Scott D. Erickson, Cfp
Plan context: Scott D. Erickson, Cfp 401(K) P/S Plan
EIN 41-1968283 • St. Cloud, MN • 8 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$50,958
2015 Contributions
$24,000
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $24,000 | - |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 0 | $0 | $24,000 | - |
| 2013 | 1 | 1 | $50,958 | $28,953 | $28,953iApproximate average salary by contribution assumption: employee only about $723,825 at 4% or $482,550 at 6%; with 50% employer match about $482,550 at 4% or $321,700 at 6%; with 100% employer match about $361,913 at 4% or $241,275 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 1 | $50,958 | $28,953 | $28,953iApproximate average salary by contribution assumption: employee only about $723,825 at 4% or $482,550 at 6%; with 50% employer match about $482,550 at 4% or $321,700 at 6%; with 100% employer match about $361,913 at 4% or $241,275 at 6%. |
| 2012 | 1 | 3 | $138,621 | $16,133 | $5,378iApproximate average salary by contribution assumption: employee only about $134,442 at 4% or $89,628 at 6%; with 50% employer match about $89,628 at 4% or $59,752 at 6%; with 100% employer match about $67,221 at 4% or $44,814 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 3 | $138,621 | $16,133 | $5,378iApproximate average salary by contribution assumption: employee only about $134,442 at 4% or $89,628 at 6%; with 50% employer match about $89,628 at 4% or $59,752 at 6%; with 100% employer match about $67,221 at 4% or $44,814 at 6%. |
| 2011 | 1 | 3 | $108,861 | $29,246 | $9,749iApproximate average salary by contribution assumption: employee only about $243,717 at 4% or $162,478 at 6%; with 50% employer match about $162,478 at 4% or $108,319 at 6%; with 100% employer match about $121,858 at 4% or $81,239 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 3 | $108,861 | $29,246 | $9,749iApproximate average salary by contribution assumption: employee only about $243,717 at 4% or $162,478 at 6%; with 50% employer match about $162,478 at 4% or $108,319 at 6%; with 100% employer match about $121,858 at 4% or $81,239 at 6%. |
| 2010 | 1 | 4 | $91,837 | $24,215 | $6,054iApproximate average salary by contribution assumption: employee only about $151,344 at 4% or $100,896 at 6%; with 50% employer match about $100,896 at 4% or $67,264 at 6%; with 100% employer match about $75,672 at 4% or $50,448 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 4 | $91,837 | $24,215 | $6,054iApproximate average salary by contribution assumption: employee only about $151,344 at 4% or $100,896 at 6%; with 50% employer match about $100,896 at 4% or $67,264 at 6%; with 100% employer match about $75,672 at 4% or $50,448 at 6%. |
| 2009 | 1 | 4 | $60,246 | $27,184 | $6,796iApproximate average salary by contribution assumption: employee only about $169,900 at 4% or $113,267 at 6%; with 50% employer match about $113,267 at 4% or $75,511 at 6%; with 100% employer match about $84,950 at 4% or $56,633 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 4 | $60,246 | $27,184 | $6,796iApproximate average salary by contribution assumption: employee only about $169,900 at 4% or $113,267 at 6%; with 50% employer match about $113,267 at 4% or $75,511 at 6%; with 100% employer match about $84,950 at 4% or $56,633 at 6%. |
| 2008 | 1 | 4 | $19,102 | $23,361 | $5,840iApproximate average salary by contribution assumption: employee only about $146,006 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,003 at 4% or $48,669 at 6%. |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 4 | $19,102 | $23,361 | $5,840iApproximate average salary by contribution assumption: employee only about $146,006 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,003 at 4% or $48,669 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Scott D. Erickson, Cfp 401(K) P/S Plan | - | 3 | - | - | - |