Civic Intelligence

Kevin Howard Sloat

Plan context: SLOAT HIGGINS JENSEN & ASSOCIATES 401(K) PLAN

EIN 91-1796598 • Sacramento, CA • 12 filings • 3 plans

1215 K StreetSuite 1150Sacramento, CA 95814
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$1,721,683

2011 Contributions

$189,320

Historical Graphs

Total Assets Over Time

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

$1,721,683$860,842$0199920062011YearValue
$1,721,683Latest year 2011

Participants Over Time

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

950199920062011YearValue
8Latest year 2011

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
201118$1,721,683$189,320$23,665iApproximate average salary by contribution assumption: employee only about $591,625 at 4% or $394,417 at 6%; with 50% employer match about $394,417 at 4% or $262,944 at 6%; with 100% employer match about $295,813 at 4% or $197,208 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401(K) PLAN-8$1,721,683$189,320$23,665iApproximate average salary by contribution assumption: employee only about $591,625 at 4% or $394,417 at 6%; with 50% employer match about $394,417 at 4% or $262,944 at 6%; with 100% employer match about $295,813 at 4% or $197,208 at 6%.
201018$1,547,926$182,117$22,765iApproximate average salary by contribution assumption: employee only about $569,116 at 4% or $379,410 at 6%; with 50% employer match about $379,410 at 4% or $252,940 at 6%; with 100% employer match about $284,558 at 4% or $189,705 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401(K) PLAN-8$1,547,926$182,117$22,765iApproximate average salary by contribution assumption: employee only about $569,116 at 4% or $379,410 at 6%; with 50% employer match about $379,410 at 4% or $252,940 at 6%; with 100% employer match about $284,558 at 4% or $189,705 at 6%.
200919$1,296,362$162,766$18,085iApproximate average salary by contribution assumption: employee only about $452,128 at 4% or $301,419 at 6%; with 50% employer match about $301,419 at 4% or $200,946 at 6%; with 100% employer match about $226,064 at 4% or $150,709 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401(K) PLAN-9$1,296,362$162,766$18,085iApproximate average salary by contribution assumption: employee only about $452,128 at 4% or $301,419 at 6%; with 50% employer match about $301,419 at 4% or $200,946 at 6%; with 100% employer match about $226,064 at 4% or $150,709 at 6%.
200817$863,296$144,480$20,640iApproximate average salary by contribution assumption: employee only about $516,000 at 4% or $344,000 at 6%; with 50% employer match about $344,000 at 4% or $229,333 at 6%; with 100% employer match about $258,000 at 4% or $172,000 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-7$863,296$144,480$20,640iApproximate average salary by contribution assumption: employee only about $516,000 at 4% or $344,000 at 6%; with 50% employer match about $344,000 at 4% or $229,333 at 6%; with 100% employer match about $258,000 at 4% or $172,000 at 6%.
200715$0$0-
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-5---
200615$974,596$148,389$29,678iApproximate average salary by contribution assumption: employee only about $741,945 at 4% or $494,630 at 6%; with 50% employer match about $494,630 at 4% or $329,753 at 6%; with 100% employer match about $370,973 at 4% or $247,315 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-5$974,596$148,389$29,678iApproximate average salary by contribution assumption: employee only about $741,945 at 4% or $494,630 at 6%; with 50% employer match about $494,630 at 4% or $329,753 at 6%; with 100% employer match about $370,973 at 4% or $247,315 at 6%.
200516$712,743$144,732$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-6$712,743$144,732$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
200416$527,623$119,810$19,968iApproximate average salary by contribution assumption: employee only about $499,208 at 4% or $332,806 at 6%; with 50% employer match about $332,806 at 4% or $221,870 at 6%; with 100% employer match about $249,604 at 4% or $166,403 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-6$527,623$119,810$19,968iApproximate average salary by contribution assumption: employee only about $499,208 at 4% or $332,806 at 6%; with 50% employer match about $332,806 at 4% or $221,870 at 6%; with 100% employer match about $249,604 at 4% or $166,403 at 6%.
200316$0$0-
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-6---
200215$209,850$97,239$19,448iApproximate average salary by contribution assumption: employee only about $486,195 at 4% or $324,130 at 6%; with 50% employer match about $324,130 at 4% or $216,087 at 6%; with 100% employer match about $243,098 at 4% or $162,065 at 6%.
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-5$209,850$97,239$19,448iApproximate average salary by contribution assumption: employee only about $486,195 at 4% or $324,130 at 6%; with 50% employer match about $324,130 at 4% or $216,087 at 6%; with 100% employer match about $243,098 at 4% or $162,065 at 6%.
200115$0$0-
SLOAT HIGGINS JENSEN & ASSOCIATES 401K PLAN-5---
199913$58,609$22,710$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.
Kevin Howard Sloat 401K Profit Sharing Plan & Trust-3$58,609$22,710$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.