Civic Intelligence

Associated Asset Management Inc.

Plan context: Associated Asset Management 401K Profit Sharing Plan & Trust

EIN 86-0669451 • 15 filings • 8 plans

Current Snapshot

Latest Year

2006

2006 Participants

295

2006 Assets

$755,597

2006 Contributions

$218,693

Historical Graphs

Total Assets Over Time

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

$755,597$377,799$0199920022004YearValue
$755,597Latest year 2004

Participants Over Time

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

2951480199920032006YearValue
295Latest year 2006

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
20062295$0$0-
ASSOCIATED ASSET MANAGEMENT INC-295---
AAM, LLC WELFARE PLAN-288---
20052235$0$0-
ASSOCIATED ASSET MANAGEMENT INC-108---
ASSOCIATED ASSET MANAGEMENT-235---
20042102$755,597$218,693$2,144iApproximate average salary by contribution assumption: employee only about $53,601 at 4% or $35,734 at 6%; with 50% employer match about $35,734 at 4% or $23,823 at 6%; with 100% employer match about $26,801 at 4% or $17,867 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-72$755,597$218,693$3,037iApproximate average salary by contribution assumption: employee only about $75,935 at 4% or $50,623 at 6%; with 50% employer match about $50,623 at 4% or $33,749 at 6%; with 100% employer match about $37,968 at 4% or $25,312 at 6%.
LONG TERM DISABILITY GROUP PLAN FOR ASSOCIATED ASSET MANAGEMENT-102---
2003177$572,655$171,981$2,234iApproximate average salary by contribution assumption: employee only about $55,838 at 4% or $37,225 at 6%; with 50% employer match about $37,225 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-77$572,655$171,981$2,234iApproximate average salary by contribution assumption: employee only about $55,838 at 4% or $37,225 at 6%; with 50% employer match about $37,225 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%.
2002254$332,414$107,487$1,991iApproximate average salary by contribution assumption: employee only about $49,763 at 4% or $33,175 at 6%; with 50% employer match about $33,175 at 4% or $22,117 at 6%; with 100% employer match about $24,881 at 4% or $16,588 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-54$224,020$107,487$1,991iApproximate average salary by contribution assumption: employee only about $49,763 at 4% or $33,175 at 6%; with 50% employer match about $33,175 at 4% or $22,117 at 6%; with 100% employer match about $24,881 at 4% or $16,588 at 6%.
Associated Asset Management Inc. Profit Sharing Plan-31$108,394--
2001246$350,215$93,837$2,040iApproximate average salary by contribution assumption: employee only about $50,998 at 4% or $33,999 at 6%; with 50% employer match about $33,999 at 4% or $22,666 at 6%; with 100% employer match about $25,499 at 4% or $16,999 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-46$204,971$91,411$1,987iApproximate average salary by contribution assumption: employee only about $49,680 at 4% or $33,120 at 6%; with 50% employer match about $33,120 at 4% or $22,080 at 6%; with 100% employer match about $24,840 at 4% or $16,560 at 6%.
Associated Asset Management Inc. Profit Sharing Plan-26$145,244$2,426$93iApproximate average salary by contribution assumption: employee only about $2,333 at 4% or $1,555 at 6%; with 50% employer match about $1,555 at 4% or $1,037 at 6%; with 100% employer match about $1,166 at 4% or $778 at 6%.
2000233$313,448$148,287$4,494iApproximate average salary by contribution assumption: employee only about $112,339 at 4% or $74,892 at 6%; with 50% employer match about $74,892 at 4% or $49,928 at 6%; with 100% employer match about $56,169 at 4% or $37,446 at 6%.
Associated Asset Management Inc. Profit Sharing Plan-26$171,869$57,574$2,214iApproximate average salary by contribution assumption: employee only about $55,360 at 4% or $36,906 at 6%; with 50% employer match about $36,906 at 4% or $24,604 at 6%; with 100% employer match about $27,680 at 4% or $18,453 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-33$141,579$90,713$2,749iApproximate average salary by contribution assumption: employee only about $68,722 at 4% or $45,815 at 6%; with 50% employer match about $45,815 at 4% or $30,543 at 6%; with 100% employer match about $34,361 at 4% or $22,907 at 6%.
1999228$213,947$141,975$5,071iApproximate average salary by contribution assumption: employee only about $126,763 at 4% or $84,509 at 6%; with 50% employer match about $84,509 at 4% or $56,339 at 6%; with 100% employer match about $63,382 at 4% or $42,254 at 6%.
Associated Asset Management Inc. Profit Sharing Plan-24$138,676$69,270$2,886iApproximate average salary by contribution assumption: employee only about $72,156 at 4% or $48,104 at 6%; with 50% employer match about $48,104 at 4% or $32,069 at 6%; with 100% employer match about $36,078 at 4% or $24,052 at 6%.
Associated Asset Management 401K Profit Sharing Plan & Trust-28$75,271$72,705$2,597iApproximate average salary by contribution assumption: employee only about $64,915 at 4% or $43,277 at 6%; with 50% employer match about $43,277 at 4% or $28,851 at 6%; with 100% employer match about $32,458 at 4% or $21,638 at 6%.