Commonwealth Financial Planners Inc
Plan context: Commonwealth Financial Planners Inc Money Purchase Plan and Trust
EIN 58-1501793 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
3
2003 Assets
$39,136
2003 Contributions
$9,793
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 | $0 | - |
| Commonwealth Financial Planners Inc Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 3 | $39,136 | $9,793 | $3,264iApproximate average salary by contribution assumption: employee only about $81,608 at 4% or $54,406 at 6%; with 50% employer match about $54,406 at 4% or $36,270 at 6%; with 100% employer match about $40,804 at 4% or $27,203 at 6%. |
| Commonwealth Financial Planners Inc Money Purchase Plan and Trust | - | 3 | $39,136 | $9,793 | $3,264iApproximate average salary by contribution assumption: employee only about $81,608 at 4% or $54,406 at 6%; with 50% employer match about $54,406 at 4% or $36,270 at 6%; with 100% employer match about $40,804 at 4% or $27,203 at 6%. |
| 2001 | 1 | 3 | $38,600 | $9,979 | $3,326iApproximate average salary by contribution assumption: employee only about $83,158 at 4% or $55,439 at 6%; with 50% employer match about $55,439 at 4% or $36,959 at 6%; with 100% employer match about $41,579 at 4% or $27,719 at 6%. |
| Commonwealth Financial Planners Inc Money Purchase Plan and Trust | - | 3 | $38,600 | $9,979 | $3,326iApproximate average salary by contribution assumption: employee only about $83,158 at 4% or $55,439 at 6%; with 50% employer match about $55,439 at 4% or $36,959 at 6%; with 100% employer match about $41,579 at 4% or $27,719 at 6%. |
| 2000 | 1 | 1 | $28,248 | $8,259 | $8,259iApproximate average salary by contribution assumption: employee only about $206,475 at 4% or $137,650 at 6%; with 50% employer match about $137,650 at 4% or $91,767 at 6%; with 100% employer match about $103,238 at 4% or $68,825 at 6%. |
| Commonwealth Financial Planners Inc Money Purchase Plan and Trust | - | 1 | $28,248 | $8,259 | $8,259iApproximate average salary by contribution assumption: employee only about $206,475 at 4% or $137,650 at 6%; with 50% employer match about $137,650 at 4% or $91,767 at 6%; with 100% employer match about $103,238 at 4% or $68,825 at 6%. |
| 1999 | 1 | 0 | $19,701 | $8,970 | - |
| Commonwealth Financial Planners Inc Money Purchase Plan and Trust | - | 0 | $19,701 | $8,970 | - |