Civic Intelligence

David L Walter

Plan context: Benham Capital Management Profit Sharing Plan

EIN 25-1351838 • 12 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$1,802,077

2004 Contributions

$45,398

Historical Graphs

Total Assets Over Time

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

$1,802,077$901,039$0199920022003YearValue
$1,802,077Latest year 2003

Participants Over Time

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

210199920012003YearValue
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
200420$0$45,398-
Benham Capital Management Money Purchase Pension Plan-0-$18,160-
Benham Capital Management Profit Sharing Plan-0-$27,238-
200322$1,802,077$45,138$22,569iApproximate average salary by contribution assumption: employee only about $564,225 at 4% or $376,150 at 6%; with 50% employer match about $376,150 at 4% or $250,767 at 6%; with 100% employer match about $282,113 at 4% or $188,075 at 6%.
Benham Capital Management Profit Sharing Plan-2$1,192,792$27,083$13,542iApproximate average salary by contribution assumption: employee only about $338,538 at 4% or $225,692 at 6%; with 50% employer match about $225,692 at 4% or $150,461 at 6%; with 100% employer match about $169,269 at 4% or $112,846 at 6%.
Benham Capital Management Money Purchase Pension Plan-2$609,285$18,055$9,028iApproximate average salary by contribution assumption: employee only about $225,688 at 4% or $150,458 at 6%; with 50% employer match about $150,458 at 4% or $100,306 at 6%; with 100% employer match about $112,844 at 4% or $75,229 at 6%.
200222$1,589,813$45,082$22,541iApproximate average salary by contribution assumption: employee only about $563,525 at 4% or $375,683 at 6%; with 50% employer match about $375,683 at 4% or $250,456 at 6%; with 100% employer match about $281,763 at 4% or $187,842 at 6%.
Benham Capital Management Profit Sharing Plan-2$1,010,842$27,049$13,525iApproximate average salary by contribution assumption: employee only about $338,113 at 4% or $225,408 at 6%; with 50% employer match about $225,408 at 4% or $150,272 at 6%; with 100% employer match about $169,056 at 4% or $112,704 at 6%.
Benham Capital Management Money Purchase Pension Plan-2$578,971$18,033$9,017iApproximate average salary by contribution assumption: employee only about $225,413 at 4% or $150,275 at 6%; with 50% employer match about $150,275 at 4% or $100,183 at 6%; with 100% employer match about $112,706 at 4% or $75,138 at 6%.
200122$0$0-
Benham Capital Management Profit Sharing Plan-2---
Benham Capital Management Money Purchase Pension Plan-2---
200022$1,472,898$34,832$17,416iApproximate average salary by contribution assumption: employee only about $435,400 at 4% or $290,267 at 6%; with 50% employer match about $290,267 at 4% or $193,511 at 6%; with 100% employer match about $217,700 at 4% or $145,133 at 6%.
Benham Capital Management Profit Sharing Plan-2$1,014,912$20,899$10,450iApproximate average salary by contribution assumption: employee only about $261,238 at 4% or $174,158 at 6%; with 50% employer match about $174,158 at 4% or $116,106 at 6%; with 100% employer match about $130,619 at 4% or $87,079 at 6%.
Benham Capital Management Money Purchase Pension Plan-2$457,986$13,933$6,967iApproximate average salary by contribution assumption: employee only about $174,163 at 4% or $116,108 at 6%; with 50% employer match about $116,108 at 4% or $77,406 at 6%; with 100% employer match about $87,081 at 4% or $58,054 at 6%.
199922$1,352,196$34,380$17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%.
Benham Capital Management Profit Sharing Plan-2$959,384$20,628$10,314iApproximate average salary by contribution assumption: employee only about $257,850 at 4% or $171,900 at 6%; with 50% employer match about $171,900 at 4% or $114,600 at 6%; with 100% employer match about $128,925 at 4% or $85,950 at 6%.
Benham Capital Management Money Purchase Pension Plan-2$392,812$13,752$6,876iApproximate average salary by contribution assumption: employee only about $171,900 at 4% or $114,600 at 6%; with 50% employer match about $114,600 at 4% or $76,400 at 6%; with 100% employer match about $85,950 at 4% or $57,300 at 6%.