Joseph P Kolter Jr
Plan context: Merrill Lynch Pierce Fenner & Smith Inc Master Individual
EIN 25-1401725 • 4 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$932,412
2002 Contributions
$28,532
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 | 2 | $932,412 | $0 | - |
| Merrill Lynch Pierce Fenner & Smith Inc Master Individual | - | 2 | $932,412 | - | - |
| 2001 | 1 | 2 | $920,355 | $28,532 | $14,266iApproximate average salary by contribution assumption: employee only about $356,650 at 4% or $237,767 at 6%; with 50% employer match about $237,767 at 4% or $158,511 at 6%; with 100% employer match about $178,325 at 4% or $118,883 at 6%. |
| Merrill Lynch Pierce Fenner & Smith Inc Master Individual | - | 2 | $920,355 | $28,532 | $14,266iApproximate average salary by contribution assumption: employee only about $356,650 at 4% or $237,767 at 6%; with 50% employer match about $237,767 at 4% or $158,511 at 6%; with 100% employer match about $178,325 at 4% or $118,883 at 6%. |
| 2000 | 1 | 2 | $880,266 | $29,016 | $14,508iApproximate average salary by contribution assumption: employee only about $362,700 at 4% or $241,800 at 6%; with 50% employer match about $241,800 at 4% or $161,200 at 6%; with 100% employer match about $181,350 at 4% or $120,900 at 6%. |
| Merrill Lynch Pierce Fenner & Smith Inc Master Individual | - | 2 | $880,266 | $29,016 | $14,508iApproximate average salary by contribution assumption: employee only about $362,700 at 4% or $241,800 at 6%; with 50% employer match about $241,800 at 4% or $161,200 at 6%; with 100% employer match about $181,350 at 4% or $120,900 at 6%. |
| 1999 | 1 | 2 | $789,776 | $27,409 | $13,705iApproximate average salary by contribution assumption: employee only about $342,613 at 4% or $228,408 at 6%; with 50% employer match about $228,408 at 4% or $152,272 at 6%; with 100% employer match about $171,306 at 4% or $114,204 at 6%. |
| Merrill Lynch Pierce Fenner & Smith Inc Master Individual | - | 2 | $789,776 | $27,409 | $13,705iApproximate average salary by contribution assumption: employee only about $342,613 at 4% or $228,408 at 6%; with 50% employer match about $228,408 at 4% or $152,272 at 6%; with 100% employer match about $171,306 at 4% or $114,204 at 6%. |