Addison Avenue Financial Partners
Plan context: Addison Avenue Financial Partners LLC 401K Plan
EIN 47-0880601 • Rocklin, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
31
2010 Assets
$1,172,070
2010 Contributions
$9
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $9 | - |
| Addison Avenue Financial Partners LLC 401K Plan | - | 0 | $0 | $9 | - |
| 2009 | 1 | 31 | $1,172,070 | $0 | - |
| Addison Avenue Financial Partners LLC 401K Plan | - | 31 | $1,172,070 | - | - |
| 2008 | 1 | 17 | $977,674 | $6,044 | $356iApproximate average salary by contribution assumption: employee only about $8,888 at 4% or $5,925 at 6%; with 50% employer match about $5,925 at 4% or $3,950 at 6%; with 100% employer match about $4,444 at 4% or $2,963 at 6%. |
| Addison Avenue Financial Partners LLC 401K Plan | - | 17 | $977,674 | $6,044 | $356iApproximate average salary by contribution assumption: employee only about $8,888 at 4% or $5,925 at 6%; with 50% employer match about $5,925 at 4% or $3,950 at 6%; with 100% employer match about $4,444 at 4% or $2,963 at 6%. |
| 2007 | 1 | 19 | $1,966,310 | $0 | - |
| Addison Avenue Financial Partners LLC 401K Plan | - | 19 | $1,966,310 | - | - |
| 2006 | 1 | 24 | $2,149,528 | $0 | - |
| Addison Avenue Financial Partners LLC 401K Plan | - | 24 | $2,149,528 | - | - |
| 2005 | 1 | 27 | $2,135,866 | $0 | - |
| Addison Avenue Financial Partners LLC 401K Plan | - | 27 | $2,135,866 | - | - |
| 2004 | 1 | 32 | $2,078,353 | $8,747 | $273iApproximate average salary by contribution assumption: employee only about $6,834 at 4% or $4,556 at 6%; with 50% employer match about $4,556 at 4% or $3,037 at 6%; with 100% employer match about $3,417 at 4% or $2,278 at 6%. |
| Addison Avenue Financial Partners LLC 401K Plan | - | 32 | $2,078,353 | $8,747 | $273iApproximate average salary by contribution assumption: employee only about $6,834 at 4% or $4,556 at 6%; with 50% employer match about $4,556 at 4% or $3,037 at 6%; with 100% employer match about $3,417 at 4% or $2,278 at 6%. |
| 2003 | 1 | 34 | $1,937,720 | $541,480 | $15,926iApproximate average salary by contribution assumption: employee only about $398,147 at 4% or $265,431 at 6%; with 50% employer match about $265,431 at 4% or $176,954 at 6%; with 100% employer match about $199,074 at 4% or $132,716 at 6%. |
| Addison Avenue Financial Partners LLC 401K Plan | - | 34 | $1,937,720 | $541,480 | $15,926iApproximate average salary by contribution assumption: employee only about $398,147 at 4% or $265,431 at 6%; with 50% employer match about $265,431 at 4% or $176,954 at 6%; with 100% employer match about $199,074 at 4% or $132,716 at 6%. |