Civic Intelligence

Isakson & Associates Inc.

Plan context: Isakson & Associates Inc. 401(K) Retirement Plan

EIN 94-2208013 • 14 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$359,594

2010 Contributions

$561

Historical Graphs

Total Assets Over Time

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

$687,157$343,579$0199920062009YearValue
$359,594Latest year 2009

Participants Over Time

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

1580199920042009YearValue
4Latest 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$0-
Isakson & Associates Inc. 401(K) Retirement Plan-0---
200914$359,594$561$140iApproximate average salary by contribution assumption: employee only about $3,506 at 4% or $2,338 at 6%; with 50% employer match about $2,338 at 4% or $1,558 at 6%; with 100% employer match about $1,753 at 4% or $1,169 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-4$359,594$561$140iApproximate average salary by contribution assumption: employee only about $3,506 at 4% or $2,338 at 6%; with 50% employer match about $2,338 at 4% or $1,558 at 6%; with 100% employer match about $1,753 at 4% or $1,169 at 6%.
200818$401,027$74,516$9,315iApproximate average salary by contribution assumption: employee only about $232,863 at 4% or $155,242 at 6%; with 50% employer match about $155,242 at 4% or $103,494 at 6%; with 100% employer match about $116,431 at 4% or $77,621 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-8$401,027$74,516$9,315iApproximate average salary by contribution assumption: employee only about $232,863 at 4% or $155,242 at 6%; with 50% employer match about $155,242 at 4% or $103,494 at 6%; with 100% employer match about $116,431 at 4% or $77,621 at 6%.
2007112$687,157$108,173$9,014iApproximate average salary by contribution assumption: employee only about $225,360 at 4% or $150,240 at 6%; with 50% employer match about $150,240 at 4% or $100,160 at 6%; with 100% employer match about $112,680 at 4% or $75,120 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-12$687,157$108,173$9,014iApproximate average salary by contribution assumption: employee only about $225,360 at 4% or $150,240 at 6%; with 50% employer match about $150,240 at 4% or $100,160 at 6%; with 100% employer match about $112,680 at 4% or $75,120 at 6%.
2006113$582,248$63,935$4,918iApproximate average salary by contribution assumption: employee only about $122,952 at 4% or $81,968 at 6%; with 50% employer match about $81,968 at 4% or $54,645 at 6%; with 100% employer match about $61,476 at 4% or $40,984 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-13$582,248$63,935$4,918iApproximate average salary by contribution assumption: employee only about $122,952 at 4% or $81,968 at 6%; with 50% employer match about $81,968 at 4% or $54,645 at 6%; with 100% employer match about $61,476 at 4% or $40,984 at 6%.
2005113$461,016$18,448$1,419iApproximate average salary by contribution assumption: employee only about $35,477 at 4% or $23,651 at 6%; with 50% employer match about $23,651 at 4% or $15,768 at 6%; with 100% employer match about $17,738 at 4% or $11,826 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-13$461,016$18,448$1,419iApproximate average salary by contribution assumption: employee only about $35,477 at 4% or $23,651 at 6%; with 50% employer match about $23,651 at 4% or $15,768 at 6%; with 100% employer match about $17,738 at 4% or $11,826 at 6%.
2004214$401,130$394,504$28,179iApproximate average salary by contribution assumption: employee only about $704,471 at 4% or $469,648 at 6%; with 50% employer match about $469,648 at 4% or $313,098 at 6%; with 100% employer match about $352,236 at 4% or $234,824 at 6%.
Isakson & Associates Inc. 401(K) Retirement Plan-14$401,130$394,504$28,179iApproximate average salary by contribution assumption: employee only about $704,471 at 4% or $469,648 at 6%; with 50% employer match about $469,648 at 4% or $313,098 at 6%; with 100% employer match about $352,236 at 4% or $234,824 at 6%.
Isakson & Associates Inc. Profit Sharing Plan-0---
2003215$0$0-
Isakson & Associates Inc. Profit Sharing Plan-15---
Isakson & Associates Inc. 401(K) Retirement Plan-15---
2002112$0$0-
Isakson & Associates Inc. Profit Sharing Plan-12---
2001113$0$0-
Isakson & Associates Inc. Profit Sharing Plan-13---
2000113$0$0-
Isakson & Associates Inc. Profit Sharing Plan-13---
1999112$482,358$21,827$1,819iApproximate average salary by contribution assumption: employee only about $45,473 at 4% or $30,315 at 6%; with 50% employer match about $30,315 at 4% or $20,210 at 6%; with 100% employer match about $22,736 at 4% or $15,158 at 6%.
Isakson & Associates Inc. Profit Sharing Plan-12$482,358$21,827$1,819iApproximate average salary by contribution assumption: employee only about $45,473 at 4% or $30,315 at 6%; with 50% employer match about $30,315 at 4% or $20,210 at 6%; with 100% employer match about $22,736 at 4% or $15,158 at 6%.