Civic Intelligence

Susan I. Alessi

Plan context: The Alessi Profit Sharing Plan and Trust

EIN 16-1207990 • 10 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$339,306

2003 Contributions

$6,234

Historical Graphs

Total Assets Over Time

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

$429,722$214,861$019992002YearValue
$339,306Latest year 2002

Participants Over Time

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

210199920012002YearValue
2Latest year 2002

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
200320$0$0-
The Alessi Self Employed Retirement Plan and Trust-0---
The Alessi Profit Sharing Plan and Trust-0---
200222$339,306$6,234$3,117iApproximate average salary by contribution assumption: employee only about $77,925 at 4% or $51,950 at 6%; with 50% employer match about $51,950 at 4% or $34,633 at 6%; with 100% employer match about $38,963 at 4% or $25,975 at 6%.
The Alessi Profit Sharing Plan and Trust-2$218,999$3,591$1,796iApproximate average salary by contribution assumption: employee only about $44,888 at 4% or $29,925 at 6%; with 50% employer match about $29,925 at 4% or $19,950 at 6%; with 100% employer match about $22,444 at 4% or $14,963 at 6%.
The Alessi Self Employed Retirement Plan and Trust-2$120,307$2,643$1,322iApproximate average salary by contribution assumption: employee only about $33,038 at 4% or $22,025 at 6%; with 50% employer match about $22,025 at 4% or $14,683 at 6%; with 100% employer match about $16,519 at 4% or $11,013 at 6%.
200122$0$0-
The Alessi Profit Sharing Plan and Trust-2---
The Alessi Self Employed Retirement Plan and Trust-2---
200022$0$0-
The Alessi Self Employed Retirement Plan and Trust-2---
The Alessi Profit Sharing Plan and Trust-2---
199922$429,722$7,196$3,598iApproximate average salary by contribution assumption: employee only about $89,950 at 4% or $59,967 at 6%; with 50% employer match about $59,967 at 4% or $39,978 at 6%; with 100% employer match about $44,975 at 4% or $29,983 at 6%.
The Alessi Profit Sharing Plan and Trust-2$267,934$4,159$2,080iApproximate average salary by contribution assumption: employee only about $51,988 at 4% or $34,658 at 6%; with 50% employer match about $34,658 at 4% or $23,106 at 6%; with 100% employer match about $25,994 at 4% or $17,329 at 6%.
The Alessi Self Employed Retirement Plan and Trust-2$161,788$3,037$1,519iApproximate average salary by contribution assumption: employee only about $37,963 at 4% or $25,308 at 6%; with 50% employer match about $25,308 at 4% or $16,872 at 6%; with 100% employer match about $18,981 at 4% or $12,654 at 6%.