Bessen, Tully & Lee Inc.
Plan context: Bessen & Tully Inc. Profit Sharing Plan
EIN 13-2898940 • 8 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$363,442
2007 Contributions
$1,642
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Bessen & Tully Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $363,442 | $1,642 | $821iApproximate average salary by contribution assumption: employee only about $20,525 at 4% or $13,683 at 6%; with 50% employer match about $13,683 at 4% or $9,122 at 6%; with 100% employer match about $10,263 at 4% or $6,842 at 6%. |
| Bessen & Tully Inc. Profit Sharing Plan | - | 2 | $363,442 | $1,642 | $821iApproximate average salary by contribution assumption: employee only about $20,525 at 4% or $13,683 at 6%; with 50% employer match about $13,683 at 4% or $9,122 at 6%; with 100% employer match about $10,263 at 4% or $6,842 at 6%. |
| 2005 | 1 | 2 | $412,617 | $34,423 | $17,212iApproximate average salary by contribution assumption: employee only about $430,288 at 4% or $286,858 at 6%; with 50% employer match about $286,858 at 4% or $191,239 at 6%; with 100% employer match about $215,144 at 4% or $143,429 at 6%. |
| Bessen & Tully Inc. Profit Sharing Plan | - | 2 | $412,617 | $34,423 | $17,212iApproximate average salary by contribution assumption: employee only about $430,288 at 4% or $286,858 at 6%; with 50% employer match about $286,858 at 4% or $191,239 at 6%; with 100% employer match about $215,144 at 4% or $143,429 at 6%. |
| 2004 | 1 | 5 | $511,700 | $10,438 | $2,088iApproximate average salary by contribution assumption: employee only about $52,190 at 4% or $34,793 at 6%; with 50% employer match about $34,793 at 4% or $23,196 at 6%; with 100% employer match about $26,095 at 4% or $17,397 at 6%. |
| Bessen & Tully Inc. Profit Sharing Plan | - | 5 | $511,700 | $10,438 | $2,088iApproximate average salary by contribution assumption: employee only about $52,190 at 4% or $34,793 at 6%; with 50% employer match about $34,793 at 4% or $23,196 at 6%; with 100% employer match about $26,095 at 4% or $17,397 at 6%. |
| 2003 | 1 | 7 | $484,199 | $0 | - |
| Bessen & Tully Inc. Profit Sharing Plan | - | 7 | $484,199 | - | - |
| 2002 | 1 | 8 | $437,749 | $43,828 | $5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%. |
| Bessen & Tully Inc. Profit Sharing Plan | - | 8 | $437,749 | $43,828 | $5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Bessen & Tully Inc. Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Bessen & Tully Inc. Profit Sharing Plan | - | 6 | - | - | - |