Civic Intelligence

Tucker Anthony Incorporated

Plan context: BRANCH, CABELL & CO. 401K PROFIT SHARING PLAN

EIN 04-2566229 • 8 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

62

2003 Assets

$6,025,199

2003 Contributions

$705,869

Historical Graphs

Total Assets Over Time

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

$111,280,134$55,640,067$0199920012002YearValue
$6,025,199Latest year 2002

Participants Over Time

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

1,6578290199920012002YearValue
62Latest year 2002

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
200320$0$0-
BRANCH CABELL & CO. 401K PROFIT SHARING PLAN-0---
Profit Sharing Retirement Plan for the Employees of Tucker Anthony Incorporated-0---
2002262$6,025,199$0-
BRANCH, CABELL & CO. 401K PROFIT SHARING PLAN-62$4,870,174--
Profit Sharing Retirement Plan for the Employees of Tucker Anthony Incorporated-0$1,155,025--
200121,412$6,173,757$705,869$500iApproximate average salary by contribution assumption: employee only about $12,498 at 4% or $8,332 at 6%; with 50% employer match about $8,332 at 4% or $5,555 at 6%; with 100% employer match about $6,249 at 4% or $4,166 at 6%.
BRANCH, CABELL & CO. 401K PROFIT SHARING PLAN-114$6,173,757$705,869$6,192iApproximate average salary by contribution assumption: employee only about $154,796 at 4% or $103,197 at 6%; with 50% employer match about $103,197 at 4% or $68,798 at 6%; with 100% employer match about $77,398 at 4% or $51,599 at 6%.
Profit Sharing Retirement Plan for the Employees of Tucker Anthony Incorporated-1,412---
200011,657$111,280,134$15,696,749$9,473iApproximate average salary by contribution assumption: employee only about $236,825 at 4% or $157,883 at 6%; with 50% employer match about $157,883 at 4% or $105,255 at 6%; with 100% employer match about $118,412 at 4% or $78,942 at 6%.
Profit Sharing Retirement Plan for the Employees of Tucker Anthony Incorporated-1,657$111,280,134$15,696,749$9,473iApproximate average salary by contribution assumption: employee only about $236,825 at 4% or $157,883 at 6%; with 50% employer match about $157,883 at 4% or $105,255 at 6%; with 100% employer match about $118,412 at 4% or $78,942 at 6%.
199911,224$94,172,902$12,740,163$10,409iApproximate average salary by contribution assumption: employee only about $260,216 at 4% or $173,477 at 6%; with 50% employer match about $173,477 at 4% or $115,651 at 6%; with 100% employer match about $130,108 at 4% or $86,739 at 6%.
Profit Sharing Retirement Plan for the Employees of Tucker Anthony Incorporated-1,224$94,172,902$12,740,163$10,409iApproximate average salary by contribution assumption: employee only about $260,216 at 4% or $173,477 at 6%; with 50% employer match about $173,477 at 4% or $115,651 at 6%; with 100% employer match about $130,108 at 4% or $86,739 at 6%.