Civic Intelligence

Gilda Stigliano Dds

Plan context: Edward D, Jones Prototype Money Pension Plan and Custodial Account Standard Adoption Agreement 4A002

EIN 25-1472287 • 6 filings • 6 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$58,684

2001 Contributions

$11,164

Historical Graphs

Total Assets Over Time

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

$131,130$65,565$0199920002001YearValue
$58,684Latest year 2001

Participants Over Time

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

210199920002001YearValue
2Latest 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
200112$58,684$11,164$5,582iApproximate average salary by contribution assumption: employee only about $139,550 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,775 at 4% or $46,517 at 6%.
Edward D, Jones Prototype Money Pension Plan and Custodial Account Standard Adoption Agreement 4A002-2$58,684$11,164$5,582iApproximate average salary by contribution assumption: employee only about $139,550 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,775 at 4% or $46,517 at 6%.
200022$54,311$11,032$5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%.
Edward D, Jones Prototype Money Pension Plan and Custodial Account Standard Adoption Agreement 4A002-2$54,311$11,032$5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%.
Edward D Somes & Co Prototype S Simplified Employee Pension Basic Plan Document-2---
199932$131,130$19,694$9,847iApproximate average salary by contribution assumption: employee only about $246,175 at 4% or $164,117 at 6%; with 50% employer match about $164,117 at 4% or $109,411 at 6%; with 100% employer match about $123,088 at 4% or $82,058 at 6%.
Edward D Somes & Co Prototype S Simplified Employee Pension Basic Plan Document-2$49,432--
Edward D, Jones Prototype Money Pension Plan and Custodial Account Standard Adoption Agreement 4A002-2$40,849$9,847$4,924iApproximate average salary by contribution assumption: employee only about $123,088 at 4% or $82,058 at 6%; with 50% employer match about $82,058 at 4% or $54,706 at 6%; with 100% employer match about $61,544 at 4% or $41,029 at 6%.
Edward D, Jones Prototype Money Pension Plan and Custodial Account Standard Adoption Agreement 4A002-2$40,849$9,847$4,924iApproximate average salary by contribution assumption: employee only about $123,088 at 4% or $82,058 at 6%; with 50% employer match about $82,058 at 4% or $54,706 at 6%; with 100% employer match about $61,544 at 4% or $41,029 at 6%.