Civic Intelligence

Samuelson Partners Inc.

Plan context: Samuelson Partners Inc. 401(K) Profit Sharing Plan

EIN 81-1327350 • 3 filings • 1 plans

Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$293,685

2018 Contributions

$388,899

Historical Graphs

Total Assets Over Time

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

$388,900$194,450$0201620172018YearValue
$293,685Latest year 2018

Participants Over Time

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

110201620172018YearValue
1Latest year 2018

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
201811$293,685$0-
Samuelson Partners Inc. 401(K) Profit Sharing Plan-1$293,685--
201711$301,886$0-
Samuelson Partners Inc. 401(K) Profit Sharing Plan-1$301,886--
201611$388,900$388,899$388,899iApproximate average salary by contribution assumption: employee only about $9,722,475 at 4% or $6,481,650 at 6%; with 50% employer match about $6,481,650 at 4% or $4,321,100 at 6%; with 100% employer match about $4,861,238 at 4% or $3,240,825 at 6%.
Samuelson Partners Inc. 401(K) Profit Sharing Plan-1$388,900$388,899$388,899iApproximate average salary by contribution assumption: employee only about $9,722,475 at 4% or $6,481,650 at 6%; with 50% employer match about $6,481,650 at 4% or $4,321,100 at 6%; with 100% employer match about $4,861,238 at 4% or $3,240,825 at 6%.