Accretive Investments LLC
Plan context: Accretive Investments LLC Retirement Savings Plan
EIN 33-0646498 • 12 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$978,234
2004 Contributions
$92,786
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 0 | $0 | $0 | - |
| Accretive Investments LLC Money Purchase Plan | - | 0 | - | - | - |
| Accretive Investments LLC Retirement Savings Plan | - | 0 | - | - | - |
| 2003 | 2 | 3 | $978,234 | $0 | - |
| Accretive Investments LLC Retirement Savings Plan | - | 3 | $613,746 | - | - |
| Accretive Investments LLC Money Purchase Plan | - | 3 | $364,488 | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Accretive Investments LLC Retirement Savings Plan | - | 0 | - | - | - |
| Accretive Investments LLC Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $334,652 | $0 | - |
| Accretive Investments LLC Retirement Savings Plan | - | 3 | $334,652 | - | - |
| Accretive Investments LLC Money Purchase Plan | - | 3 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Accretive Investments LLC Money Purchase Plan | - | 4 | - | - | - |
| Accretive Investments LLC Retirement Savings Plan | - | 4 | - | - | - |
| 1999 | 2 | 4 | $348,330 | $92,786 | $23,197iApproximate average salary by contribution assumption: employee only about $579,913 at 4% or $386,608 at 6%; with 50% employer match about $386,608 at 4% or $257,739 at 6%; with 100% employer match about $289,956 at 4% or $193,304 at 6%. |
| Accretive Investments LLC Retirement Savings Plan | - | 4 | $220,439 | $61,941 | $15,485iApproximate average salary by contribution assumption: employee only about $387,131 at 4% or $258,088 at 6%; with 50% employer match about $258,088 at 4% or $172,058 at 6%; with 100% employer match about $193,566 at 4% or $129,044 at 6%. |
| Accretive Investments LLC Money Purchase Plan | - | 4 | $127,891 | $30,845 | $7,711iApproximate average salary by contribution assumption: employee only about $192,781 at 4% or $128,521 at 6%; with 50% employer match about $128,521 at 4% or $85,681 at 6%; with 100% employer match about $96,391 at 4% or $64,260 at 6%. |