Ann Novosel, Cfp
Plan context: Ann Novosel, Cfp 401(K) Plan
EIN 91-1616722 • Seattle, WA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$13,264,412
2024 Contributions
$129,751
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $13,264,412 | $129,751 | $43,250iApproximate average salary by contribution assumption: employee only about $1,081,258 at 4% or $720,839 at 6%; with 50% employer match about $720,839 at 4% or $480,559 at 6%; with 100% employer match about $540,629 at 4% or $360,419 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $13,264,412 | $129,751 | $43,250iApproximate average salary by contribution assumption: employee only about $1,081,258 at 4% or $720,839 at 6%; with 50% employer match about $720,839 at 4% or $480,559 at 6%; with 100% employer match about $540,629 at 4% or $360,419 at 6%. |
| 2023 | 1 | 3 | $11,327,424 | $124,093 | $41,364iApproximate average salary by contribution assumption: employee only about $1,034,108 at 4% or $689,406 at 6%; with 50% employer match about $689,406 at 4% or $459,604 at 6%; with 100% employer match about $517,054 at 4% or $344,703 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $11,327,424 | $124,093 | $41,364iApproximate average salary by contribution assumption: employee only about $1,034,108 at 4% or $689,406 at 6%; with 50% employer match about $689,406 at 4% or $459,604 at 6%; with 100% employer match about $517,054 at 4% or $344,703 at 6%. |
| 2022 | 1 | 3 | $9,453,407 | $106,268 | $35,423iApproximate average salary by contribution assumption: employee only about $885,567 at 4% or $590,378 at 6%; with 50% employer match about $590,378 at 4% or $393,585 at 6%; with 100% employer match about $442,783 at 4% or $295,189 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $9,453,407 | $106,268 | $35,423iApproximate average salary by contribution assumption: employee only about $885,567 at 4% or $590,378 at 6%; with 50% employer match about $590,378 at 4% or $393,585 at 6%; with 100% employer match about $442,783 at 4% or $295,189 at 6%. |
| 2021 | 1 | 3 | $10,911,093 | $97,963 | $32,654iApproximate average salary by contribution assumption: employee only about $816,358 at 4% or $544,239 at 6%; with 50% employer match about $544,239 at 4% or $362,826 at 6%; with 100% employer match about $408,179 at 4% or $272,119 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $10,911,093 | $97,963 | $32,654iApproximate average salary by contribution assumption: employee only about $816,358 at 4% or $544,239 at 6%; with 50% employer match about $544,239 at 4% or $362,826 at 6%; with 100% employer match about $408,179 at 4% or $272,119 at 6%. |
| 2020 | 1 | 3 | $8,932,277 | $77,099 | $25,700iApproximate average salary by contribution assumption: employee only about $642,492 at 4% or $428,328 at 6%; with 50% employer match about $428,328 at 4% or $285,552 at 6%; with 100% employer match about $321,246 at 4% or $214,164 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $8,932,277 | $77,099 | $25,700iApproximate average salary by contribution assumption: employee only about $642,492 at 4% or $428,328 at 6%; with 50% employer match about $428,328 at 4% or $285,552 at 6%; with 100% employer match about $321,246 at 4% or $214,164 at 6%. |
| 2019 | 1 | 3 | $7,653,215 | $88,406 | $29,469iApproximate average salary by contribution assumption: employee only about $736,717 at 4% or $491,144 at 6%; with 50% employer match about $491,144 at 4% or $327,430 at 6%; with 100% employer match about $368,358 at 4% or $245,572 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $7,653,215 | $88,406 | $29,469iApproximate average salary by contribution assumption: employee only about $736,717 at 4% or $491,144 at 6%; with 50% employer match about $491,144 at 4% or $327,430 at 6%; with 100% employer match about $368,358 at 4% or $245,572 at 6%. |
| 2018 | 1 | 3 | $5,953,142 | $84,960 | $28,320iApproximate average salary by contribution assumption: employee only about $708,000 at 4% or $472,000 at 6%; with 50% employer match about $472,000 at 4% or $314,667 at 6%; with 100% employer match about $354,000 at 4% or $236,000 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $5,953,142 | $84,960 | $28,320iApproximate average salary by contribution assumption: employee only about $708,000 at 4% or $472,000 at 6%; with 50% employer match about $472,000 at 4% or $314,667 at 6%; with 100% employer match about $354,000 at 4% or $236,000 at 6%. |
| 2017 | 1 | 3 | $6,313,007 | $79,640 | $26,547iApproximate average salary by contribution assumption: employee only about $663,667 at 4% or $442,444 at 6%; with 50% employer match about $442,444 at 4% or $294,963 at 6%; with 100% employer match about $331,833 at 4% or $221,222 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $6,313,007 | $79,640 | $26,547iApproximate average salary by contribution assumption: employee only about $663,667 at 4% or $442,444 at 6%; with 50% employer match about $442,444 at 4% or $294,963 at 6%; with 100% employer match about $331,833 at 4% or $221,222 at 6%. |
| 2016 | 1 | 4 | $4,979,322 | $76,377 | $19,094iApproximate average salary by contribution assumption: employee only about $477,356 at 4% or $318,238 at 6%; with 50% employer match about $318,238 at 4% or $212,158 at 6%; with 100% employer match about $238,678 at 4% or $159,119 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 4 | $4,979,322 | $76,377 | $19,094iApproximate average salary by contribution assumption: employee only about $477,356 at 4% or $318,238 at 6%; with 50% employer match about $318,238 at 4% or $212,158 at 6%; with 100% employer match about $238,678 at 4% or $159,119 at 6%. |
| 2015 | 1 | 3 | $4,473,390 | $2,127,097 | $709,032iApproximate average salary by contribution assumption: employee only about $17,725,808 at 4% or $11,817,206 at 6%; with 50% employer match about $11,817,206 at 4% or $7,878,137 at 6%; with 100% employer match about $8,862,904 at 4% or $5,908,603 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 3 | $4,473,390 | $2,127,097 | $709,032iApproximate average salary by contribution assumption: employee only about $17,725,808 at 4% or $11,817,206 at 6%; with 50% employer match about $11,817,206 at 4% or $7,878,137 at 6%; with 100% employer match about $8,862,904 at 4% or $5,908,603 at 6%. |
| 2014 | 2 | 2 | $2,328,269 | $72,215 | $36,108iApproximate average salary by contribution assumption: employee only about $902,688 at 4% or $601,792 at 6%; with 50% employer match about $601,792 at 4% or $401,194 at 6%; with 100% employer match about $451,344 at 4% or $300,896 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $2,328,269 | $72,215 | $36,108iApproximate average salary by contribution assumption: employee only about $902,688 at 4% or $601,792 at 6%; with 50% employer match about $601,792 at 4% or $401,194 at 6%; with 100% employer match about $451,344 at 4% or $300,896 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2013 | 2 | 2 | $3,880,061 | $237,363 | $118,682iApproximate average salary by contribution assumption: employee only about $2,967,038 at 4% or $1,978,025 at 6%; with 50% employer match about $1,978,025 at 4% or $1,318,683 at 6%; with 100% employer match about $1,483,519 at 4% or $989,013 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $2,023,158 | $47,046 | $23,523iApproximate average salary by contribution assumption: employee only about $588,075 at 4% or $392,050 at 6%; with 50% employer match about $392,050 at 4% or $261,367 at 6%; with 100% employer match about $294,038 at 4% or $196,025 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $1,856,903 | $190,317 | $95,159iApproximate average salary by contribution assumption: employee only about $2,378,963 at 4% or $1,585,975 at 6%; with 50% employer match about $1,585,975 at 4% or $1,057,317 at 6%; with 100% employer match about $1,189,481 at 4% or $792,988 at 6%. |
| 2012 | 2 | 2 | $2,957,632 | $196,031 | $98,016iApproximate average salary by contribution assumption: employee only about $2,450,388 at 4% or $1,633,592 at 6%; with 50% employer match about $1,633,592 at 4% or $1,089,061 at 6%; with 100% employer match about $1,225,194 at 4% or $816,796 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $1,627,094 | $44,410 | $22,205iApproximate average salary by contribution assumption: employee only about $555,125 at 4% or $370,083 at 6%; with 50% employer match about $370,083 at 4% or $246,722 at 6%; with 100% employer match about $277,563 at 4% or $185,042 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $1,330,538 | $151,621 | $75,811iApproximate average salary by contribution assumption: employee only about $1,895,263 at 4% or $1,263,508 at 6%; with 50% employer match about $1,263,508 at 4% or $842,339 at 6%; with 100% employer match about $947,631 at 4% or $631,754 at 6%. |
| 2011 | 2 | 2 | $2,353,030 | $167,336 | $83,668iApproximate average salary by contribution assumption: employee only about $2,091,700 at 4% or $1,394,467 at 6%; with 50% employer match about $1,394,467 at 4% or $929,644 at 6%; with 100% employer match about $1,045,850 at 4% or $697,233 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $1,356,227 | $67,336 | $33,668iApproximate average salary by contribution assumption: employee only about $841,700 at 4% or $561,133 at 6%; with 50% employer match about $561,133 at 4% or $374,089 at 6%; with 100% employer match about $420,850 at 4% or $280,567 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $996,803 | $100,000 | $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 | 2 | $2,278,697 | $158,522 | $79,261iApproximate average salary by contribution assumption: employee only about $1,981,525 at 4% or $1,321,017 at 6%; with 50% employer match about $1,321,017 at 4% or $880,678 at 6%; with 100% employer match about $990,763 at 4% or $660,508 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $1,325,660 | $43,248 | $21,624iApproximate average salary by contribution assumption: employee only about $540,600 at 4% or $360,400 at 6%; with 50% employer match about $360,400 at 4% or $240,267 at 6%; with 100% employer match about $270,300 at 4% or $180,200 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $953,037 | $115,274 | $57,637iApproximate average salary by contribution assumption: employee only about $1,440,925 at 4% or $960,617 at 6%; with 50% employer match about $960,617 at 4% or $640,411 at 6%; with 100% employer match about $720,463 at 4% or $480,308 at 6%. |
| 2009 | 2 | 2 | $1,865,800 | $153,499 | $76,750iApproximate average salary by contribution assumption: employee only about $1,918,738 at 4% or $1,279,158 at 6%; with 50% employer match about $1,279,158 at 4% or $852,772 at 6%; with 100% employer match about $959,369 at 4% or $639,579 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $1,118,743 | $43,002 | $21,501iApproximate average salary by contribution assumption: employee only about $537,525 at 4% or $358,350 at 6%; with 50% employer match about $358,350 at 4% or $238,900 at 6%; with 100% employer match about $268,763 at 4% or $179,175 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $747,057 | $110,497 | $55,249iApproximate average salary by contribution assumption: employee only about $1,381,213 at 4% or $920,808 at 6%; with 50% employer match about $920,808 at 4% or $613,872 at 6%; with 100% employer match about $690,606 at 4% or $460,404 at 6%. |
| 2008 | 2 | 2 | $1,292,385 | $131,324 | $65,662iApproximate average salary by contribution assumption: employee only about $1,641,550 at 4% or $1,094,367 at 6%; with 50% employer match about $1,094,367 at 4% or $729,578 at 6%; with 100% employer match about $820,775 at 4% or $547,183 at 6%. |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | $821,584 | $31,324 | $15,662iApproximate average salary by contribution assumption: employee only about $391,550 at 4% or $261,033 at 6%; with 50% employer match about $261,033 at 4% or $174,022 at 6%; with 100% employer match about $195,775 at 4% or $130,517 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $470,801 | $100,000 | $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%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Ann Novosel, Cfp 401(K) Plan | - | 2 | - | - | - |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $427,152 | $112,063 | $56,032iApproximate average salary by contribution assumption: employee only about $1,400,788 at 4% or $933,858 at 6%; with 50% employer match about $933,858 at 4% or $622,572 at 6%; with 100% employer match about $700,394 at 4% or $466,929 at 6%. |
| ANN NOVOSEL, CFP DEFINED BENEFIT PLAN | - | 2 | $427,152 | $112,063 | $56,032iApproximate average salary by contribution assumption: employee only about $1,400,788 at 4% or $933,858 at 6%; with 50% employer match about $933,858 at 4% or $622,572 at 6%; with 100% employer match about $700,394 at 4% or $466,929 at 6%. |