Civic Intelligence

EQUITY MANAGEMENT INCORPORATED

Plan context: Equity Management Inc. 401 K Plan

EIN 52-1197050 • 9 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

392

2007 Assets

$759,471

2007 Contributions

$192,405

Historical Graphs

Total Assets Over Time

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

$759,471$379,736$0199920032007YearValue
$759,471Latest year 2007

Participants Over Time

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

3921960199920032007YearValue
392Latest year 2007

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
20071392$759,471$192,405$491iApproximate average salary by contribution assumption: employee only about $12,271 at 4% or $8,180 at 6%; with 50% employer match about $8,180 at 4% or $5,454 at 6%; with 100% employer match about $6,135 at 4% or $4,090 at 6%.
Equity Management Inc. 401 K Plan-392$759,471$192,405$491iApproximate average salary by contribution assumption: employee only about $12,271 at 4% or $8,180 at 6%; with 50% employer match about $8,180 at 4% or $5,454 at 6%; with 100% employer match about $6,135 at 4% or $4,090 at 6%.
20061171$684,638$109,684$641iApproximate average salary by contribution assumption: employee only about $16,036 at 4% or $10,690 at 6%; with 50% employer match about $10,690 at 4% or $7,127 at 6%; with 100% employer match about $8,018 at 4% or $5,345 at 6%.
Equity Management Inc. 401 K Plan-171$684,638$109,684$641iApproximate average salary by contribution assumption: employee only about $16,036 at 4% or $10,690 at 6%; with 50% employer match about $10,690 at 4% or $7,127 at 6%; with 100% employer match about $8,018 at 4% or $5,345 at 6%.
20051140$532,205$97,621$697iApproximate average salary by contribution assumption: employee only about $17,432 at 4% or $11,622 at 6%; with 50% employer match about $11,622 at 4% or $7,748 at 6%; with 100% employer match about $8,716 at 4% or $5,811 at 6%.
Equity Management Inc. 401 K Plan-140$532,205$97,621$697iApproximate average salary by contribution assumption: employee only about $17,432 at 4% or $11,622 at 6%; with 50% employer match about $11,622 at 4% or $7,748 at 6%; with 100% employer match about $8,716 at 4% or $5,811 at 6%.
2004199$397,564$65,392$661iApproximate average salary by contribution assumption: employee only about $16,513 at 4% or $11,009 at 6%; with 50% employer match about $11,009 at 4% or $7,339 at 6%; with 100% employer match about $8,257 at 4% or $5,504 at 6%.
Equity Management Inc. 401 K Plan-99$397,564$65,392$661iApproximate average salary by contribution assumption: employee only about $16,513 at 4% or $11,009 at 6%; with 50% employer match about $11,009 at 4% or $7,339 at 6%; with 100% employer match about $8,257 at 4% or $5,504 at 6%.
20031118$314,062$51,893$440iApproximate average salary by contribution assumption: employee only about $10,994 at 4% or $7,330 at 6%; with 50% employer match about $7,330 at 4% or $4,886 at 6%; with 100% employer match about $5,497 at 4% or $3,665 at 6%.
Equity Management Inc. 401 K Plan-118$314,062$51,893$440iApproximate average salary by contribution assumption: employee only about $10,994 at 4% or $7,330 at 6%; with 50% employer match about $7,330 at 4% or $4,886 at 6%; with 100% employer match about $5,497 at 4% or $3,665 at 6%.
20021120$273,640$84,360$703iApproximate average salary by contribution assumption: employee only about $17,575 at 4% or $11,717 at 6%; with 50% employer match about $11,717 at 4% or $7,811 at 6%; with 100% employer match about $8,788 at 4% or $5,858 at 6%.
Equity Management Inc. 401 K Plan-120$273,640$84,360$703iApproximate average salary by contribution assumption: employee only about $17,575 at 4% or $11,717 at 6%; with 50% employer match about $11,717 at 4% or $7,811 at 6%; with 100% employer match about $8,788 at 4% or $5,858 at 6%.
2001192$266,301$87,157$947iApproximate average salary by contribution assumption: employee only about $23,684 at 4% or $15,789 at 6%; with 50% employer match about $15,789 at 4% or $10,526 at 6%; with 100% employer match about $11,842 at 4% or $7,895 at 6%.
Equity Management Inc. 401 K Plan-92$266,301$87,157$947iApproximate average salary by contribution assumption: employee only about $23,684 at 4% or $15,789 at 6%; with 50% employer match about $15,789 at 4% or $10,526 at 6%; with 100% employer match about $11,842 at 4% or $7,895 at 6%.
2000196$260,153$75,280$784iApproximate average salary by contribution assumption: employee only about $19,604 at 4% or $13,069 at 6%; with 50% employer match about $13,069 at 4% or $8,713 at 6%; with 100% employer match about $9,802 at 4% or $6,535 at 6%.
Equity Management Inc. 401 K Plan-96$260,153$75,280$784iApproximate average salary by contribution assumption: employee only about $19,604 at 4% or $13,069 at 6%; with 50% employer match about $13,069 at 4% or $8,713 at 6%; with 100% employer match about $9,802 at 4% or $6,535 at 6%.
1999179$236,114$69,112$875iApproximate average salary by contribution assumption: employee only about $21,871 at 4% or $14,581 at 6%; with 50% employer match about $14,581 at 4% or $9,720 at 6%; with 100% employer match about $10,935 at 4% or $7,290 at 6%.
Equity Management Inc. 401 K Plan-79$236,114$69,112$875iApproximate average salary by contribution assumption: employee only about $21,871 at 4% or $14,581 at 6%; with 50% employer match about $14,581 at 4% or $9,720 at 6%; with 100% employer match about $10,935 at 4% or $7,290 at 6%.