Civic Intelligence

James W Rosenberg

Plan context: Master Plan - Investors Bk Tr

EIN 04-2557797 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$1,518,534

2004 Contributions

$32,074

Historical Graphs

Total Assets Over Time

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

$1,586,006$793,003$0199920022004YearValue
$1,518,534Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200412$1,518,534$32,074$16,037iApproximate average salary by contribution assumption: employee only about $400,925 at 4% or $267,283 at 6%; with 50% employer match about $267,283 at 4% or $178,189 at 6%; with 100% employer match about $200,463 at 4% or $133,642 at 6%.
Master Plan - Investors Bk Tr-2$1,518,534$32,074$16,037iApproximate average salary by contribution assumption: employee only about $400,925 at 4% or $267,283 at 6%; with 50% employer match about $267,283 at 4% or $178,189 at 6%; with 100% employer match about $200,463 at 4% or $133,642 at 6%.
200312$1,413,075$31,241$15,621iApproximate average salary by contribution assumption: employee only about $390,513 at 4% or $260,342 at 6%; with 50% employer match about $260,342 at 4% or $173,561 at 6%; with 100% employer match about $195,256 at 4% or $130,171 at 6%.
Master Plan - Investors Bk Tr-2$1,413,075$31,241$15,621iApproximate average salary by contribution assumption: employee only about $390,513 at 4% or $260,342 at 6%; with 50% employer match about $260,342 at 4% or $173,561 at 6%; with 100% employer match about $195,256 at 4% or $130,171 at 6%.
200212$1,150,889$25,241$12,621iApproximate average salary by contribution assumption: employee only about $315,513 at 4% or $210,342 at 6%; with 50% employer match about $210,342 at 4% or $140,228 at 6%; with 100% employer match about $157,756 at 4% or $105,171 at 6%.
Master Plan - Investors Bk Tr-2$1,150,889$25,241$12,621iApproximate average salary by contribution assumption: employee only about $315,513 at 4% or $210,342 at 6%; with 50% employer match about $210,342 at 4% or $140,228 at 6%; with 100% employer match about $157,756 at 4% or $105,171 at 6%.
200112$1,280,918$26,235$13,118iApproximate average salary by contribution assumption: employee only about $327,938 at 4% or $218,625 at 6%; with 50% employer match about $218,625 at 4% or $145,750 at 6%; with 100% employer match about $163,969 at 4% or $109,313 at 6%.
Master Plan - Investors Bk Tr-2$1,280,918$26,235$13,118iApproximate average salary by contribution assumption: employee only about $327,938 at 4% or $218,625 at 6%; with 50% employer match about $218,625 at 4% or $145,750 at 6%; with 100% employer match about $163,969 at 4% or $109,313 at 6%.
200012$1,364,573$26,333$13,167iApproximate average salary by contribution assumption: employee only about $329,163 at 4% or $219,442 at 6%; with 50% employer match about $219,442 at 4% or $146,294 at 6%; with 100% employer match about $164,581 at 4% or $109,721 at 6%.
Master Plan - Investors Bk Tr-2$1,364,573$26,333$13,167iApproximate average salary by contribution assumption: employee only about $329,163 at 4% or $219,442 at 6%; with 50% employer match about $219,442 at 4% or $146,294 at 6%; with 100% employer match about $164,581 at 4% or $109,721 at 6%.
199912$1,586,006$13,306$6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%.
Master Plan - Investors Bk Tr-2$1,586,006$13,306$6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%.