William R. Bolles & Associates
Plan context: William R. Bolles & Associates Inc. 401K Plan
EIN 39-1138678 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$119,395
2005 Contributions
$16,496
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| William R. Bolles & Associates Inc. 401K Plan | - | 0 | - | - | - |
| 2004 | 1 | 1 | $119,395 | $16,496 | $16,496iApproximate average salary by contribution assumption: employee only about $412,400 at 4% or $274,933 at 6%; with 50% employer match about $274,933 at 4% or $183,289 at 6%; with 100% employer match about $206,200 at 4% or $137,467 at 6%. |
| William R. Bolles & Associates Inc. 401K Plan | - | 1 | $119,395 | $16,496 | $16,496iApproximate average salary by contribution assumption: employee only about $412,400 at 4% or $274,933 at 6%; with 50% employer match about $274,933 at 4% or $183,289 at 6%; with 100% employer match about $206,200 at 4% or $137,467 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| William R. Bolles & Associates Inc. 401K Plan | - | 3 | - | - | - |
| 2002 | 1 | 5 | $1,229,501 | $28,155 | $5,631iApproximate average salary by contribution assumption: employee only about $140,775 at 4% or $93,850 at 6%; with 50% employer match about $93,850 at 4% or $62,567 at 6%; with 100% employer match about $70,388 at 4% or $46,925 at 6%. |
| William R. Bolles & Associates Inc. 401K Plan | - | 5 | $1,229,501 | $28,155 | $5,631iApproximate average salary by contribution assumption: employee only about $140,775 at 4% or $93,850 at 6%; with 50% employer match about $93,850 at 4% or $62,567 at 6%; with 100% employer match about $70,388 at 4% or $46,925 at 6%. |
| 2001 | 1 | 6 | $1,157,519 | $17,871 | $2,979iApproximate average salary by contribution assumption: employee only about $74,463 at 4% or $49,642 at 6%; with 50% employer match about $49,642 at 4% or $33,094 at 6%; with 100% employer match about $37,231 at 4% or $24,821 at 6%. |
| William R. Bolles & Associates Inc. 401K Plan | - | 6 | $1,157,519 | $17,871 | $2,979iApproximate average salary by contribution assumption: employee only about $74,463 at 4% or $49,642 at 6%; with 50% employer match about $49,642 at 4% or $33,094 at 6%; with 100% employer match about $37,231 at 4% or $24,821 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| William R. Bolles & Associates Inc. 401K Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $1,125,429 | $12,430 | $2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%. |
| William R. Bolles & Associates Inc. 401K Plan | - | 5 | $1,125,429 | $12,430 | $2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%. |