Civic Intelligence

Russ Blakely & Associates

Plan context: Russ Blakely & Associates Retirement Plan

EIN 62-1208321 • Chattanooga, TN • 21 filings • 1 plans

P.O. Box 11310620 Lindsay St, Ste 201Chattanooga, TN 37401
Current Snapshot

Latest Year

2019

2019 Participants

23

2019 Assets

$1,038,469

2019 Contributions

$220,653

Historical Graphs

Total Assets Over Time

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

$1,768,893$884,447$0199920102018YearValue
$1,038,469Latest year 2018

Participants Over Time

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

23120199920092018YearValue
23Latest year 2018

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
201910$0$220,653-
Russ Blakely & Associates Retirement Plan-0$0$220,653-
2018123$1,038,469$324,334$14,101iApproximate average salary by contribution assumption: employee only about $352,537 at 4% or $235,025 at 6%; with 50% employer match about $235,025 at 4% or $156,683 at 6%; with 100% employer match about $176,268 at 4% or $117,512 at 6%.
Russ Blakely & Associates Retirement Plan-23$1,038,469$324,334$14,101iApproximate average salary by contribution assumption: employee only about $352,537 at 4% or $235,025 at 6%; with 50% employer match about $235,025 at 4% or $156,683 at 6%; with 100% employer match about $176,268 at 4% or $117,512 at 6%.
2017121$1,059,789$197,173$9,389iApproximate average salary by contribution assumption: employee only about $234,730 at 4% or $156,487 at 6%; with 50% employer match about $156,487 at 4% or $104,324 at 6%; with 100% employer match about $117,365 at 4% or $78,243 at 6%.
Russ Blakely & Associates Retirement Plan-21$1,059,789$197,173$9,389iApproximate average salary by contribution assumption: employee only about $234,730 at 4% or $156,487 at 6%; with 50% employer match about $156,487 at 4% or $104,324 at 6%; with 100% employer match about $117,365 at 4% or $78,243 at 6%.
2016119$1,768,893$177,166$9,325iApproximate average salary by contribution assumption: employee only about $233,113 at 4% or $155,409 at 6%; with 50% employer match about $155,409 at 4% or $103,606 at 6%; with 100% employer match about $116,557 at 4% or $77,704 at 6%.
Russ Blakely & Associates Retirement Plan-19$1,768,893$177,166$9,325iApproximate average salary by contribution assumption: employee only about $233,113 at 4% or $155,409 at 6%; with 50% employer match about $155,409 at 4% or $103,606 at 6%; with 100% employer match about $116,557 at 4% or $77,704 at 6%.
2015118$1,603,939$192,767$10,709iApproximate average salary by contribution assumption: employee only about $267,732 at 4% or $178,488 at 6%; with 50% employer match about $178,488 at 4% or $118,992 at 6%; with 100% employer match about $133,866 at 4% or $89,244 at 6%.
Russ Blakely & Associates Retirement Plan-18$1,603,939$192,767$10,709iApproximate average salary by contribution assumption: employee only about $267,732 at 4% or $178,488 at 6%; with 50% employer match about $178,488 at 4% or $118,992 at 6%; with 100% employer match about $133,866 at 4% or $89,244 at 6%.
2014117$1,515,290$210,713$12,395iApproximate average salary by contribution assumption: employee only about $309,872 at 4% or $206,581 at 6%; with 50% employer match about $206,581 at 4% or $137,721 at 6%; with 100% employer match about $154,936 at 4% or $103,291 at 6%.
Russ Blakely & Associates Retirement Plan-17$1,515,290$210,713$12,395iApproximate average salary by contribution assumption: employee only about $309,872 at 4% or $206,581 at 6%; with 50% employer match about $206,581 at 4% or $137,721 at 6%; with 100% employer match about $154,936 at 4% or $103,291 at 6%.
2013112$1,409,931$92,659$7,722iApproximate average salary by contribution assumption: employee only about $193,040 at 4% or $128,693 at 6%; with 50% employer match about $128,693 at 4% or $85,795 at 6%; with 100% employer match about $96,520 at 4% or $64,347 at 6%.
Russ Blakely & Associates Retirement Plan-12$1,409,931$92,659$7,722iApproximate average salary by contribution assumption: employee only about $193,040 at 4% or $128,693 at 6%; with 50% employer match about $128,693 at 4% or $85,795 at 6%; with 100% employer match about $96,520 at 4% or $64,347 at 6%.
2012111$1,141,673$93,233$8,476iApproximate average salary by contribution assumption: employee only about $211,893 at 4% or $141,262 at 6%; with 50% employer match about $141,262 at 4% or $94,175 at 6%; with 100% employer match about $105,947 at 4% or $70,631 at 6%.
Russ Blakely & Associates Retirement Plan-11$1,141,673$93,233$8,476iApproximate average salary by contribution assumption: employee only about $211,893 at 4% or $141,262 at 6%; with 50% employer match about $141,262 at 4% or $94,175 at 6%; with 100% employer match about $105,947 at 4% or $70,631 at 6%.
2011111$943,154$62,741$5,704iApproximate average salary by contribution assumption: employee only about $142,593 at 4% or $95,062 at 6%; with 50% employer match about $95,062 at 4% or $63,375 at 6%; with 100% employer match about $71,297 at 4% or $47,531 at 6%.
Russ Blakely & Associates Retirement Plan-11$943,154$62,741$5,704iApproximate average salary by contribution assumption: employee only about $142,593 at 4% or $95,062 at 6%; with 50% employer match about $95,062 at 4% or $63,375 at 6%; with 100% employer match about $71,297 at 4% or $47,531 at 6%.
2010111$1,128,622$136,731$12,430iApproximate average salary by contribution assumption: employee only about $310,752 at 4% or $207,168 at 6%; with 50% employer match about $207,168 at 4% or $138,112 at 6%; with 100% employer match about $155,376 at 4% or $103,584 at 6%.
Russ Blakely & Associates Retirement Plan-11$1,128,622$136,731$12,430iApproximate average salary by contribution assumption: employee only about $310,752 at 4% or $207,168 at 6%; with 50% employer match about $207,168 at 4% or $138,112 at 6%; with 100% employer match about $155,376 at 4% or $103,584 at 6%.
2009112$883,214$66,120$5,510iApproximate average salary by contribution assumption: employee only about $137,750 at 4% or $91,833 at 6%; with 50% employer match about $91,833 at 4% or $61,222 at 6%; with 100% employer match about $68,875 at 4% or $45,917 at 6%.
Russ Blakely & Associates Retirement Plan-12$883,214$66,120$5,510iApproximate average salary by contribution assumption: employee only about $137,750 at 4% or $91,833 at 6%; with 50% employer match about $91,833 at 4% or $61,222 at 6%; with 100% employer match about $68,875 at 4% or $45,917 at 6%.
200819$633,465$100,516$11,168iApproximate average salary by contribution assumption: employee only about $279,211 at 4% or $186,141 at 6%; with 50% employer match about $186,141 at 4% or $124,094 at 6%; with 100% employer match about $139,606 at 4% or $93,070 at 6%.
Russ Blakely & Associates Retirement Plan-9$633,465$100,516$11,168iApproximate average salary by contribution assumption: employee only about $279,211 at 4% or $186,141 at 6%; with 50% employer match about $186,141 at 4% or $124,094 at 6%; with 100% employer match about $139,606 at 4% or $93,070 at 6%.
2007111$0$0-
Russ Blakely & Associates Retirement Plan-11---
200618$695,130$82,041$10,255iApproximate average salary by contribution assumption: employee only about $256,378 at 4% or $170,919 at 6%; with 50% employer match about $170,919 at 4% or $113,946 at 6%; with 100% employer match about $128,189 at 4% or $85,459 at 6%.
Russ Blakely & Associates Retirement Plan-8$695,130$82,041$10,255iApproximate average salary by contribution assumption: employee only about $256,378 at 4% or $170,919 at 6%; with 50% employer match about $170,919 at 4% or $113,946 at 6%; with 100% employer match about $128,189 at 4% or $85,459 at 6%.
200517$551,905$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Russ Blakely & Associates Retirement Plan-7$551,905$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
200416$445,103$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Russ Blakely & Associates Retirement Plan-6$445,103$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200316$357,181$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Russ Blakely & Associates Retirement Plan-6$357,181$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200216$240,662$55,042$9,174iApproximate average salary by contribution assumption: employee only about $229,342 at 4% or $152,894 at 6%; with 50% employer match about $152,894 at 4% or $101,930 at 6%; with 100% employer match about $114,671 at 4% or $76,447 at 6%.
Russ Blakely & Associates Retirement Plan-6$240,662$55,042$9,174iApproximate average salary by contribution assumption: employee only about $229,342 at 4% or $152,894 at 6%; with 50% employer match about $152,894 at 4% or $101,930 at 6%; with 100% employer match about $114,671 at 4% or $76,447 at 6%.
200114$0$0-
Russ Blakely & Associates Retirement Plan-4---
200014$251,244$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Russ Blakely & Associates Retirement Plan-4$251,244$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
199913$242,153$40,045$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.
Russ Blakely & Associates Retirement Plan-3$242,153$40,045$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.