Dan Bolen & Associates LLC
Plan context: Dan Bolen & Associates LLC Cash Balance Plan
EIN 86-0912939 • Scottsdale, AZ • 36 filings • 12 plans
Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$4,622,810
2017 Contributions
$27,434
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $27,434 | - |
| Dan Bolen & Associates LLC Retirement Plan | - | 0 | $0 | - | - |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 0 | $0 | $27,434 | - |
| 2016 | 2 | 5 | $4,622,810 | $0 | - |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $2,806,572 | - | - |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 4 | $1,816,238 | - | - |
| 2015 | 2 | 5 | $4,342,527 | $106,015 | $21,203iApproximate average salary by contribution assumption: employee only about $530,075 at 4% or $353,383 at 6%; with 50% employer match about $353,383 at 4% or $235,589 at 6%; with 100% employer match about $265,038 at 4% or $176,692 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $2,641,234 | $106,015 | $21,203iApproximate average salary by contribution assumption: employee only about $530,075 at 4% or $353,383 at 6%; with 50% employer match about $353,383 at 4% or $235,589 at 6%; with 100% employer match about $265,038 at 4% or $176,692 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 4 | $1,701,293 | - | - |
| 2014 | 2 | 5 | $4,300,422 | $108,642 | $21,728iApproximate average salary by contribution assumption: employee only about $543,210 at 4% or $362,140 at 6%; with 50% employer match about $362,140 at 4% or $241,427 at 6%; with 100% employer match about $271,605 at 4% or $181,070 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $2,564,500 | $108,642 | $21,728iApproximate average salary by contribution assumption: employee only about $543,210 at 4% or $362,140 at 6%; with 50% employer match about $362,140 at 4% or $241,427 at 6%; with 100% employer match about $271,605 at 4% or $181,070 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $1,735,922 | - | - |
| 2013 | 2 | 4 | $4,023,860 | $115,923 | $28,981iApproximate average salary by contribution assumption: employee only about $724,519 at 4% or $483,013 at 6%; with 50% employer match about $483,013 at 4% or $322,008 at 6%; with 100% employer match about $362,259 at 4% or $241,506 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 4 | $2,303,543 | $115,923 | $28,981iApproximate average salary by contribution assumption: employee only about $724,519 at 4% or $483,013 at 6%; with 50% employer match about $483,013 at 4% or $322,008 at 6%; with 100% employer match about $362,259 at 4% or $241,506 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 4 | $1,720,317 | - | - |
| 2012 | 2 | 5 | $3,820,786 | $115,412 | $23,082iApproximate average salary by contribution assumption: employee only about $577,060 at 4% or $384,707 at 6%; with 50% employer match about $384,707 at 4% or $256,471 at 6%; with 100% employer match about $288,530 at 4% or $192,353 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $2,118,081 | $115,412 | $23,082iApproximate average salary by contribution assumption: employee only about $577,060 at 4% or $384,707 at 6%; with 50% employer match about $384,707 at 4% or $256,471 at 6%; with 100% employer match about $288,530 at 4% or $192,353 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $1,702,705 | - | - |
| 2011 | 2 | 5 | $3,726,326 | $373,182 | $74,636iApproximate average salary by contribution assumption: employee only about $1,865,910 at 4% or $1,243,940 at 6%; with 50% employer match about $1,243,940 at 4% or $829,293 at 6%; with 100% employer match about $932,955 at 4% or $621,970 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $2,089,888 | $123,182 | $24,636iApproximate average salary by contribution assumption: employee only about $615,910 at 4% or $410,607 at 6%; with 50% employer match about $410,607 at 4% or $273,738 at 6%; with 100% employer match about $307,955 at 4% or $205,303 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $1,636,438 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2010 | 2 | 5 | $3,270,430 | $622,508 | $124,502iApproximate average salary by contribution assumption: employee only about $3,112,540 at 4% or $2,075,027 at 6%; with 50% employer match about $2,075,027 at 4% or $1,383,351 at 6%; with 100% employer match about $1,556,270 at 4% or $1,037,513 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $1,922,963 | $121,866 | $24,373iApproximate average salary by contribution assumption: employee only about $609,330 at 4% or $406,220 at 6%; with 50% employer match about $406,220 at 4% or $270,813 at 6%; with 100% employer match about $304,665 at 4% or $203,110 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $1,347,467 | $500,642 | $100,128iApproximate average salary by contribution assumption: employee only about $2,503,210 at 4% or $1,668,807 at 6%; with 50% employer match about $1,668,807 at 4% or $1,112,538 at 6%; with 100% employer match about $1,251,605 at 4% or $834,403 at 6%. |
| 2009 | 2 | 5 | $2,454,733 | $269,378 | $53,876iApproximate average salary by contribution assumption: employee only about $1,346,890 at 4% or $897,927 at 6%; with 50% employer match about $897,927 at 4% or $598,618 at 6%; with 100% employer match about $673,445 at 4% or $448,963 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $1,663,300 | $69,378 | $13,876iApproximate average salary by contribution assumption: employee only about $346,890 at 4% or $231,260 at 6%; with 50% employer match about $231,260 at 4% or $154,173 at 6%; with 100% employer match about $173,445 at 4% or $115,630 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $791,433 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2008 | 2 | 5 | $2,041,807 | $411,176 | $82,235iApproximate average salary by contribution assumption: employee only about $2,055,880 at 4% or $1,370,587 at 6%; with 50% employer match about $1,370,587 at 4% or $913,724 at 6%; with 100% employer match about $1,027,940 at 4% or $685,293 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $1,467,789 | $129,512 | $25,902iApproximate average salary by contribution assumption: employee only about $647,560 at 4% or $431,707 at 6%; with 50% employer match about $431,707 at 4% or $287,804 at 6%; with 100% employer match about $323,780 at 4% or $215,853 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $574,018 | $281,664 | $56,333iApproximate average salary by contribution assumption: employee only about $1,408,320 at 4% or $938,880 at 6%; with 50% employer match about $938,880 at 4% or $625,920 at 6%; with 100% employer match about $704,160 at 4% or $469,440 at 6%. |
| 2007 | 4 | 5 | $1,770,211 | $314,900 | $62,980iApproximate average salary by contribution assumption: employee only about $1,574,500 at 4% or $1,049,667 at 6%; with 50% employer match about $1,049,667 at 4% or $699,778 at 6%; with 100% employer match about $787,250 at 4% or $524,833 at 6%. |
| Dan Bolen & Associates LLC Retirement Plan | - | 5 | $1,502,338 | $47,027 | $9,405iApproximate average salary by contribution assumption: employee only about $235,135 at 4% or $156,757 at 6%; with 50% employer match about $156,757 at 4% or $104,504 at 6%; with 100% employer match about $117,568 at 4% or $78,378 at 6%. |
| Dan Bolen & Associates LLC Cash Balance Plan | - | 5 | $267,873 | $267,873 | $53,575iApproximate average salary by contribution assumption: employee only about $1,339,365 at 4% or $892,910 at 6%; with 50% employer match about $892,910 at 4% or $595,273 at 6%; with 100% employer match about $669,683 at 4% or $446,455 at 6%. |
| DAN BOLEN & ASSOCIATES, LLC PROFIT SHARING PLAN | - | 0 | - | - | - |
| DAN BOLEN & ASSOCIATES, LLC MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2006 | 2 | 5 | $1,360,948 | $110,663 | $22,133iApproximate average salary by contribution assumption: employee only about $553,315 at 4% or $368,877 at 6%; with 50% employer match about $368,877 at 4% or $245,918 at 6%; with 100% employer match about $276,658 at 4% or $184,438 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY SHEARSON PROFIT SHARING PLAN | - | 5 | $733,705 | $66,378 | $13,276iApproximate average salary by contribution assumption: employee only about $331,890 at 4% or $221,260 at 6%; with 50% employer match about $221,260 at 4% or $147,507 at 6%; with 100% employer match about $165,945 at 4% or $110,630 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC | - | 5 | $627,243 | $44,285 | $8,857iApproximate average salary by contribution assumption: employee only about $221,425 at 4% or $147,617 at 6%; with 50% employer match about $147,617 at 4% or $98,411 at 6%; with 100% employer match about $110,713 at 4% or $73,808 at 6%. |
| 2005 | 2 | 4 | $1,183,377 | $90,513 | $22,628iApproximate average salary by contribution assumption: employee only about $565,706 at 4% or $377,138 at 6%; with 50% employer match about $377,138 at 4% or $251,425 at 6%; with 100% employer match about $282,853 at 4% or $188,569 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY IN. PS PLAN | - | 4 | $630,242 | $54,308 | $13,577iApproximate average salary by contribution assumption: employee only about $339,425 at 4% or $226,283 at 6%; with 50% employer match about $226,283 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY SHEARSON MONEYPURCHASE | - | 4 | $553,135 | $36,205 | $9,051iApproximate average salary by contribution assumption: employee only about $226,281 at 4% or $150,854 at 6%; with 50% employer match about $150,854 at 4% or $100,569 at 6%; with 100% employer match about $113,141 at 4% or $75,427 at 6%. |
| 2004 | 2 | 4 | $1,065,692 | $82,126 | $20,532iApproximate average salary by contribution assumption: employee only about $513,288 at 4% or $342,192 at 6%; with 50% employer match about $342,192 at 4% or $228,128 at 6%; with 100% employer match about $256,644 at 4% or $171,096 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY IN. PS PLAN | - | 4 | $562,622 | $49,053 | $12,263iApproximate average salary by contribution assumption: employee only about $306,581 at 4% or $204,388 at 6%; with 50% employer match about $204,388 at 4% or $136,258 at 6%; with 100% employer match about $153,291 at 4% or $102,194 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY SHEARSON MONEY PURCHASE | - | 4 | $503,070 | $33,073 | $8,268iApproximate average salary by contribution assumption: employee only about $206,706 at 4% or $137,804 at 6%; with 50% employer match about $137,804 at 4% or $91,869 at 6%; with 100% employer match about $103,353 at 4% or $68,902 at 6%. |
| 2003 | 2 | 4 | $0 | $0 | - |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY INC. PS PLAN | - | 4 | - | - | - |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY SHEARSON MONEY PURCHASE | - | 4 | - | - | - |
| 2002 | 2 | 2 | $829,059 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY INC. PS PLAN | - | 2 | $427,331 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY SHEARSON MONEY PURCHASE | - | 2 | $401,728 | $16,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2000 | 2 | 0 | $0 | $0 | - |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY INC PS PLAN | - | 0 | - | - | - |
| DAN R. BOLEN & ASSOCIATES, LLC SMITH BARNEY INC PS PLAN | - | 0 | - | - | - |