Drs. Agulnek & Swersky
Plan context: Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek
EIN 11-2012709 • 8 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
10
2006 Assets
$552,293
2006 Contributions
$4,000
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 0 | - | - | - |
| 2005 | 1 | 10 | $552,293 | $4,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 10 | $552,293 | $4,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| 2004 | 1 | 10 | $521,035 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 10 | $521,035 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2003 | 1 | 10 | $495,306 | $7,012 | $701iApproximate average salary by contribution assumption: employee only about $17,530 at 4% or $11,687 at 6%; with 50% employer match about $11,687 at 4% or $7,791 at 6%; with 100% employer match about $8,765 at 4% or $5,843 at 6%. |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 10 | $495,306 | $7,012 | $701iApproximate average salary by contribution assumption: employee only about $17,530 at 4% or $11,687 at 6%; with 50% employer match about $11,687 at 4% or $7,791 at 6%; with 100% employer match about $8,765 at 4% or $5,843 at 6%. |
| 2002 | 1 | 11 | $0 | $0 | - |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 11 | - | - | - |
| 2001 | 1 | 11 | $626,887 | $0 | - |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 11 | $626,887 | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 11 | - | - | - |
| 1999 | 1 | 9 | $1,255,309 | $41,695 | $4,633iApproximate average salary by contribution assumption: employee only about $115,819 at 4% or $77,213 at 6%; with 50% employer match about $77,213 at 4% or $51,475 at 6%; with 100% employer match about $57,910 at 4% or $38,606 at 6%. |
| Merrill Lynch Pierce Fenner Smith Cust. FBO Dr. M. Agulnek | - | 9 | $1,255,309 | $41,695 | $4,633iApproximate average salary by contribution assumption: employee only about $115,819 at 4% or $77,213 at 6%; with 50% employer match about $77,213 at 4% or $51,475 at 6%; with 100% employer match about $57,910 at 4% or $38,606 at 6%. |