Civic Intelligence

Rishon Stember

Plan context: U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan

EIN 06-0906325 • Norwalk, CT • 18 filings • 5 plans

91 East AvenueNorwalk, CT 06851
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$424,264

2011 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$465,279$232,640$0200020082011YearValue
$424,264Latest year 2011

Participants Over Time

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

530200020062011YearValue
4Latest year 2011

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
201114$424,264$0-
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4$424,264--
201025$465,279$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-5$455,776$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1$9,503--
200925$391,983$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-5$382,644$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1$9,339--
200824$341,954$0-
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4$332,841--
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1$9,113--
200724$0$0-
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4---
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1---
200624$299,549$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4$291,121$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1$8,428--
200524$269,286$181,878$45,470iApproximate average salary by contribution assumption: employee only about $1,136,738 at 4% or $757,825 at 6%; with 50% employer match about $757,825 at 4% or $505,217 at 6%; with 100% employer match about $568,369 at 4% or $378,913 at 6%.
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4$261,201$181,878$45,470iApproximate average salary by contribution assumption: employee only about $1,136,738 at 4% or $757,825 at 6%; with 50% employer match about $757,825 at 4% or $505,217 at 6%; with 100% employer match about $568,369 at 4% or $378,913 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-1$8,085--
200424$228,690$40,331$10,083iApproximate average salary by contribution assumption: employee only about $252,069 at 4% or $168,046 at 6%; with 50% employer match about $168,046 at 4% or $112,031 at 6%; with 100% employer match about $126,034 at 4% or $84,023 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-3$162,669--
U.B.S. Financial Servces Inc. Standardized Profit Sharing Plan-4$66,021$40,331$10,083iApproximate average salary by contribution assumption: employee only about $252,069 at 4% or $168,046 at 6%; with 50% employer match about $168,046 at 4% or $112,031 at 6%; with 100% employer match about $126,034 at 4% or $84,023 at 6%.
200213$0$0-
Peoples Bank Retirement and Custodial Plan for Rishon Stember-3---
200113$0$0-
Peoples Bank Retirement and Custodial Plan for Rishon Stember-3---
200013$172,080$10,358$3,453iApproximate average salary by contribution assumption: employee only about $86,317 at 4% or $57,544 at 6%; with 50% employer match about $57,544 at 4% or $38,363 at 6%; with 100% employer match about $43,158 at 4% or $28,772 at 6%.
Peoples Bank Retirement and Custodial Plan for Rishon Stember-3$172,080$10,358$3,453iApproximate average salary by contribution assumption: employee only about $86,317 at 4% or $57,544 at 6%; with 50% employer match about $57,544 at 4% or $38,363 at 6%; with 100% employer match about $43,158 at 4% or $28,772 at 6%.