Civic Intelligence

ADVIZEX TECHOLOGIES LLC

Plan context: Advizex Technologies LLC 401K Profit Sharing Plan & Trust

EIN 34-1896529 • Independence, OH • 9 filings • 4 plans

6480 Rockside Wood BlvdSuite 190Independence, OH 44131
Current Snapshot

Latest Year

2009

2009 Participants

73

2009 Assets

$8,876

2009 Contributions

$588,538

Historical Graphs

Total Assets Over Time

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

$2,064,802$1,032,401$0199920022006YearValue
$8,876Latest year 2006

Participants Over Time

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

116580199920012004YearValue
73Latest year 2004

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
200910$0$0-
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-----
200610$8,876$0-
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-0$8,876--
200520$732,522$588,538-
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-0$732,522$588,538-
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-0---
2004173$2,064,802$409,937$5,616iApproximate average salary by contribution assumption: employee only about $140,389 at 4% or $93,593 at 6%; with 50% employer match about $93,593 at 4% or $62,395 at 6%; with 100% employer match about $70,195 at 4% or $46,796 at 6%.
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-73$2,064,802$409,937$5,616iApproximate average salary by contribution assumption: employee only about $140,389 at 4% or $93,593 at 6%; with 50% employer match about $93,593 at 4% or $62,395 at 6%; with 100% employer match about $70,195 at 4% or $46,796 at 6%.
2002170$1,589,648$425,217$6,075iApproximate average salary by contribution assumption: employee only about $151,863 at 4% or $101,242 at 6%; with 50% employer match about $101,242 at 4% or $67,495 at 6%; with 100% employer match about $75,932 at 4% or $50,621 at 6%.
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-70$1,589,648$425,217$6,075iApproximate average salary by contribution assumption: employee only about $151,863 at 4% or $101,242 at 6%; with 50% employer match about $101,242 at 4% or $67,495 at 6%; with 100% employer match about $75,932 at 4% or $50,621 at 6%.
20011116$1,954,103$498,238$4,295iApproximate average salary by contribution assumption: employee only about $107,379 at 4% or $71,586 at 6%; with 50% employer match about $71,586 at 4% or $47,724 at 6%; with 100% employer match about $53,689 at 4% or $35,793 at 6%.
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-116$1,954,103$498,238$4,295iApproximate average salary by contribution assumption: employee only about $107,379 at 4% or $71,586 at 6%; with 50% employer match about $71,586 at 4% or $47,724 at 6%; with 100% employer match about $53,689 at 4% or $35,793 at 6%.
20001105$1,929,021$1,215,909$11,580iApproximate average salary by contribution assumption: employee only about $289,502 at 4% or $193,001 at 6%; with 50% employer match about $193,001 at 4% or $128,668 at 6%; with 100% employer match about $144,751 at 4% or $96,501 at 6%.
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-105$1,929,021$1,215,909$11,580iApproximate average salary by contribution assumption: employee only about $289,502 at 4% or $193,001 at 6%; with 50% employer match about $193,001 at 4% or $128,668 at 6%; with 100% employer match about $144,751 at 4% or $96,501 at 6%.
19991107$68,756$63,623$595iApproximate average salary by contribution assumption: employee only about $14,865 at 4% or $9,910 at 6%; with 50% employer match about $9,910 at 4% or $6,607 at 6%; with 100% employer match about $7,433 at 4% or $4,955 at 6%.
Advizex Technologies LLC 401K Profit Sharing Plan & Trust-107$68,756$63,623$595iApproximate average salary by contribution assumption: employee only about $14,865 at 4% or $9,910 at 6%; with 50% employer match about $9,910 at 4% or $6,607 at 6%; with 100% employer match about $7,433 at 4% or $4,955 at 6%.