Susan Bershad
Plan context: Smith Barney Shearson Self Employed Retirement Plan a Single Employer Plan
EIN 22-2524568 • 4 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$272,607
2001 Contributions
$3,744
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 2 | $0 | $0 | - |
| Smith Barney Shearson Self Employed Retirement Plan a Single Employer Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $272,607 | $3,744 | $1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%. |
| Smith Barney Shearson Self Employed Retirement Plan a Single Employer Plan | - | 2 | $272,607 | $3,744 | $1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%. |
| 1999 | 2 | 2 | $616,652 | $7,488 | $3,744iApproximate average salary by contribution assumption: employee only about $93,600 at 4% or $62,400 at 6%; with 50% employer match about $62,400 at 4% or $41,600 at 6%; with 100% employer match about $46,800 at 4% or $31,200 at 6%. |
| Smith Barney Shearson Self Employed Retirement Plan a Single Employer Plan | - | 2 | $308,326 | $3,744 | $1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%. |
| Smith Barney Shearson Self Employed Retirement Plan a Single Employer Plan | - | 2 | $308,326 | $3,744 | $1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%. |