The Bomstein Agency Inc.
Plan context: The Bomstein Agency Inc. Retirement Plan and Trust
EIN 52-1072206 • 12 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
11
2008 Assets
$357,402
2008 Contributions
$27,103
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 11 | $357,402 | $27,103 | $2,464iApproximate average salary by contribution assumption: employee only about $61,598 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,533 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 11 | $357,402 | $27,103 | $2,464iApproximate average salary by contribution assumption: employee only about $61,598 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,533 at 6%. |
| 2007 | 1 | 21 | $706,682 | $73,417 | $3,496iApproximate average salary by contribution assumption: employee only about $87,401 at 4% or $58,267 at 6%; with 50% employer match about $58,267 at 4% or $38,845 at 6%; with 100% employer match about $43,701 at 4% or $29,134 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 21 | $706,682 | $73,417 | $3,496iApproximate average salary by contribution assumption: employee only about $87,401 at 4% or $58,267 at 6%; with 50% employer match about $58,267 at 4% or $38,845 at 6%; with 100% employer match about $43,701 at 4% or $29,134 at 6%. |
| 2006 | 1 | 24 | $634,626 | $52,935 | $2,206iApproximate average salary by contribution assumption: employee only about $55,141 at 4% or $36,760 at 6%; with 50% employer match about $36,760 at 4% or $24,507 at 6%; with 100% employer match about $27,570 at 4% or $18,380 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 24 | $634,626 | $52,935 | $2,206iApproximate average salary by contribution assumption: employee only about $55,141 at 4% or $36,760 at 6%; with 50% employer match about $36,760 at 4% or $24,507 at 6%; with 100% employer match about $27,570 at 4% or $18,380 at 6%. |
| 2005 | 1 | 19 | $562,534 | $44,963 | $2,366iApproximate average salary by contribution assumption: employee only about $59,162 at 4% or $39,441 at 6%; with 50% employer match about $39,441 at 4% or $26,294 at 6%; with 100% employer match about $29,581 at 4% or $19,721 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 19 | $562,534 | $44,963 | $2,366iApproximate average salary by contribution assumption: employee only about $59,162 at 4% or $39,441 at 6%; with 50% employer match about $39,441 at 4% or $26,294 at 6%; with 100% employer match about $29,581 at 4% or $19,721 at 6%. |
| 2004 | 1 | 20 | $501,270 | $58,576 | $2,929iApproximate average salary by contribution assumption: employee only about $73,220 at 4% or $48,813 at 6%; with 50% employer match about $48,813 at 4% or $32,542 at 6%; with 100% employer match about $36,610 at 4% or $24,407 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 20 | $501,270 | $58,576 | $2,929iApproximate average salary by contribution assumption: employee only about $73,220 at 4% or $48,813 at 6%; with 50% employer match about $48,813 at 4% or $32,542 at 6%; with 100% employer match about $36,610 at 4% or $24,407 at 6%. |
| 2003 | 1 | 21 | $402,336 | $36,663 | $1,746iApproximate average salary by contribution assumption: employee only about $43,646 at 4% or $29,098 at 6%; with 50% employer match about $29,098 at 4% or $19,398 at 6%; with 100% employer match about $21,823 at 4% or $14,549 at 6%. |
| The Bomstein Agency Inc. Retirement Plan and Trust | - | 21 | $402,336 | $36,663 | $1,746iApproximate average salary by contribution assumption: employee only about $43,646 at 4% or $29,098 at 6%; with 50% employer match about $29,098 at 4% or $19,398 at 6%; with 100% employer match about $21,823 at 4% or $14,549 at 6%. |
| 2002 | 2 | 0 | $0 | $0 | - |
| THE BOMSTEIN AGENCY, INC RESTATED MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT | - | 0 | - | - | - |
| THE BOMSTEIN AGENCY, INC. CODE 401K PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 0 | - | - | - |
| 2001 | 2 | 24 | $0 | $0 | - |
| THE BOMSTEIN AGENCY, INC RESTATED MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT | - | 24 | - | - | - |
| THE BOMSTEIN AGENCY, INC. CODE 401K PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 24 | - | - | - |
| 2000 | 2 | 22 | $0 | $0 | - |
| THE BOMSTEIN AGENCY, INC. CODE 401K PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 22 | - | - | - |
| M AGENCY, INC RESTATED MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT | - | 21 | - | - | - |