David Saxner & Associates Inc.
Plan context: David Saxner & Associates Inc. Employees Profit Sharing Plan
EIN 36-3727787 • 7 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$259,424
2003 Contributions
$24,000
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 2 | $259,424 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| David Saxner & Associates Inc. Employees Profit Sharing Plan | - | 2 | $259,424 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2002 | 2 | 2 | $0 | $0 | - |
| David Saxner & Associates Inc. Employees Money Purchase Pension Plan | - | 0 | - | - | - |
| David Saxner & Associates Inc. Employees Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| David Saxner & Associates Inc. Employees Money Purchase Pension Plan | - | 2 | - | - | - |
| David Saxner & Associates Inc. Employees Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 2 | 3 | $168,171 | $65,077 | $21,692iApproximate average salary by contribution assumption: employee only about $542,308 at 4% or $361,539 at 6%; with 50% employer match about $361,539 at 4% or $241,026 at 6%; with 100% employer match about $271,154 at 4% or $180,769 at 6%. |
| David Saxner & Associates Inc. Employees Money Purchase Pension Plan | - | 3 | $96,127 | $34,708 | $11,569iApproximate average salary by contribution assumption: employee only about $289,233 at 4% or $192,822 at 6%; with 50% employer match about $192,822 at 4% or $128,548 at 6%; with 100% employer match about $144,617 at 4% or $96,411 at 6%. |
| David Saxner & Associates Inc. Employees Profit Sharing Plan | - | 3 | $72,044 | $30,369 | $10,123iApproximate average salary by contribution assumption: employee only about $253,075 at 4% or $168,717 at 6%; with 50% employer match about $168,717 at 4% or $112,478 at 6%; with 100% employer match about $126,538 at 4% or $84,358 at 6%. |