Adelstone Financial Services Inc.
Plan context: Adelstone Financial Services Inc. 401K Savings Plan
EIN 86-0661073 • Tucson, AZ • 16 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
11
2014 Assets
$387,304
2014 Contributions
$35,949
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 0 | - | - | - |
| 2013 | 1 | 11 | $387,304 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 11 | $387,304 | - | - |
| 2012 | 1 | 14 | $403,183 | $35,949 | $2,568iApproximate average salary by contribution assumption: employee only about $64,195 at 4% or $42,796 at 6%; with 50% employer match about $42,796 at 4% or $28,531 at 6%; with 100% employer match about $32,097 at 4% or $21,398 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 14 | $403,183 | $35,949 | $2,568iApproximate average salary by contribution assumption: employee only about $64,195 at 4% or $42,796 at 6%; with 50% employer match about $42,796 at 4% or $28,531 at 6%; with 100% employer match about $32,097 at 4% or $21,398 at 6%. |
| 2011 | 1 | 13 | $334,303 | $27,581 | $2,122iApproximate average salary by contribution assumption: employee only about $53,040 at 4% or $35,360 at 6%; with 50% employer match about $35,360 at 4% or $23,574 at 6%; with 100% employer match about $26,520 at 4% or $17,680 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 13 | $334,303 | $27,581 | $2,122iApproximate average salary by contribution assumption: employee only about $53,040 at 4% or $35,360 at 6%; with 50% employer match about $35,360 at 4% or $23,574 at 6%; with 100% employer match about $26,520 at 4% or $17,680 at 6%. |
| 2010 | 1 | 14 | $312,680 | $36,304 | $2,593iApproximate average salary by contribution assumption: employee only about $64,829 at 4% or $43,219 at 6%; with 50% employer match about $43,219 at 4% or $28,813 at 6%; with 100% employer match about $32,414 at 4% or $21,610 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 14 | $312,680 | $36,304 | $2,593iApproximate average salary by contribution assumption: employee only about $64,829 at 4% or $43,219 at 6%; with 50% employer match about $43,219 at 4% or $28,813 at 6%; with 100% employer match about $32,414 at 4% or $21,610 at 6%. |
| 2009 | 1 | 14 | $209,363 | $39,271 | $2,805iApproximate average salary by contribution assumption: employee only about $70,127 at 4% or $46,751 at 6%; with 50% employer match about $46,751 at 4% or $31,167 at 6%; with 100% employer match about $35,063 at 4% or $23,376 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 14 | $209,363 | $39,271 | $2,805iApproximate average salary by contribution assumption: employee only about $70,127 at 4% or $46,751 at 6%; with 50% employer match about $46,751 at 4% or $31,167 at 6%; with 100% employer match about $35,063 at 4% or $23,376 at 6%. |
| 2008 | 1 | 11 | $0 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 11 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 9 | - | - | - |
| 2006 | 1 | 7 | $252,939 | $34,652 | $4,950iApproximate average salary by contribution assumption: employee only about $123,757 at 4% or $82,505 at 6%; with 50% employer match about $82,505 at 4% or $55,003 at 6%; with 100% employer match about $61,879 at 4% or $41,252 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 7 | $252,939 | $34,652 | $4,950iApproximate average salary by contribution assumption: employee only about $123,757 at 4% or $82,505 at 6%; with 50% employer match about $82,505 at 4% or $55,003 at 6%; with 100% employer match about $61,879 at 4% or $41,252 at 6%. |
| 2005 | 1 | 4 | $219,032 | $23,324 | $5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%. |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 4 | $219,032 | $23,324 | $5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%. |
| 2004 | 1 | 1 | $154,643 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 1 | $154,643 | - | - |
| 2003 | 1 | 1 | $115,833 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 1 | $115,833 | - | - |
| 2002 | 1 | 3 | $77,677 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 3 | $77,677 | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $117,452 | $0 | - |
| Adelstone Financial Services Inc. 401K Savings Plan | - | 5 | $117,452 | - | - |