Civic Intelligence

Robert S Taketa Dds

Plan context: Savings League Basic Retirement Plan & Trust

EIN 94-6431579 • 11 filings • 1 plans

Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$559,558

2009 Contributions

$8,700

Historical Graphs

Total Assets Over Time

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

$648,180$324,090$0199920052009YearValue
$559,558Latest year 2009

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200910$559,558$0-
Savings League Basic Retirement Plan & Trust--$559,558--
200812$522,301$0-
Savings League Basic Retirement Plan & Trust-2$522,301--
200712$648,180$0-
Savings League Basic Retirement Plan & Trust-2$648,180--
200612$575,447$0-
Savings League Basic Retirement Plan & Trust-2$575,447--
200512$506,963$8,700$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
Savings League Basic Retirement Plan & Trust-2$506,963$8,700$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
200412$461,728$9,275$4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%.
Savings League Basic Retirement Plan & Trust-2$461,728$9,275$4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%.
200312$410,876$9,546$4,773iApproximate average salary by contribution assumption: employee only about $119,325 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,033 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%.
Savings League Basic Retirement Plan & Trust-2$410,876$9,546$4,773iApproximate average salary by contribution assumption: employee only about $119,325 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,033 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%.
200213$420,984$14,712$4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%.
Savings League Basic Retirement Plan & Trust-3$420,984$14,712$4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%.
200113$461,229$20,164$6,721iApproximate average salary by contribution assumption: employee only about $168,033 at 4% or $112,022 at 6%; with 50% employer match about $112,022 at 4% or $74,681 at 6%; with 100% employer match about $84,017 at 4% or $56,011 at 6%.
Savings League Basic Retirement Plan & Trust-3$461,229$20,164$6,721iApproximate average salary by contribution assumption: employee only about $168,033 at 4% or $112,022 at 6%; with 50% employer match about $112,022 at 4% or $74,681 at 6%; with 100% employer match about $84,017 at 4% or $56,011 at 6%.
200013$0$19,777$6,592iApproximate average salary by contribution assumption: employee only about $164,808 at 4% or $109,872 at 6%; with 50% employer match about $109,872 at 4% or $73,248 at 6%; with 100% employer match about $82,404 at 4% or $54,936 at 6%.
Savings League Basic Retirement Plan & Trust-3-$19,777$6,592iApproximate average salary by contribution assumption: employee only about $164,808 at 4% or $109,872 at 6%; with 50% employer match about $109,872 at 4% or $73,248 at 6%; with 100% employer match about $82,404 at 4% or $54,936 at 6%.
199913$393,642$20,005$6,668iApproximate average salary by contribution assumption: employee only about $166,708 at 4% or $111,139 at 6%; with 50% employer match about $111,139 at 4% or $74,093 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%.
Savings League Basic Retirement Plan & Trust-3$393,642$20,005$6,668iApproximate average salary by contribution assumption: employee only about $166,708 at 4% or $111,139 at 6%; with 50% employer match about $111,139 at 4% or $74,093 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%.