Colbert Investment Management
Plan context: Colbert Investment Management 401(K) Profit Sharing Plan & Trust
EIN 65-0211019 • 6 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$219,287
2021 Contributions
$21,104
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $21,104 | - |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 0 | - | $21,104 | - |
| 2020 | 1 | 3 | $219,287 | $43,435 | $14,478iApproximate average salary by contribution assumption: employee only about $361,958 at 4% or $241,306 at 6%; with 50% employer match about $241,306 at 4% or $160,870 at 6%; with 100% employer match about $180,979 at 4% or $120,653 at 6%. |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 3 | $219,287 | $43,435 | $14,478iApproximate average salary by contribution assumption: employee only about $361,958 at 4% or $241,306 at 6%; with 50% employer match about $241,306 at 4% or $160,870 at 6%; with 100% employer match about $180,979 at 4% or $120,653 at 6%. |
| 2019 | 1 | 3 | $149,894 | $44,381 | $14,794iApproximate average salary by contribution assumption: employee only about $369,842 at 4% or $246,561 at 6%; with 50% employer match about $246,561 at 4% or $164,374 at 6%; with 100% employer match about $184,921 at 4% or $123,281 at 6%. |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 3 | $149,894 | $44,381 | $14,794iApproximate average salary by contribution assumption: employee only about $369,842 at 4% or $246,561 at 6%; with 50% employer match about $246,561 at 4% or $164,374 at 6%; with 100% employer match about $184,921 at 4% or $123,281 at 6%. |
| 2018 | 1 | 3 | $89,293 | $44,410 | $14,803iApproximate average salary by contribution assumption: employee only about $370,083 at 4% or $246,722 at 6%; with 50% employer match about $246,722 at 4% or $164,481 at 6%; with 100% employer match about $185,042 at 4% or $123,361 at 6%. |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 3 | $89,293 | $44,410 | $14,803iApproximate average salary by contribution assumption: employee only about $370,083 at 4% or $246,722 at 6%; with 50% employer match about $246,722 at 4% or $164,481 at 6%; with 100% employer match about $185,042 at 4% or $123,361 at 6%. |
| 2017 | 1 | 3 | $84,246 | $41,105 | $13,702iApproximate average salary by contribution assumption: employee only about $342,542 at 4% or $228,361 at 6%; with 50% employer match about $228,361 at 4% or $152,241 at 6%; with 100% employer match about $171,271 at 4% or $114,181 at 6%. |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 3 | $84,246 | $41,105 | $13,702iApproximate average salary by contribution assumption: employee only about $342,542 at 4% or $228,361 at 6%; with 50% employer match about $228,361 at 4% or $152,241 at 6%; with 100% employer match about $171,271 at 4% or $114,181 at 6%. |
| 2016 | 1 | 2 | $31,497 | $35,123 | $17,562iApproximate average salary by contribution assumption: employee only about $439,038 at 4% or $292,692 at 6%; with 50% employer match about $292,692 at 4% or $195,128 at 6%; with 100% employer match about $219,519 at 4% or $146,346 at 6%. |
| Colbert Investment Management 401(K) Profit Sharing Plan & Trust | - | 2 | $31,497 | $35,123 | $17,562iApproximate average salary by contribution assumption: employee only about $439,038 at 4% or $292,692 at 6%; with 50% employer match about $292,692 at 4% or $195,128 at 6%; with 100% employer match about $219,519 at 4% or $146,346 at 6%. |