Civic Intelligence

Folisi, Samz & Company

Plan context: Folisi, Samz & Company Profit Sharing 401K Plan

EIN 36-3046371 • 9 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$2,705,213

2008 Contributions

$95,397

Historical Graphs

Total Assets Over Time

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

$2,705,213$1,352,607$0199920042007YearValue
$2,705,213Latest year 2007

Participants Over Time

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

630199920042007YearValue
5Latest year 2007

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
200810$0$0-
Folisi, Samz & Company Profit Sharing 401K Plan-0---
200715$2,705,213$95,397$19,079iApproximate average salary by contribution assumption: employee only about $476,985 at 4% or $317,990 at 6%; with 50% employer match about $317,990 at 4% or $211,993 at 6%; with 100% employer match about $238,493 at 4% or $158,995 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-5$2,705,213$95,397$19,079iApproximate average salary by contribution assumption: employee only about $476,985 at 4% or $317,990 at 6%; with 50% employer match about $317,990 at 4% or $211,993 at 6%; with 100% employer match about $238,493 at 4% or $158,995 at 6%.
200616$2,509,809$95,307$15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-6$2,509,809$95,307$15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%.
200516$2,154,862$86,059$14,343iApproximate average salary by contribution assumption: employee only about $358,579 at 4% or $239,053 at 6%; with 50% employer match about $239,053 at 4% or $159,369 at 6%; with 100% employer match about $179,290 at 4% or $119,526 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-6$2,154,862$86,059$14,343iApproximate average salary by contribution assumption: employee only about $358,579 at 4% or $239,053 at 6%; with 50% employer match about $239,053 at 4% or $159,369 at 6%; with 100% employer match about $179,290 at 4% or $119,526 at 6%.
200414$1,916,157$76,450$19,113iApproximate average salary by contribution assumption: employee only about $477,813 at 4% or $318,542 at 6%; with 50% employer match about $318,542 at 4% or $212,361 at 6%; with 100% employer match about $238,906 at 4% or $159,271 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-4$1,916,157$76,450$19,113iApproximate average salary by contribution assumption: employee only about $477,813 at 4% or $318,542 at 6%; with 50% employer match about $318,542 at 4% or $212,361 at 6%; with 100% employer match about $238,906 at 4% or $159,271 at 6%.
200315$1,582,151$64,323$12,865iApproximate average salary by contribution assumption: employee only about $321,615 at 4% or $214,410 at 6%; with 50% employer match about $214,410 at 4% or $142,940 at 6%; with 100% employer match about $160,808 at 4% or $107,205 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-5$1,582,151$64,323$12,865iApproximate average salary by contribution assumption: employee only about $321,615 at 4% or $214,410 at 6%; with 50% employer match about $214,410 at 4% or $142,940 at 6%; with 100% employer match about $160,808 at 4% or $107,205 at 6%.
200216$1,291,924$68,509$11,418iApproximate average salary by contribution assumption: employee only about $285,454 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,727 at 4% or $95,151 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-6$1,291,924$68,509$11,418iApproximate average salary by contribution assumption: employee only about $285,454 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,727 at 4% or $95,151 at 6%.
200014$1,224,610$71,557$17,889iApproximate average salary by contribution assumption: employee only about $447,231 at 4% or $298,154 at 6%; with 50% employer match about $298,154 at 4% or $198,769 at 6%; with 100% employer match about $223,616 at 4% or $149,077 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-4$1,224,610$71,557$17,889iApproximate average salary by contribution assumption: employee only about $447,231 at 4% or $298,154 at 6%; with 50% employer match about $298,154 at 4% or $198,769 at 6%; with 100% employer match about $223,616 at 4% or $149,077 at 6%.
199916$1,165,700$66,332$11,055iApproximate average salary by contribution assumption: employee only about $276,383 at 4% or $184,256 at 6%; with 50% employer match about $184,256 at 4% or $122,837 at 6%; with 100% employer match about $138,192 at 4% or $92,128 at 6%.
Folisi, Samz & Company Profit Sharing 401K Plan-6$1,165,700$66,332$11,055iApproximate average salary by contribution assumption: employee only about $276,383 at 4% or $184,256 at 6%; with 50% employer match about $184,256 at 4% or $122,837 at 6%; with 100% employer match about $138,192 at 4% or $92,128 at 6%.