Civic Intelligence

Harriett Stein & Associates Inc.

Plan context: Harriett Stein & Associates Inc. Money Purchase Pension Plan and Trust

EIN 59-2563031 • 8 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$1,041

2002 Contributions

$12,849

Historical Graphs

Total Assets Over Time

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

$463,368$231,684$0199920002001YearValue
$1,041Latest year 2001

Participants Over Time

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

210199920002001YearValue
1Latest year 2001

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
200220$0$0-
Harriett Stein & Associates Inc. Profit Sharing Plan and Trust-0---
Harriett Stein & Associates Inc. Money Purchase Pension Plan and Trust-0---
200121$1,041$0-
Harriett Stein & Associates Inc. Money Purchase Pension Plan and Trust-1$1,041--
Harriett Stein & Associates Inc. Profit Sharing Plan and Trust-1---
200022$463,368$12,849$6,425iApproximate average salary by contribution assumption: employee only about $160,613 at 4% or $107,075 at 6%; with 50% employer match about $107,075 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,538 at 6%.
Harriett Stein & Associates Inc. Profit Sharing Plan and Trust-2$282,676$8,132$4,066iApproximate average salary by contribution assumption: employee only about $101,650 at 4% or $67,767 at 6%; with 50% employer match about $67,767 at 4% or $45,178 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
Harriett Stein & Associates Inc. Money Purchase Pension Plan and Trust-2$180,692$4,717$2,359iApproximate average salary by contribution assumption: employee only about $58,963 at 4% or $39,308 at 6%; with 50% employer match about $39,308 at 4% or $26,206 at 6%; with 100% employer match about $29,481 at 4% or $19,654 at 6%.
199922$462,182$12,749$6,375iApproximate average salary by contribution assumption: employee only about $159,363 at 4% or $106,242 at 6%; with 50% employer match about $106,242 at 4% or $70,828 at 6%; with 100% employer match about $79,681 at 4% or $53,121 at 6%.
Harriett Stein & Associates Inc. Profit Sharing Plan and Trust-2$273,733$8,069$4,035iApproximate average salary by contribution assumption: employee only about $100,863 at 4% or $67,242 at 6%; with 50% employer match about $67,242 at 4% or $44,828 at 6%; with 100% employer match about $50,431 at 4% or $33,621 at 6%.
Harriett Stein & Associates Inc. Money Purchase Pension Plan and Trust-2$188,449$4,680$2,340iApproximate average salary by contribution assumption: employee only about $58,500 at 4% or $39,000 at 6%; with 50% employer match about $39,000 at 4% or $26,000 at 6%; with 100% employer match about $29,250 at 4% or $19,500 at 6%.