Assets Over Time

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

$760,911$380,456$0200020042006YearValue
$760,911Latest year 2006

Participants Over Time

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

1890200020032006YearValue
18Latest year 2006

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
2006118$760,911$224,552$12,475iApproximate average salary by contribution assumption: employee only about $311,878 at 4% or $207,919 at 6%; with 50% employer match about $207,919 at 4% or $138,612 at 6%; with 100% employer match about $155,939 at 4% or $103,959 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-18$760,911$224,552$12,475iApproximate average salary by contribution assumption: employee only about $311,878 at 4% or $207,919 at 6%; with 50% employer match about $207,919 at 4% or $138,612 at 6%; with 100% employer match about $155,939 at 4% or $103,959 at 6%.
2005117$494,378$164,668$9,686iApproximate average salary by contribution assumption: employee only about $242,159 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,720 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-17$494,378$164,668$9,686iApproximate average salary by contribution assumption: employee only about $242,159 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,720 at 6%.
2004113$306,508$129,543$9,965iApproximate average salary by contribution assumption: employee only about $249,121 at 4% or $166,081 at 6%; with 50% employer match about $166,081 at 4% or $110,721 at 6%; with 100% employer match about $124,561 at 4% or $83,040 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-13$306,508$129,543$9,965iApproximate average salary by contribution assumption: employee only about $249,121 at 4% or $166,081 at 6%; with 50% employer match about $166,081 at 4% or $110,721 at 6%; with 100% employer match about $124,561 at 4% or $83,040 at 6%.
2003110$153,627$54,694$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-10$153,627$54,694$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
2002110$0$0-
Cleverley & Associates 401K Profit Sharing Plan-10---
200119$65,752$53,803$5,978iApproximate average salary by contribution assumption: employee only about $149,453 at 4% or $99,635 at 6%; with 50% employer match about $99,635 at 4% or $66,423 at 6%; with 100% employer match about $74,726 at 4% or $49,818 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-9$65,752$53,803$5,978iApproximate average salary by contribution assumption: employee only about $149,453 at 4% or $99,635 at 6%; with 50% employer match about $99,635 at 4% or $66,423 at 6%; with 100% employer match about $74,726 at 4% or $49,818 at 6%.
2000110$32,064$34,743$3,474iApproximate average salary by contribution assumption: employee only about $86,858 at 4% or $57,905 at 6%; with 50% employer match about $57,905 at 4% or $38,603 at 6%; with 100% employer match about $43,429 at 4% or $28,953 at 6%.
Cleverley & Associates 401K Profit Sharing Plan-10$32,064$34,743$3,474iApproximate average salary by contribution assumption: employee only about $86,858 at 4% or $57,905 at 6%; with 50% employer match about $57,905 at 4% or $38,603 at 6%; with 100% employer match about $43,429 at 4% or $28,953 at 6%.