Case & Partners Inc.
Plan context: 401K Profit Sharing Plan & Trust of Case & Partners Inc.
EIN 13-3758519 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
15
2004 Assets
$802,198
2004 Contributions
$26,350
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $802,198 | $26,350 | - |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 0 | $802,198 | $26,350 | - |
| 2003 | 1 | 15 | $0 | $0 | - |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 15 | - | - | - |
| 2002 | 1 | 25 | $826,991 | $102,733 | $4,109iApproximate average salary by contribution assumption: employee only about $102,733 at 4% or $68,489 at 6%; with 50% employer match about $68,489 at 4% or $45,659 at 6%; with 100% employer match about $51,366 at 4% or $34,244 at 6%. |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 25 | $826,991 | $102,733 | $4,109iApproximate average salary by contribution assumption: employee only about $102,733 at 4% or $68,489 at 6%; with 50% employer match about $68,489 at 4% or $45,659 at 6%; with 100% employer match about $51,366 at 4% or $34,244 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 0 | - | - | - |
| 2000 | 1 | 37 | $0 | $0 | - |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 37 | - | - | - |
| 1999 | 1 | 29 | $772,951 | $285,198 | $9,834iApproximate average salary by contribution assumption: employee only about $245,860 at 4% or $163,907 at 6%; with 50% employer match about $163,907 at 4% or $109,271 at 6%; with 100% employer match about $122,930 at 4% or $81,953 at 6%. |
| 401K Profit Sharing Plan & Trust of Case & Partners Inc. | - | 29 | $772,951 | $285,198 | $9,834iApproximate average salary by contribution assumption: employee only about $245,860 at 4% or $163,907 at 6%; with 50% employer match about $163,907 at 4% or $109,271 at 6%; with 100% employer match about $122,930 at 4% or $81,953 at 6%. |