Civic Intelligence

Rafferty, Stolzenberg, Gelles

Plan context: Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl

EIN 65-0832352 • Miami, FL • 12 filings • 5 plans

1401 Brickell AvenueSuite 825Miami, FL 33131
Current Snapshot

Latest Year

2012

2012 Participants

18

2012 Assets

$427,777

2012 Contributions

$30,603

Historical Graphs

Total Assets Over Time

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

$521,885$260,943$0200320082012YearValue
$427,777Latest year 2012

Participants Over Time

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

25130200120072012YearValue
18Latest year 2012

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
2012118$427,777$30,603$1,700iApproximate average salary by contribution assumption: employee only about $42,504 at 4% or $28,336 at 6%; with 50% employer match about $28,336 at 4% or $18,891 at 6%; with 100% employer match about $21,252 at 4% or $14,168 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-18$427,777$30,603$1,700iApproximate average salary by contribution assumption: employee only about $42,504 at 4% or $28,336 at 6%; with 50% employer match about $28,336 at 4% or $18,891 at 6%; with 100% employer match about $21,252 at 4% or $14,168 at 6%.
2011119$353,066$28,785$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-19$353,066$28,785$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
2010124$503,046$65,279$2,720iApproximate average salary by contribution assumption: employee only about $67,999 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $33,999 at 4% or $22,666 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-24$503,046$65,279$2,720iApproximate average salary by contribution assumption: employee only about $67,999 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $33,999 at 4% or $22,666 at 6%.
2009125$520,321$51,488$2,060iApproximate average salary by contribution assumption: employee only about $51,488 at 4% or $34,325 at 6%; with 50% employer match about $34,325 at 4% or $22,884 at 6%; with 100% employer match about $25,744 at 4% or $17,163 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-25$520,321$51,488$2,060iApproximate average salary by contribution assumption: employee only about $51,488 at 4% or $34,325 at 6%; with 50% employer match about $34,325 at 4% or $22,884 at 6%; with 100% employer match about $25,744 at 4% or $17,163 at 6%.
2008117$362,105$62,872$3,698iApproximate average salary by contribution assumption: employee only about $92,459 at 4% or $61,639 at 6%; with 50% employer match about $61,639 at 4% or $41,093 at 6%; with 100% employer match about $46,229 at 4% or $30,820 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-17$362,105$62,872$3,698iApproximate average salary by contribution assumption: employee only about $92,459 at 4% or $61,639 at 6%; with 50% employer match about $61,639 at 4% or $41,093 at 6%; with 100% employer match about $46,229 at 4% or $30,820 at 6%.
2007117$521,885$84,757$4,986iApproximate average salary by contribution assumption: employee only about $124,643 at 4% or $83,095 at 6%; with 50% employer match about $83,095 at 4% or $55,397 at 6%; with 100% employer match about $62,321 at 4% or $41,548 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-17$521,885$84,757$4,986iApproximate average salary by contribution assumption: employee only about $124,643 at 4% or $83,095 at 6%; with 50% employer match about $83,095 at 4% or $55,397 at 6%; with 100% employer match about $62,321 at 4% or $41,548 at 6%.
2006114$396,485$71,151$5,082iApproximate average salary by contribution assumption: employee only about $127,055 at 4% or $84,704 at 6%; with 50% employer match about $84,704 at 4% or $56,469 at 6%; with 100% employer match about $63,528 at 4% or $42,352 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-14$396,485$71,151$5,082iApproximate average salary by contribution assumption: employee only about $127,055 at 4% or $84,704 at 6%; with 50% employer match about $84,704 at 4% or $56,469 at 6%; with 100% employer match about $63,528 at 4% or $42,352 at 6%.
2005118$292,329$68,835$3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,491 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-18$292,329$68,835$3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,491 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%.
2004113$225,558$65,779$5,060iApproximate average salary by contribution assumption: employee only about $126,498 at 4% or $84,332 at 6%; with 50% employer match about $84,332 at 4% or $56,221 at 6%; with 100% employer match about $63,249 at 4% or $42,166 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-13$225,558$65,779$5,060iApproximate average salary by contribution assumption: employee only about $126,498 at 4% or $84,332 at 6%; with 50% employer match about $84,332 at 4% or $56,221 at 6%; with 100% employer match about $63,249 at 4% or $42,166 at 6%.
2003121$142,777$49,535$2,359iApproximate average salary by contribution assumption: employee only about $58,970 at 4% or $39,313 at 6%; with 50% employer match about $39,313 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%.
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-21$142,777$49,535$2,359iApproximate average salary by contribution assumption: employee only about $58,970 at 4% or $39,313 at 6%; with 50% employer match about $39,313 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%.
2002112$0$0-
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-12---
2001115$0$0-
Rafferty, Stolzenberg, Gelles Tenenholtz & Flynn, Pa 401(K) Pl-15---