Civic Intelligence

S-R Marketing Inc

Plan context: Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone

EIN 34-1663742 • 12 filings • 6 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$151,970

2004 Contributions

$11,145

Historical Graphs

Total Assets Over Time

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

$179,094$89,547$0199920002002YearValue
$151,970Latest year 2002

Participants Over Time

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

320199920012003YearValue
3Latest 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
200420$0$0-
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-0---
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-0---
200323$0$0-
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-3---
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-3---
200223$151,970$11,145$3,715iApproximate average salary by contribution assumption: employee only about $92,875 at 4% or $61,917 at 6%; with 50% employer match about $61,917 at 4% or $41,278 at 6%; with 100% employer match about $46,438 at 4% or $30,958 at 6%.
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-0$83,593$11,145-
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-3$68,377--
200123$0$0-
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-3---
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-3---
200023$179,094$18,659$6,220iApproximate average salary by contribution assumption: employee only about $155,492 at 4% or $103,661 at 6%; with 50% employer match about $103,661 at 4% or $69,107 at 6%; with 100% employer match about $77,746 at 4% or $51,831 at 6%.
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-3$93,858$6,219$2,073iApproximate average salary by contribution assumption: employee only about $51,825 at 4% or $34,550 at 6%; with 50% employer match about $34,550 at 4% or $23,033 at 6%; with 100% employer match about $25,913 at 4% or $17,275 at 6%.
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-3$85,236$12,440$4,147iApproximate average salary by contribution assumption: employee only about $103,667 at 4% or $69,111 at 6%; with 50% employer match about $69,111 at 4% or $46,074 at 6%; with 100% employer match about $51,833 at 4% or $34,556 at 6%.
199923$177,473$25,820$8,607iApproximate average salary by contribution assumption: employee only about $215,167 at 4% or $143,444 at 6%; with 50% employer match about $143,444 at 4% or $95,630 at 6%; with 100% employer match about $107,583 at 4% or $71,722 at 6%.
Profit Sharing 101 S-R Marketing Inc FBO Stephen B Stone-3$96,799$12,910$4,303iApproximate average salary by contribution assumption: employee only about $107,583 at 4% or $71,722 at 6%; with 50% employer match about $71,722 at 4% or $47,815 at 6%; with 100% employer match about $53,792 at 4% or $35,861 at 6%.
Money Purchase Pension 201 Sr Marketing Inc Trust FBO Stephen B Stone-3$80,674$12,910$4,303iApproximate average salary by contribution assumption: employee only about $107,583 at 4% or $71,722 at 6%; with 50% employer match about $71,722 at 4% or $47,815 at 6%; with 100% employer match about $53,792 at 4% or $35,861 at 6%.