Civic Intelligence

Atkinson, Andelson, Loya, Ruud, & Romo, A.P.C.

Plan context: Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan

EIN 95-3778600 • 11 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

125

2009 Assets

$8,822,533

2009 Contributions

$950,263

Historical Graphs

Total Assets Over Time

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

$8,822,533$4,411,267$0199920062009YearValue
$8,822,533Latest year 2009

Participants Over Time

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

151760199920042009YearValue
125Latest 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
20091125$8,822,533$950,263$7,602iApproximate average salary by contribution assumption: employee only about $190,053 at 4% or $126,702 at 6%; with 50% employer match about $126,702 at 4% or $84,468 at 6%; with 100% employer match about $95,026 at 4% or $63,351 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-125$8,822,533$950,263$7,602iApproximate average salary by contribution assumption: employee only about $190,053 at 4% or $126,702 at 6%; with 50% employer match about $126,702 at 4% or $84,468 at 6%; with 100% employer match about $95,026 at 4% or $63,351 at 6%.
20081145$7,087,245$754,964$5,207iApproximate average salary by contribution assumption: employee only about $130,166 at 4% or $86,777 at 6%; with 50% employer match about $86,777 at 4% or $57,852 at 6%; with 100% employer match about $65,083 at 4% or $43,389 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-145$7,087,245$754,964$5,207iApproximate average salary by contribution assumption: employee only about $130,166 at 4% or $86,777 at 6%; with 50% employer match about $86,777 at 4% or $57,852 at 6%; with 100% employer match about $65,083 at 4% or $43,389 at 6%.
20071145$7,149,354$732,933$5,055iApproximate average salary by contribution assumption: employee only about $126,368 at 4% or $84,245 at 6%; with 50% employer match about $84,245 at 4% or $56,163 at 6%; with 100% employer match about $63,184 at 4% or $42,123 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-145$7,149,354$732,933$5,055iApproximate average salary by contribution assumption: employee only about $126,368 at 4% or $84,245 at 6%; with 50% employer match about $84,245 at 4% or $56,163 at 6%; with 100% employer match about $63,184 at 4% or $42,123 at 6%.
20061142$6,012,248$713,764$5,027iApproximate average salary by contribution assumption: employee only about $125,663 at 4% or $83,775 at 6%; with 50% employer match about $83,775 at 4% or $55,850 at 6%; with 100% employer match about $62,831 at 4% or $41,888 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-142$6,012,248$713,764$5,027iApproximate average salary by contribution assumption: employee only about $125,663 at 4% or $83,775 at 6%; with 50% employer match about $83,775 at 4% or $55,850 at 6%; with 100% employer match about $62,831 at 4% or $41,888 at 6%.
20051151$4,809,441$754,176$4,995iApproximate average salary by contribution assumption: employee only about $124,864 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,495 at 6%; with 100% employer match about $62,432 at 4% or $41,621 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-151$4,809,441$754,176$4,995iApproximate average salary by contribution assumption: employee only about $124,864 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,495 at 6%; with 100% employer match about $62,432 at 4% or $41,621 at 6%.
20041148$3,897,439$781,675$5,282iApproximate average salary by contribution assumption: employee only about $132,040 at 4% or $88,026 at 6%; with 50% employer match about $88,026 at 4% or $58,684 at 6%; with 100% employer match about $66,020 at 4% or $44,013 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-148$3,897,439$781,675$5,282iApproximate average salary by contribution assumption: employee only about $132,040 at 4% or $88,026 at 6%; with 50% employer match about $88,026 at 4% or $58,684 at 6%; with 100% employer match about $66,020 at 4% or $44,013 at 6%.
20031149$2,976,674$764,982$5,134iApproximate average salary by contribution assumption: employee only about $128,353 at 4% or $85,568 at 6%; with 50% employer match about $85,568 at 4% or $57,046 at 6%; with 100% employer match about $64,176 at 4% or $42,784 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-149$2,976,674$764,982$5,134iApproximate average salary by contribution assumption: employee only about $128,353 at 4% or $85,568 at 6%; with 50% employer match about $85,568 at 4% or $57,046 at 6%; with 100% employer match about $64,176 at 4% or $42,784 at 6%.
2002181$0$0-
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-81---
2001166$0$0-
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-66---
2000162$0$0-
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-62---
1999155$319,635$319,635$5,812iApproximate average salary by contribution assumption: employee only about $145,289 at 4% or $96,859 at 6%; with 50% employer match about $96,859 at 4% or $64,573 at 6%; with 100% employer match about $72,644 at 4% or $48,430 at 6%.
Atkinson, Andelson, Loya, Ruud, & Romo, a Professional Corporation Cash Balance Plan-55$319,635$319,635$5,812iApproximate average salary by contribution assumption: employee only about $145,289 at 4% or $96,859 at 6%; with 50% employer match about $96,859 at 4% or $64,573 at 6%; with 100% employer match about $72,644 at 4% or $48,430 at 6%.