Civic Intelligence

Acorn Asset Management Inc.

Plan context: Aam Profit Sharing Plan

EIN 95-4240926 • Roseville, CA • 22 filings • 2 plans

1410 Rocky Ridge Drive, Ste 170Roseville, CA 95661
Current Snapshot

Latest Year

2020

2020 Participants

65

2020 Assets

$5,971,950

2020 Contributions

$7,094

Historical Graphs

Total Assets Over Time

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

$5,971,950$2,985,975$0199920112019YearValue
$5,971,950Latest year 2019

Participants Over Time

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

65330199920092019YearValue
65Latest year 2019

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
202010$0$0-
Aam Profit Sharing Plan-0---
2019165$5,971,950$7,094$109iApproximate average salary by contribution assumption: employee only about $2,728 at 4% or $1,819 at 6%; with 50% employer match about $1,819 at 4% or $1,213 at 6%; with 100% employer match about $1,364 at 4% or $909 at 6%.
Aam Profit Sharing Plan-65$5,971,950$7,094$109iApproximate average salary by contribution assumption: employee only about $2,728 at 4% or $1,819 at 6%; with 50% employer match about $1,819 at 4% or $1,213 at 6%; with 100% employer match about $1,364 at 4% or $909 at 6%.
2018154$5,753,654$1,688,974$31,277iApproximate average salary by contribution assumption: employee only about $781,932 at 4% or $521,288 at 6%; with 50% employer match about $521,288 at 4% or $347,526 at 6%; with 100% employer match about $390,966 at 4% or $260,644 at 6%.
Aam Profit Sharing Plan-54$5,753,654$1,688,974$31,277iApproximate average salary by contribution assumption: employee only about $781,932 at 4% or $521,288 at 6%; with 50% employer match about $521,288 at 4% or $347,526 at 6%; with 100% employer match about $390,966 at 4% or $260,644 at 6%.
2017136$4,641,702$172,997$4,805iApproximate average salary by contribution assumption: employee only about $120,137 at 4% or $80,091 at 6%; with 50% employer match about $80,091 at 4% or $53,394 at 6%; with 100% employer match about $60,068 at 4% or $40,046 at 6%.
Aam Profit Sharing Plan-36$4,641,702$172,997$4,805iApproximate average salary by contribution assumption: employee only about $120,137 at 4% or $80,091 at 6%; with 50% employer match about $80,091 at 4% or $53,394 at 6%; with 100% employer match about $60,068 at 4% or $40,046 at 6%.
2016141$4,392,896$284,713$6,944iApproximate average salary by contribution assumption: employee only about $173,605 at 4% or $115,737 at 6%; with 50% employer match about $115,737 at 4% or $77,158 at 6%; with 100% employer match about $86,803 at 4% or $57,868 at 6%.
Aam Profit Sharing Plan-41$4,392,896$284,713$6,944iApproximate average salary by contribution assumption: employee only about $173,605 at 4% or $115,737 at 6%; with 50% employer match about $115,737 at 4% or $77,158 at 6%; with 100% employer match about $86,803 at 4% or $57,868 at 6%.
2015146$5,142,782$357,749$7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%.
Aam Profit Sharing Plan-46$5,142,782$357,749$7,777iApproximate average salary by contribution assumption: employee only about $194,429 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,413 at 6%; with 100% employer match about $97,214 at 4% or $64,810 at 6%.
2014141$4,824,401$479,743$11,701iApproximate average salary by contribution assumption: employee only about $292,526 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,012 at 6%; with 100% employer match about $146,263 at 4% or $97,509 at 6%.
Aam Profit Sharing Plan-41$4,824,401$479,743$11,701iApproximate average salary by contribution assumption: employee only about $292,526 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,012 at 6%; with 100% employer match about $146,263 at 4% or $97,509 at 6%.
2013140$4,515,361$334,428$8,361iApproximate average salary by contribution assumption: employee only about $209,018 at 4% or $139,345 at 6%; with 50% employer match about $139,345 at 4% or $92,897 at 6%; with 100% employer match about $104,509 at 4% or $69,673 at 6%.
Aam Profit Sharing Plan-40$4,515,361$334,428$8,361iApproximate average salary by contribution assumption: employee only about $209,018 at 4% or $139,345 at 6%; with 50% employer match about $139,345 at 4% or $92,897 at 6%; with 100% employer match about $104,509 at 4% or $69,673 at 6%.
2012133$3,488,693$473,744$14,356iApproximate average salary by contribution assumption: employee only about $358,897 at 4% or $239,265 at 6%; with 50% employer match about $239,265 at 4% or $159,510 at 6%; with 100% employer match about $179,448 at 4% or $119,632 at 6%.
Aam Profit Sharing Plan-33$3,488,693$473,744$14,356iApproximate average salary by contribution assumption: employee only about $358,897 at 4% or $239,265 at 6%; with 50% employer match about $239,265 at 4% or $159,510 at 6%; with 100% employer match about $179,448 at 4% or $119,632 at 6%.
2011133$2,629,130$297,331$9,010iApproximate average salary by contribution assumption: employee only about $225,251 at 4% or $150,167 at 6%; with 50% employer match about $150,167 at 4% or $100,111 at 6%; with 100% employer match about $112,625 at 4% or $75,084 at 6%.
Aam Profit Sharing Plan-33$2,629,130$297,331$9,010iApproximate average salary by contribution assumption: employee only about $225,251 at 4% or $150,167 at 6%; with 50% employer match about $150,167 at 4% or $100,111 at 6%; with 100% employer match about $112,625 at 4% or $75,084 at 6%.
2010132$2,480,498$425,169$13,287iApproximate average salary by contribution assumption: employee only about $332,163 at 4% or $221,442 at 6%; with 50% employer match about $221,442 at 4% or $147,628 at 6%; with 100% employer match about $166,082 at 4% or $110,721 at 6%.
Aam Profit Sharing Plan-32$2,480,498$425,169$13,287iApproximate average salary by contribution assumption: employee only about $332,163 at 4% or $221,442 at 6%; with 50% employer match about $221,442 at 4% or $147,628 at 6%; with 100% employer match about $166,082 at 4% or $110,721 at 6%.
2009130$1,772,581$408,438$13,615iApproximate average salary by contribution assumption: employee only about $340,365 at 4% or $226,910 at 6%; with 50% employer match about $226,910 at 4% or $151,273 at 6%; with 100% employer match about $170,183 at 4% or $113,455 at 6%.
Aam Profit Sharing Plan-30$1,772,581$408,438$13,615iApproximate average salary by contribution assumption: employee only about $340,365 at 4% or $226,910 at 6%; with 50% employer match about $226,910 at 4% or $151,273 at 6%; with 100% employer match about $170,183 at 4% or $113,455 at 6%.
2008120$1,086,762$380,323$19,016iApproximate average salary by contribution assumption: employee only about $475,404 at 4% or $316,936 at 6%; with 50% employer match about $316,936 at 4% or $211,291 at 6%; with 100% employer match about $237,702 at 4% or $158,468 at 6%.
Aam Profit Sharing Plan-20$1,086,762$380,323$19,016iApproximate average salary by contribution assumption: employee only about $475,404 at 4% or $316,936 at 6%; with 50% employer match about $316,936 at 4% or $211,291 at 6%; with 100% employer match about $237,702 at 4% or $158,468 at 6%.
2007118$0$0-
Aam Profit Sharing Plan-18---
2006119$960,561$175,294$9,226iApproximate average salary by contribution assumption: employee only about $230,650 at 4% or $153,767 at 6%; with 50% employer match about $153,767 at 4% or $102,511 at 6%; with 100% employer match about $115,325 at 4% or $76,883 at 6%.
Aam Profit Sharing Plan-19$960,561$175,294$9,226iApproximate average salary by contribution assumption: employee only about $230,650 at 4% or $153,767 at 6%; with 50% employer match about $153,767 at 4% or $102,511 at 6%; with 100% employer match about $115,325 at 4% or $76,883 at 6%.
200519$791,091$199,651$22,183iApproximate average salary by contribution assumption: employee only about $554,586 at 4% or $369,724 at 6%; with 50% employer match about $369,724 at 4% or $246,483 at 6%; with 100% employer match about $277,293 at 4% or $184,862 at 6%.
Aam Profit Sharing Plan-9$791,091$199,651$22,183iApproximate average salary by contribution assumption: employee only about $554,586 at 4% or $369,724 at 6%; with 50% employer match about $369,724 at 4% or $246,483 at 6%; with 100% employer match about $277,293 at 4% or $184,862 at 6%.
200419$544,353$145,214$16,135iApproximate average salary by contribution assumption: employee only about $403,372 at 4% or $268,915 at 6%; with 50% employer match about $268,915 at 4% or $179,277 at 6%; with 100% employer match about $201,686 at 4% or $134,457 at 6%.
Aam Profit Sharing Plan-9$544,353$145,214$16,135iApproximate average salary by contribution assumption: employee only about $403,372 at 4% or $268,915 at 6%; with 50% employer match about $268,915 at 4% or $179,277 at 6%; with 100% employer match about $201,686 at 4% or $134,457 at 6%.
2003110$0$0-
Aam Profit Sharing Plan-10---
200217$165,091$46,396$6,628iApproximate average salary by contribution assumption: employee only about $165,700 at 4% or $110,467 at 6%; with 50% employer match about $110,467 at 4% or $73,644 at 6%; with 100% employer match about $82,850 at 4% or $55,233 at 6%.
Aam Profit Sharing Plan-7$165,091$46,396$6,628iApproximate average salary by contribution assumption: employee only about $165,700 at 4% or $110,467 at 6%; with 50% employer match about $110,467 at 4% or $73,644 at 6%; with 100% employer match about $82,850 at 4% or $55,233 at 6%.
200116$0$0-
Aam Profit Sharing Plan-6---
200014$0$0-
Aam Profit Sharing Plan-4---
199913$101,562$17,749$5,916iApproximate average salary by contribution assumption: employee only about $147,908 at 4% or $98,606 at 6%; with 50% employer match about $98,606 at 4% or $65,737 at 6%; with 100% employer match about $73,954 at 4% or $49,303 at 6%.
Aam Profit Sharing Plan-3$101,562$17,749$5,916iApproximate average salary by contribution assumption: employee only about $147,908 at 4% or $98,606 at 6%; with 50% employer match about $98,606 at 4% or $65,737 at 6%; with 100% employer match about $73,954 at 4% or $49,303 at 6%.