Civic Intelligence

ADVISORY SERVICES, INC. RETIREMENT PLAN

Plan context: Advisory Services Inc. Retirement Plan

EIN 34-0838532 • Cleveland, OH • 26 filings • 4 plans

C/O Mcdonald Hopkins Llc600 Superior Avenue,E. Suite 2100Cleveland, OH 44114
Current Snapshot

Latest Year

2011

2011 Participants

33

2011 Assets

$62,189

2011 Contributions

$88,313

Historical Graphs

Total Assets Over Time

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

$2,918,911$1,459,456$0199920052011YearValue
$62,189Latest year 2011

Participants Over Time

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

33170199920052011YearValue
33Latest year 2011

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
2011333$62,189$0-
Advisory Services Inc. Retirement Plan-33$62,189--
Advisory Services Inc. 401K Plan-0$0--
Advisory Services Inc. Retirement Plan-0$0--
2010233$2,918,911$88,313$2,676iApproximate average salary by contribution assumption: employee only about $66,904 at 4% or $44,603 at 6%; with 50% employer match about $44,603 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,301 at 6%.
Advisory Services Inc. Retirement Plan-33$2,496,019$4,594$139iApproximate average salary by contribution assumption: employee only about $3,480 at 4% or $2,320 at 6%; with 50% employer match about $2,320 at 4% or $1,547 at 6%; with 100% employer match about $1,740 at 4% or $1,160 at 6%.
Advisory Services Inc. 401K Plan-9$422,892$83,719$9,302iApproximate average salary by contribution assumption: employee only about $232,553 at 4% or $155,035 at 6%; with 50% employer match about $155,035 at 4% or $103,357 at 6%; with 100% employer match about $116,276 at 4% or $77,518 at 6%.
2009233$2,754,407$447,969$13,575iApproximate average salary by contribution assumption: employee only about $339,370 at 4% or $226,247 at 6%; with 50% employer match about $226,247 at 4% or $150,831 at 6%; with 100% employer match about $169,685 at 4% or $113,123 at 6%.
Advisory Services Inc. Retirement Plan-33$2,446,858$393,016$11,910iApproximate average salary by contribution assumption: employee only about $297,739 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,246 at 6%.
Advisory Services Inc. 401K Plan-9$307,549$54,953$6,106iApproximate average salary by contribution assumption: employee only about $152,647 at 4% or $101,765 at 6%; with 50% employer match about $101,765 at 4% or $67,843 at 6%; with 100% employer match about $76,324 at 4% or $50,882 at 6%.
200829$2,041,942$375,894$41,766iApproximate average salary by contribution assumption: employee only about $1,044,150 at 4% or $696,100 at 6%; with 50% employer match about $696,100 at 4% or $464,067 at 6%; with 100% employer match about $522,075 at 4% or $348,050 at 6%.
Advisory Services Inc. Retirement Plan-7$1,850,155$328,626$46,947iApproximate average salary by contribution assumption: employee only about $1,173,664 at 4% or $782,443 at 6%; with 50% employer match about $782,443 at 4% or $521,629 at 6%; with 100% employer match about $586,832 at 4% or $391,221 at 6%.
Advisory Services Inc. 401K Plan-9$191,787$47,268$5,252iApproximate average salary by contribution assumption: employee only about $131,300 at 4% or $87,533 at 6%; with 50% employer match about $87,533 at 4% or $58,356 at 6%; with 100% employer match about $65,650 at 4% or $43,767 at 6%.
200729$249,939$36,626$4,070iApproximate average salary by contribution assumption: employee only about $101,739 at 4% or $67,826 at 6%; with 50% employer match about $67,826 at 4% or $45,217 at 6%; with 100% employer match about $50,869 at 4% or $33,913 at 6%.
Advisory Services Inc. 401K Plan-9$249,939$36,626$4,070iApproximate average salary by contribution assumption: employee only about $101,739 at 4% or $67,826 at 6%; with 50% employer match about $67,826 at 4% or $45,217 at 6%; with 100% employer match about $50,869 at 4% or $33,913 at 6%.
Advisory Services Inc. Retirement Plan-7---
2006211$2,735,407$220,336$20,031iApproximate average salary by contribution assumption: employee only about $500,764 at 4% or $333,842 at 6%; with 50% employer match about $333,842 at 4% or $222,562 at 6%; with 100% employer match about $250,382 at 4% or $166,921 at 6%.
Advisory Services Inc. Retirement Plan-8$2,514,414$179,585$22,448iApproximate average salary by contribution assumption: employee only about $561,203 at 4% or $374,135 at 6%; with 50% employer match about $374,135 at 4% or $249,424 at 6%; with 100% employer match about $280,602 at 4% or $187,068 at 6%.
Advisory Services Inc. 401K Plan-11$220,993$40,751$3,705iApproximate average salary by contribution assumption: employee only about $92,616 at 4% or $61,744 at 6%; with 50% employer match about $61,744 at 4% or $41,163 at 6%; with 100% employer match about $46,308 at 4% or $30,872 at 6%.
2005211$2,454,680$203,405$18,491iApproximate average salary by contribution assumption: employee only about $462,284 at 4% or $308,189 at 6%; with 50% employer match about $308,189 at 4% or $205,460 at 6%; with 100% employer match about $231,142 at 4% or $154,095 at 6%.
Advisory Services Inc. Retirement Plan-8$2,294,375$162,459$20,307iApproximate average salary by contribution assumption: employee only about $507,684 at 4% or $338,456 at 6%; with 50% employer match about $338,456 at 4% or $225,638 at 6%; with 100% employer match about $253,842 at 4% or $169,228 at 6%.
Advisory Services Inc. 401K Plan-11$160,305$40,946$3,722iApproximate average salary by contribution assumption: employee only about $93,059 at 4% or $62,039 at 6%; with 50% employer match about $62,039 at 4% or $41,360 at 6%; with 100% employer match about $46,530 at 4% or $31,020 at 6%.
2004110$120,708$21,080$2,108iApproximate average salary by contribution assumption: employee only about $52,700 at 4% or $35,133 at 6%; with 50% employer match about $35,133 at 4% or $23,422 at 6%; with 100% employer match about $26,350 at 4% or $17,567 at 6%.
Advisory Services Inc. 401K Plan-10$120,708$21,080$2,108iApproximate average salary by contribution assumption: employee only about $52,700 at 4% or $35,133 at 6%; with 50% employer match about $35,133 at 4% or $23,422 at 6%; with 100% employer match about $26,350 at 4% or $17,567 at 6%.
2003211$2,263,380$207,032$18,821iApproximate average salary by contribution assumption: employee only about $470,527 at 4% or $313,685 at 6%; with 50% employer match about $313,685 at 4% or $209,123 at 6%; with 100% employer match about $235,264 at 4% or $156,842 at 6%.
Advisory Services Inc. Retirement Plan-10$2,134,337$180,745$18,075iApproximate average salary by contribution assumption: employee only about $451,863 at 4% or $301,242 at 6%; with 50% employer match about $301,242 at 4% or $200,828 at 6%; with 100% employer match about $225,931 at 4% or $150,621 at 6%.
Advisory Services Inc. 401K Plan-11$129,043$26,287$2,390iApproximate average salary by contribution assumption: employee only about $59,743 at 4% or $39,829 at 6%; with 50% employer match about $39,829 at 4% or $26,553 at 6%; with 100% employer match about $29,872 at 4% or $19,914 at 6%.
2002210$1,897,691$230,434$23,043iApproximate average salary by contribution assumption: employee only about $576,085 at 4% or $384,057 at 6%; with 50% employer match about $384,057 at 4% or $256,038 at 6%; with 100% employer match about $288,043 at 4% or $192,028 at 6%.
Advisory Services Inc. Retirement Plan-10$1,805,434$201,349$20,135iApproximate average salary by contribution assumption: employee only about $503,373 at 4% or $335,582 at 6%; with 50% employer match about $335,582 at 4% or $223,721 at 6%; with 100% employer match about $251,686 at 4% or $167,791 at 6%.
Advisory Services Inc. 401K Plan-10$92,257$29,085$2,909iApproximate average salary by contribution assumption: employee only about $72,713 at 4% or $48,475 at 6%; with 50% employer match about $48,475 at 4% or $32,317 at 6%; with 100% employer match about $36,356 at 4% or $24,238 at 6%.
2001212$94,648$36,126$3,011iApproximate average salary by contribution assumption: employee only about $75,263 at 4% or $50,175 at 6%; with 50% employer match about $50,175 at 4% or $33,450 at 6%; with 100% employer match about $37,631 at 4% or $25,088 at 6%.
Advisory Services Inc. 401K Plan-12$94,648$36,126$3,011iApproximate average salary by contribution assumption: employee only about $75,263 at 4% or $50,175 at 6%; with 50% employer match about $50,175 at 4% or $33,450 at 6%; with 100% employer match about $37,631 at 4% or $25,088 at 6%.
Advisory Services Inc. Retirement Plan-12---
2000212$2,524,172$93,590$7,799iApproximate average salary by contribution assumption: employee only about $194,979 at 4% or $129,986 at 6%; with 50% employer match about $129,986 at 4% or $86,657 at 6%; with 100% employer match about $97,490 at 4% or $64,993 at 6%.
Advisory Services Inc. Retirement Plan-12$2,450,219$58,378$4,865iApproximate average salary by contribution assumption: employee only about $121,621 at 4% or $81,081 at 6%; with 50% employer match about $81,081 at 4% or $54,054 at 6%; with 100% employer match about $60,810 at 4% or $40,540 at 6%.
Advisory Services Inc. 401K Plan-12$73,953$35,212$2,934iApproximate average salary by contribution assumption: employee only about $73,358 at 4% or $48,906 at 6%; with 50% employer match about $48,906 at 4% or $32,604 at 6%; with 100% employer match about $36,679 at 4% or $24,453 at 6%.
1999211$2,811,057$118,958$10,814iApproximate average salary by contribution assumption: employee only about $270,359 at 4% or $180,239 at 6%; with 50% employer match about $180,239 at 4% or $120,160 at 6%; with 100% employer match about $135,180 at 4% or $90,120 at 6%.
Advisory Services Inc. Retirement Plan-11$2,758,795$86,862$7,897iApproximate average salary by contribution assumption: employee only about $197,414 at 4% or $131,609 at 6%; with 50% employer match about $131,609 at 4% or $87,739 at 6%; with 100% employer match about $98,707 at 4% or $65,805 at 6%.
Advisory Services Inc. 401K Plan-11$52,262$32,096$2,918iApproximate average salary by contribution assumption: employee only about $72,945 at 4% or $48,630 at 6%; with 50% employer match about $48,630 at 4% or $32,420 at 6%; with 100% employer match about $36,473 at 4% or $24,315 at 6%.