Stuart Trust PC
Plan context: Stuart Trust PC. Employees Profit Sharing & Retirement Plan
EIN 16-1073494 • Fulton, NY • 16 filings • 5 plans
Current Snapshot
Latest Year
2009
2009 Participants
5
2009 Assets
$1,662,711
2009 Contributions
$34,176
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 0 | - | - | - |
| 2008 | 1 | 5 | $1,662,711 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 5 | $1,662,711 | - | - |
| 2007 | 1 | 5 | $1,905,262 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 5 | $1,905,262 | - | - |
| 2006 | 1 | 6 | $1,842,232 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $1,842,232 | - | - |
| 2005 | 1 | 6 | $1,707,683 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $1,707,683 | - | - |
| 2004 | 1 | 6 | $1,660,084 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $1,660,084 | - | - |
| 2003 | 2 | 6 | $1,583,366 | $0 | - |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $1,583,366 | - | - |
| STUART TRUST, P.C. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 6 | $1,430,907 | $34,176 | $5,696iApproximate average salary by contribution assumption: employee only about $142,400 at 4% or $94,933 at 6%; with 50% employer match about $94,933 at 4% or $63,289 at 6%; with 100% employer match about $71,200 at 4% or $47,467 at 6%. |
| STUART TRUST, P.C. MONEY PURCHASE PENSION PLAN | - | 6 | $894,150 | $34,176 | $5,696iApproximate average salary by contribution assumption: employee only about $142,400 at 4% or $94,933 at 6%; with 50% employer match about $94,933 at 4% or $63,289 at 6%; with 100% employer match about $71,200 at 4% or $47,467 at 6%. |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $536,757 | - | - |
| 2001 | 2 | 8 | $1,384,161 | $36,023 | $4,503iApproximate average salary by contribution assumption: employee only about $112,572 at 4% or $75,048 at 6%; with 50% employer match about $75,048 at 4% or $50,032 at 6%; with 100% employer match about $56,286 at 4% or $37,524 at 6%. |
| STUART TRUST, P.C. MONEY PURCHASE PENSION PLAN | - | 8 | $853,060 | $36,023 | $4,503iApproximate average salary by contribution assumption: employee only about $112,572 at 4% or $75,048 at 6%; with 50% employer match about $75,048 at 4% or $50,032 at 6%; with 100% employer match about $56,286 at 4% or $37,524 at 6%. |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 8 | $531,101 | - | - |
| 2000 | 2 | 6 | $1,350,382 | $33,491 | $5,582iApproximate average salary by contribution assumption: employee only about $139,546 at 4% or $93,031 at 6%; with 50% employer match about $93,031 at 4% or $62,020 at 6%; with 100% employer match about $69,773 at 4% or $46,515 at 6%. |
| Stuart Trust PC. Money Purchase Pension Plan | - | 6 | $818,271 | $33,491 | $5,582iApproximate average salary by contribution assumption: employee only about $139,546 at 4% or $93,031 at 6%; with 50% employer match about $93,031 at 4% or $62,020 at 6%; with 100% employer match about $69,773 at 4% or $46,515 at 6%. |
| STUART TRUST, P.C. EMPLOYEES PROFIT SHARING & RETIREMENT PLAN | - | 6 | $532,111 | - | - |
| 1999 | 2 | 6 | $1,385,204 | $34,199 | $5,700iApproximate average salary by contribution assumption: employee only about $142,496 at 4% or $94,997 at 6%; with 50% employer match about $94,997 at 4% or $63,331 at 6%; with 100% employer match about $71,248 at 4% or $47,499 at 6%. |
| Stuart Trust PC. Money Purchase Pension Plan | - | 6 | $822,352 | $34,199 | $5,700iApproximate average salary by contribution assumption: employee only about $142,496 at 4% or $94,997 at 6%; with 50% employer match about $94,997 at 4% or $63,331 at 6%; with 100% employer match about $71,248 at 4% or $47,499 at 6%. |
| Stuart Trust PC. Employees Profit Sharing & Retirement Plan | - | 6 | $562,852 | - | - |