Joe Foss Institute
Plan context: Etf Advisor K Mep
EIN 86-1026421 • Scottsdale, AZ • 9 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$34,161
2019 Contributions
$4,820
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Etf Advisor K Mep | - | 0 | $0 | - | - |
| 2018 | 1 | 2 | $34,161 | $0 | - |
| Etf Advisor K Mep | - | 2 | $34,161 | - | - |
| 2017 | 1 | 3 | $39,236 | $4,820 | $1,607iApproximate average salary by contribution assumption: employee only about $40,167 at 4% or $26,778 at 6%; with 50% employer match about $26,778 at 4% or $17,852 at 6%; with 100% employer match about $20,083 at 4% or $13,389 at 6%. |
| Etf Advisor K Mep | - | 3 | $39,236 | $4,820 | $1,607iApproximate average salary by contribution assumption: employee only about $40,167 at 4% or $26,778 at 6%; with 50% employer match about $26,778 at 4% or $17,852 at 6%; with 100% employer match about $20,083 at 4% or $13,389 at 6%. |
| 2016 | 1 | 3 | $31,565 | $3,105 | $1,035iApproximate average salary by contribution assumption: employee only about $25,875 at 4% or $17,250 at 6%; with 50% employer match about $17,250 at 4% or $11,500 at 6%; with 100% employer match about $12,938 at 4% or $8,625 at 6%. |
| Etf Advisor K Mep | - | 3 | $31,565 | $3,105 | $1,035iApproximate average salary by contribution assumption: employee only about $25,875 at 4% or $17,250 at 6%; with 50% employer match about $17,250 at 4% or $11,500 at 6%; with 100% employer match about $12,938 at 4% or $8,625 at 6%. |
| 2015 | 2 | 6 | $27,034 | $11,412 | $1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%. |
| Etf Advisor K Mep | - | 6 | $27,034 | $8,808 | $1,468iApproximate average salary by contribution assumption: employee only about $36,700 at 4% or $24,467 at 6%; with 50% employer match about $24,467 at 4% or $16,311 at 6%; with 100% employer match about $18,350 at 4% or $12,233 at 6%. |
| Employee First 401 K Mep | - | 0 | - | $2,604 | - |
| 2014 | 1 | 9 | $17,609 | $27,890 | $3,099iApproximate average salary by contribution assumption: employee only about $77,472 at 4% or $51,648 at 6%; with 50% employer match about $51,648 at 4% or $34,432 at 6%; with 100% employer match about $38,736 at 4% or $25,824 at 6%. |
| EMPLOYEE FIRST 401 K MEP | - | 9 | $17,609 | $27,890 | $3,099iApproximate average salary by contribution assumption: employee only about $77,472 at 4% or $51,648 at 6%; with 50% employer match about $51,648 at 4% or $34,432 at 6%; with 100% employer match about $38,736 at 4% or $25,824 at 6%. |
| 2013 | 1 | 7 | $4,113 | $4,041 | $577iApproximate average salary by contribution assumption: employee only about $14,432 at 4% or $9,621 at 6%; with 50% employer match about $9,621 at 4% or $6,414 at 6%; with 100% employer match about $7,216 at 4% or $4,811 at 6%. |
| EMPLOYEE FIRST 401K | - | 7 | $4,113 | $4,041 | $577iApproximate average salary by contribution assumption: employee only about $14,432 at 4% or $9,621 at 6%; with 50% employer match about $9,621 at 4% or $6,414 at 6%; with 100% employer match about $7,216 at 4% or $4,811 at 6%. |
| 2009 | 1 | 0 | $0 | $3,300 | - |
| JOE FOSS INSTITUTE INC | - | 0 | $0 | $3,300 | - |