Civic Intelligence

Birchtree Financial Services Inc.

Plan context: Birchtree Financial Services Inc. 401K Plan

EIN 43-1411418 • 4 filings • 3 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$4,765

2002 Contributions

$3,711

Historical Graphs

Total Assets Over Time

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

$4,765$2,383$019992000YearValue
$4,765Latest year 2000

Participants Over Time

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

1470199920002001YearValue
1Latest year 2001

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
200210$0$0-
Birchtree Financial Services Inc. 401K Plan-0---
200111$0$0-
Birchtree Financial Services Inc. 401K Plan-1---
2000114$4,765$0-
Birchtree Financial Services Inc. 401K Plan-14$4,765--
1999114$4,480$3,711$265iApproximate average salary by contribution assumption: employee only about $6,627 at 4% or $4,418 at 6%; with 50% employer match about $4,418 at 4% or $2,945 at 6%; with 100% employer match about $3,313 at 4% or $2,209 at 6%.
Birchtree Financial Services Inc. 401K Plan-14$4,480$3,711$265iApproximate average salary by contribution assumption: employee only about $6,627 at 4% or $4,418 at 6%; with 50% employer match about $4,418 at 4% or $2,945 at 6%; with 100% employer match about $3,313 at 4% or $2,209 at 6%.