Civic Intelligence

A. E. Finley & Associates Inc.

Plan context: A. E. Finley & Associates Inc. Employee Stock Ownership Plan

EIN 56-0576196 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

34

2007 Assets

$1,445

2007 Contributions

$325,726

Historical Graphs

Total Assets Over Time

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

$4,339,806$2,169,903$0199920042006YearValue
$1,445Latest year 2006

Participants Over Time

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

38190199920032006YearValue
34Latest year 2006

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
200710$0$0-
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-0---
2006134$1,445$0-
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-34$1,445--
2005132$2,823,640$325,726$10,179iApproximate average salary by contribution assumption: employee only about $254,473 at 4% or $169,649 at 6%; with 50% employer match about $169,649 at 4% or $113,099 at 6%; with 100% employer match about $127,237 at 4% or $84,824 at 6%.
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-32$2,823,640$325,726$10,179iApproximate average salary by contribution assumption: employee only about $254,473 at 4% or $169,649 at 6%; with 50% employer match about $169,649 at 4% or $113,099 at 6%; with 100% employer match about $127,237 at 4% or $84,824 at 6%.
2004131$3,843,720$160,000$5,161iApproximate average salary by contribution assumption: employee only about $129,032 at 4% or $86,022 at 6%; with 50% employer match about $86,022 at 4% or $57,348 at 6%; with 100% employer match about $64,516 at 4% or $43,011 at 6%.
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-31$3,843,720$160,000$5,161iApproximate average salary by contribution assumption: employee only about $129,032 at 4% or $86,022 at 6%; with 50% employer match about $86,022 at 4% or $57,348 at 6%; with 100% employer match about $64,516 at 4% or $43,011 at 6%.
2003133$3,735,597$200,831$6,086iApproximate average salary by contribution assumption: employee only about $152,145 at 4% or $101,430 at 6%; with 50% employer match about $101,430 at 4% or $67,620 at 6%; with 100% employer match about $76,072 at 4% or $50,715 at 6%.
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-33$3,735,597$200,831$6,086iApproximate average salary by contribution assumption: employee only about $152,145 at 4% or $101,430 at 6%; with 50% employer match about $101,430 at 4% or $67,620 at 6%; with 100% employer match about $76,072 at 4% or $50,715 at 6%.
2002136$4,007,650$234,500$6,514iApproximate average salary by contribution assumption: employee only about $162,847 at 4% or $108,565 at 6%; with 50% employer match about $108,565 at 4% or $72,377 at 6%; with 100% employer match about $81,424 at 4% or $54,282 at 6%.
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-36$4,007,650$234,500$6,514iApproximate average salary by contribution assumption: employee only about $162,847 at 4% or $108,565 at 6%; with 50% employer match about $108,565 at 4% or $72,377 at 6%; with 100% employer match about $81,424 at 4% or $54,282 at 6%.
2001138$0$0-
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-38---
2000131$0$0-
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-31---
1999134$4,339,806$281,474$8,279iApproximate average salary by contribution assumption: employee only about $206,966 at 4% or $137,977 at 6%; with 50% employer match about $137,977 at 4% or $91,985 at 6%; with 100% employer match about $103,483 at 4% or $68,989 at 6%.
A. E. Finley & Associates Inc. Employee Stock Ownership Plan-34$4,339,806$281,474$8,279iApproximate average salary by contribution assumption: employee only about $206,966 at 4% or $137,977 at 6%; with 50% employer match about $137,977 at 4% or $91,985 at 6%; with 100% employer match about $103,483 at 4% or $68,989 at 6%.