James Guthrie & Associates Inc.
Plan context: James Guthrie & Associates Inc. 401K Plan
EIN 94-2967607 • Burlingame, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2009
2009 Participants
8
2009 Assets
$832,261
2009 Contributions
$42,992
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| James Guthrie & Associates Inc. 401K Plan | - | 0 | $0 | $0 | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| James Guthrie & Associates Inc. 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| James Guthrie & Associates Inc. 401K Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $832,261 | $42,992 | $5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 8 | $832,261 | $42,992 | $5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%. |
| 2005 | 1 | 6 | $749,571 | $52,568 | $8,761iApproximate average salary by contribution assumption: employee only about $219,033 at 4% or $146,022 at 6%; with 50% employer match about $146,022 at 4% or $97,348 at 6%; with 100% employer match about $109,517 at 4% or $73,011 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 6 | $749,571 | $52,568 | $8,761iApproximate average salary by contribution assumption: employee only about $219,033 at 4% or $146,022 at 6%; with 50% employer match about $146,022 at 4% or $97,348 at 6%; with 100% employer match about $109,517 at 4% or $73,011 at 6%. |
| 2004 | 1 | 10 | $633,484 | $65,366 | $6,537iApproximate average salary by contribution assumption: employee only about $163,415 at 4% or $108,943 at 6%; with 50% employer match about $108,943 at 4% or $72,629 at 6%; with 100% employer match about $81,708 at 4% or $54,472 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 10 | $633,484 | $65,366 | $6,537iApproximate average salary by contribution assumption: employee only about $163,415 at 4% or $108,943 at 6%; with 50% employer match about $108,943 at 4% or $72,629 at 6%; with 100% employer match about $81,708 at 4% or $54,472 at 6%. |
| 2003 | 1 | 14 | $568,456 | $84,277 | $6,020iApproximate average salary by contribution assumption: employee only about $150,495 at 4% or $100,330 at 6%; with 50% employer match about $100,330 at 4% or $66,887 at 6%; with 100% employer match about $75,247 at 4% or $50,165 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 14 | $568,456 | $84,277 | $6,020iApproximate average salary by contribution assumption: employee only about $150,495 at 4% or $100,330 at 6%; with 50% employer match about $100,330 at 4% or $66,887 at 6%; with 100% employer match about $75,247 at 4% or $50,165 at 6%. |
| 2002 | 1 | 13 | $424,255 | $59,196 | $4,554iApproximate average salary by contribution assumption: employee only about $113,838 at 4% or $75,892 at 6%; with 50% employer match about $75,892 at 4% or $50,595 at 6%; with 100% employer match about $56,919 at 4% or $37,946 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 13 | $424,255 | $59,196 | $4,554iApproximate average salary by contribution assumption: employee only about $113,838 at 4% or $75,892 at 6%; with 50% employer match about $75,892 at 4% or $50,595 at 6%; with 100% employer match about $56,919 at 4% or $37,946 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| James Guthrie & Associates Inc. 401K Plan | - | 12 | - | - | - |
| 2000 | 1 | 15 | $0 | $0 | - |
| James Guthrie & Associates Inc. 401K Plan | - | 15 | - | - | - |
| 1999 | 1 | 12 | $541,045 | $77,526 | $6,461iApproximate average salary by contribution assumption: employee only about $161,513 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,838 at 6%. |
| James Guthrie & Associates Inc. 401K Plan | - | 12 | $541,045 | $77,526 | $6,461iApproximate average salary by contribution assumption: employee only about $161,513 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,838 at 6%. |