Civic Intelligence

Ibbotson Associates

Plan context: Ibbotson Associates 401K Profit Sharing Plan

EIN 36-2923857 • 15 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

149

2006 Assets

$10,213,704

2006 Contributions

$2,412,449

Historical Graphs

Total Assets Over Time

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

$10,213,704$5,106,852$0199920012004YearValue
$10,213,704Latest year 2004

Participants Over Time

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

149750199920022005YearValue
149Latest year 2005

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
200610$0$0-
Ibbotson Associates Inc. Premium Conversion Plan-0---
20052149$0$2,412,449$16,191iApproximate average salary by contribution assumption: employee only about $404,773 at 4% or $269,849 at 6%; with 50% employer match about $269,849 at 4% or $179,899 at 6%; with 100% employer match about $202,387 at 4% or $134,924 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-149---
Ibbotson Associates 401K Profit Sharing Plan-0-$2,412,449-
20042134$10,213,704$1,867,554$13,937iApproximate average salary by contribution assumption: employee only about $348,424 at 4% or $232,283 at 6%; with 50% employer match about $232,283 at 4% or $154,855 at 6%; with 100% employer match about $174,212 at 4% or $116,141 at 6%.
Ibbotson Associates 401K Profit Sharing Plan-123$10,213,704$1,867,554$15,183iApproximate average salary by contribution assumption: employee only about $379,584 at 4% or $253,056 at 6%; with 50% employer match about $253,056 at 4% or $168,704 at 6%; with 100% employer match about $189,792 at 4% or $126,528 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-134---
20032123$8,047,168$2,114,927$17,195iApproximate average salary by contribution assumption: employee only about $429,863 at 4% or $286,575 at 6%; with 50% employer match about $286,575 at 4% or $191,050 at 6%; with 100% employer match about $214,932 at 4% or $143,288 at 6%.
Ibbotson Associates 401K Profit Sharing Plan-120$8,047,168$2,114,927$17,624iApproximate average salary by contribution assumption: employee only about $440,610 at 4% or $293,740 at 6%; with 50% employer match about $293,740 at 4% or $195,827 at 6%; with 100% employer match about $220,305 at 4% or $146,870 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-123---
20022125$0$0-
Ibbotson Associates 401K Profit Sharing Plan-116---
Ibbotson Associates Inc. Premium Conversion Plan-125---
20012124$3,506,309$1,069,051$8,621iApproximate average salary by contribution assumption: employee only about $215,534 at 4% or $143,690 at 6%; with 50% employer match about $143,690 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,845 at 6%.
Ibbotson Associates 401K Profit Sharing Plan-121$3,506,309$1,069,051$8,835iApproximate average salary by contribution assumption: employee only about $220,878 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-124---
20002116$3,221,623$877,094$7,561iApproximate average salary by contribution assumption: employee only about $189,029 at 4% or $126,019 at 6%; with 50% employer match about $126,019 at 4% or $84,013 at 6%; with 100% employer match about $94,514 at 4% or $63,010 at 6%.
Ibbotson Associates 401K Profit Sharing Plan-101$3,221,623$877,094$8,684iApproximate average salary by contribution assumption: employee only about $217,102 at 4% or $144,735 at 6%; with 50% employer match about $144,735 at 4% or $96,490 at 6%; with 100% employer match about $108,551 at 4% or $72,367 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-116---
19992102$3,563,803$821,208$8,051iApproximate average salary by contribution assumption: employee only about $201,276 at 4% or $134,184 at 6%; with 50% employer match about $134,184 at 4% or $89,456 at 6%; with 100% employer match about $100,638 at 4% or $67,092 at 6%.
Ibbotson Associates 401K Profit Sharing Plan-79$3,563,803$821,208$10,395iApproximate average salary by contribution assumption: employee only about $259,876 at 4% or $173,251 at 6%; with 50% employer match about $173,251 at 4% or $115,500 at 6%; with 100% employer match about $129,938 at 4% or $86,625 at 6%.
Ibbotson Associates Inc. Premium Conversion Plan-102---