Civic Intelligence

Bradley Brettschneider

Plan context: Smith Barney Prototype Profit Sharing Plan

EIN 38-2634482 • 12 filings • 7 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$702,259

2007 Contributions

$18,886

Historical Graphs

Total Assets Over Time

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

$951,026$475,513$0199920042006YearValue
$702,259Latest year 2006

Participants Over Time

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

320199920042007YearValue
1Latest year 2007

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
200711$0$0-
Smith Barney Prototype Profit Sharing Plan-1---
200612$702,259$0-
Smith Barney Prototype Profit Sharing Plan-2$702,259--
200512$620,020$0-
Smith Barney Prototype Profit Sharing Plan-2$620,020--
200412$530,691$0-
Smith Barney Prototype Profit Sharing Plan-2$530,691--
200222$0$0-
Smith Barney Prototype Profit Sharing Plan-2---
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan-0---
200123$0$0-
Smith Barney Prototype Profit Sharing Plan-3---
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan-3---
200023$477,168$0-
Smith Barney Prototype Profit Sharing Plan-3$477,168--
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan-3---
199923$951,026$18,886$6,295iApproximate average salary by contribution assumption: employee only about $157,383 at 4% or $104,922 at 6%; with 50% employer match about $104,922 at 4% or $69,948 at 6%; with 100% employer match about $78,692 at 4% or $52,461 at 6%.
Smith Barney Prototype Profit Sharing Plan-3$578,909--
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan-3$372,117$18,886$6,295iApproximate average salary by contribution assumption: employee only about $157,383 at 4% or $104,922 at 6%; with 50% employer match about $104,922 at 4% or $69,948 at 6%; with 100% employer match about $78,692 at 4% or $52,461 at 6%.