Borcalli & Associates Inc.
Plan context: Borcalli & Associates 401K Profit Sharing Plan
EIN 68-0290176 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
15
2003 Assets
$579,924
2003 Contributions
$24,065
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Borcalli & Associates 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $579,924 | $24,065 | - |
| Borcalli & Associates 401K Profit Sharing Plan | - | 0 | $579,924 | $24,065 | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| Borcalli & Associates 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 1 | 16 | $0 | $0 | - |
| Borcalli & Associates 401K Profit Sharing Plan | - | 16 | - | - | - |
| 1999 | 1 | 12 | $752,804 | $76,135 | $6,345iApproximate average salary by contribution assumption: employee only about $158,615 at 4% or $105,743 at 6%; with 50% employer match about $105,743 at 4% or $70,495 at 6%; with 100% employer match about $79,307 at 4% or $52,872 at 6%. |
| Borcalli & Associates 401K Profit Sharing Plan | - | 12 | $752,804 | $76,135 | $6,345iApproximate average salary by contribution assumption: employee only about $158,615 at 4% or $105,743 at 6%; with 50% employer match about $105,743 at 4% or $70,495 at 6%; with 100% employer match about $79,307 at 4% or $52,872 at 6%. |