Civic Intelligence

James Partridge Associates Inc.

Plan context: James Partridge Associates Inc. 401K Plan

EIN 38-2360177 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$10,117

2008 Contributions

$1,590

Historical Graphs

Total Assets Over Time

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

$253,207$126,604$0199920042007YearValue
$10,117Latest year 2007

Participants Over Time

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

840199920032006YearValue
2Latest year 2006

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-
James Partridge Associates Inc. 401K Plan-0---
200710$10,117$0-
James Partridge Associates Inc. 401K Plan-0$10,117--
200612$166,544$0-
James Partridge Associates Inc. 401K Plan-2$166,544--
200513$157,613$1,590$530iApproximate average salary by contribution assumption: employee only about $13,250 at 4% or $8,833 at 6%; with 50% employer match about $8,833 at 4% or $5,889 at 6%; with 100% employer match about $6,625 at 4% or $4,417 at 6%.
James Partridge Associates Inc. 401K Plan-3$157,613$1,590$530iApproximate average salary by contribution assumption: employee only about $13,250 at 4% or $8,833 at 6%; with 50% employer match about $8,833 at 4% or $5,889 at 6%; with 100% employer match about $6,625 at 4% or $4,417 at 6%.
200413$163,268$23,095$7,698iApproximate average salary by contribution assumption: employee only about $192,458 at 4% or $128,306 at 6%; with 50% employer match about $128,306 at 4% or $85,537 at 6%; with 100% employer match about $96,229 at 4% or $64,153 at 6%.
James Partridge Associates Inc. 401K Plan-3$163,268$23,095$7,698iApproximate average salary by contribution assumption: employee only about $192,458 at 4% or $128,306 at 6%; with 50% employer match about $128,306 at 4% or $85,537 at 6%; with 100% employer match about $96,229 at 4% or $64,153 at 6%.
200318$253,207$27,912$3,489iApproximate average salary by contribution assumption: employee only about $87,225 at 4% or $58,150 at 6%; with 50% employer match about $58,150 at 4% or $38,767 at 6%; with 100% employer match about $43,613 at 4% or $29,075 at 6%.
James Partridge Associates Inc. 401K Plan-8$253,207$27,912$3,489iApproximate average salary by contribution assumption: employee only about $87,225 at 4% or $58,150 at 6%; with 50% employer match about $58,150 at 4% or $38,767 at 6%; with 100% employer match about $43,613 at 4% or $29,075 at 6%.
200217$168,928$21,171$3,024iApproximate average salary by contribution assumption: employee only about $75,611 at 4% or $50,407 at 6%; with 50% employer match about $50,407 at 4% or $33,605 at 6%; with 100% employer match about $37,805 at 4% or $25,204 at 6%.
James Partridge Associates Inc. 401K Plan-7$168,928$21,171$3,024iApproximate average salary by contribution assumption: employee only about $75,611 at 4% or $50,407 at 6%; with 50% employer match about $50,407 at 4% or $33,605 at 6%; with 100% employer match about $37,805 at 4% or $25,204 at 6%.
200117$0$0-
James Partridge Associates Inc. 401K Plan-7---
200015$0$0-
James Partridge Associates Inc. 401K Plan-5---
199913$241,419$14,880$4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%.
James Partridge Associates Inc. 401K Plan-3$241,419$14,880$4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%.