Russ Siebert Insurance Agency
Plan context: Russ Siebert Insurance Agency Cash Balance Plan
EIN 43-1190527 • St. Louis, MO • 8 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
6
2011 Assets
$654,374
2011 Contributions
$192,492
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 | 2 | 6 | $654,374 | $192,492 | $32,082iApproximate average salary by contribution assumption: employee only about $802,050 at 4% or $534,700 at 6%; with 50% employer match about $534,700 at 4% or $356,467 at 6%; with 100% employer match about $401,025 at 4% or $267,350 at 6%. |
| Russ Siebert Insurance Agency Cash Balance Plan | - | 6 | $484,336 | $138,900 | $23,150iApproximate average salary by contribution assumption: employee only about $578,750 at 4% or $385,833 at 6%; with 50% employer match about $385,833 at 4% or $257,222 at 6%; with 100% employer match about $289,375 at 4% or $192,917 at 6%. |
| RUSS SIEBERT INSURANCE AGENCY 401(K) PROFIT SHARING PLAN | - | 6 | $170,038 | $53,592 | $8,932iApproximate average salary by contribution assumption: employee only about $223,300 at 4% or $148,867 at 6%; with 50% employer match about $148,867 at 4% or $99,244 at 6%; with 100% employer match about $111,650 at 4% or $74,433 at 6%. |
| 2010 | 2 | 6 | $476,166 | $142,408 | $23,735iApproximate average salary by contribution assumption: employee only about $593,367 at 4% or $395,578 at 6%; with 50% employer match about $395,578 at 4% or $263,719 at 6%; with 100% employer match about $296,683 at 4% or $197,789 at 6%. |
| Russ Siebert Insurance Agency Cash Balance Plan | - | 6 | $355,717 | $104,241 | $17,374iApproximate average salary by contribution assumption: employee only about $434,338 at 4% or $289,558 at 6%; with 50% employer match about $289,558 at 4% or $193,039 at 6%; with 100% employer match about $217,169 at 4% or $144,779 at 6%. |
| RUSS SIEBERT INSURANCE AGENCY 401K PROFIT SHARING PLAN | - | 6 | $120,449 | $38,167 | $6,361iApproximate average salary by contribution assumption: employee only about $159,029 at 4% or $106,019 at 6%; with 50% employer match about $106,019 at 4% or $70,680 at 6%; with 100% employer match about $79,515 at 4% or $53,010 at 6%. |
| 2009 | 2 | 6 | $303,797 | $155,966 | $25,994iApproximate average salary by contribution assumption: employee only about $649,858 at 4% or $433,239 at 6%; with 50% employer match about $433,239 at 4% or $288,826 at 6%; with 100% employer match about $324,929 at 4% or $216,619 at 6%. |
| Russ Siebert Insurance Agency Cash Balance Plan | - | 6 | $228,789 | $118,518 | $19,753iApproximate average salary by contribution assumption: employee only about $493,825 at 4% or $329,217 at 6%; with 50% employer match about $329,217 at 4% or $219,478 at 6%; with 100% employer match about $246,913 at 4% or $164,608 at 6%. |
| RUSS SIEBERT INSURANCE AGENCY 401K PROFIT SHARING PLAN | - | 6 | $75,008 | $37,448 | $6,241iApproximate average salary by contribution assumption: employee only about $156,033 at 4% or $104,022 at 6%; with 50% employer match about $104,022 at 4% or $69,348 at 6%; with 100% employer match about $78,017 at 4% or $52,011 at 6%. |
| 2008 | 2 | 6 | $143,285 | $143,278 | $23,880iApproximate average salary by contribution assumption: employee only about $596,992 at 4% or $397,994 at 6%; with 50% employer match about $397,994 at 4% or $265,330 at 6%; with 100% employer match about $298,496 at 4% or $198,997 at 6%. |
| Russ Siebert Insurance Agency Cash Balance Plan | - | 6 | $108,136 | $108,135 | $18,023iApproximate average salary by contribution assumption: employee only about $450,563 at 4% or $300,375 at 6%; with 50% employer match about $300,375 at 4% or $200,250 at 6%; with 100% employer match about $225,281 at 4% or $150,188 at 6%. |
| RUSS SIEBERT INSURANCE AGENCY 401K PROFIT SHARING PLAN | - | 6 | $35,149 | $35,143 | $5,857iApproximate average salary by contribution assumption: employee only about $146,429 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,080 at 6%; with 100% employer match about $73,215 at 4% or $48,810 at 6%. |