Civic Intelligence

Finkbeiner, Pettis & Strout Inc.

Plan context: Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan

EIN 34-1099048 • 11 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

294

2004 Assets

$16,396,453

2004 Contributions

$2,019,417

Historical Graphs

Total Assets Over Time

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

$16,396,453$8,198,227$0199920012003YearValue
$16,396,453Latest year 2003

Participants Over Time

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

3251630199920012003YearValue
294Latest year 2003

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
200410$0$0-
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-0---
20032294$16,396,453$2,019,417$6,869iApproximate average salary by contribution assumption: employee only about $171,719 at 4% or $114,479 at 6%; with 50% employer match about $114,479 at 4% or $76,320 at 6%; with 100% employer match about $85,860 at 4% or $57,240 at 6%.
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-294$16,396,453$899,551$3,060iApproximate average salary by contribution assumption: employee only about $76,492 at 4% or $50,995 at 6%; with 50% employer match about $50,995 at 4% or $33,997 at 6%; with 100% employer match about $38,246 at 4% or $25,497 at 6%.
Finkbeiner, Pettis, & Strout Inc. Welfare Benefit Trust-0-$1,119,866-
20022323$13,779,581$3,628,032$11,232iApproximate average salary by contribution assumption: employee only about $280,807 at 4% or $187,205 at 6%; with 50% employer match about $187,205 at 4% or $124,803 at 6%; with 100% employer match about $140,404 at 4% or $93,602 at 6%.
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-323$13,417,310$1,801,056$5,576iApproximate average salary by contribution assumption: employee only about $139,401 at 4% or $92,934 at 6%; with 50% employer match about $92,934 at 4% or $61,956 at 6%; with 100% employer match about $69,700 at 4% or $46,467 at 6%.
Finkbeiner, Pettis, & Strout Inc. Welfare Benefit Trust-268$362,271$1,826,976$6,817iApproximate average salary by contribution assumption: employee only about $170,427 at 4% or $113,618 at 6%; with 50% employer match about $113,618 at 4% or $75,745 at 6%; with 100% employer match about $85,213 at 4% or $56,809 at 6%.
20012325$14,272,461$3,231,333$9,943iApproximate average salary by contribution assumption: employee only about $248,564 at 4% or $165,709 at 6%; with 50% employer match about $165,709 at 4% or $110,473 at 6%; with 100% employer match about $124,282 at 4% or $82,855 at 6%.
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-325$14,083,010$1,496,216$4,604iApproximate average salary by contribution assumption: employee only about $115,094 at 4% or $76,729 at 6%; with 50% employer match about $76,729 at 4% or $51,153 at 6%; with 100% employer match about $57,547 at 4% or $38,365 at 6%.
Finkbeiner, Pettis, & Strout Inc. Welfare Benefit Trust-231$189,451$1,735,117$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%.
20002281$13,949,225$1,434,978$5,107iApproximate average salary by contribution assumption: employee only about $127,667 at 4% or $85,111 at 6%; with 50% employer match about $85,111 at 4% or $56,741 at 6%; with 100% employer match about $63,834 at 4% or $42,556 at 6%.
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-281$13,949,225$1,434,978$5,107iApproximate average salary by contribution assumption: employee only about $127,667 at 4% or $85,111 at 6%; with 50% employer match about $85,111 at 4% or $56,741 at 6%; with 100% employer match about $63,834 at 4% or $42,556 at 6%.
Finkbeiner, Pettis, & Strout Inc. Welfare Benefit Trust-202---
19992236$15,256,260$2,351,692$9,965iApproximate average salary by contribution assumption: employee only about $249,120 at 4% or $166,080 at 6%; with 50% employer match about $166,080 at 4% or $110,720 at 6%; with 100% employer match about $124,560 at 4% or $83,040 at 6%.
Finkbeiner, Pettis & Strout Inc. 401K and Profit Sharing Plan-236$15,050,709$1,286,335$5,451iApproximate average salary by contribution assumption: employee only about $136,264 at 4% or $90,843 at 6%; with 50% employer match about $90,843 at 4% or $60,562 at 6%; with 100% employer match about $68,132 at 4% or $45,421 at 6%.
Finkbeiner, Pettis, & Strout Inc. Welfare Benefit Trust-197$205,551$1,065,357$5,408iApproximate average salary by contribution assumption: employee only about $135,198 at 4% or $90,132 at 6%; with 50% employer match about $90,132 at 4% or $60,088 at 6%; with 100% employer match about $67,599 at 4% or $45,066 at 6%.