Joan Davidson
Plan context: At Davidson Ps & Mp Plan Solomon Smith Barney - Custodian
EIN 11-2767877 • 4 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$82,696
2001 Contributions
$1,275
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 1 | $0 | $0 | - |
| At Davidson Ps & Mp Plan Solomon Smith Barney - Custodian | - | 1 | - | - | - |
| 2000 | 1 | 1 | $82,696 | $1,275 | $1,275iApproximate average salary by contribution assumption: employee only about $31,875 at 4% or $21,250 at 6%; with 50% employer match about $21,250 at 4% or $14,167 at 6%; with 100% employer match about $15,938 at 4% or $10,625 at 6%. |
| At Davidson Ps & Mp Plan Solomon Smith Barney - Custodian | - | 1 | $82,696 | $1,275 | $1,275iApproximate average salary by contribution assumption: employee only about $31,875 at 4% or $21,250 at 6%; with 50% employer match about $21,250 at 4% or $14,167 at 6%; with 100% employer match about $15,938 at 4% or $10,625 at 6%. |
| 1999 | 2 | 1 | $88,437 | $22,040 | $22,040iApproximate average salary by contribution assumption: employee only about $551,000 at 4% or $367,333 at 6%; with 50% employer match about $367,333 at 4% or $244,889 at 6%; with 100% employer match about $275,500 at 4% or $183,667 at 6%. |
| At Davidson Ps & Mp Plan Solomon Smith Barney - Custodian | - | 1 | $88,437 | $22,040 | $22,040iApproximate average salary by contribution assumption: employee only about $551,000 at 4% or $367,333 at 6%; with 50% employer match about $367,333 at 4% or $244,889 at 6%; with 100% employer match about $275,500 at 4% or $183,667 at 6%. |
| Joan Davidson Money Purchase Plan Salomon Smith Barney - Custodian | - | 0 | - | - | - |