Civic Intelligence

Aaron J Bor

Plan context: Tucker Anthony Prototype Defined Contribution Basic Plan Document

EIN 04-6374226 • 20 filings • 8 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$294,006

2008 Contributions

$150

Historical Graphs

Total Assets Over Time

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

$317,600$158,800$0199920042008YearValue
$294,006Latest year 2008

Participants Over Time

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

210199920042008YearValue
2Latest year 2008

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
200822$294,006$150$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$168,467$150$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$125,539--
200722$121,125$0-
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$121,125--
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2---
200622$317,600$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$195,321--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$122,279--
200522$297,749$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$181,149$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$116,600--
200422$284,294$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$172,926--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$111,368--
200322$271,665$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$165,308--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$106,357--
200222$254,644$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$153,047--
New Bedford Five Cent Savings Bank Prototype Standard Defined-0$101,597--
200122$244,720$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$147,182--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$97,538--
200022$242,281$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$149,145--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$93,136--
199922$228,406$0-
Tucker Anthony Prototype Defined Contribution Basic Plan Document-2$141,412--
New Bedford Five Cent Savings Bank Prototype Standard Defined-1$86,994--