Civic Intelligence

Scottsdale Securities Inc.

Plan context: Scottsdale Securities Inc. 401K Plan

EIN 86-0381976 • 54 filings • 14 plans

Current Snapshot

Latest Year

2019

2019 Participants

787

2019 Assets

$286,169,827

2019 Contributions

$45,163,757

Historical Graphs

Total Assets Over Time

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

$286,169,827$143,084,914$0199920082016YearValue
$286,169,827Latest year 2016

Participants Over Time

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

3,6361,8180199920092018YearValue
787Latest 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
201930$0$0-
Scottrade Financial Services Inc. Amended and Restated Associate Severance Plan-0---
Scottrade Inc. Amended and Restated Manager Severance Plan-0---
Scottrade Financial Services Inc. Amended and Restated Vice President Severance Plan-0---
20183787$0$0-
Scottrade Financial Services Inc. Amended and Restated Associate Severance Plan-787---
Scottrade Inc. Amended and Restated Manager Severance Plan-358---
Scottrade Financial Services Inc. Amended and Restated Vice President Severance Plan-72---
201752,249$0$45,163,757$20,082iApproximate average salary by contribution assumption: employee only about $502,043 at 4% or $334,695 at 6%; with 50% employer match about $334,695 at 4% or $223,130 at 6%; with 100% employer match about $251,021 at 4% or $167,348 at 6%.
Scottsdale Securities Inc. Benefit Plan-0---
Scottsdale Securities Inc. 401K Plan-0-$45,163,757-
Scottrade Financial Services Inc. Amended and Restated Associate Severance Plan-2,249---
Scottrade Inc. Amended and Restated Manager Severance Plan-599---
Scottrade Financial Services Inc. Amended and Restated Vice President Severance Plan-123---
201653,614$286,169,827$44,267,676$12,249iApproximate average salary by contribution assumption: employee only about $306,224 at 4% or $204,149 at 6%; with 50% employer match about $204,149 at 4% or $136,099 at 6%; with 100% employer match about $153,112 at 4% or $102,075 at 6%.
Scottsdale Securities Inc. 401K Plan-3,608$286,169,827$44,267,676$12,269iApproximate average salary by contribution assumption: employee only about $306,733 at 4% or $204,489 at 6%; with 50% employer match about $204,489 at 4% or $136,326 at 6%; with 100% employer match about $153,366 at 4% or $102,244 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,614---
Scottrade Financial Services Inc. Amended and Restated Associate Severance Plan-2,628---
Scottrade Inc. Amended and Restated Manager Severance Plan-677---
Scottrade Financial Services Inc. Amended and Restated Vice President Severance Plan-184---
201523,601$242,362,809$40,793,240$11,328iApproximate average salary by contribution assumption: employee only about $283,208 at 4% or $188,805 at 6%; with 50% employer match about $188,805 at 4% or $125,870 at 6%; with 100% employer match about $141,604 at 4% or $94,403 at 6%.
Scottsdale Securities Inc. 401K Plan-3,585$242,362,809$40,793,240$11,379iApproximate average salary by contribution assumption: employee only about $284,472 at 4% or $189,648 at 6%; with 50% employer match about $189,648 at 4% or $126,432 at 6%; with 100% employer match about $142,236 at 4% or $94,824 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,601---
201423,636$225,254,140$37,897,150$10,423iApproximate average salary by contribution assumption: employee only about $260,569 at 4% or $173,713 at 6%; with 50% employer match about $173,713 at 4% or $115,808 at 6%; with 100% employer match about $130,284 at 4% or $86,856 at 6%.
Scottsdale Securities Inc. 401K Plan-3,456$225,254,140$37,897,150$10,966iApproximate average salary by contribution assumption: employee only about $274,140 at 4% or $182,760 at 6%; with 50% employer match about $182,760 at 4% or $121,840 at 6%; with 100% employer match about $137,070 at 4% or $91,380 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,636---
201323,535$193,642,876$29,958,327$8,475iApproximate average salary by contribution assumption: employee only about $211,869 at 4% or $141,246 at 6%; with 50% employer match about $141,246 at 4% or $94,164 at 6%; with 100% employer match about $105,935 at 4% or $70,623 at 6%.
Scottsdale Securities Inc. 401K Plan-3,288$193,642,876$29,958,327$9,111iApproximate average salary by contribution assumption: employee only about $227,785 at 4% or $151,857 at 6%; with 50% employer match about $151,857 at 4% or $101,238 at 6%; with 100% employer match about $113,893 at 4% or $75,928 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,535---
201223,306$150,879,828$26,513,301$8,020iApproximate average salary by contribution assumption: employee only about $200,494 at 4% or $133,663 at 6%; with 50% employer match about $133,663 at 4% or $89,108 at 6%; with 100% employer match about $100,247 at 4% or $66,831 at 6%.
Scottsdale Securities Inc. 401K Plan-3,306$150,879,828$26,513,301$8,020iApproximate average salary by contribution assumption: employee only about $200,494 at 4% or $133,663 at 6%; with 50% employer match about $133,663 at 4% or $89,108 at 6%; with 100% employer match about $100,247 at 4% or $66,831 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,273---
201123,203$118,791,673$24,312,246$7,590iApproximate average salary by contribution assumption: employee only about $189,762 at 4% or $126,508 at 6%; with 50% employer match about $126,508 at 4% or $84,338 at 6%; with 100% employer match about $94,881 at 4% or $63,254 at 6%.
Scottsdale Securities Inc. 401K Plan-3,149$118,791,673$24,312,246$7,721iApproximate average salary by contribution assumption: employee only about $193,016 at 4% or $128,677 at 6%; with 50% employer match about $128,677 at 4% or $85,785 at 6%; with 100% employer match about $96,508 at 4% or $64,339 at 6%.
Scottsdale Securities Inc. Benefit Plan-3,203---
201022,972$100,885,379$20,249,210$6,813iApproximate average salary by contribution assumption: employee only about $170,333 at 4% or $113,555 at 6%; with 50% employer match about $113,555 at 4% or $75,704 at 6%; with 100% employer match about $85,167 at 4% or $56,778 at 6%.
Scottsdale Securities Inc. 401K Plan-2,913$100,885,379$20,249,210$6,951iApproximate average salary by contribution assumption: employee only about $173,783 at 4% or $115,855 at 6%; with 50% employer match about $115,855 at 4% or $77,237 at 6%; with 100% employer match about $86,892 at 4% or $57,928 at 6%.
Scottsdale Securities Inc. Benefit Plan-2,972---
200922,491$74,196,900$17,730,193$7,118iApproximate average salary by contribution assumption: employee only about $177,943 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,086 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%.
Scottsdale Securities Inc. 401K Plan-2,471$74,196,900$17,730,193$7,175iApproximate average salary by contribution assumption: employee only about $179,383 at 4% or $119,589 at 6%; with 50% employer match about $119,589 at 4% or $79,726 at 6%; with 100% employer match about $89,691 at 4% or $59,794 at 6%.
Scottsdale Securities Inc. Benefit Plan-2,491---
200832,141$45,605,353$13,729,787$6,413iApproximate average salary by contribution assumption: employee only about $160,320 at 4% or $106,880 at 6%; with 50% employer match about $106,880 at 4% or $71,253 at 6%; with 100% employer match about $80,160 at 4% or $53,440 at 6%.
Scottsdale Securities Inc. 401K Plan-2,029$45,605,353$13,729,787$6,767iApproximate average salary by contribution assumption: employee only about $169,169 at 4% or $112,780 at 6%; with 50% employer match about $112,780 at 4% or $75,186 at 6%; with 100% employer match about $84,585 at 4% or $56,390 at 6%.
Scottsdale Securities Inc. Benefit Plan-2,141---
Scottsdale Securities Inc. Benefit Plan-524---
200721,619$50,054,044$11,164,405$6,896iApproximate average salary by contribution assumption: employee only about $172,397 at 4% or $114,931 at 6%; with 50% employer match about $114,931 at 4% or $76,621 at 6%; with 100% employer match about $86,198 at 4% or $57,466 at 6%.
Scottsdale Securities Inc. 401K Plan-1,619$50,054,044$11,164,405$6,896iApproximate average salary by contribution assumption: employee only about $172,397 at 4% or $114,931 at 6%; with 50% employer match about $114,931 at 4% or $76,621 at 6%; with 100% employer match about $86,198 at 4% or $57,466 at 6%.
Scottsdale Securities Inc. Benefit Plan-381---
200631,364$38,160,043$8,226,063$6,031iApproximate average salary by contribution assumption: employee only about $150,771 at 4% or $100,514 at 6%; with 50% employer match about $100,514 at 4% or $67,009 at 6%; with 100% employer match about $75,385 at 4% or $50,257 at 6%.
Scottsdale Securities Inc. 401K Plan-1,349$38,160,043$8,226,063$6,098iApproximate average salary by contribution assumption: employee only about $152,447 at 4% or $101,632 at 6%; with 50% employer match about $101,632 at 4% or $67,754 at 6%; with 100% employer match about $76,224 at 4% or $50,816 at 6%.
Scottsdale Securities Inc. Benefit Plan-305---
Scottsdale Securities Inc. Benefit Plan-1,364---
200531,276$28,464,618$6,678,293$5,234iApproximate average salary by contribution assumption: employee only about $130,844 at 4% or $87,230 at 6%; with 50% employer match about $87,230 at 4% or $58,153 at 6%; with 100% employer match about $65,422 at 4% or $43,615 at 6%.
Scottsdale Securities Inc. 401K Plan-1,107$28,464,618$6,678,293$6,033iApproximate average salary by contribution assumption: employee only about $150,820 at 4% or $100,546 at 6%; with 50% employer match about $100,546 at 4% or $67,031 at 6%; with 100% employer match about $75,410 at 4% or $50,273 at 6%.
Scottsdale Securities Inc. Benefit Plan-1,276---
Scottsdale Securities Inc. Benefit Plan-167---
20043994$20,629,094$3,525,485$3,547iApproximate average salary by contribution assumption: employee only about $88,669 at 4% or $59,113 at 6%; with 50% employer match about $59,113 at 4% or $39,409 at 6%; with 100% employer match about $44,335 at 4% or $29,556 at 6%.
Scottsdale Securities Inc. 401K Plan-994$20,629,094$3,525,485$3,547iApproximate average salary by contribution assumption: employee only about $88,669 at 4% or $59,113 at 6%; with 50% employer match about $59,113 at 4% or $39,409 at 6%; with 100% employer match about $44,335 at 4% or $29,556 at 6%.
Scottsdale Securities Inc. Benefit Plan-932---
Scottsdale Securities Inc. Benefit Plan-152---
20032810$17,015,496$3,446,256$4,255iApproximate average salary by contribution assumption: employee only about $106,366 at 4% or $70,911 at 6%; with 50% employer match about $70,911 at 4% or $47,274 at 6%; with 100% employer match about $53,183 at 4% or $35,455 at 6%.
Scottsdale Securities Inc. 401K Plan-810$17,015,496$3,446,256$4,255iApproximate average salary by contribution assumption: employee only about $106,366 at 4% or $70,911 at 6%; with 50% employer match about $70,911 at 4% or $47,274 at 6%; with 100% employer match about $53,183 at 4% or $35,455 at 6%.
Scottsdale Securities Inc. Benefit Plan-793---
20022693$11,270,124$2,697,256$3,892iApproximate average salary by contribution assumption: employee only about $97,304 at 4% or $64,869 at 6%; with 50% employer match about $64,869 at 4% or $43,246 at 6%; with 100% employer match about $48,652 at 4% or $32,435 at 6%.
Scottsdale Securities Inc. 401K Plan-693$11,270,124$2,697,256$3,892iApproximate average salary by contribution assumption: employee only about $97,304 at 4% or $64,869 at 6%; with 50% employer match about $64,869 at 4% or $43,246 at 6%; with 100% employer match about $48,652 at 4% or $32,435 at 6%.
Scottsdale Securities Inc. Benefit Plan-623---
20012563$11,122,682$2,646,771$4,701iApproximate average salary by contribution assumption: employee only about $117,530 at 4% or $78,353 at 6%; with 50% employer match about $78,353 at 4% or $52,235 at 6%; with 100% employer match about $58,765 at 4% or $39,177 at 6%.
Scottsdale Securities Inc. 401K Plan-563$11,122,682$2,646,771$4,701iApproximate average salary by contribution assumption: employee only about $117,530 at 4% or $78,353 at 6%; with 50% employer match about $78,353 at 4% or $52,235 at 6%; with 100% employer match about $58,765 at 4% or $39,177 at 6%.
Scottsdale Securities Inc. Benefit Plan-490---
20002517$0$0-
Scottsdale Securities Inc. Benefit Plan-442---
Scottsdale Securities Inc. 401K Plan-517---
19992375$10,119,791$2,496,900$6,658iApproximate average salary by contribution assumption: employee only about $166,460 at 4% or $110,973 at 6%; with 50% employer match about $110,973 at 4% or $73,982 at 6%; with 100% employer match about $83,230 at 4% or $55,487 at 6%.
Scottsdale Securities Inc. 401K Plan-306$10,119,791$2,496,900$8,160iApproximate average salary by contribution assumption: employee only about $203,995 at 4% or $135,997 at 6%; with 50% employer match about $135,997 at 4% or $90,664 at 6%; with 100% employer match about $101,998 at 4% or $67,998 at 6%.
Scottsdale Securities Inc. Benefit Plan-375---