Gerald Rolfes & Associates
Plan context: Gerald Rolfes & Associates Pension Plan
EIN 31-1356493 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$445,962
2004 Contributions
$53,943
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $445,962 | $53,943 | $53,943iApproximate average salary by contribution assumption: employee only about $1,348,575 at 4% or $899,050 at 6%; with 50% employer match about $899,050 at 4% or $599,367 at 6%; with 100% employer match about $674,288 at 4% or $449,525 at 6%. |
| Gerald Rolfes & Associates Pension Plan | - | 1 | $445,962 | $53,943 | $53,943iApproximate average salary by contribution assumption: employee only about $1,348,575 at 4% or $899,050 at 6%; with 50% employer match about $899,050 at 4% or $599,367 at 6%; with 100% employer match about $674,288 at 4% or $449,525 at 6%. |
| 2003 | 1 | 4 | $597,091 | $78,531 | $19,633iApproximate average salary by contribution assumption: employee only about $490,819 at 4% or $327,213 at 6%; with 50% employer match about $327,213 at 4% or $218,142 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%. |
| Gerald Rolfes & Associates Pension Plan | - | 4 | $597,091 | $78,531 | $19,633iApproximate average salary by contribution assumption: employee only about $490,819 at 4% or $327,213 at 6%; with 50% employer match about $327,213 at 4% or $218,142 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%. |
| 2002 | 1 | 4 | $509,170 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Gerald Rolfes & Associates Pension Plan | - | 4 | $509,170 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Gerald Rolfes & Associates Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $383,579 | $56,848 | $14,212iApproximate average salary by contribution assumption: employee only about $355,300 at 4% or $236,867 at 6%; with 50% employer match about $236,867 at 4% or $157,911 at 6%; with 100% employer match about $177,650 at 4% or $118,433 at 6%. |
| Gerald Rolfes & Associates Pension Plan | - | 4 | $383,579 | $56,848 | $14,212iApproximate average salary by contribution assumption: employee only about $355,300 at 4% or $236,867 at 6%; with 50% employer match about $236,867 at 4% or $157,911 at 6%; with 100% employer match about $177,650 at 4% or $118,433 at 6%. |
| 1999 | 1 | 4 | $294,929 | $55,604 | $13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%. |
| Gerald Rolfes & Associates Pension Plan | - | 4 | $294,929 | $55,604 | $13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%. |