Feldman Equities Management, LLC
Plan context: Feldman Equities Management 401(K) Profit Sharing Plan
EIN 86-0971817 • Chadds Ford, PA • 7 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
44
2011 Assets
$636,402
2011 Contributions
$5,468
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $5,468 | - |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 0 | $0 | $5,468 | - |
| 2010 | 1 | 44 | $636,402 | $76,944 | $1,749iApproximate average salary by contribution assumption: employee only about $43,718 at 4% or $29,145 at 6%; with 50% employer match about $29,145 at 4% or $19,430 at 6%; with 100% employer match about $21,859 at 4% or $14,573 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 44 | $636,402 | $76,944 | $1,749iApproximate average salary by contribution assumption: employee only about $43,718 at 4% or $29,145 at 6%; with 50% employer match about $29,145 at 4% or $19,430 at 6%; with 100% employer match about $21,859 at 4% or $14,573 at 6%. |
| 2009 | 1 | 35 | $803,428 | $170,474 | $4,871iApproximate average salary by contribution assumption: employee only about $121,767 at 4% or $81,178 at 6%; with 50% employer match about $81,178 at 4% or $54,119 at 6%; with 100% employer match about $60,884 at 4% or $40,589 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 35 | $803,428 | $170,474 | $4,871iApproximate average salary by contribution assumption: employee only about $121,767 at 4% or $81,178 at 6%; with 50% employer match about $81,178 at 4% or $54,119 at 6%; with 100% employer match about $60,884 at 4% or $40,589 at 6%. |
| 2008 | 1 | 73 | $790,372 | $413,007 | $5,658iApproximate average salary by contribution assumption: employee only about $141,441 at 4% or $94,294 at 6%; with 50% employer match about $94,294 at 4% or $62,863 at 6%; with 100% employer match about $70,720 at 4% or $47,147 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 73 | $790,372 | $413,007 | $5,658iApproximate average salary by contribution assumption: employee only about $141,441 at 4% or $94,294 at 6%; with 50% employer match about $94,294 at 4% or $62,863 at 6%; with 100% employer match about $70,720 at 4% or $47,147 at 6%. |
| 2007 | 1 | 99 | $881,822 | $477,346 | $4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 99 | $881,822 | $477,346 | $4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%. |
| 2006 | 1 | 151 | $541,421 | $354,420 | $2,347iApproximate average salary by contribution assumption: employee only about $58,679 at 4% or $39,119 at 6%; with 50% employer match about $39,119 at 4% or $26,079 at 6%; with 100% employer match about $29,339 at 4% or $19,560 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 151 | $541,421 | $354,420 | $2,347iApproximate average salary by contribution assumption: employee only about $58,679 at 4% or $39,119 at 6%; with 50% employer match about $39,119 at 4% or $26,079 at 6%; with 100% employer match about $29,339 at 4% or $19,560 at 6%. |
| 2005 | 1 | 135 | $161,099 | $126,684 | $938iApproximate average salary by contribution assumption: employee only about $23,460 at 4% or $15,640 at 6%; with 50% employer match about $15,640 at 4% or $10,427 at 6%; with 100% employer match about $11,730 at 4% or $7,820 at 6%. |
| Feldman Equities Management 401(K) Profit Sharing Plan | - | 135 | $161,099 | $126,684 | $938iApproximate average salary by contribution assumption: employee only about $23,460 at 4% or $15,640 at 6%; with 50% employer match about $15,640 at 4% or $10,427 at 6%; with 100% employer match about $11,730 at 4% or $7,820 at 6%. |