Charles M. Ellis, a Sole Proprietor
Plan context: Charles M. Ellis, a Sole Proprietor Pension Plan
EIN 33-0244637 • 5 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$524,918
2002 Contributions
$53,772
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 | 0 | $0 | $0 | - |
| Charles M. Ellis, a Sole Proprietor Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 1 | $524,918 | $53,772 | $53,772iApproximate average salary by contribution assumption: employee only about $1,344,300 at 4% or $896,200 at 6%; with 50% employer match about $896,200 at 4% or $597,467 at 6%; with 100% employer match about $672,150 at 4% or $448,100 at 6%. |
| Charles M. Ellis, a Sole Proprietor Pension Plan | - | 1 | $471,146 | - | - |
| CHARLES M. ELLIS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN | - | 1 | $53,772 | $53,772 | $53,772iApproximate average salary by contribution assumption: employee only about $1,344,300 at 4% or $896,200 at 6%; with 50% employer match about $896,200 at 4% or $597,467 at 6%; with 100% employer match about $672,150 at 4% or $448,100 at 6%. |
| 2000 | 1 | 1 | $437,201 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Charles M. Ellis, a Sole Proprietor Pension Plan | - | 1 | $437,201 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 1999 | 1 | 1 | $655,768 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Charles M. Ellis, a Sole Proprietor Pension Plan | - | 1 | $655,768 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |