Civic Intelligence

Gerald Siegel and Assoc

Plan context: Gerald Siegel and Assoc Employee Profit Sharing Trust

EIN 36-3031707 • 6 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

4

2004 Assets

$526,303

2004 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$534,721$267,361$019992003YearValue
$526,303Latest year 2003

Participants Over Time

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

530199920012003YearValue
4Latest 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
200410$0$0-
Gerald Siegel and Assoc Employee Profit Sharing Trust-0---
200314$526,303$0-
Gerald Siegel and Assoc Employee Profit Sharing Trust-4$526,303--
200214$0$0-
Gerald Siegel and Assoc Employee Profit Sharing Trust-4---
200115$0$0-
Gerald Siegel and Assoc Employee Profit Sharing Trust-5---
200015$0$0-
Gerald Siegel and Assoc Employee Profit Sharing Trust-5---
199915$534,721$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Gerald Siegel and Assoc Employee Profit Sharing Trust-5$534,721$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.