Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$2,369,105
2008 Contributions
$107,610
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Scharf Investments Keogh Plan | - | 0 | - | - | - |
| 2007 | 1 | 3 | $2,369,105 | $107,610 | $35,870iApproximate average salary by contribution assumption: employee only about $896,750 at 4% or $597,833 at 6%; with 50% employer match about $597,833 at 4% or $398,556 at 6%; with 100% employer match about $448,375 at 4% or $298,917 at 6%. |
| Scharf Investments Keogh Plan | - | 3 | $2,369,105 | $107,610 | $35,870iApproximate average salary by contribution assumption: employee only about $896,750 at 4% or $597,833 at 6%; with 50% employer match about $597,833 at 4% or $398,556 at 6%; with 100% employer match about $448,375 at 4% or $298,917 at 6%. |
| 2006 | 1 | 3 | $2,128,646 | $108,333 | $36,111iApproximate average salary by contribution assumption: employee only about $902,775 at 4% or $601,850 at 6%; with 50% employer match about $601,850 at 4% or $401,233 at 6%; with 100% employer match about $451,388 at 4% or $300,925 at 6%. |
| Scharf Investments Keogh Plan | - | 3 | $2,128,646 | $108,333 | $36,111iApproximate average salary by contribution assumption: employee only about $902,775 at 4% or $601,850 at 6%; with 50% employer match about $601,850 at 4% or $401,233 at 6%; with 100% employer match about $451,388 at 4% or $300,925 at 6%. |
| 2005 | 1 | 4 | $2,062,604 | $140,304 | $35,076iApproximate average salary by contribution assumption: employee only about $876,900 at 4% or $584,600 at 6%; with 50% employer match about $584,600 at 4% or $389,733 at 6%; with 100% employer match about $438,450 at 4% or $292,300 at 6%. |
| Scharf Investments Keogh Plan | - | 4 | $2,062,604 | $140,304 | $35,076iApproximate average salary by contribution assumption: employee only about $876,900 at 4% or $584,600 at 6%; with 50% employer match about $584,600 at 4% or $389,733 at 6%; with 100% employer match about $438,450 at 4% or $292,300 at 6%. |
| 2004 | 1 | 3 | $1,736,069 | $123,000 | $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%. |
| Scharf Investments Keogh Plan | - | 3 | $1,736,069 | $123,000 | $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 | 3 | $1,558,550 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Scharf Investments Keogh Plan | - | 3 | $1,558,550 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Scharf Investments Keogh Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Scharf Investments Keogh Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $920,607 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Scharf Investments Keogh Plan | - | 3 | $920,607 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 1999 | 1 | 2 | $795,091 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Scharf Investments Keogh Plan | - | 2 | $795,091 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |