Donald Bruce & Co.
Plan context: The Donald Bruce & Co. Profit Sharing Plan and Trust
EIN 36-2062033 • 12 filings • 4 plans
Current Snapshot
Latest Year
2007
2007 Participants
37
2007 Assets
$2,844,812
2007 Contributions
$10,669
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2005 | 1 | 37 | $2,844,812 | $10,669 | $288iApproximate average salary by contribution assumption: employee only about $7,209 at 4% or $4,806 at 6%; with 50% employer match about $4,806 at 4% or $3,204 at 6%; with 100% employer match about $3,604 at 4% or $2,403 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 37 | $2,844,812 | $10,669 | $288iApproximate average salary by contribution assumption: employee only about $7,209 at 4% or $4,806 at 6%; with 50% employer match about $4,806 at 4% or $3,204 at 6%; with 100% employer match about $3,604 at 4% or $2,403 at 6%. |
| 2004 | 1 | 67 | $7,008,199 | $117,162 | $1,749iApproximate average salary by contribution assumption: employee only about $43,717 at 4% or $29,145 at 6%; with 50% employer match about $29,145 at 4% or $19,430 at 6%; with 100% employer match about $21,859 at 4% or $14,572 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 67 | $7,008,199 | $117,162 | $1,749iApproximate average salary by contribution assumption: employee only about $43,717 at 4% or $29,145 at 6%; with 50% employer match about $29,145 at 4% or $19,430 at 6%; with 100% employer match about $21,859 at 4% or $14,572 at 6%. |
| 2003 | 1 | 190 | $14,488,146 | $346,667 | $1,825iApproximate average salary by contribution assumption: employee only about $45,614 at 4% or $30,409 at 6%; with 50% employer match about $30,409 at 4% or $20,273 at 6%; with 100% employer match about $22,807 at 4% or $15,205 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 190 | $14,488,146 | $346,667 | $1,825iApproximate average salary by contribution assumption: employee only about $45,614 at 4% or $30,409 at 6%; with 50% employer match about $30,409 at 4% or $20,273 at 6%; with 100% employer match about $22,807 at 4% or $15,205 at 6%. |
| 2002 | 1 | 267 | $15,826,812 | $616,941 | $2,311iApproximate average salary by contribution assumption: employee only about $57,766 at 4% or $38,511 at 6%; with 50% employer match about $38,511 at 4% or $25,674 at 6%; with 100% employer match about $28,883 at 4% or $19,255 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 267 | $15,826,812 | $616,941 | $2,311iApproximate average salary by contribution assumption: employee only about $57,766 at 4% or $38,511 at 6%; with 50% employer match about $38,511 at 4% or $25,674 at 6%; with 100% employer match about $28,883 at 4% or $19,255 at 6%. |
| 2001 | 1 | 295 | $19,948,275 | $773,896 | $2,623iApproximate average salary by contribution assumption: employee only about $65,584 at 4% or $43,723 at 6%; with 50% employer match about $43,723 at 4% or $29,149 at 6%; with 100% employer match about $32,792 at 4% or $21,861 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 295 | $19,948,275 | $773,896 | $2,623iApproximate average salary by contribution assumption: employee only about $65,584 at 4% or $43,723 at 6%; with 50% employer match about $43,723 at 4% or $29,149 at 6%; with 100% employer match about $32,792 at 4% or $21,861 at 6%. |
| 2000 | 3 | 354 | $0 | $0 | - |
| Curtis Jewelry Mfg. Co. Welfare Plan | - | 137 | - | - | - |
| DONALD BRUCE & CO. MEDICAL BENEFIT PLAN | - | 238 | - | - | - |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 354 | - | - | - |
| 1999 | 2 | 321 | $25,656,650 | $647,077 | $2,016iApproximate average salary by contribution assumption: employee only about $50,395 at 4% or $33,597 at 6%; with 50% employer match about $33,597 at 4% or $22,398 at 6%; with 100% employer match about $25,198 at 4% or $16,798 at 6%. |
| The Donald Bruce & Co. Profit Sharing Plan and Trust | - | 321 | $25,656,650 | $647,077 | $2,016iApproximate average salary by contribution assumption: employee only about $50,395 at 4% or $33,597 at 6%; with 50% employer match about $33,597 at 4% or $22,398 at 6%; with 100% employer match about $25,198 at 4% or $16,798 at 6%. |
| Curtis Jewelry Mfg. Co. Welfare Plan | - | 152 | - | - | - |