Civic Intelligence

Robert J. Monson

Plan context: Eberstadt Group of Mutual Funds Aka Alliance

EIN 41-0825772 • 2 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

2

2000 Assets

$687,345

2000 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$687,345$343,673$01999YearValue
$687,345Latest year 1999

Participants Over Time

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

2101999YearValue
2Latest year 1999

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
200010$0$0-
Eberstadt Group of Mutual Funds Aka Alliance-0---
199912$687,345$0-
Eberstadt Group of Mutual Funds Aka Alliance-2$687,345--
Robert J. Monson | EIN 41-0825772 | 2000 Form 5500 Company Profile