Stanley J. Palumbo, Phd
Plan context: Self Employed Individuals Retirement Plan & Trust
EIN 34-1406839 • 10 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$368,773
2004 Contributions
$20,447
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Self Employed Individuals Retirement Plan & Trust | - | 0 | - | - | - |
| 2003 | 2 | 1 | $368,773 | $0 | - |
| Self Employed Individuals Retirement Plan & Trust | - | 1 | $368,773 | - | - |
| SELF EMPLOYED INDIVIDUALS RETIREMENT PLAN & TRUST | - | 0 | - | - | - |
| 2002 | 2 | 1 | $347,265 | $0 | - |
| Self Employed Individuals Retirement Plan & Trust | - | 1 | $318,943 | - | - |
| SELF EMPLOYED INDIVIDUALS RETIREMENT PLAN & TRUST | - | 0 | $28,322 | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| Self Employed Individuals Retirement Plan & Trust | - | 1 | - | - | - |
| SELF EMPLOYED INDIVIDUALS RETIREMENT PLAN & TRUST | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Self Employed Individuals Retirement Plan & Trust | - | 1 | - | - | - |
| 1999 | 2 | 2 | $932,727 | $20,447 | $10,224iApproximate average salary by contribution assumption: employee only about $255,588 at 4% or $170,392 at 6%; with 50% employer match about $170,392 at 4% or $113,594 at 6%; with 100% employer match about $127,794 at 4% or $85,196 at 6%. |
| Self Employed Individuals Retirement Plan & Trust | - | 2 | $522,281 | $10,224 | $5,112iApproximate average salary by contribution assumption: employee only about $127,800 at 4% or $85,200 at 6%; with 50% employer match about $85,200 at 4% or $56,800 at 6%; with 100% employer match about $63,900 at 4% or $42,600 at 6%. |
| Self Employed Individuals Retirement Plan & Trust | - | 2 | $410,446 | $10,223 | $5,112iApproximate average salary by contribution assumption: employee only about $127,788 at 4% or $85,192 at 6%; with 50% employer match about $85,192 at 4% or $56,794 at 6%; with 100% employer match about $63,894 at 4% or $42,596 at 6%. |