Current Snapshot
Latest Year
2000
2000 Participants
3
2000 Assets
$317,730
2000 Contributions
$5,408
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 0 | $0 | $0 | - |
| Addison Groupshares | - | 0 | - | - | - |
| 1999 | 1 | 3 | $317,730 | $5,408 | $1,803iApproximate average salary by contribution assumption: employee only about $45,067 at 4% or $30,044 at 6%; with 50% employer match about $30,044 at 4% or $20,030 at 6%; with 100% employer match about $22,533 at 4% or $15,022 at 6%. |
| Addison Groupshares | - | 3 | $317,730 | $5,408 | $1,803iApproximate average salary by contribution assumption: employee only about $45,067 at 4% or $30,044 at 6%; with 50% employer match about $30,044 at 4% or $20,030 at 6%; with 100% employer match about $22,533 at 4% or $15,022 at 6%. |