Quick and Reilly Inc.
Plan context: QUICK & REILLY/FLEET SECURITIES, INC. 401K PLAN
EIN 13-2779884 • 12 filings • 7 plans
Current Snapshot
Latest Year
2003
2003 Participants
2,389
2003 Assets
$36,128,099
2003 Contributions
$20,202,721
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| QUICK & REILLY / FLEET SECURITIES, INC. 401K PLAN | - | 0 | - | - | - |
| 2002 | 3 | 2,389 | $36,128,099 | $0 | - |
| QUICK & REILLY/FLEET SECURITIES, INC. 401K PLAN | - | 2,389 | $36,128,099 | - | - |
| Profit Sharing Plan Under the Quick & Reilly Inc. Retirement Trust | - | 0 | - | - | - |
| Pension Plan Under the Quick & Reilly Inc. Retirement Trust | - | 0 | - | - | - |
| 2001 | 3 | 3,039 | $163,374,906 | $20,202,721 | $6,648iApproximate average salary by contribution assumption: employee only about $166,195 at 4% or $110,797 at 6%; with 50% employer match about $110,797 at 4% or $73,865 at 6%; with 100% employer match about $83,098 at 4% or $55,398 at 6%. |
| Profit Sharing Plan Under the Quick & Reilly Inc. Retirement Trust | - | 2,076 | $84,891,257 | $3,730,433 | $1,797iApproximate average salary by contribution assumption: employee only about $44,923 at 4% or $29,949 at 6%; with 50% employer match about $29,949 at 4% or $19,966 at 6%; with 100% employer match about $22,462 at 4% or $14,974 at 6%. |
| QUICK & REILLY, INC. 401K PLAN | - | 3,039 | $50,061,640 | $12,986,052 | $4,273iApproximate average salary by contribution assumption: employee only about $106,828 at 4% or $71,219 at 6%; with 50% employer match about $71,219 at 4% or $47,479 at 6%; with 100% employer match about $53,414 at 4% or $35,609 at 6%. |
| Pension Plan Under the Quick & Reilly Inc. Retirement Trust | - | 2,076 | $28,422,009 | $3,486,236 | $1,679iApproximate average salary by contribution assumption: employee only about $41,983 at 4% or $27,988 at 6%; with 50% employer match about $27,988 at 4% or $18,659 at 6%; with 100% employer match about $20,991 at 4% or $13,994 at 6%. |
| 2000 | 3 | 2,876 | $0 | $0 | - |
| Pension Plan Under the Quick & Reilly Inc. Retirement Trust | - | 2,151 | - | - | - |
| Profit Sharing Plan Under the Quick & Reilly Inc. Retirement Trust | - | 2,151 | - | - | - |
| QUICK & REILLY, INC. 401K PLAN | - | 2,876 | - | - | - |
| 1999 | 2 | 913 | $55,410,940 | $5,169,895 | $5,663iApproximate average salary by contribution assumption: employee only about $141,563 at 4% or $94,376 at 6%; with 50% employer match about $94,376 at 4% or $62,917 at 6%; with 100% employer match about $70,782 at 4% or $47,188 at 6%. |
| Profit Sharing Plan Under the Quick & Reilly Inc. Retirement Trust | - | 913 | $39,943,673 | $4,309,071 | $4,720iApproximate average salary by contribution assumption: employee only about $117,992 at 4% or $78,661 at 6%; with 50% employer match about $78,661 at 4% or $52,441 at 6%; with 100% employer match about $58,996 at 4% or $39,331 at 6%. |
| Pension Plan Under the Quick & Reilly Inc. Retirement Trust | - | 913 | $15,467,267 | $860,824 | $943iApproximate average salary by contribution assumption: employee only about $23,571 at 4% or $15,714 at 6%; with 50% employer match about $15,714 at 4% or $10,476 at 6%; with 100% employer match about $11,786 at 4% or $7,857 at 6%. |