Civic Intelligence

Belmar Advisors Inc.

Plan context: Belmar Advisors Inc. Retirement Trust Ps

EIN 13-3337977 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$2,012,441

2003 Contributions

$34,950

Historical Graphs

Total Assets Over Time

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

$2,012,441$1,006,221$0199920012003YearValue
$2,012,441Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest 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
200312$2,012,441$34,950$17,475iApproximate average salary by contribution assumption: employee only about $436,875 at 4% or $291,250 at 6%; with 50% employer match about $291,250 at 4% or $194,167 at 6%; with 100% employer match about $218,438 at 4% or $145,625 at 6%.
Belmar Advisors Inc. Retirement Trust Ps-2$2,012,441$34,950$17,475iApproximate average salary by contribution assumption: employee only about $436,875 at 4% or $291,250 at 6%; with 50% employer match about $291,250 at 4% or $194,167 at 6%; with 100% employer match about $218,438 at 4% or $145,625 at 6%.
200212$1,958,795$42,690$21,345iApproximate average salary by contribution assumption: employee only about $533,625 at 4% or $355,750 at 6%; with 50% employer match about $355,750 at 4% or $237,167 at 6%; with 100% employer match about $266,813 at 4% or $177,875 at 6%.
Belmar Advisors Inc. Retirement Trust Ps-2$1,958,795$42,690$21,345iApproximate average salary by contribution assumption: employee only about $533,625 at 4% or $355,750 at 6%; with 50% employer match about $355,750 at 4% or $237,167 at 6%; with 100% employer match about $266,813 at 4% or $177,875 at 6%.
200112$1,881,156$37,000$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Belmar Advisors Inc. Retirement Trust Ps-2$1,881,156$37,000$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
200012$1,784,890$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Belmar Advisors Inc. Retirement Trust Ps-2$1,784,890$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
199912$1,920,547$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Belmar Advisors Inc. Retirement Trust Ps-2$1,920,547$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.