Civic Intelligence

Gilbert Consulting Group LLC

Plan context: Gilbert & Associates Cash Balance Plan

EIN 91-1983662 • Seattle, WA • 19 filings • 2 plans

4025 Delridge Way SW, Suite 540Seattle, WA 98106
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$588,333

2015 Contributions

$164,004

Historical Graphs

Total Assets Over Time

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

$1,515,600$757,800$0199920072015YearValue
$588,333Latest year 2015

Participants Over Time

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

1370199920072015YearValue
6Latest year 2015

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
201516$588,333$164,004$27,334iApproximate average salary by contribution assumption: employee only about $683,350 at 4% or $455,567 at 6%; with 50% employer match about $455,567 at 4% or $303,711 at 6%; with 100% employer match about $341,675 at 4% or $227,783 at 6%.
Gilbert & Associates Cash Balance Plan-6$588,333$164,004$27,334iApproximate average salary by contribution assumption: employee only about $683,350 at 4% or $455,567 at 6%; with 50% employer match about $455,567 at 4% or $303,711 at 6%; with 100% employer match about $341,675 at 4% or $227,783 at 6%.
2014213$1,515,600$490,364$37,720iApproximate average salary by contribution assumption: employee only about $943,008 at 4% or $628,672 at 6%; with 50% employer match about $628,672 at 4% or $419,115 at 6%; with 100% employer match about $471,504 at 4% or $314,336 at 6%.
Gilbert & Associates 401K Plan-13$1,097,904$216,231$16,633iApproximate average salary by contribution assumption: employee only about $415,829 at 4% or $277,219 at 6%; with 50% employer match about $277,219 at 4% or $184,813 at 6%; with 100% employer match about $207,914 at 4% or $138,610 at 6%.
Gilbert & Associates Cash Balance Plan-6$417,696$274,133$45,689iApproximate average salary by contribution assumption: employee only about $1,142,221 at 4% or $761,481 at 6%; with 50% employer match about $761,481 at 4% or $507,654 at 6%; with 100% employer match about $571,110 at 4% or $380,740 at 6%.
2013212$980,598$248,793$20,733iApproximate average salary by contribution assumption: employee only about $518,319 at 4% or $345,546 at 6%; with 50% employer match about $345,546 at 4% or $230,364 at 6%; with 100% employer match about $259,159 at 4% or $172,773 at 6%.
Gilbert & Associates 401K Plan-12$846,907$115,102$9,592iApproximate average salary by contribution assumption: employee only about $239,796 at 4% or $159,864 at 6%; with 50% employer match about $159,864 at 4% or $106,576 at 6%; with 100% employer match about $119,898 at 4% or $79,932 at 6%.
Gilbert & Associates Cash Balance Plan-6$133,691$133,691$22,282iApproximate average salary by contribution assumption: employee only about $557,046 at 4% or $371,364 at 6%; with 50% employer match about $371,364 at 4% or $247,576 at 6%; with 100% employer match about $278,523 at 4% or $185,682 at 6%.
2012112$620,276$109,226$9,102iApproximate average salary by contribution assumption: employee only about $227,554 at 4% or $151,703 at 6%; with 50% employer match about $151,703 at 4% or $101,135 at 6%; with 100% employer match about $113,777 at 4% or $75,851 at 6%.
Gilbert & Associates 401K Plan-12$620,276$109,226$9,102iApproximate average salary by contribution assumption: employee only about $227,554 at 4% or $151,703 at 6%; with 50% employer match about $151,703 at 4% or $101,135 at 6%; with 100% employer match about $113,777 at 4% or $75,851 at 6%.
201118$444,352$54,174$6,772iApproximate average salary by contribution assumption: employee only about $169,294 at 4% or $112,863 at 6%; with 50% employer match about $112,863 at 4% or $75,242 at 6%; with 100% employer match about $84,647 at 4% or $56,431 at 6%.
Gilbert & Associates 401K Plan-8$444,352$54,174$6,772iApproximate average salary by contribution assumption: employee only about $169,294 at 4% or $112,863 at 6%; with 50% employer match about $112,863 at 4% or $75,242 at 6%; with 100% employer match about $84,647 at 4% or $56,431 at 6%.
201018$420,840$49,320$6,165iApproximate average salary by contribution assumption: employee only about $154,125 at 4% or $102,750 at 6%; with 50% employer match about $102,750 at 4% or $68,500 at 6%; with 100% employer match about $77,063 at 4% or $51,375 at 6%.
Gilbert & Associates 401K Plan-8$420,840$49,320$6,165iApproximate average salary by contribution assumption: employee only about $154,125 at 4% or $102,750 at 6%; with 50% employer match about $102,750 at 4% or $68,500 at 6%; with 100% employer match about $77,063 at 4% or $51,375 at 6%.
200918$324,408$60,352$7,544iApproximate average salary by contribution assumption: employee only about $188,600 at 4% or $125,733 at 6%; with 50% employer match about $125,733 at 4% or $83,822 at 6%; with 100% employer match about $94,300 at 4% or $62,867 at 6%.
Gilbert & Associates 401K Plan-8$324,408$60,352$7,544iApproximate average salary by contribution assumption: employee only about $188,600 at 4% or $125,733 at 6%; with 50% employer match about $125,733 at 4% or $83,822 at 6%; with 100% employer match about $94,300 at 4% or $62,867 at 6%.
200814$211,659$35,596$8,899iApproximate average salary by contribution assumption: employee only about $222,475 at 4% or $148,317 at 6%; with 50% employer match about $148,317 at 4% or $98,878 at 6%; with 100% employer match about $111,238 at 4% or $74,158 at 6%.
Gilbert & Associates 401K Plan-4$211,659$35,596$8,899iApproximate average salary by contribution assumption: employee only about $222,475 at 4% or $148,317 at 6%; with 50% employer match about $148,317 at 4% or $98,878 at 6%; with 100% employer match about $111,238 at 4% or $74,158 at 6%.
200714$293,394$34,936$8,734iApproximate average salary by contribution assumption: employee only about $218,350 at 4% or $145,567 at 6%; with 50% employer match about $145,567 at 4% or $97,044 at 6%; with 100% employer match about $109,175 at 4% or $72,783 at 6%.
Gilbert & Associates 401K Plan-4$293,394$34,936$8,734iApproximate average salary by contribution assumption: employee only about $218,350 at 4% or $145,567 at 6%; with 50% employer match about $145,567 at 4% or $97,044 at 6%; with 100% employer match about $109,175 at 4% or $72,783 at 6%.
200614$295,357$44,154$11,039iApproximate average salary by contribution assumption: employee only about $275,963 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,988 at 6%.
Gilbert & Associates 401K Plan-4$295,357$44,154$11,039iApproximate average salary by contribution assumption: employee only about $275,963 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,988 at 6%.
200516$232,451$50,842$8,474iApproximate average salary by contribution assumption: employee only about $211,842 at 4% or $141,228 at 6%; with 50% employer match about $141,228 at 4% or $94,152 at 6%; with 100% employer match about $105,921 at 4% or $70,614 at 6%.
Gilbert & Associates 401K Plan-6$232,451$50,842$8,474iApproximate average salary by contribution assumption: employee only about $211,842 at 4% or $141,228 at 6%; with 50% employer match about $141,228 at 4% or $94,152 at 6%; with 100% employer match about $105,921 at 4% or $70,614 at 6%.
200413$168,424$35,880$11,960iApproximate average salary by contribution assumption: employee only about $299,000 at 4% or $199,333 at 6%; with 50% employer match about $199,333 at 4% or $132,889 at 6%; with 100% employer match about $149,500 at 4% or $99,667 at 6%.
Gilbert & Associates 401K Plan-3$168,424$35,880$11,960iApproximate average salary by contribution assumption: employee only about $299,000 at 4% or $199,333 at 6%; with 50% employer match about $199,333 at 4% or $132,889 at 6%; with 100% employer match about $149,500 at 4% or $99,667 at 6%.
200315$122,413$28,168$5,634iApproximate average salary by contribution assumption: employee only about $140,840 at 4% or $93,893 at 6%; with 50% employer match about $93,893 at 4% or $62,596 at 6%; with 100% employer match about $70,420 at 4% or $46,947 at 6%.
Gilbert & Associates 401K Plan-5$122,413$28,168$5,634iApproximate average salary by contribution assumption: employee only about $140,840 at 4% or $93,893 at 6%; with 50% employer match about $93,893 at 4% or $62,596 at 6%; with 100% employer match about $70,420 at 4% or $46,947 at 6%.
200215$78,297$29,813$5,963iApproximate average salary by contribution assumption: employee only about $149,065 at 4% or $99,377 at 6%; with 50% employer match about $99,377 at 4% or $66,251 at 6%; with 100% employer match about $74,533 at 4% or $49,688 at 6%.
Gilbert & Associates 401K Plan-5$78,297$29,813$5,963iApproximate average salary by contribution assumption: employee only about $149,065 at 4% or $99,377 at 6%; with 50% employer match about $99,377 at 4% or $66,251 at 6%; with 100% employer match about $74,533 at 4% or $49,688 at 6%.
200113$73,532$26,142$8,714iApproximate average salary by contribution assumption: employee only about $217,850 at 4% or $145,233 at 6%; with 50% employer match about $145,233 at 4% or $96,822 at 6%; with 100% employer match about $108,925 at 4% or $72,617 at 6%.
Gilbert & Associates 401K Plan-3$73,532$26,142$8,714iApproximate average salary by contribution assumption: employee only about $217,850 at 4% or $145,233 at 6%; with 50% employer match about $145,233 at 4% or $96,822 at 6%; with 100% employer match about $108,925 at 4% or $72,617 at 6%.
200014$70,880$28,852$7,213iApproximate average salary by contribution assumption: employee only about $180,325 at 4% or $120,217 at 6%; with 50% employer match about $120,217 at 4% or $80,144 at 6%; with 100% employer match about $90,163 at 4% or $60,108 at 6%.
Gilbert & Associates 401K Plan-4$70,880$28,852$7,213iApproximate average salary by contribution assumption: employee only about $180,325 at 4% or $120,217 at 6%; with 50% employer match about $120,217 at 4% or $80,144 at 6%; with 100% employer match about $90,163 at 4% or $60,108 at 6%.
199915$66,624$36,918$7,384iApproximate average salary by contribution assumption: employee only about $184,590 at 4% or $123,060 at 6%; with 50% employer match about $123,060 at 4% or $82,040 at 6%; with 100% employer match about $92,295 at 4% or $61,530 at 6%.
Gilbert & Associates 401K Plan-5$66,624$36,918$7,384iApproximate average salary by contribution assumption: employee only about $184,590 at 4% or $123,060 at 6%; with 50% employer match about $123,060 at 4% or $82,040 at 6%; with 100% employer match about $92,295 at 4% or $61,530 at 6%.