Civic Intelligence

STULTZ FINANCIAL RETIREMENT TRUST

Plan context: Stultz Financial Inc. Defined Benefit Pension Plan

EIN 33-0835134 • Newport Beach, CA • 25 filings • 4 plans

1200 Quail Street, Suite 165Newport Beach, CA 92660
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$1,645,052

2014 Contributions

$34,000

Historical Graphs

Total Assets Over Time

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

$1,645,052$822,526$0200320092013YearValue
$1,645,052Latest year 2013

Participants Over Time

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

420200020062013YearValue
3Latest year 2013

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
201410$0$0-
Stultz Financial Inc. Defined Benefit Pension Plan-0$0$0-
201313$1,645,052$0-
Stultz Financial Inc. Defined Benefit Pension Plan-3$1,645,052$0-
201213$1,364,988$0-
Stultz Financial Inc. Defined Benefit Pension Plan-3$1,364,988$0-
201113$1,255,359$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-3$1,255,359$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
201013$1,229,251$0-
Stultz Financial Inc. Defined Benefit Pension Plan-3$1,229,251$0-
200920$1,155,092$0-
Stultz Financial Inc. Defined Benefit Pension Plan-0$1,155,092$0-
Stultz Financial Inc. 401K Profit Sharing Plan-0$0$0-
200823$0$0-
Stultz Financial Inc. Defined Benefit Pension Plan-3---
Stultz Financial Inc. 401K Profit Sharing Plan-2---
200724$0$0-
Stultz Financial Inc. 401K Profit Sharing Plan-4---
Stultz Financial Inc. Defined Benefit Pension Plan-4---
200624$1,428,700$161,448$40,362iApproximate average salary by contribution assumption: employee only about $1,009,050 at 4% or $672,700 at 6%; with 50% employer match about $672,700 at 4% or $448,467 at 6%; with 100% employer match about $504,525 at 4% or $336,350 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-4$1,206,316$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Stultz Financial Inc. 401K Profit Sharing Plan-4$222,384$31,448$7,862iApproximate average salary by contribution assumption: employee only about $196,550 at 4% or $131,033 at 6%; with 50% employer match about $131,033 at 4% or $87,356 at 6%; with 100% employer match about $98,275 at 4% or $65,517 at 6%.
200524$1,129,027$180,940$45,235iApproximate average salary by contribution assumption: employee only about $1,130,875 at 4% or $753,917 at 6%; with 50% employer match about $753,917 at 4% or $502,611 at 6%; with 100% employer match about $565,438 at 4% or $376,958 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-4$965,324$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Stultz Financial Inc. 401K Profit Sharing Plan-4$163,703$30,940$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.
200423$1,044,046$200,600$66,867iApproximate average salary by contribution assumption: employee only about $1,671,667 at 4% or $1,114,444 at 6%; with 50% employer match about $1,114,444 at 4% or $742,963 at 6%; with 100% employer match about $835,833 at 4% or $557,222 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-3$909,035$169,342$56,447iApproximate average salary by contribution assumption: employee only about $1,411,183 at 4% or $940,789 at 6%; with 50% employer match about $940,789 at 4% or $627,193 at 6%; with 100% employer match about $705,592 at 4% or $470,394 at 6%.
Stultz Financial Inc. 401K Profit Sharing Plan-3$135,011$31,258$10,419iApproximate average salary by contribution assumption: employee only about $260,483 at 4% or $173,656 at 6%; with 50% employer match about $173,656 at 4% or $115,770 at 6%; with 100% employer match about $130,242 at 4% or $86,828 at 6%.
200323$652,589$167,885$55,962iApproximate average salary by contribution assumption: employee only about $1,399,042 at 4% or $932,694 at 6%; with 50% employer match about $932,694 at 4% or $621,796 at 6%; with 100% employer match about $699,521 at 4% or $466,347 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-3$560,294$154,844$51,615iApproximate average salary by contribution assumption: employee only about $1,290,367 at 4% or $860,244 at 6%; with 50% employer match about $860,244 at 4% or $573,496 at 6%; with 100% employer match about $645,183 at 4% or $430,122 at 6%.
Stultz Financial Inc. 401K Profit Sharing Plan-3$92,295$13,041$4,347iApproximate average salary by contribution assumption: employee only about $108,675 at 4% or $72,450 at 6%; with 50% employer match about $72,450 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%.
200224$0$0-
Stultz Financial Inc. 401K Profit Sharing Plan-4---
Stultz Financial Inc. Defined Benefit Pension Plan-4---
200123$0$0-
Stultz Financial Inc. 401K Profit Sharing Plan-3---
Stultz Financial Inc. Defined Benefit Pension Plan-0---
200023$0$0-
Stultz Financial Inc. 401K Profit Sharing Plan-3---
Stultz Financial Inc. Defined Benefit Pension Plan-3---