Civic Intelligence

RAY & ASSOCIATES, INC. 401(K) PLAN

Plan context: Ray & Associates 401K Plan

EIN 42-1165911 • Cedar Rapids, IA • 22 filings • 4 plans

4403 1st Ave. SE, Suite 407Cedar Rapids, IA 52402-3221
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$941,007

2016 Contributions

$6,356

Historical Graphs

Total Assets Over Time

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

$988,025$494,013$0199920092015YearValue
$941,007Latest year 2015

Participants Over Time

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

840199920072015YearValue
6Latest year 2015

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
201610$0$6,356-
Ray & Associates 401K Plan-0$0$6,356-
201516$941,007$5,320$887iApproximate average salary by contribution assumption: employee only about $22,167 at 4% or $14,778 at 6%; with 50% employer match about $14,778 at 4% or $9,852 at 6%; with 100% employer match about $11,083 at 4% or $7,389 at 6%.
Ray & Associates 401K Plan-6$941,007$5,320$887iApproximate average salary by contribution assumption: employee only about $22,167 at 4% or $14,778 at 6%; with 50% employer match about $14,778 at 4% or $9,852 at 6%; with 100% employer match about $11,083 at 4% or $7,389 at 6%.
201415$988,025$4,952$990iApproximate average salary by contribution assumption: employee only about $24,760 at 4% or $16,507 at 6%; with 50% employer match about $16,507 at 4% or $11,004 at 6%; with 100% employer match about $12,380 at 4% or $8,253 at 6%.
Ray & Associates 401K Plan-5$988,025$4,952$990iApproximate average salary by contribution assumption: employee only about $24,760 at 4% or $16,507 at 6%; with 50% employer match about $16,507 at 4% or $11,004 at 6%; with 100% employer match about $12,380 at 4% or $8,253 at 6%.
201315$984,445$5,940$1,188iApproximate average salary by contribution assumption: employee only about $29,700 at 4% or $19,800 at 6%; with 50% employer match about $19,800 at 4% or $13,200 at 6%; with 100% employer match about $14,850 at 4% or $9,900 at 6%.
Ray & Associates 401K Plan-5$984,445$5,940$1,188iApproximate average salary by contribution assumption: employee only about $29,700 at 4% or $19,800 at 6%; with 50% employer match about $19,800 at 4% or $13,200 at 6%; with 100% employer match about $14,850 at 4% or $9,900 at 6%.
201214$927,136$3,989$997iApproximate average salary by contribution assumption: employee only about $24,931 at 4% or $16,621 at 6%; with 50% employer match about $16,621 at 4% or $11,081 at 6%; with 100% employer match about $12,466 at 4% or $8,310 at 6%.
Ray & Associates 401K Plan-4$927,136$3,989$997iApproximate average salary by contribution assumption: employee only about $24,931 at 4% or $16,621 at 6%; with 50% employer match about $16,621 at 4% or $11,081 at 6%; with 100% employer match about $12,466 at 4% or $8,310 at 6%.
201118$857,325$17,315$2,164iApproximate average salary by contribution assumption: employee only about $54,109 at 4% or $36,073 at 6%; with 50% employer match about $36,073 at 4% or $24,049 at 6%; with 100% employer match about $27,055 at 4% or $18,036 at 6%.
Ray & Associates 401K Plan-8$857,325$17,315$2,164iApproximate average salary by contribution assumption: employee only about $54,109 at 4% or $36,073 at 6%; with 50% employer match about $36,073 at 4% or $24,049 at 6%; with 100% employer match about $27,055 at 4% or $18,036 at 6%.
201018$866,530$70,014$8,752iApproximate average salary by contribution assumption: employee only about $218,794 at 4% or $145,863 at 6%; with 50% employer match about $145,863 at 4% or $97,242 at 6%; with 100% employer match about $109,397 at 4% or $72,931 at 6%.
Ray & Associates 401K Plan-8$866,530$70,014$8,752iApproximate average salary by contribution assumption: employee only about $218,794 at 4% or $145,863 at 6%; with 50% employer match about $145,863 at 4% or $97,242 at 6%; with 100% employer match about $109,397 at 4% or $72,931 at 6%.
200918$714,220$62,881$7,860iApproximate average salary by contribution assumption: employee only about $196,503 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Ray & Associates 401K Plan-8$714,220$62,881$7,860iApproximate average salary by contribution assumption: employee only about $196,503 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
200814$517,987$56,114$14,029iApproximate average salary by contribution assumption: employee only about $350,713 at 4% or $233,808 at 6%; with 50% employer match about $233,808 at 4% or $155,872 at 6%; with 100% employer match about $175,356 at 4% or $116,904 at 6%.
Ray & Associates 401K Plan-4$517,987$56,114$14,029iApproximate average salary by contribution assumption: employee only about $350,713 at 4% or $233,808 at 6%; with 50% employer match about $233,808 at 4% or $155,872 at 6%; with 100% employer match about $175,356 at 4% or $116,904 at 6%.
200716$0$0-
Ray & Associates 401K Plan-6---
200614$677,734$67,933$16,983iApproximate average salary by contribution assumption: employee only about $424,581 at 4% or $283,054 at 6%; with 50% employer match about $283,054 at 4% or $188,703 at 6%; with 100% employer match about $212,291 at 4% or $141,527 at 6%.
Ray & Associates 401K Plan-4$677,734$67,933$16,983iApproximate average salary by contribution assumption: employee only about $424,581 at 4% or $283,054 at 6%; with 50% employer match about $283,054 at 4% or $188,703 at 6%; with 100% employer match about $212,291 at 4% or $141,527 at 6%.
200513$563,366$75,017$25,006iApproximate average salary by contribution assumption: employee only about $625,142 at 4% or $416,761 at 6%; with 50% employer match about $416,761 at 4% or $277,841 at 6%; with 100% employer match about $312,571 at 4% or $208,381 at 6%.
Ray & Associates 401K Plan-3$563,366$75,017$25,006iApproximate average salary by contribution assumption: employee only about $625,142 at 4% or $416,761 at 6%; with 50% employer match about $416,761 at 4% or $277,841 at 6%; with 100% employer match about $312,571 at 4% or $208,381 at 6%.
200412$459,988$69,011$34,506iApproximate average salary by contribution assumption: employee only about $862,638 at 4% or $575,092 at 6%; with 50% employer match about $575,092 at 4% or $383,394 at 6%; with 100% employer match about $431,319 at 4% or $287,546 at 6%.
Ray & Associates 401K Plan-2$459,988$69,011$34,506iApproximate average salary by contribution assumption: employee only about $862,638 at 4% or $575,092 at 6%; with 50% employer match about $575,092 at 4% or $383,394 at 6%; with 100% employer match about $431,319 at 4% or $287,546 at 6%.
200313$359,893$60,119$20,040iApproximate average salary by contribution assumption: employee only about $500,992 at 4% or $333,994 at 6%; with 50% employer match about $333,994 at 4% or $222,663 at 6%; with 100% employer match about $250,496 at 4% or $166,997 at 6%.
Ray & Associates 401K Plan-3$359,893$60,119$20,040iApproximate average salary by contribution assumption: employee only about $500,992 at 4% or $333,994 at 6%; with 50% employer match about $333,994 at 4% or $222,663 at 6%; with 100% employer match about $250,496 at 4% or $166,997 at 6%.
200223$241,231$61,965$20,655iApproximate average salary by contribution assumption: employee only about $516,375 at 4% or $344,250 at 6%; with 50% employer match about $344,250 at 4% or $229,500 at 6%; with 100% employer match about $258,188 at 4% or $172,125 at 6%.
Ray & Associates 401K Plan-3$241,231$61,965$20,655iApproximate average salary by contribution assumption: employee only about $516,375 at 4% or $344,250 at 6%; with 50% employer match about $344,250 at 4% or $229,500 at 6%; with 100% employer match about $258,188 at 4% or $172,125 at 6%.
Ray & Associates Money Purchase Plan-0---
200123$0$0-
Ray & Associates Money Purchase Plan-3---
Ray & Associates 401K Plan-3---
200022$0$0-
Ray & Associates Money Purchase Plan-2---
Ray & Associates 401K Plan-2---
199921$171,962$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Ray & Associates 401K Plan-1$93,854$15,857$15,857iApproximate average salary by contribution assumption: employee only about $396,425 at 4% or $264,283 at 6%; with 50% employer match about $264,283 at 4% or $176,189 at 6%; with 100% employer match about $198,213 at 4% or $132,142 at 6%.
Ray & Associates Money Purchase Plan-1$78,108$14,143$14,143iApproximate average salary by contribution assumption: employee only about $353,575 at 4% or $235,717 at 6%; with 50% employer match about $235,717 at 4% or $157,144 at 6%; with 100% employer match about $176,788 at 4% or $117,858 at 6%.