Ross, Brittain & Schonberg Co., L.P.A.
Plan context: Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust
EIN 34-1672049 • Cleveland, OH • 57 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
55
2024 Assets
$6,800,617
2024 Contributions
$599,651
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 55 | $6,800,617 | $599,651 | $10,903iApproximate average salary by contribution assumption: employee only about $272,569 at 4% or $181,712 at 6%; with 50% employer match about $181,712 at 4% or $121,142 at 6%; with 100% employer match about $136,284 at 4% or $90,856 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 55 | $6,742,221 | $360,809 | $6,560iApproximate average salary by contribution assumption: employee only about $164,004 at 4% or $109,336 at 6%; with 50% employer match about $109,336 at 4% or $72,891 at 6%; with 100% employer match about $82,002 at 4% or $54,668 at 6%. |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 20 | $58,396 | $238,842 | $11,942iApproximate average salary by contribution assumption: employee only about $298,553 at 4% or $199,035 at 6%; with 50% employer match about $199,035 at 4% or $132,690 at 6%; with 100% employer match about $149,276 at 4% or $99,518 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 0 | $0 | $0 | - |
| 2023 | 3 | 65 | $13,303,674 | $1,038,608 | $15,979iApproximate average salary by contribution assumption: employee only about $399,465 at 4% or $266,310 at 6%; with 50% employer match about $266,310 at 4% or $177,540 at 6%; with 100% employer match about $199,732 at 4% or $133,155 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 65 | $8,370,322 | $342,262 | $5,266iApproximate average salary by contribution assumption: employee only about $131,639 at 4% or $87,759 at 6%; with 50% employer match about $87,759 at 4% or $58,506 at 6%; with 100% employer match about $65,820 at 4% or $43,880 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 43 | $4,884,564 | $503,757 | $11,715iApproximate average salary by contribution assumption: employee only about $292,882 at 4% or $195,255 at 6%; with 50% employer match about $195,255 at 4% or $130,170 at 6%; with 100% employer match about $146,441 at 4% or $97,627 at 6%. |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 16 | $48,788 | $192,589 | $12,037iApproximate average salary by contribution assumption: employee only about $300,920 at 4% or $200,614 at 6%; with 50% employer match about $200,614 at 4% or $133,742 at 6%; with 100% employer match about $150,460 at 4% or $100,307 at 6%. |
| 2022 | 3 | 59 | $11,627,011 | $854,819 | $14,488iApproximate average salary by contribution assumption: employee only about $362,211 at 4% or $241,474 at 6%; with 50% employer match about $241,474 at 4% or $160,983 at 6%; with 100% employer match about $181,106 at 4% or $120,737 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 59 | $7,506,825 | $333,384 | $5,651iApproximate average salary by contribution assumption: employee only about $141,264 at 4% or $94,176 at 6%; with 50% employer match about $94,176 at 4% or $62,784 at 6%; with 100% employer match about $70,632 at 4% or $47,088 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 38 | $4,071,582 | $326,164 | $8,583iApproximate average salary by contribution assumption: employee only about $214,582 at 4% or $143,054 at 6%; with 50% employer match about $143,054 at 4% or $95,370 at 6%; with 100% employer match about $107,291 at 4% or $71,527 at 6%. |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 16 | $48,604 | $195,271 | $12,204iApproximate average salary by contribution assumption: employee only about $305,111 at 4% or $203,407 at 6%; with 50% employer match about $203,407 at 4% or $135,605 at 6%; with 100% employer match about $152,555 at 4% or $101,704 at 6%. |
| 2021 | 3 | 61 | $12,589,140 | $844,572 | $13,845iApproximate average salary by contribution assumption: employee only about $346,136 at 4% or $230,757 at 6%; with 50% employer match about $230,757 at 4% or $153,838 at 6%; with 100% employer match about $173,068 at 4% or $115,379 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 61 | $8,527,751 | $336,755 | $5,521iApproximate average salary by contribution assumption: employee only about $138,014 at 4% or $92,010 at 6%; with 50% employer match about $92,010 at 4% or $61,340 at 6%; with 100% employer match about $69,007 at 4% or $46,005 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 40 | $4,026,633 | $279,124 | $6,978iApproximate average salary by contribution assumption: employee only about $174,453 at 4% or $116,302 at 6%; with 50% employer match about $116,302 at 4% or $77,534 at 6%; with 100% employer match about $87,226 at 4% or $58,151 at 6%. |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 17 | $34,756 | $228,693 | $13,453iApproximate average salary by contribution assumption: employee only about $336,313 at 4% or $224,209 at 6%; with 50% employer match about $224,209 at 4% or $149,473 at 6%; with 100% employer match about $168,157 at 4% or $112,104 at 6%. |
| 2020 | 3 | 50 | $10,766,894 | $997,340 | $19,947iApproximate average salary by contribution assumption: employee only about $498,670 at 4% or $332,447 at 6%; with 50% employer match about $332,447 at 4% or $221,631 at 6%; with 100% employer match about $249,335 at 4% or $166,223 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 50 | $7,206,457 | $451,385 | $9,028iApproximate average salary by contribution assumption: employee only about $225,693 at 4% or $150,462 at 6%; with 50% employer match about $150,462 at 4% or $100,308 at 6%; with 100% employer match about $112,846 at 4% or $75,231 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 36 | $3,535,526 | $289,905 | $8,053iApproximate average salary by contribution assumption: employee only about $201,323 at 4% or $134,215 at 6%; with 50% employer match about $134,215 at 4% or $89,477 at 6%; with 100% employer match about $100,661 at 4% or $67,108 at 6%. |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 21 | $24,911 | $256,050 | $12,193iApproximate average salary by contribution assumption: employee only about $304,821 at 4% or $203,214 at 6%; with 50% employer match about $203,214 at 4% or $135,476 at 6%; with 100% employer match about $152,411 at 4% or $101,607 at 6%. |
| 2019 | 3 | 48 | $9,614,087 | $402,559 | $8,387iApproximate average salary by contribution assumption: employee only about $209,666 at 4% or $139,777 at 6%; with 50% employer match about $139,777 at 4% or $93,185 at 6%; with 100% employer match about $104,833 at 4% or $69,889 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 48 | $6,246,755 | $332,673 | $6,931iApproximate average salary by contribution assumption: employee only about $173,267 at 4% or $115,511 at 6%; with 50% employer match about $115,511 at 4% or $77,008 at 6%; with 100% employer match about $86,634 at 4% or $57,756 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 36 | $3,358,062 | $0 | - |
| ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | - | 22 | $9,270 | $69,886 | $3,177iApproximate average salary by contribution assumption: employee only about $79,416 at 4% or $52,944 at 6%; with 50% employer match about $52,944 at 4% or $35,296 at 6%; with 100% employer match about $39,708 at 4% or $26,472 at 6%. |
| 2018 | 2 | 44 | $11,910,592 | $519,788 | $11,813iApproximate average salary by contribution assumption: employee only about $295,334 at 4% or $196,889 at 6%; with 50% employer match about $196,889 at 4% or $131,260 at 6%; with 100% employer match about $147,667 at 4% or $98,445 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 44 | $9,203,687 | $179,121 | $4,071iApproximate average salary by contribution assumption: employee only about $101,773 at 4% or $67,849 at 6%; with 50% employer match about $67,849 at 4% or $45,233 at 6%; with 100% employer match about $50,887 at 4% or $33,924 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 23 | $2,706,905 | $340,667 | $14,812iApproximate average salary by contribution assumption: employee only about $370,290 at 4% or $246,860 at 6%; with 50% employer match about $246,860 at 4% or $164,573 at 6%; with 100% employer match about $185,145 at 4% or $123,430 at 6%. |
| 2017 | 2 | 46 | $12,135,201 | $180,995 | $3,935iApproximate average salary by contribution assumption: employee only about $98,367 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 46 | $9,547,014 | $180,995 | $3,935iApproximate average salary by contribution assumption: employee only about $98,367 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 24 | $2,588,187 | - | - |
| 2016 | 2 | 65 | $10,927,247 | $354,012 | $5,446iApproximate average salary by contribution assumption: employee only about $136,158 at 4% or $90,772 at 6%; with 50% employer match about $90,772 at 4% or $60,515 at 6%; with 100% employer match about $68,079 at 4% or $45,386 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 65 | $8,677,695 | $231,012 | $3,554iApproximate average salary by contribution assumption: employee only about $88,851 at 4% or $59,234 at 6%; with 50% employer match about $59,234 at 4% or $39,489 at 6%; with 100% employer match about $44,425 at 4% or $29,617 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 23 | $2,249,552 | $123,000 | $5,348iApproximate average salary by contribution assumption: employee only about $133,696 at 4% or $89,130 at 6%; with 50% employer match about $89,130 at 4% or $59,420 at 6%; with 100% employer match about $66,848 at 4% or $44,565 at 6%. |
| 2015 | 2 | 72 | $9,852,704 | $395,476 | $5,493iApproximate average salary by contribution assumption: employee only about $137,318 at 4% or $91,545 at 6%; with 50% employer match about $91,545 at 4% or $61,030 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 72 | $7,905,160 | $316,143 | $4,391iApproximate average salary by contribution assumption: employee only about $109,772 at 4% or $73,181 at 6%; with 50% employer match about $73,181 at 4% or $48,788 at 6%; with 100% employer match about $54,886 at 4% or $36,591 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 20 | $1,947,544 | $79,333 | $3,967iApproximate average salary by contribution assumption: employee only about $99,166 at 4% or $66,111 at 6%; with 50% employer match about $66,111 at 4% or $44,074 at 6%; with 100% employer match about $49,583 at 4% or $33,055 at 6%. |
| 2014 | 2 | 72 | $11,076,192 | $392,181 | $5,447iApproximate average salary by contribution assumption: employee only about $136,174 at 4% or $90,783 at 6%; with 50% employer match about $90,783 at 4% or $60,522 at 6%; with 100% employer match about $68,087 at 4% or $45,391 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 72 | $7,905,544 | $285,473 | $3,965iApproximate average salary by contribution assumption: employee only about $99,123 at 4% or $66,082 at 6%; with 50% employer match about $66,082 at 4% or $44,054 at 6%; with 100% employer match about $49,561 at 4% or $33,041 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 22 | $3,170,648 | $106,708 | $4,850iApproximate average salary by contribution assumption: employee only about $121,259 at 4% or $80,839 at 6%; with 50% employer match about $80,839 at 4% or $53,893 at 6%; with 100% employer match about $60,630 at 4% or $40,420 at 6%. |
| 2013 | 2 | 77 | $10,059,995 | $496,907 | $6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 77 | $7,258,100 | $278,657 | $3,619iApproximate average salary by contribution assumption: employee only about $90,473 at 4% or $60,315 at 6%; with 50% employer match about $60,315 at 4% or $40,210 at 6%; with 100% employer match about $45,237 at 4% or $30,158 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 18 | $2,801,895 | $218,250 | $12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%. |
| 2012 | 2 | 76 | $8,165,997 | $458,800 | $6,037iApproximate average salary by contribution assumption: employee only about $150,921 at 4% or $100,614 at 6%; with 50% employer match about $100,614 at 4% or $67,076 at 6%; with 100% employer match about $75,461 at 4% or $50,307 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 76 | $5,833,791 | $257,100 | $3,383iApproximate average salary by contribution assumption: employee only about $84,572 at 4% or $56,382 at 6%; with 50% employer match about $56,382 at 4% or $37,588 at 6%; with 100% employer match about $42,286 at 4% or $28,191 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 18 | $2,332,206 | $201,700 | $11,206iApproximate average salary by contribution assumption: employee only about $280,139 at 4% or $186,759 at 6%; with 50% employer match about $186,759 at 4% or $124,506 at 6%; with 100% employer match about $140,069 at 4% or $93,380 at 6%. |
| 2011 | 2 | 77 | $7,073,851 | $415,962 | $5,402iApproximate average salary by contribution assumption: employee only about $135,053 at 4% or $90,035 at 6%; with 50% employer match about $90,035 at 4% or $60,023 at 6%; with 100% employer match about $67,526 at 4% or $45,018 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 77 | $5,106,197 | $252,962 | $3,285iApproximate average salary by contribution assumption: employee only about $82,131 at 4% or $54,754 at 6%; with 50% employer match about $54,754 at 4% or $36,502 at 6%; with 100% employer match about $41,065 at 4% or $27,377 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 17 | $1,967,654 | $163,000 | $9,588iApproximate average salary by contribution assumption: employee only about $239,706 at 4% or $159,804 at 6%; with 50% employer match about $159,804 at 4% or $106,536 at 6%; with 100% employer match about $119,853 at 4% or $79,902 at 6%. |
| 2010 | 2 | 70 | $6,692,633 | $395,622 | $5,652iApproximate average salary by contribution assumption: employee only about $141,294 at 4% or $94,196 at 6%; with 50% employer match about $94,196 at 4% or $62,797 at 6%; with 100% employer match about $70,647 at 4% or $47,098 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 70 | $4,972,707 | $274,122 | $3,916iApproximate average salary by contribution assumption: employee only about $97,901 at 4% or $65,267 at 6%; with 50% employer match about $65,267 at 4% or $43,511 at 6%; with 100% employer match about $48,950 at 4% or $32,634 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 22 | $1,719,926 | $121,500 | $5,523iApproximate average salary by contribution assumption: employee only about $138,068 at 4% or $92,045 at 6%; with 50% employer match about $92,045 at 4% or $61,364 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%. |
| 2009 | 2 | 72 | $5,516,329 | $380,788 | $5,289iApproximate average salary by contribution assumption: employee only about $132,218 at 4% or $88,145 at 6%; with 50% employer match about $88,145 at 4% or $58,764 at 6%; with 100% employer match about $66,109 at 4% or $44,073 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 72 | $4,063,234 | $262,788 | $3,650iApproximate average salary by contribution assumption: employee only about $91,246 at 4% or $60,831 at 6%; with 50% employer match about $60,831 at 4% or $40,554 at 6%; with 100% employer match about $45,623 at 4% or $30,415 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 22 | $1,453,095 | $118,000 | $5,364iApproximate average salary by contribution assumption: employee only about $134,091 at 4% or $89,394 at 6%; with 50% employer match about $89,394 at 4% or $59,596 at 6%; with 100% employer match about $67,045 at 4% or $44,697 at 6%. |
| 2008 | 2 | 39 | $3,950,323 | $384,723 | $9,865iApproximate average salary by contribution assumption: employee only about $246,617 at 4% or $164,412 at 6%; with 50% employer match about $164,412 at 4% or $109,608 at 6%; with 100% employer match about $123,309 at 4% or $82,206 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 39 | $2,850,297 | $265,723 | $6,813iApproximate average salary by contribution assumption: employee only about $170,335 at 4% or $113,557 at 6%; with 50% employer match about $113,557 at 4% or $75,705 at 6%; with 100% employer match about $85,168 at 4% or $56,778 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 16 | $1,100,026 | $119,000 | $7,438iApproximate average salary by contribution assumption: employee only about $185,938 at 4% or $123,958 at 6%; with 50% employer match about $123,958 at 4% or $82,639 at 6%; with 100% employer match about $92,969 at 4% or $61,979 at 6%. |
| 2007 | 2 | 37 | $0 | $0 | - |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 15 | - | - | - |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 37 | - | - | - |
| 2006 | 2 | 38 | $4,576,816 | $347,290 | $9,139iApproximate average salary by contribution assumption: employee only about $228,480 at 4% or $152,320 at 6%; with 50% employer match about $152,320 at 4% or $101,547 at 6%; with 100% employer match about $114,240 at 4% or $76,160 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 38 | $3,625,689 | $250,613 | $6,595iApproximate average salary by contribution assumption: employee only about $164,877 at 4% or $109,918 at 6%; with 50% employer match about $109,918 at 4% or $73,279 at 6%; with 100% employer match about $82,438 at 4% or $54,959 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 18 | $951,127 | $96,677 | $5,371iApproximate average salary by contribution assumption: employee only about $134,274 at 4% or $89,516 at 6%; with 50% employer match about $89,516 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%. |
| 2005 | 2 | 36 | $3,925,853 | $415,602 | $11,545iApproximate average salary by contribution assumption: employee only about $288,613 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 36 | $3,121,101 | $187,092 | $5,197iApproximate average salary by contribution assumption: employee only about $129,925 at 4% or $86,617 at 6%; with 50% employer match about $86,617 at 4% or $57,744 at 6%; with 100% employer match about $64,963 at 4% or $43,308 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 18 | $804,752 | $228,510 | $12,695iApproximate average salary by contribution assumption: employee only about $317,375 at 4% or $211,583 at 6%; with 50% employer match about $211,583 at 4% or $141,056 at 6%; with 100% employer match about $158,688 at 4% or $105,792 at 6%. |
| 2004 | 2 | 41 | $3,429,981 | $369,938 | $9,023iApproximate average salary by contribution assumption: employee only about $225,572 at 4% or $150,381 at 6%; with 50% employer match about $150,381 at 4% or $100,254 at 6%; with 100% employer match about $112,786 at 4% or $75,191 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 41 | $2,863,863 | $229,122 | $5,588iApproximate average salary by contribution assumption: employee only about $139,709 at 4% or $93,139 at 6%; with 50% employer match about $93,139 at 4% or $62,093 at 6%; with 100% employer match about $69,854 at 4% or $46,570 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 18 | $566,118 | $140,816 | $7,823iApproximate average salary by contribution assumption: employee only about $195,578 at 4% or $130,385 at 6%; with 50% employer match about $130,385 at 4% or $86,923 at 6%; with 100% employer match about $97,789 at 4% or $65,193 at 6%. |
| 2003 | 2 | 37 | $2,829,322 | $375,320 | $10,144iApproximate average salary by contribution assumption: employee only about $253,595 at 4% or $169,063 at 6%; with 50% employer match about $169,063 at 4% or $112,709 at 6%; with 100% employer match about $126,797 at 4% or $84,532 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 37 | $2,423,827 | $245,320 | $6,630iApproximate average salary by contribution assumption: employee only about $165,757 at 4% or $110,505 at 6%; with 50% employer match about $110,505 at 4% or $73,670 at 6%; with 100% employer match about $82,878 at 4% or $55,252 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 20 | $405,495 | $130,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2002 | 2 | 35 | $0 | $0 | - |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 35 | - | - | - |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 19 | - | - | - |
| 2001 | 2 | 41 | $0 | $0 | - |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 41 | - | - | - |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 21 | - | - | - |
| 2000 | 2 | 59 | $2,104,861 | $269,970 | $4,576iApproximate average salary by contribution assumption: employee only about $114,394 at 4% or $76,263 at 6%; with 50% employer match about $76,263 at 4% or $50,842 at 6%; with 100% employer match about $57,197 at 4% or $38,131 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 59 | $2,056,553 | $221,662 | $3,757iApproximate average salary by contribution assumption: employee only about $93,925 at 4% or $62,616 at 6%; with 50% employer match about $62,616 at 4% or $41,744 at 6%; with 100% employer match about $46,962 at 4% or $31,308 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. Cash Balance Plan and Trust Agreement | - | 22 | $48,308 | $48,308 | $2,196iApproximate average salary by contribution assumption: employee only about $54,895 at 4% or $36,597 at 6%; with 50% employer match about $36,597 at 4% or $24,398 at 6%; with 100% employer match about $27,448 at 4% or $18,298 at 6%. |
| 1999 | 1 | 24 | $2,149,364 | $131,795 | $5,491iApproximate average salary by contribution assumption: employee only about $137,286 at 4% or $91,524 at 6%; with 50% employer match about $91,524 at 4% or $61,016 at 6%; with 100% employer match about $68,643 at 4% or $45,762 at 6%. |
| Ross, Brittain & Schonberg Co., L.P.A. 401K Plan and Trust | - | 24 | $2,149,364 | $131,795 | $5,491iApproximate average salary by contribution assumption: employee only about $137,286 at 4% or $91,524 at 6%; with 50% employer match about $91,524 at 4% or $61,016 at 6%; with 100% employer match about $68,643 at 4% or $45,762 at 6%. |