Robert P. Vallee & Associates Inc.
Plan context: Robert P. Vallee & Associates Inc. Profit Sharing Plan
EIN 04-2991221 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
3
2003 Assets
$509,798
2003 Contributions
$32,276
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $32,276 | - |
| Robert P. Vallee & Associates Inc. Profit Sharing Plan | - | 0 | - | $32,276 | - |
| 2002 | 1 | 3 | $509,798 | $25,226 | $8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%. |
| Robert P. Vallee & Associates Inc. Profit Sharing Plan | - | 3 | $509,798 | $25,226 | $8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Robert P. Vallee & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $548,806 | $25,836 | $8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%. |
| Robert P. Vallee & Associates Inc. Profit Sharing Plan | - | 3 | $548,806 | $25,836 | $8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%. |
| 1999 | 1 | 3 | $624,181 | $34,538 | $11,513iApproximate average salary by contribution assumption: employee only about $287,817 at 4% or $191,878 at 6%; with 50% employer match about $191,878 at 4% or $127,919 at 6%; with 100% employer match about $143,908 at 4% or $95,939 at 6%. |
| Robert P. Vallee & Associates Inc. Profit Sharing Plan | - | 3 | $624,181 | $34,538 | $11,513iApproximate average salary by contribution assumption: employee only about $287,817 at 4% or $191,878 at 6%; with 50% employer match about $191,878 at 4% or $127,919 at 6%; with 100% employer match about $143,908 at 4% or $95,939 at 6%. |