Civic Intelligence

Joseph Holtzman

Plan context: Joseph Holtzman Money Purchase Pension Plan

EIN 53-0258534 • 6 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$286,898

2003 Contributions

$11,450

Historical Graphs

Total Assets Over Time

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

$286,898$143,449$0199920022003YearValue
$286,898Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest 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
200322$286,898$11,450$5,725iApproximate average salary by contribution assumption: employee only about $143,125 at 4% or $95,417 at 6%; with 50% employer match about $95,417 at 4% or $63,611 at 6%; with 100% employer match about $71,563 at 4% or $47,708 at 6%.
Joseph Holtzman Money Purchase Pension Plan-0$143,449$5,725-
Joseph Holtzman Money Purchase Pension Plan-2$143,449$5,725$2,863iApproximate average salary by contribution assumption: employee only about $71,563 at 4% or $47,708 at 6%; with 50% employer match about $47,708 at 4% or $31,806 at 6%; with 100% employer match about $35,781 at 4% or $23,854 at 6%.
200212$125,188$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Joseph Holtzman Money Purchase Pension Plan-2$125,188$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200112$0$0-
Joseph Holtzman Money Purchase Pension Plan-2---
200012$0$0-
Joseph Holtzman Money Purchase Pension Plan-2---
199912$145,570$6,909$3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,575 at 6%; with 50% employer match about $57,575 at 4% or $38,383 at 6%; with 100% employer match about $43,181 at 4% or $28,788 at 6%.
Joseph Holtzman Money Purchase Pension Plan-2$145,570$6,909$3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,575 at 6%; with 50% employer match about $57,575 at 4% or $38,383 at 6%; with 100% employer match about $43,181 at 4% or $28,788 at 6%.