Civic Intelligence

Successful Money Management, Inc.

Plan context: Successful Money Management Inc. 401(K) Profit Sharing Plan

EIN 47-0766343 • Gering, NE • 10 filings • 3 plans

P.O. Box 606Gering, NE 69341
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$639,708

2016 Contributions

$109,646

Historical Graphs

Total Assets Over Time

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

$1,073,128$536,564$0200720122016YearValue
$639,708Latest year 2016

Participants Over Time

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

1050200720122016YearValue
4Latest year 2016

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
201614$639,708$109,646$27,412iApproximate average salary by contribution assumption: employee only about $685,288 at 4% or $456,858 at 6%; with 50% employer match about $456,858 at 4% or $304,572 at 6%; with 100% employer match about $342,644 at 4% or $228,429 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-4$639,708$109,646$27,412iApproximate average salary by contribution assumption: employee only about $685,288 at 4% or $456,858 at 6%; with 50% employer match about $456,858 at 4% or $304,572 at 6%; with 100% employer match about $342,644 at 4% or $228,429 at 6%.
201514$1,025,963$111,167$27,792iApproximate average salary by contribution assumption: employee only about $694,794 at 4% or $463,196 at 6%; with 50% employer match about $463,196 at 4% or $308,797 at 6%; with 100% employer match about $347,397 at 4% or $231,598 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-4$1,025,963$111,167$27,792iApproximate average salary by contribution assumption: employee only about $694,794 at 4% or $463,196 at 6%; with 50% employer match about $463,196 at 4% or $308,797 at 6%; with 100% employer match about $347,397 at 4% or $231,598 at 6%.
201416$933,640$108,828$18,138iApproximate average salary by contribution assumption: employee only about $453,450 at 4% or $302,300 at 6%; with 50% employer match about $302,300 at 4% or $201,533 at 6%; with 100% employer match about $226,725 at 4% or $151,150 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-6$933,640$108,828$18,138iApproximate average salary by contribution assumption: employee only about $453,450 at 4% or $302,300 at 6%; with 50% employer match about $302,300 at 4% or $201,533 at 6%; with 100% employer match about $226,725 at 4% or $151,150 at 6%.
2013110$1,073,128$154,158$15,416iApproximate average salary by contribution assumption: employee only about $385,395 at 4% or $256,930 at 6%; with 50% employer match about $256,930 at 4% or $171,287 at 6%; with 100% employer match about $192,698 at 4% or $128,465 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-10$1,073,128$154,158$15,416iApproximate average salary by contribution assumption: employee only about $385,395 at 4% or $256,930 at 6%; with 50% employer match about $256,930 at 4% or $171,287 at 6%; with 100% employer match about $192,698 at 4% or $128,465 at 6%.
201219$779,873$139,198$15,466iApproximate average salary by contribution assumption: employee only about $386,661 at 4% or $257,774 at 6%; with 50% employer match about $257,774 at 4% or $171,849 at 6%; with 100% employer match about $193,331 at 4% or $128,887 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-9$779,873$139,198$15,466iApproximate average salary by contribution assumption: employee only about $386,661 at 4% or $257,774 at 6%; with 50% employer match about $257,774 at 4% or $171,849 at 6%; with 100% employer match about $193,331 at 4% or $128,887 at 6%.
201117$567,962$126,004$18,001iApproximate average salary by contribution assumption: employee only about $450,014 at 4% or $300,010 at 6%; with 50% employer match about $300,010 at 4% or $200,006 at 6%; with 100% employer match about $225,007 at 4% or $150,005 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-7$567,962$126,004$18,001iApproximate average salary by contribution assumption: employee only about $450,014 at 4% or $300,010 at 6%; with 50% employer match about $300,010 at 4% or $200,006 at 6%; with 100% employer match about $225,007 at 4% or $150,005 at 6%.
201017$468,800$123,966$17,709iApproximate average salary by contribution assumption: employee only about $442,736 at 4% or $295,157 at 6%; with 50% employer match about $295,157 at 4% or $196,771 at 6%; with 100% employer match about $221,368 at 4% or $147,579 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-7$468,800$123,966$17,709iApproximate average salary by contribution assumption: employee only about $442,736 at 4% or $295,157 at 6%; with 50% employer match about $295,157 at 4% or $196,771 at 6%; with 100% employer match about $221,368 at 4% or $147,579 at 6%.
200918$303,088$134,863$16,858iApproximate average salary by contribution assumption: employee only about $421,447 at 4% or $280,965 at 6%; with 50% employer match about $280,965 at 4% or $187,310 at 6%; with 100% employer match about $210,723 at 4% or $140,482 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-8$303,088$134,863$16,858iApproximate average salary by contribution assumption: employee only about $421,447 at 4% or $280,965 at 6%; with 50% employer match about $280,965 at 4% or $187,310 at 6%; with 100% employer match about $210,723 at 4% or $140,482 at 6%.
200819$128,085$102,667$11,407iApproximate average salary by contribution assumption: employee only about $285,186 at 4% or $190,124 at 6%; with 50% employer match about $190,124 at 4% or $126,749 at 6%; with 100% employer match about $142,593 at 4% or $95,062 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-9$128,085$102,667$11,407iApproximate average salary by contribution assumption: employee only about $285,186 at 4% or $190,124 at 6%; with 50% employer match about $190,124 at 4% or $126,749 at 6%; with 100% employer match about $142,593 at 4% or $95,062 at 6%.
200717$65,478$65,316$9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,636 at 4% or $77,757 at 6%.
Successful Money Management Inc. 401(K) Profit Sharing Plan-7$65,478$65,316$9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,636 at 4% or $77,757 at 6%.