Civic Intelligence

Advis Inc.

Plan context: Advis Inc. 401(K) Profit Sharing Plan & Trust

EIN 90-0267971 • West Henrietta, NY • 8 filings • 2 plans

High Tech Rochester Inc150 Lucius Gordon DriveWest Henrietta, NY 14586
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$274,664

2015 Contributions

$1,298

Historical Graphs

Total Assets Over Time

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

$335,278$167,639$0200820112014YearValue
$274,664Latest year 2014

Participants Over Time

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

1680200820112014YearValue
4Latest year 2014

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
201510$0$1,298-
Advis Inc. 401(K) Profit Sharing Plan & Trust-0$0$1,298-
201414$274,664$10,501$2,625iApproximate average salary by contribution assumption: employee only about $65,631 at 4% or $43,754 at 6%; with 50% employer match about $43,754 at 4% or $29,169 at 6%; with 100% employer match about $32,816 at 4% or $21,877 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-4$274,664$10,501$2,625iApproximate average salary by contribution assumption: employee only about $65,631 at 4% or $43,754 at 6%; with 50% employer match about $43,754 at 4% or $29,169 at 6%; with 100% employer match about $32,816 at 4% or $21,877 at 6%.
201317$335,278$44,312$6,330iApproximate average salary by contribution assumption: employee only about $158,257 at 4% or $105,505 at 6%; with 50% employer match about $105,505 at 4% or $70,337 at 6%; with 100% employer match about $79,129 at 4% or $52,752 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-7$335,278$44,312$6,330iApproximate average salary by contribution assumption: employee only about $158,257 at 4% or $105,505 at 6%; with 50% employer match about $105,505 at 4% or $70,337 at 6%; with 100% employer match about $79,129 at 4% or $52,752 at 6%.
2012110$324,620$60,098$6,010iApproximate average salary by contribution assumption: employee only about $150,245 at 4% or $100,163 at 6%; with 50% employer match about $100,163 at 4% or $66,776 at 6%; with 100% employer match about $75,123 at 4% or $50,082 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-10$324,620$60,098$6,010iApproximate average salary by contribution assumption: employee only about $150,245 at 4% or $100,163 at 6%; with 50% employer match about $100,163 at 4% or $66,776 at 6%; with 100% employer match about $75,123 at 4% or $50,082 at 6%.
2011111$273,308$57,718$5,247iApproximate average salary by contribution assumption: employee only about $131,177 at 4% or $87,452 at 6%; with 50% employer match about $87,452 at 4% or $58,301 at 6%; with 100% employer match about $65,589 at 4% or $43,726 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-11$273,308$57,718$5,247iApproximate average salary by contribution assumption: employee only about $131,177 at 4% or $87,452 at 6%; with 50% employer match about $87,452 at 4% or $58,301 at 6%; with 100% employer match about $65,589 at 4% or $43,726 at 6%.
2010111$245,171$73,891$6,717iApproximate average salary by contribution assumption: employee only about $167,934 at 4% or $111,956 at 6%; with 50% employer match about $111,956 at 4% or $74,637 at 6%; with 100% employer match about $83,967 at 4% or $55,978 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-11$245,171$73,891$6,717iApproximate average salary by contribution assumption: employee only about $167,934 at 4% or $111,956 at 6%; with 50% employer match about $111,956 at 4% or $74,637 at 6%; with 100% employer match about $83,967 at 4% or $55,978 at 6%.
2009116$136,392$93,084$5,818iApproximate average salary by contribution assumption: employee only about $145,444 at 4% or $96,963 at 6%; with 50% employer match about $96,963 at 4% or $64,642 at 6%; with 100% employer match about $72,722 at 4% or $48,481 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-16$136,392$93,084$5,818iApproximate average salary by contribution assumption: employee only about $145,444 at 4% or $96,963 at 6%; with 50% employer match about $96,963 at 4% or $64,642 at 6%; with 100% employer match about $72,722 at 4% or $48,481 at 6%.
200819$15,181$17,230$1,914iApproximate average salary by contribution assumption: employee only about $47,861 at 4% or $31,907 at 6%; with 50% employer match about $31,907 at 4% or $21,272 at 6%; with 100% employer match about $23,931 at 4% or $15,954 at 6%.
Advis Inc. 401(K) Profit Sharing Plan & Trust-9$15,181$17,230$1,914iApproximate average salary by contribution assumption: employee only about $47,861 at 4% or $31,907 at 6%; with 50% employer match about $31,907 at 4% or $21,272 at 6%; with 100% employer match about $23,931 at 4% or $15,954 at 6%.