Gustafson & Associates Inc.
Plan context: Gustafson & Associates Inc. Pension Plan
EIN 36-4113325 • Nokomis, FL • 20 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
10
2013 Assets
$620,321
2013 Contributions
$4,513
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $4,513 | - |
| Gustafson & Associates Inc. Pension Plan | - | 0 | $0 | $4,513 | - |
| 2012 | 1 | 10 | $620,321 | $8,357 | $836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,928 at 6%; with 50% employer match about $13,928 at 4% or $9,286 at 6%; with 100% employer match about $10,446 at 4% or $6,964 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 10 | $620,321 | $8,357 | $836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,928 at 6%; with 50% employer match about $13,928 at 4% or $9,286 at 6%; with 100% employer match about $10,446 at 4% or $6,964 at 6%. |
| 2011 | 1 | 9 | $641,844 | $27,369 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 9 | $641,844 | $27,369 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| 2010 | 1 | 10 | $662,606 | $53,448 | $5,345iApproximate average salary by contribution assumption: employee only about $133,620 at 4% or $89,080 at 6%; with 50% employer match about $89,080 at 4% or $59,387 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 10 | $662,606 | $53,448 | $5,345iApproximate average salary by contribution assumption: employee only about $133,620 at 4% or $89,080 at 6%; with 50% employer match about $89,080 at 4% or $59,387 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%. |
| 2009 | 1 | 13 | $561,516 | $72,346 | $5,565iApproximate average salary by contribution assumption: employee only about $139,127 at 4% or $92,751 at 6%; with 50% employer match about $92,751 at 4% or $61,834 at 6%; with 100% employer match about $69,563 at 4% or $46,376 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 13 | $561,516 | $72,346 | $5,565iApproximate average salary by contribution assumption: employee only about $139,127 at 4% or $92,751 at 6%; with 50% employer match about $92,751 at 4% or $61,834 at 6%; with 100% employer match about $69,563 at 4% or $46,376 at 6%. |
| 2008 | 1 | 10 | $447,086 | $97,586 | $9,759iApproximate average salary by contribution assumption: employee only about $243,965 at 4% or $162,643 at 6%; with 50% employer match about $162,643 at 4% or $108,429 at 6%; with 100% employer match about $121,983 at 4% or $81,322 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 10 | $447,086 | $97,586 | $9,759iApproximate average salary by contribution assumption: employee only about $243,965 at 4% or $162,643 at 6%; with 50% employer match about $162,643 at 4% or $108,429 at 6%; with 100% employer match about $121,983 at 4% or $81,322 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Gustafson & Associates Inc. Pension Plan | - | 9 | - | - | - |
| 2006 | 1 | 6 | $442,179 | $42,052 | $7,009iApproximate average salary by contribution assumption: employee only about $175,217 at 4% or $116,811 at 6%; with 50% employer match about $116,811 at 4% or $77,874 at 6%; with 100% employer match about $87,608 at 4% or $58,406 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 6 | $442,179 | $42,052 | $7,009iApproximate average salary by contribution assumption: employee only about $175,217 at 4% or $116,811 at 6%; with 50% employer match about $116,811 at 4% or $77,874 at 6%; with 100% employer match about $87,608 at 4% or $58,406 at 6%. |
| 2005 | 1 | 7 | $356,738 | $40,508 | $5,787iApproximate average salary by contribution assumption: employee only about $144,671 at 4% or $96,448 at 6%; with 50% employer match about $96,448 at 4% or $64,298 at 6%; with 100% employer match about $72,336 at 4% or $48,224 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 7 | $356,738 | $40,508 | $5,787iApproximate average salary by contribution assumption: employee only about $144,671 at 4% or $96,448 at 6%; with 50% employer match about $96,448 at 4% or $64,298 at 6%; with 100% employer match about $72,336 at 4% or $48,224 at 6%. |
| 2004 | 1 | 6 | $294,167 | $25,094 | $4,182iApproximate average salary by contribution assumption: employee only about $104,558 at 4% or $69,706 at 6%; with 50% employer match about $69,706 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,853 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 6 | $294,167 | $25,094 | $4,182iApproximate average salary by contribution assumption: employee only about $104,558 at 4% or $69,706 at 6%; with 50% employer match about $69,706 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,853 at 6%. |
| 2003 | 2 | 7 | $324,836 | $41,540 | $5,934iApproximate average salary by contribution assumption: employee only about $148,357 at 4% or $98,905 at 6%; with 50% employer match about $98,905 at 4% or $65,937 at 6%; with 100% employer match about $74,179 at 4% or $49,452 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 7 | $324,836 | $41,540 | $5,934iApproximate average salary by contribution assumption: employee only about $148,357 at 4% or $98,905 at 6%; with 50% employer match about $98,905 at 4% or $65,937 at 6%; with 100% employer match about $74,179 at 4% or $49,452 at 6%. |
| Gustafson & Associates Inc. Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2002 | 2 | 6 | $261,837 | $61,740 | $10,290iApproximate average salary by contribution assumption: employee only about $257,250 at 4% or $171,500 at 6%; with 50% employer match about $171,500 at 4% or $114,333 at 6%; with 100% employer match about $128,625 at 4% or $85,750 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 6 | $157,040 | $36,445 | $6,074iApproximate average salary by contribution assumption: employee only about $151,854 at 4% or $101,236 at 6%; with 50% employer match about $101,236 at 4% or $67,491 at 6%; with 100% employer match about $75,927 at 4% or $50,618 at 6%. |
| Gustafson & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $104,797 | $25,295 | $4,216iApproximate average salary by contribution assumption: employee only about $105,396 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| Gustafson & Associates Inc. Pension Plan | - | 6 | - | - | - |
| Gustafson & Associates Inc. Profit Sharing Plan & Trust | - | 6 | - | - | - |
| 2000 | 2 | 5 | $227,198 | $65,447 | $13,089iApproximate average salary by contribution assumption: employee only about $327,235 at 4% or $218,157 at 6%; with 50% employer match about $218,157 at 4% or $145,438 at 6%; with 100% employer match about $163,618 at 4% or $109,078 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 5 | $151,987 | $44,504 | $8,901iApproximate average salary by contribution assumption: employee only about $222,520 at 4% or $148,347 at 6%; with 50% employer match about $148,347 at 4% or $98,898 at 6%; with 100% employer match about $111,260 at 4% or $74,173 at 6%. |
| Gustafson & Associates Inc. Profit Sharing Plan & Trust | - | 5 | $75,211 | $20,943 | $4,189iApproximate average salary by contribution assumption: employee only about $104,715 at 4% or $69,810 at 6%; with 50% employer match about $69,810 at 4% or $46,540 at 6%; with 100% employer match about $52,358 at 4% or $34,905 at 6%. |
| 1999 | 2 | 5 | $198,851 | $35,272 | $7,054iApproximate average salary by contribution assumption: employee only about $176,360 at 4% or $117,573 at 6%; with 50% employer match about $117,573 at 4% or $78,382 at 6%; with 100% employer match about $88,180 at 4% or $58,787 at 6%. |
| Gustafson & Associates Inc. Profit Sharing Plan & Trust | - | 5 | $127,680 | $18,916 | $3,783iApproximate average salary by contribution assumption: employee only about $94,580 at 4% or $63,053 at 6%; with 50% employer match about $63,053 at 4% or $42,036 at 6%; with 100% employer match about $47,290 at 4% or $31,527 at 6%. |
| Gustafson & Associates Inc. Pension Plan | - | 5 | $71,171 | $16,356 | $3,271iApproximate average salary by contribution assumption: employee only about $81,780 at 4% or $54,520 at 6%; with 50% employer match about $54,520 at 4% or $36,347 at 6%; with 100% employer match about $40,890 at 4% or $27,260 at 6%. |