Xerxes Financial Services
Plan context: Xerxes Financial Services Psp
EIN 61-0933699 • 6 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$458,896
2001 Contributions
$25,500
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 1 | $0 | $0 | - |
| Xerxes Financial Services Psp | - | 1 | - | - | - |
| Xerxes Financial Services Inc Pension Plan | - | 1 | - | - | - |
| 2000 | 2 | 1 | $458,896 | $25,500 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| Xerxes Financial Services Psp | - | 1 | $458,896 | $25,500 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| Xerxes Financial Services Inc Pension Plan | - | 1 | - | - | - |
| 1999 | 2 | 1 | $1,081,805 | $0 | - |
| Xerxes Financial Services Inc Pension Plan | - | 1 | $609,745 | - | - |
| Xerxes Financial Services Psp | - | 1 | $472,060 | - | - |