Choate, Van Fleet & Parteners Inc
Plan context: Choate, Van Fleet & Partners Inc Money Purchase Pension Plan
EIN 33-0680164 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
9
2001 Assets
$382,452
2001 Contributions
$3,545
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 9 | $382,452 | $3,545 | $394iApproximate average salary by contribution assumption: employee only about $9,847 at 4% or $6,565 at 6%; with 50% employer match about $6,565 at 4% or $4,377 at 6%; with 100% employer match about $4,924 at 4% or $3,282 at 6%. |
| Choate, Van Fleet & Partners Inc Money Purchase Pension Plan | - | 9 | $209,330 | $3,545 | $394iApproximate average salary by contribution assumption: employee only about $9,847 at 4% or $6,565 at 6%; with 50% employer match about $6,565 at 4% or $4,377 at 6%; with 100% employer match about $4,924 at 4% or $3,282 at 6%. |
| Choate, Van Fleet & Partners Inc Profit Sharing Plan | - | 9 | $173,122 | - | - |
| 2000 | 2 | 8 | $409,671 | $5,126 | $641iApproximate average salary by contribution assumption: employee only about $16,019 at 4% or $10,679 at 6%; with 50% employer match about $10,679 at 4% or $7,119 at 6%; with 100% employer match about $8,009 at 4% or $5,340 at 6%. |
| Choate, Van Fleet & Partners Inc Money Purchase Pension Plan | - | 8 | $220,079 | $5,126 | $641iApproximate average salary by contribution assumption: employee only about $16,019 at 4% or $10,679 at 6%; with 50% employer match about $10,679 at 4% or $7,119 at 6%; with 100% employer match about $8,009 at 4% or $5,340 at 6%. |
| Choate, Van Fleet & Partners Inc Profit Sharing Plan | - | 8 | $189,592 | - | - |
| 1999 | 2 | 6 | $405,091 | $4,619 | $770iApproximate average salary by contribution assumption: employee only about $19,246 at 4% or $12,831 at 6%; with 50% employer match about $12,831 at 4% or $8,554 at 6%; with 100% employer match about $9,623 at 4% or $6,415 at 6%. |
| Choate, Van Fleet & Partners Inc Money Purchase Pension Plan | - | 6 | $215,516 | $4,619 | $770iApproximate average salary by contribution assumption: employee only about $19,246 at 4% or $12,831 at 6%; with 50% employer match about $12,831 at 4% or $8,554 at 6%; with 100% employer match about $9,623 at 4% or $6,415 at 6%. |
| Choate, Van Fleet & Partners Inc Profit Sharing Plan | - | 6 | $189,575 | - | - |