W. Kenneth Gue C.L.U. & Associates
Plan context: W.Kenneth Gue, C.L.U. & Associates Retirement Plan
EIN 52-1803473 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$191,057
2003 Contributions
$27,548
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $27,548 | - |
| W.Kenneth Gue, C.L.U. & Associates Retirement Plan | - | 0 | - | $27,548 | - |
| 2002 | 1 | 1 | $191,057 | $13,478 | $13,478iApproximate average salary by contribution assumption: employee only about $336,950 at 4% or $224,633 at 6%; with 50% employer match about $224,633 at 4% or $149,756 at 6%; with 100% employer match about $168,475 at 4% or $112,317 at 6%. |
| W.Kenneth Gue, C.L.U. & Associates Retirement Plan | - | 1 | $191,057 | $13,478 | $13,478iApproximate average salary by contribution assumption: employee only about $336,950 at 4% or $224,633 at 6%; with 50% employer match about $224,633 at 4% or $149,756 at 6%; with 100% employer match about $168,475 at 4% or $112,317 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| W.Kenneth Gue, C.L.U. & Associates Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $348,272 | $194,984 | $97,492iApproximate average salary by contribution assumption: employee only about $2,437,300 at 4% or $1,624,867 at 6%; with 50% employer match about $1,624,867 at 4% or $1,083,244 at 6%; with 100% employer match about $1,218,650 at 4% or $812,433 at 6%. |
| W.Kenneth Gue, C.L.U. & Associates Retirement Plan | - | 2 | $348,272 | $194,984 | $97,492iApproximate average salary by contribution assumption: employee only about $2,437,300 at 4% or $1,624,867 at 6%; with 50% employer match about $1,624,867 at 4% or $1,083,244 at 6%; with 100% employer match about $1,218,650 at 4% or $812,433 at 6%. |
| 1999 | 1 | 2 | $193,346 | $193,346 | $96,673iApproximate average salary by contribution assumption: employee only about $2,416,825 at 4% or $1,611,217 at 6%; with 50% employer match about $1,611,217 at 4% or $1,074,144 at 6%; with 100% employer match about $1,208,413 at 4% or $805,608 at 6%. |
| W.Kenneth Gue, C.L.U. & Associates Retirement Plan | - | 2 | $193,346 | $193,346 | $96,673iApproximate average salary by contribution assumption: employee only about $2,416,825 at 4% or $1,611,217 at 6%; with 50% employer match about $1,611,217 at 4% or $1,074,144 at 6%; with 100% employer match about $1,208,413 at 4% or $805,608 at 6%. |