Civic Intelligence

Michael P Yeager

Plan context: Massachusetts Financial Services Retirement Plan for Self Employed

EIN 25-1261265 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$533,206

2004 Contributions

$3,880

Historical Graphs

Total Assets Over Time

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

$663,534$331,767$0199920022003YearValue
$533,206Latest year 2003

Participants Over Time

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

21110199920012003YearValue
2Latest year 2003

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
200410$0$0-
Massachusetts Financial Services Retirement Plan for Self Employed-0---
200312$533,206$0-
Massachusetts Financial Services Retirement Plan for Self Employed-2$533,206--
200212$446,495$0-
Massachusetts Financial Services Retirement Plan for Self Employed-2$446,495--
200112$0$0-
Massachusetts Financial Services Retirement Plan for Self Employed-2---
200012$0$0-
Massachusetts Financial Services Retirement Plan for Self Employed-2---
1999121$663,534$3,880$185iApproximate average salary by contribution assumption: employee only about $4,619 at 4% or $3,079 at 6%; with 50% employer match about $3,079 at 4% or $2,053 at 6%; with 100% employer match about $2,310 at 4% or $1,540 at 6%.
Massachusetts Financial Services Retirement Plan for Self Employed-21$663,534$3,880$185iApproximate average salary by contribution assumption: employee only about $4,619 at 4% or $3,079 at 6%; with 50% employer match about $3,079 at 4% or $2,053 at 6%; with 100% employer match about $2,310 at 4% or $1,540 at 6%.