Confer Financial Services LLC
Plan context: Confer Financial Services LLC 401(K) Profit Sharing Plan
EIN 38-3586110 • 5 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
5
2011 Assets
$77,965
2011 Contributions
$4,984
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $4,984 | - |
| Confer Financial Services LLC 401(K) Profit Sharing Plan | - | 0 | - | $4,984 | - |
| 2010 | 1 | 5 | $77,965 | $8,364 | $1,673iApproximate average salary by contribution assumption: employee only about $41,820 at 4% or $27,880 at 6%; with 50% employer match about $27,880 at 4% or $18,587 at 6%; with 100% employer match about $20,910 at 4% or $13,940 at 6%. |
| Confer Financial Services LLC 401(K) Profit Sharing Plan | - | 5 | $77,965 | $8,364 | $1,673iApproximate average salary by contribution assumption: employee only about $41,820 at 4% or $27,880 at 6%; with 50% employer match about $27,880 at 4% or $18,587 at 6%; with 100% employer match about $20,910 at 4% or $13,940 at 6%. |
| 2009 | 1 | 5 | $60,960 | $8,783 | $1,757iApproximate average salary by contribution assumption: employee only about $43,915 at 4% or $29,277 at 6%; with 50% employer match about $29,277 at 4% or $19,518 at 6%; with 100% employer match about $21,958 at 4% or $14,638 at 6%. |
| Confer Financial Services LLC 401(K) Profit Sharing Plan | - | 5 | $60,960 | $8,783 | $1,757iApproximate average salary by contribution assumption: employee only about $43,915 at 4% or $29,277 at 6%; with 50% employer match about $29,277 at 4% or $19,518 at 6%; with 100% employer match about $21,958 at 4% or $14,638 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Confer Financial Services LLC 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Confer Financial Services LLC 401(K) Profit Sharing Plan | - | 3 | - | - | - |