Civic Intelligence

Sarah L Francus Et Al Ptr

Plan context: Tucker Anthony-Profit Sharing Acct Dej-813735-05

EIN 16-1236722 • 10 filings • 8 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$157,232

2003 Contributions

$5,861

Historical Graphs

Total Assets Over Time

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

$198,692$99,346$0199920002002YearValue
$157,232Latest 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
1Latest 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$5,861-
Tucker Antony Pension Plan Acct Des-813697-05-0-$2,331-
Tucker Anthony-Profit Sharing Acct Dej-813735-05-0-$3,530-
200221$157,232$0-
Tucker Anthony-Profit Sharing Acct Dej-813735-05-1$92,414--
Tucker Antony Pension Plan Acct Des-813697-05-1$64,818--
200121$0$0-
Tucker Antony Pension Plan Acct Des-813697-05-1---
Tucker Anthony-Profit Sharing Acct Dej-813735-05-1---
200022$198,692$9,996$4,998iApproximate average salary by contribution assumption: employee only about $124,950 at 4% or $83,300 at 6%; with 50% employer match about $83,300 at 4% or $55,533 at 6%; with 100% employer match about $62,475 at 4% or $41,650 at 6%.
Tucker Anthony-Profit Sharing Acct Dej-813735-05-2$119,177$6,664$3,332iApproximate average salary by contribution assumption: employee only about $83,300 at 4% or $55,533 at 6%; with 50% employer match about $55,533 at 4% or $37,022 at 6%; with 100% employer match about $41,650 at 4% or $27,767 at 6%.
Tucker Antony Pension Plan Acct Des-813697-05-2$79,515$3,332$1,666iApproximate average salary by contribution assumption: employee only about $41,650 at 4% or $27,767 at 6%; with 50% employer match about $27,767 at 4% or $18,511 at 6%; with 100% employer match about $20,825 at 4% or $13,883 at 6%.
199922$189,625$10,858$5,429iApproximate average salary by contribution assumption: employee only about $135,725 at 4% or $90,483 at 6%; with 50% employer match about $90,483 at 4% or $60,322 at 6%; with 100% employer match about $67,863 at 4% or $45,242 at 6%.
Tucker Anthony-Profit Sharing Acct Dej-813735-05-2$116,122$6,515$3,258iApproximate average salary by contribution assumption: employee only about $81,438 at 4% or $54,292 at 6%; with 50% employer match about $54,292 at 4% or $36,194 at 6%; with 100% employer match about $40,719 at 4% or $27,146 at 6%.
Tucker Antony Pension Plan Acct Des-813697-05-2$73,503$4,343$2,172iApproximate average salary by contribution assumption: employee only about $54,288 at 4% or $36,192 at 6%; with 50% employer match about $36,192 at 4% or $24,128 at 6%; with 100% employer match about $27,144 at 4% or $18,096 at 6%.