Kathleen Capelle Agent
Plan context: Kathleen Capelle Agent 401K Plan
EIN 39-1397157 • 4 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
1
2007 Assets
$150,980
2007 Contributions
$13,284
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $13,284 | - |
| Kathleen Capelle Agent 401K Plan | - | 0 | - | $13,284 | - |
| 2006 | 1 | 1 | $150,980 | $54,817 | $54,817iApproximate average salary by contribution assumption: employee only about $1,370,425 at 4% or $913,617 at 6%; with 50% employer match about $913,617 at 4% or $609,078 at 6%; with 100% employer match about $685,213 at 4% or $456,808 at 6%. |
| Kathleen Capelle Agent 401K Plan | - | 1 | $150,980 | $54,817 | $54,817iApproximate average salary by contribution assumption: employee only about $1,370,425 at 4% or $913,617 at 6%; with 50% employer match about $913,617 at 4% or $609,078 at 6%; with 100% employer match about $685,213 at 4% or $456,808 at 6%. |
| 2005 | 1 | 3 | $85,288 | $57,978 | $19,326iApproximate average salary by contribution assumption: employee only about $483,150 at 4% or $322,100 at 6%; with 50% employer match about $322,100 at 4% or $214,733 at 6%; with 100% employer match about $241,575 at 4% or $161,050 at 6%. |
| Kathleen Capelle Agent 401K Plan | - | 3 | $85,288 | $57,978 | $19,326iApproximate average salary by contribution assumption: employee only about $483,150 at 4% or $322,100 at 6%; with 50% employer match about $322,100 at 4% or $214,733 at 6%; with 100% employer match about $241,575 at 4% or $161,050 at 6%. |
| 2004 | 1 | 3 | $26,131 | $25,205 | $8,402iApproximate average salary by contribution assumption: employee only about $210,042 at 4% or $140,028 at 6%; with 50% employer match about $140,028 at 4% or $93,352 at 6%; with 100% employer match about $105,021 at 4% or $70,014 at 6%. |
| Kathleen Capelle Agent 401K Plan | - | 3 | $26,131 | $25,205 | $8,402iApproximate average salary by contribution assumption: employee only about $210,042 at 4% or $140,028 at 6%; with 50% employer match about $140,028 at 4% or $93,352 at 6%; with 100% employer match about $105,021 at 4% or $70,014 at 6%. |