Civic Intelligence

Hallgren Restifo & Loop

Plan context: Putnam Retirement Plan III for Self-Employed Individuals

EIN 25-1049804 • 3 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

3

2001 Assets

$2,751,523

2001 Contributions

$34,213

Historical Graphs

Total Assets Over Time

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

$3,388,252$1,694,126$019992000YearValue
$2,751,523Latest year 2000

Participants Over Time

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

630199920002001YearValue
3Latest year 2001

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
200113$0$0-
Putnam Retirement Plan III for Self-Employed Individuals-3---
200014$2,751,523$34,213$8,553iApproximate average salary by contribution assumption: employee only about $213,831 at 4% or $142,554 at 6%; with 50% employer match about $142,554 at 4% or $95,036 at 6%; with 100% employer match about $106,916 at 4% or $71,277 at 6%.
Putnam Retirement Plan III for Self-Employed Individuals-4$2,751,523$34,213$8,553iApproximate average salary by contribution assumption: employee only about $213,831 at 4% or $142,554 at 6%; with 50% employer match about $142,554 at 4% or $95,036 at 6%; with 100% employer match about $106,916 at 4% or $71,277 at 6%.
199916$3,388,252$67,121$11,187iApproximate average salary by contribution assumption: employee only about $279,671 at 4% or $186,447 at 6%; with 50% employer match about $186,447 at 4% or $124,298 at 6%; with 100% employer match about $139,835 at 4% or $93,224 at 6%.
Putnam Retirement Plan III for Self-Employed Individuals-6$3,388,252$67,121$11,187iApproximate average salary by contribution assumption: employee only about $279,671 at 4% or $186,447 at 6%; with 50% employer match about $186,447 at 4% or $124,298 at 6%; with 100% employer match about $139,835 at 4% or $93,224 at 6%.