The Effectiveness Institute Inc.
Plan context: The Effectiveness Institute Inc. Profit Sharing Retirement Plan
EIN 91-1122609 • Bellevue, WA • 15 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$559,385
2017 Contributions
$58,160
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 | 1 | 0 | $0 | $0 | - |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 5 | $559,385 | $58,160 | $11,632iApproximate average salary by contribution assumption: employee only about $290,800 at 4% or $193,867 at 6%; with 50% employer match about $193,867 at 4% or $129,244 at 6%; with 100% employer match about $145,400 at 4% or $96,933 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 5 | $559,385 | $58,160 | $11,632iApproximate average salary by contribution assumption: employee only about $290,800 at 4% or $193,867 at 6%; with 50% employer match about $193,867 at 4% or $129,244 at 6%; with 100% employer match about $145,400 at 4% or $96,933 at 6%. |
| 2015 | 1 | 8 | $1,225,181 | $97,861 | $12,233iApproximate average salary by contribution assumption: employee only about $305,816 at 4% or $203,877 at 6%; with 50% employer match about $203,877 at 4% or $135,918 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 8 | $1,225,181 | $97,861 | $12,233iApproximate average salary by contribution assumption: employee only about $305,816 at 4% or $203,877 at 6%; with 50% employer match about $203,877 at 4% or $135,918 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%. |
| 2014 | 1 | 9 | $1,591,483 | $47,963 | $5,329iApproximate average salary by contribution assumption: employee only about $133,231 at 4% or $88,820 at 6%; with 50% employer match about $88,820 at 4% or $59,214 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 9 | $1,591,483 | $47,963 | $5,329iApproximate average salary by contribution assumption: employee only about $133,231 at 4% or $88,820 at 6%; with 50% employer match about $88,820 at 4% or $59,214 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%. |
| 2013 | 1 | 11 | $1,957,820 | $94,846 | $8,622iApproximate average salary by contribution assumption: employee only about $215,559 at 4% or $143,706 at 6%; with 50% employer match about $143,706 at 4% or $95,804 at 6%; with 100% employer match about $107,780 at 4% or $71,853 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 11 | $1,957,820 | $94,846 | $8,622iApproximate average salary by contribution assumption: employee only about $215,559 at 4% or $143,706 at 6%; with 50% employer match about $143,706 at 4% or $95,804 at 6%; with 100% employer match about $107,780 at 4% or $71,853 at 6%. |
| 2012 | 1 | 10 | $1,658,748 | $101,056 | $10,106iApproximate average salary by contribution assumption: employee only about $252,640 at 4% or $168,427 at 6%; with 50% employer match about $168,427 at 4% or $112,284 at 6%; with 100% employer match about $126,320 at 4% or $84,213 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 10 | $1,658,748 | $101,056 | $10,106iApproximate average salary by contribution assumption: employee only about $252,640 at 4% or $168,427 at 6%; with 50% employer match about $168,427 at 4% or $112,284 at 6%; with 100% employer match about $126,320 at 4% or $84,213 at 6%. |
| 2011 | 1 | 10 | $1,480,582 | $99,709 | $9,971iApproximate average salary by contribution assumption: employee only about $249,273 at 4% or $166,182 at 6%; with 50% employer match about $166,182 at 4% or $110,788 at 6%; with 100% employer match about $124,636 at 4% or $83,091 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 10 | $1,480,582 | $99,709 | $9,971iApproximate average salary by contribution assumption: employee only about $249,273 at 4% or $166,182 at 6%; with 50% employer match about $166,182 at 4% or $110,788 at 6%; with 100% employer match about $124,636 at 4% or $83,091 at 6%. |
| 2010 | 1 | 9 | $1,412,526 | $89,978 | $9,998iApproximate average salary by contribution assumption: employee only about $249,939 at 4% or $166,626 at 6%; with 50% employer match about $166,626 at 4% or $111,084 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 9 | $1,412,526 | $89,978 | $9,998iApproximate average salary by contribution assumption: employee only about $249,939 at 4% or $166,626 at 6%; with 50% employer match about $166,626 at 4% or $111,084 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%. |
| 2009 | 1 | 9 | $1,196,622 | $37,763 | $4,196iApproximate average salary by contribution assumption: employee only about $104,897 at 4% or $69,931 at 6%; with 50% employer match about $69,931 at 4% or $46,621 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 9 | $1,196,622 | $37,763 | $4,196iApproximate average salary by contribution assumption: employee only about $104,897 at 4% or $69,931 at 6%; with 50% employer match about $69,931 at 4% or $46,621 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%. |
| 2008 | 1 | 11 | $970,819 | $3,452 | $314iApproximate average salary by contribution assumption: employee only about $7,845 at 4% or $5,230 at 6%; with 50% employer match about $5,230 at 4% or $3,487 at 6%; with 100% employer match about $3,923 at 4% or $2,615 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 11 | $970,819 | $3,452 | $314iApproximate average salary by contribution assumption: employee only about $7,845 at 4% or $5,230 at 6%; with 50% employer match about $5,230 at 4% or $3,487 at 6%; with 100% employer match about $3,923 at 4% or $2,615 at 6%. |
| 2003 | 1 | 11 | $1,699,750 | $0 | - |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 11 | $1,699,750 | - | - |
| 2002 | 1 | 11 | $1,449,426 | $170,989 | $15,544iApproximate average salary by contribution assumption: employee only about $388,611 at 4% or $259,074 at 6%; with 50% employer match about $259,074 at 4% or $172,716 at 6%; with 100% employer match about $194,306 at 4% or $129,537 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 11 | $1,449,426 | $170,989 | $15,544iApproximate average salary by contribution assumption: employee only about $388,611 at 4% or $259,074 at 6%; with 50% employer match about $259,074 at 4% or $172,716 at 6%; with 100% employer match about $194,306 at 4% or $129,537 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 9 | - | - | - |
| 2000 | 1 | 8 | $1,495,776 | $128,596 | $16,075iApproximate average salary by contribution assumption: employee only about $401,863 at 4% or $267,908 at 6%; with 50% employer match about $267,908 at 4% or $178,606 at 6%; with 100% employer match about $200,931 at 4% or $133,954 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 8 | $1,495,776 | $128,596 | $16,075iApproximate average salary by contribution assumption: employee only about $401,863 at 4% or $267,908 at 6%; with 50% employer match about $267,908 at 4% or $178,606 at 6%; with 100% employer match about $200,931 at 4% or $133,954 at 6%. |
| 1999 | 1 | 7 | $1,561,654 | $107,479 | $15,354iApproximate average salary by contribution assumption: employee only about $383,854 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,602 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%. |
| The Effectiveness Institute Inc. Profit Sharing Retirement Plan | - | 7 | $1,561,654 | $107,479 | $15,354iApproximate average salary by contribution assumption: employee only about $383,854 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,602 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%. |