Civic Intelligence

Aam Advisors Inc.

Plan context: AAM ADVISORS INC. PENSION PLAN AND TRUST

EIN 36-3759726 • 7 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

3

2003 Assets

$76,345

2003 Contributions

$17,044

Historical Graphs

Total Assets Over Time

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

$1,694,370$847,185$019992000YearValue
$76,345Latest year 2000

Participants Over Time

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

320199920012002YearValue
3Latest year 2002

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
200320$0$0-
AAM ADVISORS INC. PENSION PLAN AND TRUST-0---
Aam Advisors Inc. Retirement Plan and Trust-0---
200223$0$0-
AAM ADVISORS INC. PENSION PLAN AND TRUST-2---
Aam Advisors Inc. Retirement Plan and Trust-3---
200112$0$0-
AAM ADVISORS INC. PENSION PLAN TRUST-2---
200012$76,345$17,044$8,522iApproximate average salary by contribution assumption: employee only about $213,050 at 4% or $142,033 at 6%; with 50% employer match about $142,033 at 4% or $94,689 at 6%; with 100% employer match about $106,525 at 4% or $71,017 at 6%.
AAM ADVISORS INC. PENSION PLAN AND TRUST-2$76,345$17,044$8,522iApproximate average salary by contribution assumption: employee only about $213,050 at 4% or $142,033 at 6%; with 50% employer match about $142,033 at 4% or $94,689 at 6%; with 100% employer match about $106,525 at 4% or $71,017 at 6%.
199913$1,694,370$175,974$58,658iApproximate average salary by contribution assumption: employee only about $1,466,450 at 4% or $977,633 at 6%; with 50% employer match about $977,633 at 4% or $651,756 at 6%; with 100% employer match about $733,225 at 4% or $488,817 at 6%.
Aam Advisors Inc. Retirement Plan and Trust-3$1,694,370$175,974$58,658iApproximate average salary by contribution assumption: employee only about $1,466,450 at 4% or $977,633 at 6%; with 50% employer match about $977,633 at 4% or $651,756 at 6%; with 100% employer match about $733,225 at 4% or $488,817 at 6%.