Civic Intelligence

Stoker Ostler Wealth Advisors Inc.

Plan context: Stoker Ostler Wealth Advisors 401K Profit Sharing Plan

EIN 86-0862232 • 10 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

18

2010 Assets

$1,664,402

2010 Contributions

$112,876

Historical Graphs

Total Assets Over Time

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

$1,664,402$832,201$0200020062009YearValue
$1,664,402Latest year 2009

Participants Over Time

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

1890200020052009YearValue
18Latest year 2009

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
201010$0$0-
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-0---
2009118$1,664,402$112,876$6,271iApproximate average salary by contribution assumption: employee only about $156,772 at 4% or $104,515 at 6%; with 50% employer match about $104,515 at 4% or $69,677 at 6%; with 100% employer match about $78,386 at 4% or $52,257 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-18$1,664,402$112,876$6,271iApproximate average salary by contribution assumption: employee only about $156,772 at 4% or $104,515 at 6%; with 50% employer match about $104,515 at 4% or $69,677 at 6%; with 100% employer match about $78,386 at 4% or $52,257 at 6%.
2008118$1,214,921$199,280$11,071iApproximate average salary by contribution assumption: employee only about $276,778 at 4% or $184,519 at 6%; with 50% employer match about $184,519 at 4% or $123,012 at 6%; with 100% employer match about $138,389 at 4% or $92,259 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-18$1,214,921$199,280$11,071iApproximate average salary by contribution assumption: employee only about $276,778 at 4% or $184,519 at 6%; with 50% employer match about $184,519 at 4% or $123,012 at 6%; with 100% employer match about $138,389 at 4% or $92,259 at 6%.
2007115$1,662,071$247,308$16,487iApproximate average salary by contribution assumption: employee only about $412,180 at 4% or $274,787 at 6%; with 50% employer match about $274,787 at 4% or $183,191 at 6%; with 100% employer match about $206,090 at 4% or $137,393 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-15$1,662,071$247,308$16,487iApproximate average salary by contribution assumption: employee only about $412,180 at 4% or $274,787 at 6%; with 50% employer match about $274,787 at 4% or $183,191 at 6%; with 100% employer match about $206,090 at 4% or $137,393 at 6%.
2006114$1,384,799$226,615$16,187iApproximate average salary by contribution assumption: employee only about $404,670 at 4% or $269,780 at 6%; with 50% employer match about $269,780 at 4% or $179,853 at 6%; with 100% employer match about $202,335 at 4% or $134,890 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-14$1,384,799$226,615$16,187iApproximate average salary by contribution assumption: employee only about $404,670 at 4% or $269,780 at 6%; with 50% employer match about $269,780 at 4% or $179,853 at 6%; with 100% employer match about $202,335 at 4% or $134,890 at 6%.
2005117$958,813$802,690$47,217iApproximate average salary by contribution assumption: employee only about $1,180,426 at 4% or $786,951 at 6%; with 50% employer match about $786,951 at 4% or $524,634 at 6%; with 100% employer match about $590,213 at 4% or $393,475 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-17$958,813$802,690$47,217iApproximate average salary by contribution assumption: employee only about $1,180,426 at 4% or $786,951 at 6%; with 50% employer match about $786,951 at 4% or $524,634 at 6%; with 100% employer match about $590,213 at 4% or $393,475 at 6%.
200418$56,725$56,725$7,091iApproximate average salary by contribution assumption: employee only about $177,266 at 4% or $118,177 at 6%; with 50% employer match about $118,177 at 4% or $78,785 at 6%; with 100% employer match about $88,633 at 4% or $59,089 at 6%.
Stoker Ostler Wealth Advisors 401K Profit Sharing Plan-8$56,725$56,725$7,091iApproximate average salary by contribution assumption: employee only about $177,266 at 4% or $118,177 at 6%; with 50% employer match about $118,177 at 4% or $78,785 at 6%; with 100% employer match about $88,633 at 4% or $59,089 at 6%.
200215$340,302$13,000$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
PRIVATE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN-5$340,302$13,000$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
200114$0$0-
PRIVATE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN-4---
200013$332,794$10,140$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
PRIVATE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN-3$332,794$10,140$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.