Civic Intelligence

Simon, Turnbull & Martin, Chartered

Plan context: Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan

EIN 52-1871005 • 10 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

5

2003 Assets

$435,597

2003 Contributions

$82,857

Historical Graphs

Total Assets Over Time

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

$514,869$257,435$0199920022003YearValue
$435,597Latest year 2003

Participants Over Time

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

530199920012003YearValue
5Latest year 2003

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
200325$435,597$0-
Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan-5$435,597--
Simon, Turnbull & Martin, Chartered Money Purchase Pension Plan-5---
200225$479,520$82,857$16,571iApproximate average salary by contribution assumption: employee only about $414,285 at 4% or $276,190 at 6%; with 50% employer match about $276,190 at 4% or $184,127 at 6%; with 100% employer match about $207,143 at 4% or $138,095 at 6%.
Simon, Turnbull & Martin, Chartered Money Purchase Pension Plan-5$479,520$82,857$16,571iApproximate average salary by contribution assumption: employee only about $414,285 at 4% or $276,190 at 6%; with 50% employer match about $276,190 at 4% or $184,127 at 6%; with 100% employer match about $207,143 at 4% or $138,095 at 6%.
Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan-5---
200125$0$0-
Simon, Turnbull & Martin, Chartered Money Purchase Pension Plan-5---
Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan-5---
200025$0$0-
Simon, Turnbull & Martin, Chartered Money Purchase Pension Plan-5---
Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan-5---
199925$514,869$108,365$21,673iApproximate average salary by contribution assumption: employee only about $541,825 at 4% or $361,217 at 6%; with 50% employer match about $361,217 at 4% or $240,811 at 6%; with 100% employer match about $270,913 at 4% or $180,608 at 6%.
Simon, Turnbull & Martin, Chartered Money Purchase Pension Plan-5$358,985$67,595$13,519iApproximate average salary by contribution assumption: employee only about $337,975 at 4% or $225,317 at 6%; with 50% employer match about $225,317 at 4% or $150,211 at 6%; with 100% employer match about $168,988 at 4% or $112,658 at 6%.
Simon, Turnbull & Martin, Chartered 401K Profit Sharing Plan-5$155,884$40,770$8,154iApproximate average salary by contribution assumption: employee only about $203,850 at 4% or $135,900 at 6%; with 50% employer match about $135,900 at 4% or $90,600 at 6%; with 100% employer match about $101,925 at 4% or $67,950 at 6%.