Civic Intelligence

Glenn H. Schultze

Plan context: Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab

EIN 11-6204922 • 9 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$137,555

2004 Contributions

$4,388

Historical Graphs

Total Assets Over Time

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

$394,090$197,045$0199920002003YearValue
$137,555Latest year 2003

Participants Over Time

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

110199920012003YearValue
1Latest year 2003

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
200410$0$4,388-
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-0-$4,388-
200311$137,555$4,408$4,408iApproximate average salary by contribution assumption: employee only about $110,200 at 4% or $73,467 at 6%; with 50% employer match about $73,467 at 4% or $48,978 at 6%; with 100% employer match about $55,100 at 4% or $36,733 at 6%.
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-1$137,555$4,408$4,408iApproximate average salary by contribution assumption: employee only about $110,200 at 4% or $73,467 at 6%; with 50% employer match about $73,467 at 4% or $48,978 at 6%; with 100% employer match about $55,100 at 4% or $36,733 at 6%.
200211$0$0-
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-1---
200121$0$0-
Glenn H. Schultze Self Employed Retirement Plan-0---
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-1---
200021$394,090$3,730$3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%.
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-1$365,301$3,730$3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%.
Glenn H. Schultze Self Employed Retirement Plan-0$28,789--
199921$378,809$3,486$3,486iApproximate average salary by contribution assumption: employee only about $87,150 at 4% or $58,100 at 6%; with 50% employer match about $58,100 at 4% or $38,733 at 6%; with 100% employer match about $43,575 at 4% or $29,050 at 6%.
Glenn H. Schultze Serp at Banks, Putnam High Yield & Charles Schwab-1$351,126$3,486$3,486iApproximate average salary by contribution assumption: employee only about $87,150 at 4% or $58,100 at 6%; with 50% employer match about $58,100 at 4% or $38,733 at 6%; with 100% employer match about $43,575 at 4% or $29,050 at 6%.
Glenn H. Schultze Self Employed Retirement Plan-1$27,683--