Puleo, Mcfadden Insurance Associate
Plan context: Puleo, Mcfadden Insurance Associates Inc. 401K Profit Sharing Plan
EIN 23-2142609 • 3 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
10
2002 Assets
$263,922
2002 Contributions
$23,141
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 10 | $263,922 | $23,141 | $2,314iApproximate average salary by contribution assumption: employee only about $57,853 at 4% or $38,568 at 6%; with 50% employer match about $38,568 at 4% or $25,712 at 6%; with 100% employer match about $28,926 at 4% or $19,284 at 6%. |
| Puleo, Mcfadden Insurance Associates Inc. 401K Profit Sharing Plan | - | 10 | $263,922 | $23,141 | $2,314iApproximate average salary by contribution assumption: employee only about $57,853 at 4% or $38,568 at 6%; with 50% employer match about $38,568 at 4% or $25,712 at 6%; with 100% employer match about $28,926 at 4% or $19,284 at 6%. |
| 2001 | 1 | 9 | $369,920 | $27,704 | $3,078iApproximate average salary by contribution assumption: employee only about $76,956 at 4% or $51,304 at 6%; with 50% employer match about $51,304 at 4% or $34,202 at 6%; with 100% employer match about $38,478 at 4% or $25,652 at 6%. |
| PULEO MCFADDEN INSURANCE ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $369,920 | $27,704 | $3,078iApproximate average salary by contribution assumption: employee only about $76,956 at 4% or $51,304 at 6%; with 50% employer match about $51,304 at 4% or $34,202 at 6%; with 100% employer match about $38,478 at 4% or $25,652 at 6%. |
| 1999 | 1 | 8 | $355,583 | $17,195 | $2,149iApproximate average salary by contribution assumption: employee only about $53,734 at 4% or $35,823 at 6%; with 50% employer match about $35,823 at 4% or $23,882 at 6%; with 100% employer match about $26,867 at 4% or $17,911 at 6%. |
| Puleo, Mcfadden Insurance Associates Inc. 401K Profit Sharing Plan | - | 8 | $355,583 | $17,195 | $2,149iApproximate average salary by contribution assumption: employee only about $53,734 at 4% or $35,823 at 6%; with 50% employer match about $35,823 at 4% or $23,882 at 6%; with 100% employer match about $26,867 at 4% or $17,911 at 6%. |