Donald & Company Securities Inc.
Plan context: Donald & Company Securities 401K Plan
EIN 13-2864636 • 5 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
107
2002 Assets
$672,881
2002 Contributions
$182,208
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $672,881 | $182,208 | - |
| Donald & Company Securities 401K Plan | - | 0 | $672,881 | $182,208 | - |
| 2001 | 1 | 107 | $2,084,900 | $258,390 | $2,415iApproximate average salary by contribution assumption: employee only about $60,371 at 4% or $40,248 at 6%; with 50% employer match about $40,248 at 4% or $26,832 at 6%; with 100% employer match about $30,186 at 4% or $20,124 at 6%. |
| Donald & Company Securities 401K Plan | - | 107 | $2,084,900 | $258,390 | $2,415iApproximate average salary by contribution assumption: employee only about $60,371 at 4% or $40,248 at 6%; with 50% employer match about $40,248 at 4% or $26,832 at 6%; with 100% employer match about $30,186 at 4% or $20,124 at 6%. |
| 2000 | 1 | 88 | $0 | $443,627 | $5,041iApproximate average salary by contribution assumption: employee only about $126,030 at 4% or $84,020 at 6%; with 50% employer match about $84,020 at 4% or $56,014 at 6%; with 100% employer match about $63,015 at 4% or $42,010 at 6%. |
| Donald & Co. Securities Inc. Employee Health and Welfare Plan | - | 88 | - | $443,627 | $5,041iApproximate average salary by contribution assumption: employee only about $126,030 at 4% or $84,020 at 6%; with 50% employer match about $84,020 at 4% or $56,014 at 6%; with 100% employer match about $63,015 at 4% or $42,010 at 6%. |
| 1999 | 2 | 89 | $2,480,453 | $785,120 | $8,822iApproximate average salary by contribution assumption: employee only about $220,539 at 4% or $147,026 at 6%; with 50% employer match about $147,026 at 4% or $98,017 at 6%; with 100% employer match about $110,270 at 4% or $73,513 at 6%. |
| Donald & Company Securities 401K Plan | - | 89 | $2,480,453 | $415,551 | $4,669iApproximate average salary by contribution assumption: employee only about $116,728 at 4% or $77,819 at 6%; with 50% employer match about $77,819 at 4% or $51,879 at 6%; with 100% employer match about $58,364 at 4% or $38,909 at 6%. |
| Donald & Co. Securities Inc. Employee Health and Welfare Plan | - | 84 | - | $369,569 | $4,400iApproximate average salary by contribution assumption: employee only about $109,991 at 4% or $73,327 at 6%; with 50% employer match about $73,327 at 4% or $48,885 at 6%; with 100% employer match about $54,995 at 4% or $36,664 at 6%. |