Civic Intelligence

Asset Management Solutions

Plan context: Asset Management Solutions 401K Profit Sharing Plan & Trust

EIN 33-0736083 • Vista, CA • 11 filings • 3 plans

550 W. Vista Way, Suite 301Vista, CA 92083-5713
Current Snapshot

Latest Year

2010

2010 Participants

14

2010 Assets

$526,074

2010 Contributions

$51,399

Historical Graphs

Total Assets Over Time

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

$526,074$263,037$0199920052010YearValue
$526,074Latest year 2010

Participants Over Time

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

36180199920052010YearValue
14Latest 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
2010114$526,074$51,399$3,671iApproximate average salary by contribution assumption: employee only about $91,784 at 4% or $61,189 at 6%; with 50% employer match about $61,189 at 4% or $40,793 at 6%; with 100% employer match about $45,892 at 4% or $30,595 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-14$526,074$51,399$3,671iApproximate average salary by contribution assumption: employee only about $91,784 at 4% or $61,189 at 6%; with 50% employer match about $61,189 at 4% or $40,793 at 6%; with 100% employer match about $45,892 at 4% or $30,595 at 6%.
2009129$483,423$67,419$2,325iApproximate average salary by contribution assumption: employee only about $58,120 at 4% or $38,747 at 6%; with 50% employer match about $38,747 at 4% or $25,831 at 6%; with 100% employer match about $29,060 at 4% or $19,373 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-29$483,423$67,419$2,325iApproximate average salary by contribution assumption: employee only about $58,120 at 4% or $38,747 at 6%; with 50% employer match about $38,747 at 4% or $25,831 at 6%; with 100% employer match about $29,060 at 4% or $19,373 at 6%.
2008136$352,099$101,277$2,813iApproximate average salary by contribution assumption: employee only about $70,331 at 4% or $46,888 at 6%; with 50% employer match about $46,888 at 4% or $31,258 at 6%; with 100% employer match about $35,166 at 4% or $23,444 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-36$352,099$101,277$2,813iApproximate average salary by contribution assumption: employee only about $70,331 at 4% or $46,888 at 6%; with 50% employer match about $46,888 at 4% or $31,258 at 6%; with 100% employer match about $35,166 at 4% or $23,444 at 6%.
2007130$452,266$104,920$3,497iApproximate average salary by contribution assumption: employee only about $87,433 at 4% or $58,289 at 6%; with 50% employer match about $58,289 at 4% or $38,859 at 6%; with 100% employer match about $43,717 at 4% or $29,144 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-30$452,266$104,920$3,497iApproximate average salary by contribution assumption: employee only about $87,433 at 4% or $58,289 at 6%; with 50% employer match about $58,289 at 4% or $38,859 at 6%; with 100% employer match about $43,717 at 4% or $29,144 at 6%.
2006122$355,406$84,193$3,827iApproximate average salary by contribution assumption: employee only about $95,674 at 4% or $63,783 at 6%; with 50% employer match about $63,783 at 4% or $42,522 at 6%; with 100% employer match about $47,837 at 4% or $31,891 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-22$355,406$84,193$3,827iApproximate average salary by contribution assumption: employee only about $95,674 at 4% or $63,783 at 6%; with 50% employer match about $63,783 at 4% or $42,522 at 6%; with 100% employer match about $47,837 at 4% or $31,891 at 6%.
2005119$243,054$59,247$3,118iApproximate average salary by contribution assumption: employee only about $77,957 at 4% or $51,971 at 6%; with 50% employer match about $51,971 at 4% or $34,647 at 6%; with 100% employer match about $38,978 at 4% or $25,986 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-19$243,054$59,247$3,118iApproximate average salary by contribution assumption: employee only about $77,957 at 4% or $51,971 at 6%; with 50% employer match about $51,971 at 4% or $34,647 at 6%; with 100% employer match about $38,978 at 4% or $25,986 at 6%.
2004118$213,979$46,107$2,562iApproximate average salary by contribution assumption: employee only about $64,038 at 4% or $42,692 at 6%; with 50% employer match about $42,692 at 4% or $28,461 at 6%; with 100% employer match about $32,019 at 4% or $21,346 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-18$213,979$46,107$2,562iApproximate average salary by contribution assumption: employee only about $64,038 at 4% or $42,692 at 6%; with 50% employer match about $42,692 at 4% or $28,461 at 6%; with 100% employer match about $32,019 at 4% or $21,346 at 6%.
2003116$148,438$33,321$2,083iApproximate average salary by contribution assumption: employee only about $52,064 at 4% or $34,709 at 6%; with 50% employer match about $34,709 at 4% or $23,140 at 6%; with 100% employer match about $26,032 at 4% or $17,355 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-16$148,438$33,321$2,083iApproximate average salary by contribution assumption: employee only about $52,064 at 4% or $34,709 at 6%; with 50% employer match about $34,709 at 4% or $23,140 at 6%; with 100% employer match about $26,032 at 4% or $17,355 at 6%.
2002114$90,680$33,974$2,427iApproximate average salary by contribution assumption: employee only about $60,668 at 4% or $40,445 at 6%; with 50% employer match about $40,445 at 4% or $26,963 at 6%; with 100% employer match about $30,334 at 4% or $20,223 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-14$90,680$33,974$2,427iApproximate average salary by contribution assumption: employee only about $60,668 at 4% or $40,445 at 6%; with 50% employer match about $40,445 at 4% or $26,963 at 6%; with 100% employer match about $30,334 at 4% or $20,223 at 6%.
2001112$68,839$34,702$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,131 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-12$68,839$34,702$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,131 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
199916$17,395$16,219$2,703iApproximate average salary by contribution assumption: employee only about $67,579 at 4% or $45,053 at 6%; with 50% employer match about $45,053 at 4% or $30,035 at 6%; with 100% employer match about $33,790 at 4% or $22,526 at 6%.
Asset Management Solutions 401K Profit Sharing Plan & Trust-6$17,395$16,219$2,703iApproximate average salary by contribution assumption: employee only about $67,579 at 4% or $45,053 at 6%; with 50% employer match about $45,053 at 4% or $30,035 at 6%; with 100% employer match about $33,790 at 4% or $22,526 at 6%.