Civic Intelligence

Nancy Gordon & Associates Inc.

Plan context: Nancy Gordon & Associates Inc. 401K Profit Sharing Plan

EIN 94-3350552 • Berkeley, CA • 18 filings • 4 plans

1400 Shattuck Ave Ste 5Berkeley, CA 94709-1485
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$542,770

2019 Contributions

$26,621

Historical Graphs

Total Assets Over Time

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

$542,770$271,385$0200220102018YearValue
$542,770Latest year 2018

Participants Over Time

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

320200120102018YearValue
3Latest year 2018

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
201910$0$26,621-
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-0$0$26,621-
201813$542,770$47,250$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$542,770$47,250$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
201713$495,520$63,400$21,133iApproximate average salary by contribution assumption: employee only about $528,333 at 4% or $352,222 at 6%; with 50% employer match about $352,222 at 4% or $234,815 at 6%; with 100% employer match about $264,167 at 4% or $176,111 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$495,520$63,400$21,133iApproximate average salary by contribution assumption: employee only about $528,333 at 4% or $352,222 at 6%; with 50% employer match about $352,222 at 4% or $234,815 at 6%; with 100% employer match about $264,167 at 4% or $176,111 at 6%.
201613$0$0-
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3---
201513$386,248$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$386,248$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201413$374,124$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$374,124$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201313$353,506$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$353,506$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
201213$290,936$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$290,936$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201113$262,374$67,000$22,333iApproximate average salary by contribution assumption: employee only about $558,333 at 4% or $372,222 at 6%; with 50% employer match about $372,222 at 4% or $248,148 at 6%; with 100% employer match about $279,167 at 4% or $186,111 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$262,374$67,000$22,333iApproximate average salary by contribution assumption: employee only about $558,333 at 4% or $372,222 at 6%; with 50% employer match about $372,222 at 4% or $248,148 at 6%; with 100% employer match about $279,167 at 4% or $186,111 at 6%.
201013$221,531$72,400$24,133iApproximate average salary by contribution assumption: employee only about $603,333 at 4% or $402,222 at 6%; with 50% employer match about $402,222 at 4% or $268,148 at 6%; with 100% employer match about $301,667 at 4% or $201,111 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$221,531$72,400$24,133iApproximate average salary by contribution assumption: employee only about $603,333 at 4% or $402,222 at 6%; with 50% employer match about $402,222 at 4% or $268,148 at 6%; with 100% employer match about $301,667 at 4% or $201,111 at 6%.
200913$196,473$25,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$196,473$25,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
200813$128,268$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$128,268$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
200613$169,692$50,080$16,693iApproximate average salary by contribution assumption: employee only about $417,333 at 4% or $278,222 at 6%; with 50% employer match about $278,222 at 4% or $185,481 at 6%; with 100% employer match about $208,667 at 4% or $139,111 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$169,692$50,080$16,693iApproximate average salary by contribution assumption: employee only about $417,333 at 4% or $278,222 at 6%; with 50% employer match about $278,222 at 4% or $185,481 at 6%; with 100% employer match about $208,667 at 4% or $139,111 at 6%.
200513$200,167$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$200,167$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200413$146,167$57,463$19,154iApproximate average salary by contribution assumption: employee only about $478,858 at 4% or $319,239 at 6%; with 50% employer match about $319,239 at 4% or $212,826 at 6%; with 100% employer match about $239,429 at 4% or $159,619 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$146,167$57,463$19,154iApproximate average salary by contribution assumption: employee only about $478,858 at 4% or $319,239 at 6%; with 50% employer match about $319,239 at 4% or $212,826 at 6%; with 100% employer match about $239,429 at 4% or $159,619 at 6%.
200313$88,704$63,862$21,287iApproximate average salary by contribution assumption: employee only about $532,183 at 4% or $354,789 at 6%; with 50% employer match about $354,789 at 4% or $236,526 at 6%; with 100% employer match about $266,092 at 4% or $177,394 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$88,704$63,862$21,287iApproximate average salary by contribution assumption: employee only about $532,183 at 4% or $354,789 at 6%; with 50% employer match about $354,789 at 4% or $236,526 at 6%; with 100% employer match about $266,092 at 4% or $177,394 at 6%.
200213$22,449$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
Nancy Gordon & Associates Inc. 401K Profit Sharing Plan-3$22,449$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
200113$0$0-
NANCY GORDON MONEY PURCHASE PLAN-3---