Civic Intelligence

Assante Asset Management Inc.

Plan context: Assante Asset Management Inc. 401K Plan

EIN 95-4699121 • 5 filings • 3 plans

Current Snapshot

Latest Year

2015

2015 Participants

105

2015 Assets

$1,878,630

2015 Contributions

$286,106

Historical Graphs

Total Assets Over Time

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

$1,878,630$939,315$0199920002001YearValue
$1,878,630Latest year 2001

Participants Over Time

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

105530199920012015YearValue
105Latest year 2015

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
20151105$0$0-
LORING WARD HEALTH AND WELFARE PLAN-105---
200210$0$286,106-
Assante Asset Management Inc. 401K Plan-0-$286,106-
2001165$1,878,630$561,110$8,632iApproximate average salary by contribution assumption: employee only about $215,812 at 4% or $143,874 at 6%; with 50% employer match about $143,874 at 4% or $95,916 at 6%; with 100% employer match about $107,906 at 4% or $71,937 at 6%.
Assante Asset Management Inc. 401K Plan-65$1,878,630$561,110$8,632iApproximate average salary by contribution assumption: employee only about $215,812 at 4% or $143,874 at 6%; with 50% employer match about $143,874 at 4% or $95,916 at 6%; with 100% employer match about $107,906 at 4% or $71,937 at 6%.
2000152$1,746,334$459,083$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,095 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
Assante Asset Management Inc. 401K Plan-52$1,746,334$459,083$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,095 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
1999149$1,733,589$489,554$9,991iApproximate average salary by contribution assumption: employee only about $249,772 at 4% or $166,515 at 6%; with 50% employer match about $166,515 at 4% or $111,010 at 6%; with 100% employer match about $124,886 at 4% or $83,257 at 6%.
Assante Asset Management Inc. 401K Plan-49$1,733,589$489,554$9,991iApproximate average salary by contribution assumption: employee only about $249,772 at 4% or $166,515 at 6%; with 50% employer match about $166,515 at 4% or $111,010 at 6%; with 100% employer match about $124,886 at 4% or $83,257 at 6%.