Foldes Financial Management Inc.
Plan context: FOLDES RETIREMENT PLAN
EIN 65-0755342 • Miami, FL • 16 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$2,078,399
2011 Contributions
$47,826
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 3 | $2,078,399 | $47,826 | $15,942iApproximate average salary by contribution assumption: employee only about $398,550 at 4% or $265,700 at 6%; with 50% employer match about $265,700 at 4% or $177,133 at 6%; with 100% employer match about $199,275 at 4% or $132,850 at 6%. |
| FOLDES RETIREMENT PLAN | - | 3 | $2,078,399 | $47,826 | $15,942iApproximate average salary by contribution assumption: employee only about $398,550 at 4% or $265,700 at 6%; with 50% employer match about $265,700 at 4% or $177,133 at 6%; with 100% employer match about $199,275 at 4% or $132,850 at 6%. |
| 2009 | 2 | 3 | $1,680,454 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 3 | $1,680,454 | $0 | - |
| Foldes 401K Plan | - | 0 | $0 | - | - |
| 2008 | 2 | 3 | $138,492 | $39,900 | $13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%. |
| Foldes 401K Plan | - | 3 | $138,492 | $39,900 | $13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%. |
| FOLDES RETIREMENT PLAN | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 3 | - | - | - |
| Foldes 401K Plan | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,564,186 | $230,705 | $76,902iApproximate average salary by contribution assumption: employee only about $1,922,542 at 4% or $1,281,694 at 6%; with 50% employer match about $1,281,694 at 4% or $854,463 at 6%; with 100% employer match about $961,271 at 4% or $640,847 at 6%. |
| FOLDES RETIREMENT PLAN | - | 3 | $1,470,671 | $168,455 | $56,152iApproximate average salary by contribution assumption: employee only about $1,403,792 at 4% or $935,861 at 6%; with 50% employer match about $935,861 at 4% or $623,907 at 6%; with 100% employer match about $701,896 at 4% or $467,931 at 6%. |
| Foldes 401K Plan | - | 3 | $93,515 | $62,250 | $20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%. |
| 2005 | 2 | 3 | $1,197,815 | $201,195 | $67,065iApproximate average salary by contribution assumption: employee only about $1,676,625 at 4% or $1,117,750 at 6%; with 50% employer match about $1,117,750 at 4% or $745,167 at 6%; with 100% employer match about $838,313 at 4% or $558,875 at 6%. |
| FOLDES RETIREMENT PLAN | - | 3 | $1,172,191 | $175,195 | $58,398iApproximate average salary by contribution assumption: employee only about $1,459,958 at 4% or $973,306 at 6%; with 50% employer match about $973,306 at 4% or $648,870 at 6%; with 100% employer match about $729,979 at 4% or $486,653 at 6%. |
| Foldes 401K Plan | - | 3 | $25,624 | $26,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| 2004 | 1 | 3 | $854,056 | $167,218 | $55,739iApproximate average salary by contribution assumption: employee only about $1,393,483 at 4% or $928,989 at 6%; with 50% employer match about $928,989 at 4% or $619,326 at 6%; with 100% employer match about $696,742 at 4% or $464,494 at 6%. |
| FOLDES RETIREMENT PLAN | - | 3 | $854,056 | $167,218 | $55,739iApproximate average salary by contribution assumption: employee only about $1,393,483 at 4% or $928,989 at 6%; with 50% employer match about $928,989 at 4% or $619,326 at 6%; with 100% employer match about $696,742 at 4% or $464,494 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| FOLDES RETIREMENT PLAN | - | 3 | - | - | - |