Civic Intelligence

Bennett Financial Advisors Inc.

Plan context: Bennett Financial Advisors Inc. Profit Sharing Plan and Trust

EIN 54-1873934 • 3 filings • 1 plans

Current Snapshot

Latest Year

2001

2001 Participants

3

2001 Assets

$112,381

2001 Contributions

$35,295

Historical Graphs

Total Assets Over Time

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

$112,381$56,191$01999YearValue
$112,381Latest year 1999

Participants Over Time

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

32019992000YearValue
3Latest year 2000

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
200110$0$0-
Bennett Financial Advisors Inc. Profit Sharing Plan and Trust-0---
200013$0$0-
Bennett Financial Advisors Inc. Profit Sharing Plan and Trust-3---
199913$112,381$35,295$11,765iApproximate average salary by contribution assumption: employee only about $294,125 at 4% or $196,083 at 6%; with 50% employer match about $196,083 at 4% or $130,722 at 6%; with 100% employer match about $147,063 at 4% or $98,042 at 6%.
Bennett Financial Advisors Inc. Profit Sharing Plan and Trust-3$112,381$35,295$11,765iApproximate average salary by contribution assumption: employee only about $294,125 at 4% or $196,083 at 6%; with 50% employer match about $196,083 at 4% or $130,722 at 6%; with 100% employer match about $147,063 at 4% or $98,042 at 6%.