Civic Intelligence

Orba Financial Management Company

Plan context: Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan

EIN 94-2850529 • Gold River, CA • 12 filings • 6 plans

2339 Gold Meadow Way, Suite 200Gold River, CA 95670
Current Snapshot

Latest Year

2011

2011 Participants

40

2011 Assets

$731,229

2011 Contributions

$6,621

Historical Graphs

Total Assets Over Time

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

$731,229$365,615$0199920062010YearValue
$731,229Latest year 2010

Participants Over Time

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

45230199920052010YearValue
40Latest year 2010

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
201110$0$6,621-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-0$0$6,621-
2010140$731,229$75,147$1,879iApproximate average salary by contribution assumption: employee only about $46,967 at 4% or $31,311 at 6%; with 50% employer match about $31,311 at 4% or $20,874 at 6%; with 100% employer match about $23,483 at 4% or $15,656 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-40$731,229$75,147$1,879iApproximate average salary by contribution assumption: employee only about $46,967 at 4% or $31,311 at 6%; with 50% employer match about $31,311 at 4% or $20,874 at 6%; with 100% employer match about $23,483 at 4% or $15,656 at 6%.
2009236$684,103$78,080$2,169iApproximate average salary by contribution assumption: employee only about $54,222 at 4% or $36,148 at 6%; with 50% employer match about $36,148 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-36$684,103$78,080$2,169iApproximate average salary by contribution assumption: employee only about $54,222 at 4% or $36,148 at 6%; with 50% employer match about $36,148 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-----
2007122$0$0-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-22---
2006123$690,161$67,905$2,952iApproximate average salary by contribution assumption: employee only about $73,810 at 4% or $49,207 at 6%; with 50% employer match about $49,207 at 4% or $32,804 at 6%; with 100% employer match about $36,905 at 4% or $24,603 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-23$690,161$67,905$2,952iApproximate average salary by contribution assumption: employee only about $73,810 at 4% or $49,207 at 6%; with 50% employer match about $49,207 at 4% or $32,804 at 6%; with 100% employer match about $36,905 at 4% or $24,603 at 6%.
2005121$618,070$73,915$3,520iApproximate average salary by contribution assumption: employee only about $87,994 at 4% or $58,663 at 6%; with 50% employer match about $58,663 at 4% or $39,108 at 6%; with 100% employer match about $43,997 at 4% or $29,331 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-21$618,070$73,915$3,520iApproximate average salary by contribution assumption: employee only about $87,994 at 4% or $58,663 at 6%; with 50% employer match about $58,663 at 4% or $39,108 at 6%; with 100% employer match about $43,997 at 4% or $29,331 at 6%.
2003122$0$0-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-22---
2002124$0$0-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-24---
2001131$0$0-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-31---
2000144$0$0-
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-44---
1999145$430,953$184,603$4,102iApproximate average salary by contribution assumption: employee only about $102,557 at 4% or $68,371 at 6%; with 50% employer match about $68,371 at 4% or $45,581 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%.
Orba Insurance Services Inc. DBA Orba Financial Management Company 401K Profit Sharing Plan-45$430,953$184,603$4,102iApproximate average salary by contribution assumption: employee only about $102,557 at 4% or $68,371 at 6%; with 50% employer match about $68,371 at 4% or $45,581 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%.