Current Snapshot
Latest Year
2003
2003 Participants
268
2003 Assets
$1,884,945
2003 Contributions
$287,105
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 6 | 268 | $1,884,945 | $287,105 | $1,071iApproximate average salary by contribution assumption: employee only about $26,782 at 4% or $17,855 at 6%; with 50% employer match about $17,855 at 4% or $11,903 at 6%; with 100% employer match about $13,391 at 4% or $8,927 at 6%. |
| Successories Inc. 401K Plan | - | 126 | $1,884,945 | $287,105 | $2,279iApproximate average salary by contribution assumption: employee only about $56,965 at 4% or $37,977 at 6%; with 50% employer match about $37,977 at 4% or $25,318 at 6%; with 100% employer match about $28,483 at 4% or $18,988 at 6%. |
| TEMPORARY DISABILITY PLAN | - | 132 | - | - | - |
| LONG TERM DISABILITY PLAN | - | 132 | - | - | - |
| GROUP LIFE & AD&D INSURANCE | - | 133 | - | - | - |
| GROUP DENTAL PLAN | - | 112 | - | - | - |
| Group Medical, Life, and Ad&D Plan | - | 268 | - | - | - |
| 2002 | 6 | 155 | $1,434,964 | $328,940 | $2,122iApproximate average salary by contribution assumption: employee only about $53,055 at 4% or $35,370 at 6%; with 50% employer match about $35,370 at 4% or $23,580 at 6%; with 100% employer match about $26,527 at 4% or $17,685 at 6%. |
| Successories Inc. 401K Plan | - | 112 | $1,434,964 | $328,940 | $2,937iApproximate average salary by contribution assumption: employee only about $73,424 at 4% or $48,949 at 6%; with 50% employer match about $48,949 at 4% or $32,633 at 6%; with 100% employer match about $36,712 at 4% or $24,475 at 6%. |
| Group Medical, Life, and Ad&D Plan | - | 116 | - | - | - |
| GROUP DENTAL PLAN | - | 127 | - | - | - |
| LONG TERM DISABILITY PLAN | - | 151 | - | - | - |
| TEMPORARY DISABILITY PLAN | - | 155 | - | - | - |
| GROUP LIFE & AD&D INSURANCE | - | 155 | - | - | - |
| 2001 | 6 | 191 | $1,700,973 | $458,801 | $2,402iApproximate average salary by contribution assumption: employee only about $60,052 at 4% or $40,035 at 6%; with 50% employer match about $40,035 at 4% or $26,690 at 6%; with 100% employer match about $30,026 at 4% or $20,017 at 6%. |
| Successories Inc. 401K Plan | - | 143 | $1,700,973 | $458,801 | $3,208iApproximate average salary by contribution assumption: employee only about $80,210 at 4% or $53,473 at 6%; with 50% employer match about $53,473 at 4% or $35,649 at 6%; with 100% employer match about $40,105 at 4% or $26,737 at 6%. |
| TEMPORARY DISABILITY PLAN | - | 191 | - | - | - |
| Group Medical, Life, and Ad&D Plan | - | 17 | - | - | - |
| GROUP DENTAL PLAN | - | 158 | - | - | - |
| GROUP LIFE AND AD&D INSURANCE | - | 191 | - | - | - |
| LONG TERM DISABILITY PLAN | - | 191 | - | - | - |
| 2000 | 6 | 230 | $1,479,696 | $434,569 | $1,889iApproximate average salary by contribution assumption: employee only about $47,236 at 4% or $31,491 at 6%; with 50% employer match about $31,491 at 4% or $20,994 at 6%; with 100% employer match about $23,618 at 4% or $15,745 at 6%. |
| Successories Inc. 401K Plan | - | 230 | $1,479,696 | $434,569 | $1,889iApproximate average salary by contribution assumption: employee only about $47,236 at 4% or $31,491 at 6%; with 50% employer match about $31,491 at 4% or $20,994 at 6%; with 100% employer match about $23,618 at 4% or $15,745 at 6%. |
| GROUP LONG TERM DISABILITY INS | - | 198 | - | - | - |
| GROUP DENTAL PLAN | - | 173 | - | - | - |
| GROUP LIFE AND AD&D INSURANCE | - | 210 | - | - | - |
| LONG TERM DISABILITY PLAN | - | 20 | - | - | - |
| TEMPORARY DISABILITY, PLAN | - | 210 | - | - | - |
| 1999 | 4 | 220 | $1,546,126 | $542,295 | $2,465iApproximate average salary by contribution assumption: employee only about $61,624 at 4% or $41,083 at 6%; with 50% employer match about $41,083 at 4% or $27,389 at 6%; with 100% employer match about $30,812 at 4% or $20,541 at 6%. |
| Successories Inc. 401K Plan | - | 215 | $1,546,126 | $542,295 | $2,522iApproximate average salary by contribution assumption: employee only about $63,058 at 4% or $42,038 at 6%; with 50% employer match about $42,038 at 4% or $28,026 at 6%; with 100% employer match about $31,529 at 4% or $21,019 at 6%. |
| Group Dental Plan | - | 176 | - | - | - |
| Group Medical, Life, and Ad&D Plan | - | 199 | - | - | - |
| Group Long Term Disability Insuranc | - | 220 | - | - | - |