Civic Intelligence

Akj Asset Management

Plan context: Akj Asset Management 401K Profit Sharing Plan

EIN 77-0238515 • Palo Alto, CA • 18 filings • 3 plans

1180 Harker AvenuePalo Alto, CA 94301
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$2,777,361

2012 Contributions

$166,500

Historical Graphs

Total Assets Over Time

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

$2,777,361$1,388,681$0199920052011YearValue
$2,777,361Latest year 2011

Participants Over Time

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

320199920052011YearValue
3Latest year 2011

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
201210$0$166,500-
Akj Asset Management 401K Profit Sharing Plan-0$0$166,500-
201113$2,777,361$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$2,777,361$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201013$2,519,627$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$2,519,627$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
200913$1,907,797$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,907,797$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
200813$1,319,880$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,319,880$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200713$1,903,180$137,461$45,820iApproximate average salary by contribution assumption: employee only about $1,145,508 at 4% or $763,672 at 6%; with 50% employer match about $763,672 at 4% or $509,115 at 6%; with 100% employer match about $572,754 at 4% or $381,836 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,903,180$137,461$45,820iApproximate average salary by contribution assumption: employee only about $1,145,508 at 4% or $763,672 at 6%; with 50% employer match about $763,672 at 4% or $509,115 at 6%; with 100% employer match about $572,754 at 4% or $381,836 at 6%.
200613$1,798,199$108,852$36,284iApproximate average salary by contribution assumption: employee only about $907,100 at 4% or $604,733 at 6%; with 50% employer match about $604,733 at 4% or $403,156 at 6%; with 100% employer match about $453,550 at 4% or $302,367 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,798,199$108,852$36,284iApproximate average salary by contribution assumption: employee only about $907,100 at 4% or $604,733 at 6%; with 50% employer match about $604,733 at 4% or $403,156 at 6%; with 100% employer match about $453,550 at 4% or $302,367 at 6%.
200513$1,464,690$102,568$34,189iApproximate average salary by contribution assumption: employee only about $854,733 at 4% or $569,822 at 6%; with 50% employer match about $569,822 at 4% or $379,881 at 6%; with 100% employer match about $427,367 at 4% or $284,911 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,464,690$102,568$34,189iApproximate average salary by contribution assumption: employee only about $854,733 at 4% or $569,822 at 6%; with 50% employer match about $569,822 at 4% or $379,881 at 6%; with 100% employer match about $427,367 at 4% or $284,911 at 6%.
200413$1,299,779$98,203$32,734iApproximate average salary by contribution assumption: employee only about $818,358 at 4% or $545,572 at 6%; with 50% employer match about $545,572 at 4% or $363,715 at 6%; with 100% employer match about $409,179 at 4% or $272,786 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,299,779$98,203$32,734iApproximate average salary by contribution assumption: employee only about $818,358 at 4% or $545,572 at 6%; with 50% employer match about $545,572 at 4% or $363,715 at 6%; with 100% employer match about $409,179 at 4% or $272,786 at 6%.
200313$1,154,488$93,164$31,055iApproximate average salary by contribution assumption: employee only about $776,367 at 4% or $517,578 at 6%; with 50% employer match about $517,578 at 4% or $345,052 at 6%; with 100% employer match about $388,183 at 4% or $258,789 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$1,154,488$93,164$31,055iApproximate average salary by contribution assumption: employee only about $776,367 at 4% or $517,578 at 6%; with 50% employer match about $517,578 at 4% or $345,052 at 6%; with 100% employer match about $388,183 at 4% or $258,789 at 6%.
200223$741,838$90,745$30,248iApproximate average salary by contribution assumption: employee only about $756,208 at 4% or $504,139 at 6%; with 50% employer match about $504,139 at 4% or $336,093 at 6%; with 100% employer match about $378,104 at 4% or $252,069 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$741,838$65,086$21,695iApproximate average salary by contribution assumption: employee only about $542,383 at 4% or $361,589 at 6%; with 50% employer match about $361,589 at 4% or $241,059 at 6%; with 100% employer match about $271,192 at 4% or $180,794 at 6%.
Akj Asset Management Money Purchase Pension Plan-0-$25,659-
200123$868,498$82,916$27,639iApproximate average salary by contribution assumption: employee only about $690,967 at 4% or $460,644 at 6%; with 50% employer match about $460,644 at 4% or $307,096 at 6%; with 100% employer match about $345,483 at 4% or $230,322 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$608,895$59,598$19,866iApproximate average salary by contribution assumption: employee only about $496,650 at 4% or $331,100 at 6%; with 50% employer match about $331,100 at 4% or $220,733 at 6%; with 100% employer match about $248,325 at 4% or $165,550 at 6%.
Akj Asset Management Money Purchase Pension Plan-3$259,603$23,318$7,773iApproximate average salary by contribution assumption: employee only about $194,317 at 4% or $129,544 at 6%; with 50% employer match about $129,544 at 4% or $86,363 at 6%; with 100% employer match about $97,158 at 4% or $64,772 at 6%.
200023$700,399$69,264$23,088iApproximate average salary by contribution assumption: employee only about $577,200 at 4% or $384,800 at 6%; with 50% employer match about $384,800 at 4% or $256,533 at 6%; with 100% employer match about $288,600 at 4% or $192,400 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$490,246$46,614$15,538iApproximate average salary by contribution assumption: employee only about $388,450 at 4% or $258,967 at 6%; with 50% employer match about $258,967 at 4% or $172,644 at 6%; with 100% employer match about $194,225 at 4% or $129,483 at 6%.
Akj Asset Management Money Purchase Pension Plan-3$210,153$22,650$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
199923$510,691$69,544$23,181iApproximate average salary by contribution assumption: employee only about $579,533 at 4% or $386,356 at 6%; with 50% employer match about $386,356 at 4% or $257,570 at 6%; with 100% employer match about $289,767 at 4% or $193,178 at 6%.
Akj Asset Management 401K Profit Sharing Plan-3$360,308$48,095$16,032iApproximate average salary by contribution assumption: employee only about $400,792 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,130 at 6%; with 100% employer match about $200,396 at 4% or $133,597 at 6%.
Akj Asset Management Money Purchase Pension Plan-3$150,383$21,449$7,150iApproximate average salary by contribution assumption: employee only about $178,742 at 4% or $119,161 at 6%; with 50% employer match about $119,161 at 4% or $79,441 at 6%; with 100% employer match about $89,371 at 4% or $59,581 at 6%.