Edelman Financial Services Inc.
Plan context: Edelman Financial Services Inc. 401K Plan and Trust
EIN 54-1439049 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
79
2003 Assets
$4,623,198
2003 Contributions
$906,854
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 79 | $4,623,198 | $906,854 | $11,479iApproximate average salary by contribution assumption: employee only about $286,979 at 4% or $191,319 at 6%; with 50% employer match about $191,319 at 4% or $127,546 at 6%; with 100% employer match about $143,490 at 4% or $95,660 at 6%. |
| Edelman Financial Services Inc. 401K Plan and Trust | - | 79 | $4,623,198 | $906,854 | $11,479iApproximate average salary by contribution assumption: employee only about $286,979 at 4% or $191,319 at 6%; with 50% employer match about $191,319 at 4% or $127,546 at 6%; with 100% employer match about $143,490 at 4% or $95,660 at 6%. |
| 2002 | 1 | 77 | $2,945,287 | $934,714 | $12,139iApproximate average salary by contribution assumption: employee only about $303,479 at 4% or $202,319 at 6%; with 50% employer match about $202,319 at 4% or $134,879 at 6%; with 100% employer match about $151,739 at 4% or $101,160 at 6%. |
| Edelman Financial Services Inc. 401K Plan and Trust | - | 77 | $2,945,287 | $934,714 | $12,139iApproximate average salary by contribution assumption: employee only about $303,479 at 4% or $202,319 at 6%; with 50% employer match about $202,319 at 4% or $134,879 at 6%; with 100% employer match about $151,739 at 4% or $101,160 at 6%. |
| 2001 | 1 | 70 | $2,797,215 | $810,663 | $11,581iApproximate average salary by contribution assumption: employee only about $289,523 at 4% or $193,015 at 6%; with 50% employer match about $193,015 at 4% or $128,677 at 6%; with 100% employer match about $144,761 at 4% or $96,508 at 6%. |
| Edelman Financial Services Inc. 401K Plan and Trust | - | 70 | $2,797,215 | $810,663 | $11,581iApproximate average salary by contribution assumption: employee only about $289,523 at 4% or $193,015 at 6%; with 50% employer match about $193,015 at 4% or $128,677 at 6%; with 100% employer match about $144,761 at 4% or $96,508 at 6%. |
| 2000 | 1 | 66 | $2,750,503 | $740,408 | $11,218iApproximate average salary by contribution assumption: employee only about $280,458 at 4% or $186,972 at 6%; with 50% employer match about $186,972 at 4% or $124,648 at 6%; with 100% employer match about $140,229 at 4% or $93,486 at 6%. |
| Edelman Financial Services Inc. 401K Plan and Trust | - | 66 | $2,750,503 | $740,408 | $11,218iApproximate average salary by contribution assumption: employee only about $280,458 at 4% or $186,972 at 6%; with 50% employer match about $186,972 at 4% or $124,648 at 6%; with 100% employer match about $140,229 at 4% or $93,486 at 6%. |
| 1999 | 1 | 81 | $2,749,142 | $368,263 | $4,546iApproximate average salary by contribution assumption: employee only about $113,661 at 4% or $75,774 at 6%; with 50% employer match about $75,774 at 4% or $50,516 at 6%; with 100% employer match about $56,831 at 4% or $37,887 at 6%. |
| Edelman Financial Services Inc. 401K Plan and Trust | - | 81 | $2,749,142 | $368,263 | $4,546iApproximate average salary by contribution assumption: employee only about $113,661 at 4% or $75,774 at 6%; with 50% employer match about $75,774 at 4% or $50,516 at 6%; with 100% employer match about $56,831 at 4% or $37,887 at 6%. |