Morton R Schoenberg
Plan context: Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg
EIN 13-6580077 • 6 filings • 5 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$1,124,976
2004 Contributions
$33,534
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 | - |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 0 | - | - | - |
| 2003 | 1 | 1 | $1,124,976 | $0 | - |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 1 | $1,124,976 | - | - |
| 2002 | 1 | 4 | $1,096,424 | $33,534 | $8,384iApproximate average salary by contribution assumption: employee only about $209,588 at 4% or $139,725 at 6%; with 50% employer match about $139,725 at 4% or $93,150 at 6%; with 100% employer match about $104,794 at 4% or $69,863 at 6%. |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 4 | $1,096,424 | $33,534 | $8,384iApproximate average salary by contribution assumption: employee only about $209,588 at 4% or $139,725 at 6%; with 50% employer match about $139,725 at 4% or $93,150 at 6%; with 100% employer match about $104,794 at 4% or $69,863 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 4 | - | - | - |
| 2000 | 1 | 4 | $933,220 | $30,105 | $7,526iApproximate average salary by contribution assumption: employee only about $188,156 at 4% or $125,438 at 6%; with 50% employer match about $125,438 at 4% or $83,625 at 6%; with 100% employer match about $94,078 at 4% or $62,719 at 6%. |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 4 | $933,220 | $30,105 | $7,526iApproximate average salary by contribution assumption: employee only about $188,156 at 4% or $125,438 at 6%; with 50% employer match about $125,438 at 4% or $83,625 at 6%; with 100% employer match about $94,078 at 4% or $62,719 at 6%. |
| 1999 | 1 | 4 | $873,118 | $28,083 | $7,021iApproximate average salary by contribution assumption: employee only about $175,519 at 4% or $117,013 at 6%; with 50% employer match about $117,013 at 4% or $78,008 at 6%; with 100% employer match about $87,759 at 4% or $58,506 at 6%. |
| Salomon Smith Barney Self Employed Retirement Plan of Morton R Schoenberg | - | 4 | $873,118 | $28,083 | $7,021iApproximate average salary by contribution assumption: employee only about $175,519 at 4% or $117,013 at 6%; with 50% employer match about $117,013 at 4% or $78,008 at 6%; with 100% employer match about $87,759 at 4% or $58,506 at 6%. |