Civic Intelligence

Gerard Asset Management Ltd.

Plan context: Gerard Asset Management Ltd., Employee Savings Plan

EIN 39-1767321 • 18 filings • 6 plans

Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$343,703

2010 Contributions

$469

Historical Graphs

Total Assets Over Time

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

$401,757$200,879$0199920042009YearValue
$343,703Latest year 2009

Participants Over Time

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

320199920042009YearValue
3Latest year 2009

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
201010$0$0-
Gerard Asset Management Ltd., Employee Savings Plan-0---
200913$343,703$469$156iApproximate average salary by contribution assumption: employee only about $3,908 at 4% or $2,606 at 6%; with 50% employer match about $2,606 at 4% or $1,737 at 6%; with 100% employer match about $1,954 at 4% or $1,303 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-3$343,703$469$156iApproximate average salary by contribution assumption: employee only about $3,908 at 4% or $2,606 at 6%; with 50% employer match about $2,606 at 4% or $1,737 at 6%; with 100% employer match about $1,954 at 4% or $1,303 at 6%.
200813$330,560$22,807$7,602iApproximate average salary by contribution assumption: employee only about $190,058 at 4% or $126,706 at 6%; with 50% employer match about $126,706 at 4% or $84,470 at 6%; with 100% employer match about $95,029 at 4% or $63,353 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-3$330,560$22,807$7,602iApproximate average salary by contribution assumption: employee only about $190,058 at 4% or $126,706 at 6%; with 50% employer match about $126,706 at 4% or $84,470 at 6%; with 100% employer match about $95,029 at 4% or $63,353 at 6%.
200713$0$0-
Gerard Asset Management Ltd., Employee Savings Plan-3---
200613$401,757$19,930$6,643iApproximate average salary by contribution assumption: employee only about $166,083 at 4% or $110,722 at 6%; with 50% employer match about $110,722 at 4% or $73,815 at 6%; with 100% employer match about $83,042 at 4% or $55,361 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-3$401,757$19,930$6,643iApproximate average salary by contribution assumption: employee only about $166,083 at 4% or $110,722 at 6%; with 50% employer match about $110,722 at 4% or $73,815 at 6%; with 100% employer match about $83,042 at 4% or $55,361 at 6%.
200513$362,465$16,958$5,653iApproximate average salary by contribution assumption: employee only about $141,317 at 4% or $94,211 at 6%; with 50% employer match about $94,211 at 4% or $62,807 at 6%; with 100% employer match about $70,658 at 4% or $47,106 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-3$362,465$16,958$5,653iApproximate average salary by contribution assumption: employee only about $141,317 at 4% or $94,211 at 6%; with 50% employer match about $94,211 at 4% or $62,807 at 6%; with 100% employer match about $70,658 at 4% or $47,106 at 6%.
200423$365,466$15,829$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,939 at 6%; with 50% employer match about $87,939 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-3$365,466$15,829$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,939 at 6%; with 50% employer match about $87,939 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
Gerard Asset Management Ltd. Money Purchase Penson Plan-0---
200322$269,533$20,027$10,014iApproximate average salary by contribution assumption: employee only about $250,338 at 4% or $166,892 at 6%; with 50% employer match about $166,892 at 4% or $111,261 at 6%; with 100% employer match about $125,169 at 4% or $83,446 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-2$225,376$20,027$10,014iApproximate average salary by contribution assumption: employee only about $250,338 at 4% or $166,892 at 6%; with 50% employer match about $166,892 at 4% or $111,261 at 6%; with 100% employer match about $125,169 at 4% or $83,446 at 6%.
Gerard Asset Management Ltd. Money Purchase Penson Plan-2$44,157--
200222$174,840$14,645$7,323iApproximate average salary by contribution assumption: employee only about $183,063 at 4% or $122,042 at 6%; with 50% employer match about $122,042 at 4% or $81,361 at 6%; with 100% employer match about $91,531 at 4% or $61,021 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-2$139,030$8,787$4,394iApproximate average salary by contribution assumption: employee only about $109,838 at 4% or $73,225 at 6%; with 50% employer match about $73,225 at 4% or $48,817 at 6%; with 100% employer match about $54,919 at 4% or $36,613 at 6%.
Gerard Asset Management Ltd. Money Purchase Penson Plan-2$35,810$5,858$2,929iApproximate average salary by contribution assumption: employee only about $73,225 at 4% or $48,817 at 6%; with 50% employer match about $48,817 at 4% or $32,544 at 6%; with 100% employer match about $36,613 at 4% or $24,408 at 6%.
200122$0$0-
Gerard Asset Management Ltd. Money Purchase Penson Plan-2---
Gerard Asset Management Ltd., Employee Savings Plan-2---
200022$174,063$28,380$14,190iApproximate average salary by contribution assumption: employee only about $354,750 at 4% or $236,500 at 6%; with 50% employer match about $236,500 at 4% or $157,667 at 6%; with 100% employer match about $177,375 at 4% or $118,250 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-2$142,529$17,028$8,514iApproximate average salary by contribution assumption: employee only about $212,850 at 4% or $141,900 at 6%; with 50% employer match about $141,900 at 4% or $94,600 at 6%; with 100% employer match about $106,425 at 4% or $70,950 at 6%.
Gerard Asset Management Ltd. Money Purchase Penson Plan-2$31,534$11,352$5,676iApproximate average salary by contribution assumption: employee only about $141,900 at 4% or $94,600 at 6%; with 50% employer match about $94,600 at 4% or $63,067 at 6%; with 100% employer match about $70,950 at 4% or $47,300 at 6%.
199922$157,956$23,330$11,665iApproximate average salary by contribution assumption: employee only about $291,625 at 4% or $194,417 at 6%; with 50% employer match about $194,417 at 4% or $129,611 at 6%; with 100% employer match about $145,813 at 4% or $97,208 at 6%.
Gerard Asset Management Ltd., Employee Savings Plan-2$133,770$13,965$6,983iApproximate average salary by contribution assumption: employee only about $174,563 at 4% or $116,375 at 6%; with 50% employer match about $116,375 at 4% or $77,583 at 6%; with 100% employer match about $87,281 at 4% or $58,188 at 6%.
Gerard Asset Management Ltd. Money Purchase Penson Plan-2$24,186$9,365$4,683iApproximate average salary by contribution assumption: employee only about $117,063 at 4% or $78,042 at 6%; with 50% employer match about $78,042 at 4% or $52,028 at 6%; with 100% employer match about $58,531 at 4% or $39,021 at 6%.