Civic Intelligence

Stipek Financial Services LLC

Plan context: Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC

EIN 33-0903848 • 9 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$182,660

2008 Contributions

$238,354

Historical Graphs

Total Assets Over Time

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

$1,274,866$637,433$0200020042008YearValue
$182,660Latest year 2008

Participants Over Time

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

320200020042008YearValue
1Latest year 2008

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
200811$182,660$0-
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-1$182,660--
200711$0$0-
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-1---
200611$601,322$0-
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-1$601,322--
200513$632,033$0-
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-3$632,033--
200413$1,023,889$0-
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-3$1,023,889--
200313$1,274,866$238,354$79,451iApproximate average salary by contribution assumption: employee only about $1,986,283 at 4% or $1,324,189 at 6%; with 50% employer match about $1,324,189 at 4% or $882,793 at 6%; with 100% employer match about $993,142 at 4% or $662,094 at 6%.
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-3$1,274,866$238,354$79,451iApproximate average salary by contribution assumption: employee only about $1,986,283 at 4% or $1,324,189 at 6%; with 50% employer match about $1,324,189 at 4% or $882,793 at 6%; with 100% employer match about $993,142 at 4% or $662,094 at 6%.
200213$950,348$216,093$72,031iApproximate average salary by contribution assumption: employee only about $1,800,775 at 4% or $1,200,517 at 6%; with 50% employer match about $1,200,517 at 4% or $800,344 at 6%; with 100% employer match about $900,388 at 4% or $600,258 at 6%.
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-3$950,348$216,093$72,031iApproximate average salary by contribution assumption: employee only about $1,800,775 at 4% or $1,200,517 at 6%; with 50% employer match about $1,200,517 at 4% or $800,344 at 6%; with 100% employer match about $900,388 at 4% or $600,258 at 6%.
200112$807,478$210,476$105,238iApproximate average salary by contribution assumption: employee only about $2,630,950 at 4% or $1,753,967 at 6%; with 50% employer match about $1,753,967 at 4% or $1,169,311 at 6%; with 100% employer match about $1,315,475 at 4% or $876,983 at 6%.
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-2$807,478$210,476$105,238iApproximate average salary by contribution assumption: employee only about $2,630,950 at 4% or $1,753,967 at 6%; with 50% employer match about $1,753,967 at 4% or $1,169,311 at 6%; with 100% employer match about $1,315,475 at 4% or $876,983 at 6%.
200012$656,594$196,778$98,389iApproximate average salary by contribution assumption: employee only about $2,459,725 at 4% or $1,639,817 at 6%; with 50% employer match about $1,639,817 at 4% or $1,093,211 at 6%; with 100% employer match about $1,229,863 at 4% or $819,908 at 6%.
Defined Benefit Pension Plan & Trust of Stipek Financial Services LLC-2$656,594$196,778$98,389iApproximate average salary by contribution assumption: employee only about $2,459,725 at 4% or $1,639,817 at 6%; with 50% employer match about $1,639,817 at 4% or $1,093,211 at 6%; with 100% employer match about $1,229,863 at 4% or $819,908 at 6%.