First Union Corp. & Subsidiaries
Plan context: Principal Securities Holding Corp. 401K Profit Sharing Plan
EIN 34-1542819 • Melbourne, FL • 5 filings • 5 plans
Current Snapshot
Latest Year
2012
2012 Participants
84
2012 Assets
$4,566,800
2012 Contributions
$651,241
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 84 | $4,566,800 | $651,241 | $7,753iApproximate average salary by contribution assumption: employee only about $193,822 at 4% or $129,214 at 6%; with 50% employer match about $129,214 at 4% or $86,143 at 6%; with 100% employer match about $96,911 at 4% or $64,607 at 6%. |
| Principal Securities Holding Corp. 401K Profit Sharing Plan | - | 84 | $4,566,800 | $651,241 | $7,753iApproximate average salary by contribution assumption: employee only about $193,822 at 4% or $129,214 at 6%; with 50% employer match about $129,214 at 4% or $86,143 at 6%; with 100% employer match about $96,911 at 4% or $64,607 at 6%. |
| 2008 | 1 | 3 | $230,646 | $9,486 | $3,162iApproximate average salary by contribution assumption: employee only about $79,050 at 4% or $52,700 at 6%; with 50% employer match about $52,700 at 4% or $35,133 at 6%; with 100% employer match about $39,525 at 4% or $26,350 at 6%. |
| PATRICA LOFTIS 401K PROFIT SHARING PLAN | - | 3 | $230,646 | $9,486 | $3,162iApproximate average salary by contribution assumption: employee only about $79,050 at 4% or $52,700 at 6%; with 50% employer match about $52,700 at 4% or $35,133 at 6%; with 100% employer match about $39,525 at 4% or $26,350 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| PATRICA LOFTIS 401K & PSP | - | 1 | - | - | - |
| 2001 | 1 | 52 | $0 | $0 | - |
| Principal Securities Holding Corp. 401K Profit Sharing Plan | - | 52 | - | - | - |
| 1999 | 1 | 61 | $685,350 | $0 | - |
| Principal Securities Holding Corp. 401K Profit Sharing Plan | - | 61 | $685,350 | - | - |