Poole & Mckinley Inc
Plan context: Poole & Mckinley Inc Smith Barney Profit Sharing Plan
EIN 59-3162772 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
9
2004 Assets
$726,633
2004 Contributions
$100,000
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 | 0 | $0 | $0 | - |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 9 | $726,633 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 9 | $726,633 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2002 | 1 | 9 | $534,307 | $101,946 | $11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,789 at 6%; with 50% employer match about $188,789 at 4% or $125,859 at 6%; with 100% employer match about $141,592 at 4% or $94,394 at 6%. |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 9 | $534,307 | $101,946 | $11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,789 at 6%; with 50% employer match about $188,789 at 4% or $125,859 at 6%; with 100% employer match about $141,592 at 4% or $94,394 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $510,051 | $86,140 | $17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%. |
| Poole & Mckinley Inc Smith Barney Profit Sharing Plan | - | 5 | $510,051 | $86,140 | $17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%. |