Civic Intelligence

Allen Mendenhall & Associates

Plan context: Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed

EIN 37-1125084 • 11 filings • 8 plans

Current Snapshot

Latest Year

2004

2004 Participants

4

2004 Assets

$777,154

2004 Contributions

$17,988

Historical Graphs

Total Assets Over Time

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

$2,668,439$1,334,220$0199920022003YearValue
$777,154Latest year 2003

Participants Over Time

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

840199920022003YearValue
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
200420$0$17,988-
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-0-$17,988-
Ag Edwards & Sons Profit Sharing Pl an for Small Businesses-0---
200324$777,154$30,850$7,713iApproximate average salary by contribution assumption: employee only about $192,813 at 4% or $128,542 at 6%; with 50% employer match about $128,542 at 4% or $85,694 at 6%; with 100% employer match about $96,406 at 4% or $64,271 at 6%.
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-4$705,181$30,850$7,713iApproximate average salary by contribution assumption: employee only about $192,813 at 4% or $128,542 at 6%; with 50% employer match about $128,542 at 4% or $85,694 at 6%; with 100% employer match about $96,406 at 4% or $64,271 at 6%.
Ag Edwards & Sons Profit Sharing Pl an for Small Businesses-3$71,973--
200226$55,132$0-
Ag Edwards & Sons Profit Sharing Pl an for Small Businesses-3$55,132--
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-6---
200110$0$0-
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-0---
200028$2,668,439$59,247$7,406iApproximate average salary by contribution assumption: employee only about $185,147 at 4% or $123,431 at 6%; with 50% employer match about $123,431 at 4% or $82,288 at 6%; with 100% employer match about $92,573 at 4% or $61,716 at 6%.
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-8$2,535,114$59,247$7,406iApproximate average salary by contribution assumption: employee only about $185,147 at 4% or $123,431 at 6%; with 50% employer match about $123,431 at 4% or $82,288 at 6%; with 100% employer match about $92,573 at 4% or $61,716 at 6%.
Ag Edwards & Sons Profit Sharing Pl an for Small Businesses-4$133,325--
199928$2,577,544$46,237$5,780iApproximate average salary by contribution assumption: employee only about $144,491 at 4% or $96,327 at 6%; with 50% employer match about $96,327 at 4% or $64,218 at 6%; with 100% employer match about $72,245 at 4% or $48,164 at 6%.
Ag Edwards & Sons Directed Investment Retirement Plan for the Self-Employed-8$2,445,236$46,117$5,765iApproximate average salary by contribution assumption: employee only about $144,116 at 4% or $96,077 at 6%; with 50% employer match about $96,077 at 4% or $64,051 at 6%; with 100% employer match about $72,058 at 4% or $48,039 at 6%.
Ag Edwards & Sons Profit Sharing Pl an for Small Businesses-4$132,308$120$30iApproximate average salary by contribution assumption: employee only about $750 at 4% or $500 at 6%; with 50% employer match about $500 at 4% or $333 at 6%; with 100% employer match about $375 at 4% or $250 at 6%.