Current Snapshot
Latest Year
2007
2007 Participants
152
2007 Assets
$4,766,416
2007 Contributions
$1,040,016
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Assetmark 401K | - | 0 | - | - | - |
| 2006 | 1 | 152 | $4,766,416 | $1,040,016 | $6,842iApproximate average salary by contribution assumption: employee only about $171,055 at 4% or $114,037 at 6%; with 50% employer match about $114,037 at 4% or $76,025 at 6%; with 100% employer match about $85,528 at 4% or $57,018 at 6%. |
| Assetmark 401K | - | 152 | $4,766,416 | $1,040,016 | $6,842iApproximate average salary by contribution assumption: employee only about $171,055 at 4% or $114,037 at 6%; with 50% employer match about $114,037 at 4% or $76,025 at 6%; with 100% employer match about $85,528 at 4% or $57,018 at 6%. |
| 2005 | 1 | 108 | $3,716,636 | $991,212 | $9,178iApproximate average salary by contribution assumption: employee only about $229,447 at 4% or $152,965 at 6%; with 50% employer match about $152,965 at 4% or $101,977 at 6%; with 100% employer match about $114,724 at 4% or $76,482 at 6%. |
| Assetmark 401K | - | 108 | $3,716,636 | $991,212 | $9,178iApproximate average salary by contribution assumption: employee only about $229,447 at 4% or $152,965 at 6%; with 50% employer match about $152,965 at 4% or $101,977 at 6%; with 100% employer match about $114,724 at 4% or $76,482 at 6%. |
| 2004 | 1 | 80 | $2,644,859 | $646,341 | $8,079iApproximate average salary by contribution assumption: employee only about $201,982 at 4% or $134,654 at 6%; with 50% employer match about $134,654 at 4% or $89,770 at 6%; with 100% employer match about $100,991 at 4% or $67,327 at 6%. |
| Assetmark 401K | - | 80 | $2,644,859 | $646,341 | $8,079iApproximate average salary by contribution assumption: employee only about $201,982 at 4% or $134,654 at 6%; with 50% employer match about $134,654 at 4% or $89,770 at 6%; with 100% employer match about $100,991 at 4% or $67,327 at 6%. |
| 2003 | 1 | 76 | $1,831,854 | $452,235 | $5,950iApproximate average salary by contribution assumption: employee only about $148,762 at 4% or $99,174 at 6%; with 50% employer match about $99,174 at 4% or $66,116 at 6%; with 100% employer match about $74,381 at 4% or $49,587 at 6%. |
| Assetmark 401K | - | 76 | $1,831,854 | $452,235 | $5,950iApproximate average salary by contribution assumption: employee only about $148,762 at 4% or $99,174 at 6%; with 50% employer match about $99,174 at 4% or $66,116 at 6%; with 100% employer match about $74,381 at 4% or $49,587 at 6%. |
| 2002 | 1 | 67 | $1,137,135 | $558,351 | $8,334iApproximate average salary by contribution assumption: employee only about $208,340 at 4% or $138,893 at 6%; with 50% employer match about $138,893 at 4% or $92,596 at 6%; with 100% employer match about $104,170 at 4% or $69,447 at 6%. |
| Assetmark 401K | - | 67 | $1,137,135 | $558,351 | $8,334iApproximate average salary by contribution assumption: employee only about $208,340 at 4% or $138,893 at 6%; with 50% employer match about $138,893 at 4% or $92,596 at 6%; with 100% employer match about $104,170 at 4% or $69,447 at 6%. |
| 2001 | 2 | 84 | $0 | $0 | - |
| Assetmark 401K | - | 84 | - | - | - |
| Advisory Consulting Group Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 60 | $526,529 | $258,046 | $4,301iApproximate average salary by contribution assumption: employee only about $107,519 at 4% or $71,679 at 6%; with 50% employer match about $71,679 at 4% or $47,786 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%. |
| Assetmark 401K | - | 60 | $502,728 | $258,046 | $4,301iApproximate average salary by contribution assumption: employee only about $107,519 at 4% or $71,679 at 6%; with 50% employer match about $71,679 at 4% or $47,786 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%. |
| Advisory Consulting Group Inc. Profit Sharing Plan | - | 1 | $23,801 | - | - |
| 1999 | 2 | 49 | $609,949 | $228,704 | $4,667iApproximate average salary by contribution assumption: employee only about $116,686 at 4% or $77,790 at 6%; with 50% employer match about $77,790 at 4% or $51,860 at 6%; with 100% employer match about $58,343 at 4% or $38,895 at 6%. |
| Advisory Consulting Group Inc. Profit Sharing Plan | - | 4 | $307,372 | - | - |
| Assetmark 401K | - | 49 | $302,577 | $228,704 | $4,667iApproximate average salary by contribution assumption: employee only about $116,686 at 4% or $77,790 at 6%; with 50% employer match about $77,790 at 4% or $51,860 at 6%; with 100% employer match about $58,343 at 4% or $38,895 at 6%. |