Julian & Pertz PC.
Plan context: Julian & Pertz PC. Employee Pension Plan
EIN 16-1208674 • 2 filings • 1 plans
Current Snapshot
Latest Year
2000
2000 Participants
5
2000 Assets
$1,669,012
2000 Contributions
$80,866
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 5 | $1,669,012 | $80,866 | $16,173iApproximate average salary by contribution assumption: employee only about $404,330 at 4% or $269,553 at 6%; with 50% employer match about $269,553 at 4% or $179,702 at 6%; with 100% employer match about $202,165 at 4% or $134,777 at 6%. |
| Julian & Pertz PC. Employee Pension Plan | - | 5 | $1,669,012 | $80,866 | $16,173iApproximate average salary by contribution assumption: employee only about $404,330 at 4% or $269,553 at 6%; with 50% employer match about $269,553 at 4% or $179,702 at 6%; with 100% employer match about $202,165 at 4% or $134,777 at 6%. |
| 1999 | 1 | 8 | $1,677,013 | $82,748 | $10,344iApproximate average salary by contribution assumption: employee only about $258,588 at 4% or $172,392 at 6%; with 50% employer match about $172,392 at 4% or $114,928 at 6%; with 100% employer match about $129,294 at 4% or $86,196 at 6%. |
| Julian & Pertz PC. Employee Pension Plan | - | 8 | $1,677,013 | $82,748 | $10,344iApproximate average salary by contribution assumption: employee only about $258,588 at 4% or $172,392 at 6%; with 50% employer match about $172,392 at 4% or $114,928 at 6%; with 100% employer match about $129,294 at 4% or $86,196 at 6%. |