Margaret Stone
Plan context: Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002
EIN 30-0317681 • Grover Beach, CA • 11 filings • 10 plans
Current Snapshot
Latest Year
2010
2010 Participants
5
2010 Assets
$1,201,735
2010 Contributions
$7,588
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 |
|---|---|---|---|---|---|
| 2010 | 2 | 5 | $1,201,735 | $7,588 | $1,518iApproximate average salary by contribution assumption: employee only about $37,940 at 4% or $25,293 at 6%; with 50% employer match about $25,293 at 4% or $16,862 at 6%; with 100% employer match about $18,970 at 4% or $12,647 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 5 | $835,338 | $7,588 | $1,518iApproximate average salary by contribution assumption: employee only about $37,940 at 4% or $25,293 at 6%; with 50% employer match about $25,293 at 4% or $16,862 at 6%; with 100% employer match about $18,970 at 4% or $12,647 at 6%. |
| Dain Rauscher Custodial Profit Sharing Plan Adoption Agreement 1001 | - | 3 | $366,397 | - | - |
| 2009 | 2 | 6 | $1,098,972 | $9,451 | $1,575iApproximate average salary by contribution assumption: employee only about $39,379 at 4% or $26,253 at 6%; with 50% employer match about $26,253 at 4% or $17,502 at 6%; with 100% employer match about $19,690 at 4% or $13,126 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 6 | $772,260 | $9,451 | $1,575iApproximate average salary by contribution assumption: employee only about $39,379 at 4% or $26,253 at 6%; with 50% employer match about $26,253 at 4% or $17,502 at 6%; with 100% employer match about $19,690 at 4% or $13,126 at 6%. |
| Dain Rauscher Custodial Profit Sharing Plan Adoption Agreement 1001 | - | 3 | $326,712 | - | - |
| 2008 | 1 | 6 | $637,582 | $7,242 | $1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 6 | $637,582 | $7,242 | $1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%. |
| 2007 | 2 | 6 | $1,207,284 | $7,486 | $1,248iApproximate average salary by contribution assumption: employee only about $31,192 at 4% or $20,794 at 6%; with 50% employer match about $20,794 at 4% or $13,863 at 6%; with 100% employer match about $15,596 at 4% or $10,397 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 6 | $835,112 | $7,486 | $1,248iApproximate average salary by contribution assumption: employee only about $31,192 at 4% or $20,794 at 6%; with 50% employer match about $20,794 at 4% or $13,863 at 6%; with 100% employer match about $15,596 at 4% or $10,397 at 6%. |
| Dain Rauscher Custodial Profit Sharing Plan Adoption Agreement 1001 | - | 3 | $372,172 | - | - |
| 2006 | 2 | 5 | $1,120,322 | $21,188 | $4,238iApproximate average salary by contribution assumption: employee only about $105,940 at 4% or $70,627 at 6%; with 50% employer match about $70,627 at 4% or $47,084 at 6%; with 100% employer match about $52,970 at 4% or $35,313 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 5 | $782,179 | $21,188 | $4,238iApproximate average salary by contribution assumption: employee only about $105,940 at 4% or $70,627 at 6%; with 50% employer match about $70,627 at 4% or $47,084 at 6%; with 100% employer match about $52,970 at 4% or $35,313 at 6%. |
| Dain Rauscher Custodial Profit Sharing Plan Adoption Agreement 1001 | - | 3 | $338,143 | - | - |
| 2005 | 2 | 5 | $975,780 | $15,142 | $3,028iApproximate average salary by contribution assumption: employee only about $75,710 at 4% or $50,473 at 6%; with 50% employer match about $50,473 at 4% or $33,649 at 6%; with 100% employer match about $37,855 at 4% or $25,237 at 6%. |
| Dan Rausher Adoption Agreement Money Purchase Plan & Trust 1002 | - | 5 | $685,459 | $15,142 | $3,028iApproximate average salary by contribution assumption: employee only about $75,710 at 4% or $50,473 at 6%; with 50% employer match about $50,473 at 4% or $33,649 at 6%; with 100% employer match about $37,855 at 4% or $25,237 at 6%. |
| Dain Rauscher Custodial Profit Sharing Plan Adoption Agreement 1001 | - | 3 | $290,321 | - | - |