Southeast Financial Group
Plan context: SBPS DEFINED BENEFIT PLAN
EIN 06-1203189 • Columbia, CT • 15 filings • 5 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$95,131
2011 Contributions
$23,000
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 1 | $95,131 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| SBPS DEFINED BENEFIT PLAN | - | 1 | $95,131 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| 2010 | 1 | 1 | $70,063 | $8,000 | $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%. |
| SBPS DEFINED BENEFIT PLAN | - | 1 | $70,063 | $8,000 | $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%. |
| 2006 | 2 | 1 | $0 | $0 | - |
| SOUTHEAST BENEFIT PLAN SERVICES SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | - | - | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | - | - | - |
| 2005 | 2 | 1 | $63,329 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | $44,707 | - | - |
| SOUTHEAST BENEFIT PLAN SERVICES SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | $18,622 | - | - |
| 2004 | 2 | 1 | $57,255 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | $41,020 | - | - |
| SOUTHEAST BENEFIT PLAN SERVICES SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | $16,235 | - | - |
| 2003 | 2 | 1 | $0 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | - | - | - |
| SOUTHEAST BENEFIT PLAN SERVICES SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | - | - | - |
| 2002 | 2 | 1 | $0 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | - | - | - |
| SOUTHEAST FINANCIAL GROUP SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | - | - | - |
| 2000 | 2 | 1 | $52,575 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 1 | $38,765 | - | - |
| SOUTHEAST FINANCIAL GROUP SIMPLIFIED MONEY PURCHASE PLAN | - | 1 | $13,810 | - | - |
| 1999 | 1 | 2 | $31,680 | $0 | - |
| Southeast Financial Group Simplified Profit Sharing Plan | - | 2 | $31,680 | - | - |