Civic Intelligence

Michael J Hauner

Plan context: Smith Barney Inc. Self Employed Profit Sharing

EIN 39-1439900 • Pulaski, WI • 20 filings • 9 plans

800 James CourtPulaski, WI 54162
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$148,808

2009 Contributions

$12,533

Historical Graphs

Total Assets Over Time

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

$483,137$241,569$0199920032006YearValue
$148,808Latest year 2006

Participants Over Time

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

210199920032006YearValue
1Latest year 2006

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
200920$0$0-
Smith Barney Inc. Self Employed Profit Sharing-0---
Smith Barney Inc. Self Employed Profit Sharing-0---
200621$148,808$0-
Smith Barney Inc. Self Employed Profit Sharing-1$90,534--
Smith Barney Inc. Self Employed Profit Sharing-1$58,274--
200521$144,783$0-
Smith Barney Inc. Self Employed Profit Sharing-1$87,410--
Smith Barney Inc. Self Employed Profit Sharing-1$57,373--
200421$154,460$0-
Smith Barney Inc. Self Employed Profit Sharing-1$92,150--
Smith Barney Inc. Self Employed Profit Sharing-1$62,310--
200321$157,159$0-
Smith Barney Inc. Self Employed Profit Sharing-1$98,257--
Smith Barney Inc. Self Employed Profit Sharing-1$58,902--
200241$107,339$0-
Smith Barney Inc. Self Employed Profit Sharing-1$67,571--
Smith Barney Inc. Self Employed Profit Sharing-1$39,768--
Smith Barney Inc. Self Employed Profit Sharing-1---
Smith Barney Inc. Self Employed Profit Sharing-1---
200121$0$0-
Smith Barney Inc. Self Employed Profit Sharing-1---
Smith Barney Inc. Self Employed Profit Sharing-1---
200021$285,965$12,533$12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
Smith Barney Inc. Self Employed Profit Sharing-1$211,661--
Smith Barney Inc. Self Employed Profit Sharing-1$74,304$12,533$12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
199922$483,137$31,922$15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%.
Smith Barney Inc. Self Employed Profit Sharing-2$379,926$31,922$15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%.
Smith Barney Inc. Self Employed Profit Sharing-2$103,211--