Civic Intelligence

Paul E. Hershey

Plan context: Savings Bank Assoc. Ny Profit Sharing Retirement Plan for Self Employed Chase

EIN 11-2127538 • 8 filings • 6 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$26,538

2002 Contributions

$455

Historical Graphs

Total Assets Over Time

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

$1,476,239$738,120$0199920012002YearValue
$26,538Latest year 2002

Participants Over Time

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

210199920012002YearValue
1Latest year 2002

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
200221$26,538$455$455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%.
Savings Bank Assoc. Ny Profit Sharing Retirement Plan for Self Employed Chase-1$26,538--
Solomon Smith Barney as Keogh Custodian FBO Paul Hershey-0-$455-
200122$26,815$0-
Savings Bank Assoc. Ny Profit Sharing Retirement Plan for Self Employed Chase-2$26,815--
Solomon Smith Barney as Keogh Custodian FBO Paul Hershey-2---
200022$1,476,239$14,822$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.
Solomon Smith Barney as Keogh Custodian FBO Paul Hershey-2$1,449,283$14,822$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.
Savings Bank Assoc. Ny Profit Sharing Retirement Plan for Self Employed Chase-2$26,956--
199922$1,470,128$15,115$7,558iApproximate average salary by contribution assumption: employee only about $188,938 at 4% or $125,958 at 6%; with 50% employer match about $125,958 at 4% or $83,972 at 6%; with 100% employer match about $94,469 at 4% or $62,979 at 6%.
Solomon Smith Barney as Keogh Custodian FBO Paul Hershey-2$1,442,996$15,115$7,558iApproximate average salary by contribution assumption: employee only about $188,938 at 4% or $125,958 at 6%; with 50% employer match about $125,958 at 4% or $83,972 at 6%; with 100% employer match about $94,469 at 4% or $62,979 at 6%.
Savings Bank Assoc. Ny Profit Sharing Retirement Plan for Self Employed Chase-2$27,132--