Advisor Insights Inc
Plan context: Advisor Insights Inc Employee Stock Ownership Plan
EIN 80-0014991 • 4 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$1,393,127
2010 Contributions
$900
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 2 | $1,393,127 | $900 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Advisor Insights Inc Employee Stock Ownership Plan | - | 2 | $1,393,127 | $900 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2005 | 1 | 2 | $374,395 | $0 | - |
| Advisor Insights Inc Employee Stock Ownership Plan | - | 2 | $374,395 | - | - |
| 2004 | 1 | 2 | $132,675 | $600 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| Advisor Insights Inc Employee Stock Ownership Plan | - | 2 | $132,675 | $600 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| 2003 | 1 | 1 | $8,750 | $0 | - |
| Advisor Insights Inc Employee Stock Ownership Plan | - | 1 | $8,750 | - | - |