Jo-Anne K Graham
Plan context: Jo-Anne K Graham Money Purchase Pln
EIN 33-0965573 • 3 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
2
2006 Assets
$165,431
2006 Contributions
$183,557
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $183,557 | - |
| Jo-Anne K Graham Money Purchase Pln | - | 0 | - | $183,557 | - |
| 2005 | 1 | 2 | $165,431 | $13,731 | $6,866iApproximate average salary by contribution assumption: employee only about $171,638 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,819 at 4% or $57,213 at 6%. |
| Jo-Anne K Graham Money Purchase Pln | - | 2 | $165,431 | $13,731 | $6,866iApproximate average salary by contribution assumption: employee only about $171,638 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,819 at 4% or $57,213 at 6%. |
| 2004 | 1 | 2 | $136,488 | $23,318 | $11,659iApproximate average salary by contribution assumption: employee only about $291,475 at 4% or $194,317 at 6%; with 50% employer match about $194,317 at 4% or $129,544 at 6%; with 100% employer match about $145,738 at 4% or $97,158 at 6%. |
| Jo-Anne K Graham Money Purchase Pln | - | 2 | $136,488 | $23,318 | $11,659iApproximate average salary by contribution assumption: employee only about $291,475 at 4% or $194,317 at 6%; with 50% employer match about $194,317 at 4% or $129,544 at 6%; with 100% employer match about $145,738 at 4% or $97,158 at 6%. |