Gerald C. Sloat
Plan context: Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust
EIN 84-1014152 • Boulder, CO • 27 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$383,863
2024 Contributions
$42,200
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $383,863 | $42,200 | $6,029iApproximate average salary by contribution assumption: employee only about $150,714 at 4% or $100,476 at 6%; with 50% employer match about $100,476 at 4% or $66,984 at 6%; with 100% employer match about $75,357 at 4% or $50,238 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $383,863 | $42,200 | $6,029iApproximate average salary by contribution assumption: employee only about $150,714 at 4% or $100,476 at 6%; with 50% employer match about $100,476 at 4% or $66,984 at 6%; with 100% employer match about $75,357 at 4% or $50,238 at 6%. |
| 2023 | 1 | 6 | $634,154 | $32,598 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 6 | $634,154 | $32,598 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%. |
| 2022 | 1 | 5 | $594,913 | $61,822 | $12,364iApproximate average salary by contribution assumption: employee only about $309,110 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,555 at 4% or $103,037 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 5 | $594,913 | $61,822 | $12,364iApproximate average salary by contribution assumption: employee only about $309,110 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,555 at 4% or $103,037 at 6%. |
| 2021 | 1 | 6 | $683,889 | $73,315 | $12,219iApproximate average salary by contribution assumption: employee only about $305,479 at 4% or $203,653 at 6%; with 50% employer match about $203,653 at 4% or $135,769 at 6%; with 100% employer match about $152,740 at 4% or $101,826 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 6 | $683,889 | $73,315 | $12,219iApproximate average salary by contribution assumption: employee only about $305,479 at 4% or $203,653 at 6%; with 50% employer match about $203,653 at 4% or $135,769 at 6%; with 100% employer match about $152,740 at 4% or $101,826 at 6%. |
| 2020 | 1 | 9 | $593,466 | $82,084 | $9,120iApproximate average salary by contribution assumption: employee only about $228,011 at 4% or $152,007 at 6%; with 50% employer match about $152,007 at 4% or $101,338 at 6%; with 100% employer match about $114,006 at 4% or $76,004 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 9 | $593,466 | $82,084 | $9,120iApproximate average salary by contribution assumption: employee only about $228,011 at 4% or $152,007 at 6%; with 50% employer match about $152,007 at 4% or $101,338 at 6%; with 100% employer match about $114,006 at 4% or $76,004 at 6%. |
| 2019 | 1 | 7 | $530,712 | $79,860 | $11,409iApproximate average salary by contribution assumption: employee only about $285,214 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,071 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $530,712 | $79,860 | $11,409iApproximate average salary by contribution assumption: employee only about $285,214 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,071 at 6%. |
| 2018 | 1 | 7 | $515,661 | $119,349 | $17,050iApproximate average salary by contribution assumption: employee only about $426,246 at 4% or $284,164 at 6%; with 50% employer match about $284,164 at 4% or $189,443 at 6%; with 100% employer match about $213,123 at 4% or $142,082 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $515,661 | $119,349 | $17,050iApproximate average salary by contribution assumption: employee only about $426,246 at 4% or $284,164 at 6%; with 50% employer match about $284,164 at 4% or $189,443 at 6%; with 100% employer match about $213,123 at 4% or $142,082 at 6%. |
| 2017 | 1 | 7 | $524,579 | $114,119 | $16,303iApproximate average salary by contribution assumption: employee only about $407,568 at 4% or $271,712 at 6%; with 50% employer match about $271,712 at 4% or $181,141 at 6%; with 100% employer match about $203,784 at 4% or $135,856 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $524,579 | $114,119 | $16,303iApproximate average salary by contribution assumption: employee only about $407,568 at 4% or $271,712 at 6%; with 50% employer match about $271,712 at 4% or $181,141 at 6%; with 100% employer match about $203,784 at 4% or $135,856 at 6%. |
| 2016 | 1 | 8 | $557,871 | $137,330 | $17,166iApproximate average salary by contribution assumption: employee only about $429,156 at 4% or $286,104 at 6%; with 50% employer match about $286,104 at 4% or $190,736 at 6%; with 100% employer match about $214,578 at 4% or $143,052 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 8 | $557,871 | $137,330 | $17,166iApproximate average salary by contribution assumption: employee only about $429,156 at 4% or $286,104 at 6%; with 50% employer match about $286,104 at 4% or $190,736 at 6%; with 100% employer match about $214,578 at 4% or $143,052 at 6%. |
| 2015 | 1 | 10 | $411,757 | $106,824 | $10,682iApproximate average salary by contribution assumption: employee only about $267,060 at 4% or $178,040 at 6%; with 50% employer match about $178,040 at 4% or $118,693 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 10 | $411,757 | $106,824 | $10,682iApproximate average salary by contribution assumption: employee only about $267,060 at 4% or $178,040 at 6%; with 50% employer match about $178,040 at 4% or $118,693 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%. |
| 2014 | 1 | 10 | $313,843 | $101,146 | $10,115iApproximate average salary by contribution assumption: employee only about $252,865 at 4% or $168,577 at 6%; with 50% employer match about $168,577 at 4% or $112,384 at 6%; with 100% employer match about $126,433 at 4% or $84,288 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 10 | $313,843 | $101,146 | $10,115iApproximate average salary by contribution assumption: employee only about $252,865 at 4% or $168,577 at 6%; with 50% employer match about $168,577 at 4% or $112,384 at 6%; with 100% employer match about $126,433 at 4% or $84,288 at 6%. |
| 2013 | 1 | 7 | $189,415 | $74,956 | $10,708iApproximate average salary by contribution assumption: employee only about $267,700 at 4% or $178,467 at 6%; with 50% employer match about $178,467 at 4% or $118,978 at 6%; with 100% employer match about $133,850 at 4% or $89,233 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $189,415 | $74,956 | $10,708iApproximate average salary by contribution assumption: employee only about $267,700 at 4% or $178,467 at 6%; with 50% employer match about $178,467 at 4% or $118,978 at 6%; with 100% employer match about $133,850 at 4% or $89,233 at 6%. |
| 2012 | 1 | 7 | $111,636 | $76,978 | $10,997iApproximate average salary by contribution assumption: employee only about $274,921 at 4% or $183,281 at 6%; with 50% employer match about $183,281 at 4% or $122,187 at 6%; with 100% employer match about $137,461 at 4% or $91,640 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $111,636 | $76,978 | $10,997iApproximate average salary by contribution assumption: employee only about $274,921 at 4% or $183,281 at 6%; with 50% employer match about $183,281 at 4% or $122,187 at 6%; with 100% employer match about $137,461 at 4% or $91,640 at 6%. |
| 2011 | 2 | 7 | $42,377 | $42,580 | $6,083iApproximate average salary by contribution assumption: employee only about $152,071 at 4% or $101,381 at 6%; with 50% employer match about $101,381 at 4% or $67,587 at 6%; with 100% employer match about $76,036 at 4% or $50,690 at 6%. |
| Sloat and Nicholson PC 401(K) Profit Sharing Plan & Trust | - | 7 | $42,377 | $42,580 | $6,083iApproximate average salary by contribution assumption: employee only about $152,071 at 4% or $101,381 at 6%; with 50% employer match about $101,381 at 4% or $67,587 at 6%; with 100% employer match about $76,036 at 4% or $50,690 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | - | - | - | - |
| 2010 | 1 | 7 | $861,441 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 7 | $861,441 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2009 | 1 | 7 | $718,573 | $0 | - |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 7 | $718,573 | - | - |
| 2008 | 1 | 7 | $526,392 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 7 | $526,392 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $744,966 | $122,471 | $20,412iApproximate average salary by contribution assumption: employee only about $510,296 at 4% or $340,197 at 6%; with 50% employer match about $340,197 at 4% or $226,798 at 6%; with 100% employer match about $255,148 at 4% or $170,099 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 6 | $744,966 | $122,471 | $20,412iApproximate average salary by contribution assumption: employee only about $510,296 at 4% or $340,197 at 6%; with 50% employer match about $340,197 at 4% or $226,798 at 6%; with 100% employer match about $255,148 at 4% or $170,099 at 6%. |
| 2005 | 1 | 5 | $523,541 | $0 | - |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 5 | $523,541 | - | - |
| 2004 | 1 | 5 | $493,393 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 5 | $493,393 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2003 | 1 | 6 | $420,910 | $38,000 | $6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 6 | $420,910 | $38,000 | $6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $268,878 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 5 | $268,878 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 1999 | 1 | 5 | $268,588 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Gerald C. Sloat PC. Employees Profit Sharing Plan | - | 5 | $268,588 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |