Croesus Capital Management
Plan context: Croesus Capital Management Defined Benefit Plan
EIN 13-3979838 • 9 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$393,386
2004 Contributions
$208,520
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 | $0 | $0 | - |
| Croesus Capital Management Defined Benefit Plan | - | 0 | - | - | - |
| 2003 | 2 | 2 | $393,386 | $208,520 | $104,260iApproximate average salary by contribution assumption: employee only about $2,606,500 at 4% or $1,737,667 at 6%; with 50% employer match about $1,737,667 at 4% or $1,158,444 at 6%; with 100% employer match about $1,303,250 at 4% or $868,833 at 6%. |
| Croesus Capital Management Defined Benefit Plan | - | 2 | $393,386 | $208,520 | $104,260iApproximate average salary by contribution assumption: employee only about $2,606,500 at 4% or $1,737,667 at 6%; with 50% employer match about $1,737,667 at 4% or $1,158,444 at 6%; with 100% employer match about $1,303,250 at 4% or $868,833 at 6%. |
| Croesus Capital Management Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 2 | $191,547 | $76,263 | $38,132iApproximate average salary by contribution assumption: employee only about $953,288 at 4% or $635,525 at 6%; with 50% employer match about $635,525 at 4% or $423,683 at 6%; with 100% employer match about $476,644 at 4% or $317,763 at 6%. |
| Croesus Capital Management Defined Benefit Plan | - | 2 | $165,036 | $76,263 | $38,132iApproximate average salary by contribution assumption: employee only about $953,288 at 4% or $635,525 at 6%; with 50% employer match about $635,525 at 4% or $423,683 at 6%; with 100% employer match about $476,644 at 4% or $317,763 at 6%. |
| Croesus Capital Management Profit Sharing Plan | - | 2 | $26,511 | - | - |
| 2001 | 2 | 2 | $96,105 | $25,753 | $12,877iApproximate average salary by contribution assumption: employee only about $321,913 at 4% or $214,608 at 6%; with 50% employer match about $214,608 at 4% or $143,072 at 6%; with 100% employer match about $160,956 at 4% or $107,304 at 6%. |
| Croesus Capital Management Defined Benefit Plan | - | 2 | $96,105 | $25,753 | $12,877iApproximate average salary by contribution assumption: employee only about $321,913 at 4% or $214,608 at 6%; with 50% employer match about $214,608 at 4% or $143,072 at 6%; with 100% employer match about $160,956 at 4% or $107,304 at 6%. |
| Croesus Capital Management Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $94,078 | $94,078 | $31,359iApproximate average salary by contribution assumption: employee only about $783,983 at 4% or $522,656 at 6%; with 50% employer match about $522,656 at 4% or $348,437 at 6%; with 100% employer match about $391,992 at 4% or $261,328 at 6%. |
| Croesus Capital Management Defined Benefit Plan | - | 3 | $66,549 | $66,549 | $22,183iApproximate average salary by contribution assumption: employee only about $554,575 at 4% or $369,717 at 6%; with 50% employer match about $369,717 at 4% or $246,478 at 6%; with 100% employer match about $277,288 at 4% or $184,858 at 6%. |
| Croesus Capital Management Profit Sharing Plan | - | 3 | $27,529 | $27,529 | $9,176iApproximate average salary by contribution assumption: employee only about $229,408 at 4% or $152,939 at 6%; with 50% employer match about $152,939 at 4% or $101,959 at 6%; with 100% employer match about $114,704 at 4% or $76,469 at 6%. |