Civic Intelligence

David a Schlabach

Plan context: Mutual Fund Group

EIN 34-1191274 • Hartville, OH • 19 filings • 4 plans

5321 Pinedale StHartville, OH 44632
Current Snapshot

Latest Year

2017

2017 Participants

14

2017 Assets

$3,570,906

2017 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$3,570,906$1,785,453$0199920102017YearValue
$3,570,906Latest year 2017

Participants Over Time

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

1470199920092017YearValue
14Latest year 2017

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
2017114$3,570,906$25,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
Mutual Fund Group-14$3,570,906$25,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
2016113$3,138,997$80,000$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
Mutual Fund Group-13$3,138,997$80,000$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
201519$2,896,561$44,500$4,944iApproximate average salary by contribution assumption: employee only about $123,611 at 4% or $82,407 at 6%; with 50% employer match about $82,407 at 4% or $54,938 at 6%; with 100% employer match about $61,806 at 4% or $41,204 at 6%.
Mutual Fund Group-9$2,896,561$44,500$4,944iApproximate average salary by contribution assumption: employee only about $123,611 at 4% or $82,407 at 6%; with 50% employer match about $82,407 at 4% or $54,938 at 6%; with 100% employer match about $61,806 at 4% or $41,204 at 6%.
201418$2,961,151$57,000$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Mutual Fund Group-8$2,961,151$57,000$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
2013110$2,732,334$47,560$4,756iApproximate average salary by contribution assumption: employee only about $118,900 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,844 at 6%; with 100% employer match about $59,450 at 4% or $39,633 at 6%.
Mutual Fund Group-10$2,732,334$47,560$4,756iApproximate average salary by contribution assumption: employee only about $118,900 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,844 at 6%; with 100% employer match about $59,450 at 4% or $39,633 at 6%.
201219$2,362,458$53,859$5,984iApproximate average salary by contribution assumption: employee only about $149,608 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,804 at 4% or $49,869 at 6%.
Mutual Fund Group-9$2,362,458$53,859$5,984iApproximate average salary by contribution assumption: employee only about $149,608 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,804 at 4% or $49,869 at 6%.
201119$1,994,538$55,057$6,117iApproximate average salary by contribution assumption: employee only about $152,936 at 4% or $101,957 at 6%; with 50% employer match about $101,957 at 4% or $67,972 at 6%; with 100% employer match about $76,468 at 4% or $50,979 at 6%.
Mutual Fund Group-9$1,994,538$55,057$6,117iApproximate average salary by contribution assumption: employee only about $152,936 at 4% or $101,957 at 6%; with 50% employer match about $101,957 at 4% or $67,972 at 6%; with 100% employer match about $76,468 at 4% or $50,979 at 6%.
2010110$1,628,702$54,454$5,445iApproximate average salary by contribution assumption: employee only about $136,135 at 4% or $90,757 at 6%; with 50% employer match about $90,757 at 4% or $60,504 at 6%; with 100% employer match about $68,068 at 4% or $45,378 at 6%.
Mutual Fund Group-10$1,628,702$54,454$5,445iApproximate average salary by contribution assumption: employee only about $136,135 at 4% or $90,757 at 6%; with 50% employer match about $90,757 at 4% or $60,504 at 6%; with 100% employer match about $68,068 at 4% or $45,378 at 6%.
200918$1,645,106$48,670$6,084iApproximate average salary by contribution assumption: employee only about $152,094 at 4% or $101,396 at 6%; with 50% employer match about $101,396 at 4% or $67,597 at 6%; with 100% employer match about $76,047 at 4% or $50,698 at 6%.
Mutual Fund Group-8$1,645,106$48,670$6,084iApproximate average salary by contribution assumption: employee only about $152,094 at 4% or $101,396 at 6%; with 50% employer match about $101,396 at 4% or $67,597 at 6%; with 100% employer match about $76,047 at 4% or $50,698 at 6%.
200816$1,166,673$14,296$2,383iApproximate average salary by contribution assumption: employee only about $59,567 at 4% or $39,711 at 6%; with 50% employer match about $39,711 at 4% or $26,474 at 6%; with 100% employer match about $29,783 at 4% or $19,856 at 6%.
Mutual Fund Group-6$1,166,673$14,296$2,383iApproximate average salary by contribution assumption: employee only about $59,567 at 4% or $39,711 at 6%; with 50% employer match about $39,711 at 4% or $26,474 at 6%; with 100% employer match about $29,783 at 4% or $19,856 at 6%.
200718$0$0-
Mutual Fund Group-8---
200612$1,777,557$53,561$26,781iApproximate average salary by contribution assumption: employee only about $669,513 at 4% or $446,342 at 6%; with 50% employer match about $446,342 at 4% or $297,561 at 6%; with 100% employer match about $334,756 at 4% or $223,171 at 6%.
Mutual Fund Group-2$1,777,557$53,561$26,781iApproximate average salary by contribution assumption: employee only about $669,513 at 4% or $446,342 at 6%; with 50% employer match about $446,342 at 4% or $297,561 at 6%; with 100% employer match about $334,756 at 4% or $223,171 at 6%.
200512$1,462,230$54,221$27,111iApproximate average salary by contribution assumption: employee only about $677,763 at 4% or $451,842 at 6%; with 50% employer match about $451,842 at 4% or $301,228 at 6%; with 100% employer match about $338,881 at 4% or $225,921 at 6%.
Mutual Fund Group-2$1,462,230$54,221$27,111iApproximate average salary by contribution assumption: employee only about $677,763 at 4% or $451,842 at 6%; with 50% employer match about $451,842 at 4% or $301,228 at 6%; with 100% employer match about $338,881 at 4% or $225,921 at 6%.
200411$1,254,326$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Mutual Fund Group-1$1,254,326$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200311$985,914$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Mutual Fund Group-1$985,914$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200211$649,129$0-
Mutual Fund Group-1$649,129--
200110$0$0-
Mutual Fund Group-0---
200011$0$0-
Mutual Fund Group-1---
199912$665,912$25,635$12,818iApproximate average salary by contribution assumption: employee only about $320,438 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,417 at 6%; with 100% employer match about $160,219 at 4% or $106,813 at 6%.
Mutual Fund Group-2$665,912$25,635$12,818iApproximate average salary by contribution assumption: employee only about $320,438 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,417 at 6%; with 100% employer match about $160,219 at 4% or $106,813 at 6%.