Civic Intelligence

Bolling and Finke Ltd.

Plan context: Bolling & Finke Ltd. 401K Plan

EIN 68-0278809 • Sonoma, CA • 11 filings • 3 plans

21684 8th Street East Ste 700Sonoma, CA 95476
Current Snapshot

Latest Year

2009

2009 Participants

75

2009 Assets

$1,831,125

2009 Contributions

$31,312

Historical Graphs

Total Assets Over Time

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

$1,840,056$920,028$0199920042008YearValue
$1,831,125Latest year 2008

Participants Over Time

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

75380199920042008YearValue
75Latest year 2008

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
200910$0$31,312-
Bolling & Finke Ltd. 401K Plan-0$0$31,312-
2008175$1,831,125$387,498$5,167iApproximate average salary by contribution assumption: employee only about $129,166 at 4% or $86,111 at 6%; with 50% employer match about $86,111 at 4% or $57,407 at 6%; with 100% employer match about $64,583 at 4% or $43,055 at 6%.
Bolling & Finke Ltd. 401K Plan-75$1,831,125$387,498$5,167iApproximate average salary by contribution assumption: employee only about $129,166 at 4% or $86,111 at 6%; with 50% employer match about $86,111 at 4% or $57,407 at 6%; with 100% employer match about $64,583 at 4% or $43,055 at 6%.
2007160$0$0-
Bolling & Finke Ltd. 401K Plan-60---
2006150$1,840,056$315,155$6,303iApproximate average salary by contribution assumption: employee only about $157,578 at 4% or $105,052 at 6%; with 50% employer match about $105,052 at 4% or $70,034 at 6%; with 100% employer match about $78,789 at 4% or $52,526 at 6%.
Bolling & Finke Ltd. 401K Plan-50$1,840,056$315,155$6,303iApproximate average salary by contribution assumption: employee only about $157,578 at 4% or $105,052 at 6%; with 50% employer match about $105,052 at 4% or $70,034 at 6%; with 100% employer match about $78,789 at 4% or $52,526 at 6%.
2005146$1,583,874$240,956$5,238iApproximate average salary by contribution assumption: employee only about $130,954 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,651 at 6%.
Bolling & Finke Ltd. 401K Plan-46$1,583,874$240,956$5,238iApproximate average salary by contribution assumption: employee only about $130,954 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,651 at 6%.
2004147$1,329,712$279,781$5,953iApproximate average salary by contribution assumption: employee only about $148,820 at 4% or $99,213 at 6%; with 50% employer match about $99,213 at 4% or $66,142 at 6%; with 100% employer match about $74,410 at 4% or $49,607 at 6%.
Bolling & Finke Ltd. 401K Plan-47$1,329,712$279,781$5,953iApproximate average salary by contribution assumption: employee only about $148,820 at 4% or $99,213 at 6%; with 50% employer match about $99,213 at 4% or $66,142 at 6%; with 100% employer match about $74,410 at 4% or $49,607 at 6%.
2003146$980,867$254,102$5,524iApproximate average salary by contribution assumption: employee only about $138,099 at 4% or $92,066 at 6%; with 50% employer match about $92,066 at 4% or $61,377 at 6%; with 100% employer match about $69,049 at 4% or $46,033 at 6%.
Bolling & Finke Ltd. 401K Plan-46$980,867$254,102$5,524iApproximate average salary by contribution assumption: employee only about $138,099 at 4% or $92,066 at 6%; with 50% employer match about $92,066 at 4% or $61,377 at 6%; with 100% employer match about $69,049 at 4% or $46,033 at 6%.
2002142$744,535$205,040$4,882iApproximate average salary by contribution assumption: employee only about $122,048 at 4% or $81,365 at 6%; with 50% employer match about $81,365 at 4% or $54,243 at 6%; with 100% employer match about $61,024 at 4% or $40,683 at 6%.
Bolling & Finke Ltd. 401K Plan-42$744,535$205,040$4,882iApproximate average salary by contribution assumption: employee only about $122,048 at 4% or $81,365 at 6%; with 50% employer match about $81,365 at 4% or $54,243 at 6%; with 100% employer match about $61,024 at 4% or $40,683 at 6%.
2001133$0$0-
Bolling & Finke Ltd. 401K Plan-33---
2000131$0$0-
Bolling & Finke Ltd. 401K Plan-31---
1999132$777,223$234,504$7,328iApproximate average salary by contribution assumption: employee only about $183,206 at 4% or $122,138 at 6%; with 50% employer match about $122,138 at 4% or $81,425 at 6%; with 100% employer match about $91,603 at 4% or $61,069 at 6%.
Bolling & Finke Ltd. 401K Plan-32$777,223$234,504$7,328iApproximate average salary by contribution assumption: employee only about $183,206 at 4% or $122,138 at 6%; with 50% employer match about $122,138 at 4% or $81,425 at 6%; with 100% employer match about $91,603 at 4% or $61,069 at 6%.