Joseph Charles & Associates Inc.
Plan context: Smart Broker Retirement Plan
EIN 59-1095452 • 3 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
6
2004 Assets
$4,681
2004 Contributions
$516,958
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 6 | $4,681 | $0 | - |
| Smart Broker Retirement Plan | - | 6 | $4,681 | - | - |
| 2000 | 1 | 133 | $2,165,152 | $516,958 | $3,887iApproximate average salary by contribution assumption: employee only about $97,173 at 4% or $64,782 at 6%; with 50% employer match about $64,782 at 4% or $43,188 at 6%; with 100% employer match about $48,586 at 4% or $32,391 at 6%. |
| Smart Broker Retirement Plan | - | 133 | $2,165,152 | $516,958 | $3,887iApproximate average salary by contribution assumption: employee only about $97,173 at 4% or $64,782 at 6%; with 50% employer match about $64,782 at 4% or $43,188 at 6%; with 100% employer match about $48,586 at 4% or $32,391 at 6%. |
| 1999 | 1 | 207 | $2,871,065 | $502,856 | $2,429iApproximate average salary by contribution assumption: employee only about $60,731 at 4% or $40,488 at 6%; with 50% employer match about $40,488 at 4% or $26,992 at 6%; with 100% employer match about $30,366 at 4% or $20,244 at 6%. |
| Smart Broker Retirement Plan | - | 207 | $2,871,065 | $502,856 | $2,429iApproximate average salary by contribution assumption: employee only about $60,731 at 4% or $40,488 at 6%; with 50% employer match about $40,488 at 4% or $26,992 at 6%; with 100% employer match about $30,366 at 4% or $20,244 at 6%. |