Civic Intelligence

Delessert Financial Services Inc.

Plan context: Delessert Financial Services Inc. Retirement Plan and Trust

EIN 04-3228244 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$317,169

2003 Contributions

$50,451

Historical Graphs

Total Assets Over Time

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

$444,169$222,085$019992002YearValue
$317,169Latest year 2002

Participants Over Time

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

740199920012003YearValue
6Latest year 2003

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
200316$0$0-
Delessert Financial Services Inc. Retirement Plan and Trust-6---
200217$317,169$50,451$7,207iApproximate average salary by contribution assumption: employee only about $180,182 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,081 at 6%; with 100% employer match about $90,091 at 4% or $60,061 at 6%.
Delessert Financial Services Inc. Retirement Plan and Trust-7$317,169$50,451$7,207iApproximate average salary by contribution assumption: employee only about $180,182 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,081 at 6%; with 100% employer match about $90,091 at 4% or $60,061 at 6%.
200115$0$0-
Delessert Financial Services Inc. Retirement Plan and Trust-5---
200015$0$0-
Delessert Financial Services Inc. Retirement Plan and Trust-5---
199914$444,169$44,859$11,215iApproximate average salary by contribution assumption: employee only about $280,369 at 4% or $186,913 at 6%; with 50% employer match about $186,913 at 4% or $124,608 at 6%; with 100% employer match about $140,184 at 4% or $93,456 at 6%.
Delessert Financial Services Inc. Retirement Plan and Trust-4$444,169$44,859$11,215iApproximate average salary by contribution assumption: employee only about $280,369 at 4% or $186,913 at 6%; with 50% employer match about $186,913 at 4% or $124,608 at 6%; with 100% employer match about $140,184 at 4% or $93,456 at 6%.