Civic Intelligence

Notman Financial Group

Plan context: Notman Financial Group Defined Benefit Pension Plan

EIN 68-0400547 • 12 filings • 1 plans

Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,853,952

2013 Contributions

$59,301

Historical Graphs

Total Assets Over Time

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

$2,015,804$1,007,902$0200220082013YearValue
$1,853,952Latest year 2013

Participants Over Time

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

530200220082013YearValue
5Latest year 2013

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
201315$1,853,952$59,301$11,860iApproximate average salary by contribution assumption: employee only about $296,505 at 4% or $197,670 at 6%; with 50% employer match about $197,670 at 4% or $131,780 at 6%; with 100% employer match about $148,253 at 4% or $98,835 at 6%.
Notman Financial Group Defined Benefit Pension Plan-5$1,853,952$59,301$11,860iApproximate average salary by contribution assumption: employee only about $296,505 at 4% or $197,670 at 6%; with 50% employer match about $197,670 at 4% or $131,780 at 6%; with 100% employer match about $148,253 at 4% or $98,835 at 6%.
201215$1,733,627$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Notman Financial Group Defined Benefit Pension Plan-5$1,733,627$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201115$1,753,702$0-
Notman Financial Group Defined Benefit Pension Plan-5$1,753,702--
201015$1,807,933$107,000$21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%.
Notman Financial Group Defined Benefit Pension Plan-5$1,807,933$107,000$21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%.
200915$1,689,257$0-
Notman Financial Group Defined Benefit Pension Plan-5$1,689,257--
200815$1,898,849$192,000$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
Notman Financial Group Defined Benefit Pension Plan-5$1,898,849$192,000$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
200715$0$0-
Notman Financial Group Defined Benefit Pension Plan-5---
200615$2,015,804$383,094$76,619iApproximate average salary by contribution assumption: employee only about $1,915,470 at 4% or $1,276,980 at 6%; with 50% employer match about $1,276,980 at 4% or $851,320 at 6%; with 100% employer match about $957,735 at 4% or $638,490 at 6%.
Notman Financial Group Defined Benefit Pension Plan-5$2,015,804$383,094$76,619iApproximate average salary by contribution assumption: employee only about $1,915,470 at 4% or $1,276,980 at 6%; with 50% employer match about $1,276,980 at 4% or $851,320 at 6%; with 100% employer match about $957,735 at 4% or $638,490 at 6%.
200513$1,428,527$382,960$127,653iApproximate average salary by contribution assumption: employee only about $3,191,333 at 4% or $2,127,556 at 6%; with 50% employer match about $2,127,556 at 4% or $1,418,370 at 6%; with 100% employer match about $1,595,667 at 4% or $1,063,778 at 6%.
Notman Financial Group Defined Benefit Pension Plan-3$1,428,527$382,960$127,653iApproximate average salary by contribution assumption: employee only about $3,191,333 at 4% or $2,127,556 at 6%; with 50% employer match about $2,127,556 at 4% or $1,418,370 at 6%; with 100% employer match about $1,595,667 at 4% or $1,063,778 at 6%.
200413$1,014,686$382,050$127,350iApproximate average salary by contribution assumption: employee only about $3,183,750 at 4% or $2,122,500 at 6%; with 50% employer match about $2,122,500 at 4% or $1,415,000 at 6%; with 100% employer match about $1,591,875 at 4% or $1,061,250 at 6%.
Notman Financial Group Defined Benefit Pension Plan-3$1,014,686$382,050$127,350iApproximate average salary by contribution assumption: employee only about $3,183,750 at 4% or $2,122,500 at 6%; with 50% employer match about $2,122,500 at 4% or $1,415,000 at 6%; with 100% employer match about $1,591,875 at 4% or $1,061,250 at 6%.
200313$595,353$366,814$122,271iApproximate average salary by contribution assumption: employee only about $3,056,783 at 4% or $2,037,856 at 6%; with 50% employer match about $2,037,856 at 4% or $1,358,570 at 6%; with 100% employer match about $1,528,392 at 4% or $1,018,928 at 6%.
Notman Financial Group Defined Benefit Pension Plan-3$595,353$366,814$122,271iApproximate average salary by contribution assumption: employee only about $3,056,783 at 4% or $2,037,856 at 6%; with 50% employer match about $2,037,856 at 4% or $1,358,570 at 6%; with 100% employer match about $1,528,392 at 4% or $1,018,928 at 6%.
200213$212,398$212,398$70,799iApproximate average salary by contribution assumption: employee only about $1,769,983 at 4% or $1,179,989 at 6%; with 50% employer match about $1,179,989 at 4% or $786,659 at 6%; with 100% employer match about $884,992 at 4% or $589,994 at 6%.
Notman Financial Group Defined Benefit Pension Plan-3$212,398$212,398$70,799iApproximate average salary by contribution assumption: employee only about $1,769,983 at 4% or $1,179,989 at 6%; with 50% employer match about $1,179,989 at 4% or $786,659 at 6%; with 100% employer match about $884,992 at 4% or $589,994 at 6%.