Civic Intelligence

Bruce H. Abeloe

Plan context: Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust

EIN 93-0678899 • Medford, OR • 12 filings • 2 plans

827 Alder Creek Drive, Suite AMedford, OR 97504-8902
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$16,780

2010 Contributions

$300

Historical Graphs

Total Assets Over Time

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

$18,752$9,376$0200220052009YearValue
$16,780Latest year 2009

Participants Over Time

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

630199920042009YearValue
1Latest year 2009

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
201010$0$300-
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-0$0$300-
200911$16,780$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-1$16,780$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
200812$11,152$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-2$11,152$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
200712$0$0-
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-2---
200612$18,752$1,900$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-2$18,752$1,900$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
200513$17,813$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-3$17,813$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200415$13,622$3,598$720iApproximate average salary by contribution assumption: employee only about $17,990 at 4% or $11,993 at 6%; with 50% employer match about $11,993 at 4% or $7,996 at 6%; with 100% employer match about $8,995 at 4% or $5,997 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-5$13,622$3,598$720iApproximate average salary by contribution assumption: employee only about $17,990 at 4% or $11,993 at 6%; with 50% employer match about $11,993 at 4% or $7,996 at 6%; with 100% employer match about $8,995 at 4% or $5,997 at 6%.
200316$9,022$3,794$632iApproximate average salary by contribution assumption: employee only about $15,808 at 4% or $10,539 at 6%; with 50% employer match about $10,539 at 4% or $7,026 at 6%; with 100% employer match about $7,904 at 4% or $5,269 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-6$9,022$3,794$632iApproximate average salary by contribution assumption: employee only about $15,808 at 4% or $10,539 at 6%; with 50% employer match about $10,539 at 4% or $7,026 at 6%; with 100% employer match about $7,904 at 4% or $5,269 at 6%.
200215$4,394$4,428$886iApproximate average salary by contribution assumption: employee only about $22,140 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-5$4,394$4,428$886iApproximate average salary by contribution assumption: employee only about $22,140 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
200115$0$0-
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-5---
200014$0$0-
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-4---
199916$0$0-
Abeloe & Associates, Aia 401K Profit Sharing Plan & Trust-6---