Civic Intelligence

Gerard Daniel & Co. Inc.

Plan context: Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust

EIN 13-3549432 • 16 filings • 8 plans

Current Snapshot

Latest Year

2008

2008 Participants

186

2008 Assets

$6,043,997

2008 Contributions

$401,088

Historical Graphs

Total Assets Over Time

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

$6,662,837$3,331,419$0199920022006YearValue
$6,043,997Latest year 2006

Participants Over Time

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

3611810199920042008YearValue
186Latest year 2008

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
20081186$0$0-
GERARD DANIEL WORLDWIDE HEALTH BENE-186---
20071178$0$0-
GERARD DANIEL WORLDWIDE HEALTH BENEFITS PLAN-178---
20062177$6,043,997$401,088$2,266iApproximate average salary by contribution assumption: employee only about $56,651 at 4% or $37,767 at 6%; with 50% employer match about $37,767 at 4% or $25,178 at 6%; with 100% employer match about $28,325 at 4% or $18,884 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-167$6,043,997$401,088$2,402iApproximate average salary by contribution assumption: employee only about $60,043 at 4% or $40,029 at 6%; with 50% employer match about $40,029 at 4% or $26,686 at 6%; with 100% employer match about $30,022 at 4% or $20,014 at 6%.
GERARD DANIEL WORLDWIDE HEALTH BENEFITS PLAN-177---
20051187$0$0-
GERARD DANIEL & CO INC HEALTH BENEFITS PLAN-187---
20042194$5,219,965$439,272$2,264iApproximate average salary by contribution assumption: employee only about $56,607 at 4% or $37,738 at 6%; with 50% employer match about $37,738 at 4% or $25,159 at 6%; with 100% employer match about $28,304 at 4% or $18,869 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-194$5,219,965$439,272$2,264iApproximate average salary by contribution assumption: employee only about $56,607 at 4% or $37,738 at 6%; with 50% employer match about $37,738 at 4% or $25,159 at 6%; with 100% employer match about $28,304 at 4% or $18,869 at 6%.
GERARD DANIEL & CO INC HEALTH BENEPITS PLAN-186---
20032207$5,124,464$387,351$1,871iApproximate average salary by contribution assumption: employee only about $46,782 at 4% or $31,188 at 6%; with 50% employer match about $31,188 at 4% or $20,792 at 6%; with 100% employer match about $23,391 at 4% or $15,594 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-207$5,124,464$387,351$1,871iApproximate average salary by contribution assumption: employee only about $46,782 at 4% or $31,188 at 6%; with 50% employer match about $31,188 at 4% or $20,792 at 6%; with 100% employer match about $23,391 at 4% or $15,594 at 6%.
GERARD DANIEL & CO., INC. HEALTH BENEFITS PLAN-143---
20022246$5,077,231$401,823$1,633iApproximate average salary by contribution assumption: employee only about $40,836 at 4% or $27,224 at 6%; with 50% employer match about $27,224 at 4% or $18,149 at 6%; with 100% employer match about $20,418 at 4% or $13,612 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-246$5,077,231$401,823$1,633iApproximate average salary by contribution assumption: employee only about $40,836 at 4% or $27,224 at 6%; with 50% employer match about $27,224 at 4% or $18,149 at 6%; with 100% employer match about $20,418 at 4% or $13,612 at 6%.
GERARD DANIEL & CO., INC. HEALTH BENEFITS PLAN-166---
20012328$5,782,219$576,768$1,758iApproximate average salary by contribution assumption: employee only about $43,961 at 4% or $29,307 at 6%; with 50% employer match about $29,307 at 4% or $19,538 at 6%; with 100% employer match about $21,980 at 4% or $14,654 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-328$5,782,219$576,768$1,758iApproximate average salary by contribution assumption: employee only about $43,961 at 4% or $29,307 at 6%; with 50% employer match about $29,307 at 4% or $19,538 at 6%; with 100% employer match about $21,980 at 4% or $14,654 at 6%.
GERARD DANIEL & CO., INC HEALTH BENEFITS PLAN-208---
20002282$6,587,195$824,401$2,923iApproximate average salary by contribution assumption: employee only about $73,085 at 4% or $48,723 at 6%; with 50% employer match about $48,723 at 4% or $32,482 at 6%; with 100% employer match about $36,543 at 4% or $24,362 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-282$6,587,195$824,401$2,923iApproximate average salary by contribution assumption: employee only about $73,085 at 4% or $48,723 at 6%; with 50% employer match about $48,723 at 4% or $32,482 at 6%; with 100% employer match about $36,543 at 4% or $24,362 at 6%.
GERARD DANIEL & CO., INC. HEALTH BENEFITS PLAN-235---
19991361$6,662,837$855,993$2,371iApproximate average salary by contribution assumption: employee only about $59,279 at 4% or $39,520 at 6%; with 50% employer match about $39,520 at 4% or $26,346 at 6%; with 100% employer match about $29,640 at 4% or $19,760 at 6%.
Gerard Daniel & Co. Inc. 401K Profit-Sharing Plan & Trust-361$6,662,837$855,993$2,371iApproximate average salary by contribution assumption: employee only about $59,279 at 4% or $39,520 at 6%; with 50% employer match about $39,520 at 4% or $26,346 at 6%; with 100% employer match about $29,640 at 4% or $19,760 at 6%.