Avalon Asset Management
Plan context: Avalon Asset Management Profit Sharing Plan
EIN 68-0396585 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$86,544
2004 Contributions
$41,000
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $86,544 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| Avalon Asset Management Profit Sharing Plan | - | 1 | $86,544 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 1 | 1 | $43,449 | $25,696 | $25,696iApproximate average salary by contribution assumption: employee only about $642,400 at 4% or $428,267 at 6%; with 50% employer match about $428,267 at 4% or $285,511 at 6%; with 100% employer match about $321,200 at 4% or $214,133 at 6%. |
| Avalon Asset Management Profit Sharing Plan | - | 1 | $43,449 | $25,696 | $25,696iApproximate average salary by contribution assumption: employee only about $642,400 at 4% or $428,267 at 6%; with 50% employer match about $428,267 at 4% or $285,511 at 6%; with 100% employer match about $321,200 at 4% or $214,133 at 6%. |
| 2002 | 1 | 1 | $0 | $0 | - |
| Avalon Asset Management Profit Sharing Plan | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Avalon Asset Management Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Avalon Asset Management Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 3 | $26,712 | $5,006 | $1,669iApproximate average salary by contribution assumption: employee only about $41,717 at 4% or $27,811 at 6%; with 50% employer match about $27,811 at 4% or $18,541 at 6%; with 100% employer match about $20,858 at 4% or $13,906 at 6%. |
| Avalon Asset Management Profit Sharing Plan | - | 3 | $26,712 | $5,006 | $1,669iApproximate average salary by contribution assumption: employee only about $41,717 at 4% or $27,811 at 6%; with 50% employer match about $27,811 at 4% or $18,541 at 6%; with 100% employer match about $20,858 at 4% or $13,906 at 6%. |