Trefethen and Company LLC
Plan context: Trefethen and Company LLC Profit Sharing Plan
EIN 35-2186366 • Scottsdale, AZ • 6 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
5
2010 Assets
$341,009
2010 Contributions
$227,364
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Trefethen and Company LLC Profit Sharing Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 5 | $341,009 | $0 | - |
| Trefethen and Company LLC Profit Sharing Plan | - | 5 | $341,009 | - | - |
| 2008 | 1 | 6 | $0 | $0 | - |
| Trefethen and Company LLC Profit Sharing Plan | - | 6 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Trefethen and Company LLC Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $272,647 | $227,364 | $37,894iApproximate average salary by contribution assumption: employee only about $947,350 at 4% or $631,567 at 6%; with 50% employer match about $631,567 at 4% or $421,044 at 6%; with 100% employer match about $473,675 at 4% or $315,783 at 6%. |
| Trefethen and Company LLC Profit Sharing Plan | - | 6 | $272,647 | $227,364 | $37,894iApproximate average salary by contribution assumption: employee only about $947,350 at 4% or $631,567 at 6%; with 50% employer match about $631,567 at 4% or $421,044 at 6%; with 100% employer match about $473,675 at 4% or $315,783 at 6%. |
| 2005 | 1 | 1 | $42,000 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Trefethen and Company LLC Profit Sharing Plan | - | 1 | $42,000 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |