Stansberry & Associates
Plan context: Stansberry & Associates Profit Sharing Plan
EIN 62-1486204 • 8 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
4
2007 Assets
$265,748
2007 Contributions
$52,823
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 4 | $265,748 | $52,823 | $13,206iApproximate average salary by contribution assumption: employee only about $330,144 at 4% or $220,096 at 6%; with 50% employer match about $220,096 at 4% or $146,731 at 6%; with 100% employer match about $165,072 at 4% or $110,048 at 6%. |
| Stansberry & Associates Profit Sharing Plan | - | 4 | $265,748 | $52,823 | $13,206iApproximate average salary by contribution assumption: employee only about $330,144 at 4% or $220,096 at 6%; with 50% employer match about $220,096 at 4% or $146,731 at 6%; with 100% employer match about $165,072 at 4% or $110,048 at 6%. |
| 2006 | 1 | 3 | $203,239 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Stansberry & Associates Profit Sharing Plan | - | 3 | $203,239 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2005 | 1 | 4 | $139,319 | $0 | - |
| Stansberry & Associates Profit Sharing Plan | - | 4 | $139,319 | - | - |
| 2004 | 1 | 5 | $132,234 | $0 | - |
| Stansberry & Associates Profit Sharing Plan | - | 5 | $132,234 | - | - |
| 2003 | 1 | 5 | $119,140 | $0 | - |
| Stansberry & Associates Profit Sharing Plan | - | 5 | $119,140 | - | - |
| 2002 | 1 | 5 | $106,373 | $58,142 | $11,628iApproximate average salary by contribution assumption: employee only about $290,710 at 4% or $193,807 at 6%; with 50% employer match about $193,807 at 4% or $129,204 at 6%; with 100% employer match about $145,355 at 4% or $96,903 at 6%. |
| Stansberry & Associates Profit Sharing Plan | - | 5 | $106,373 | $58,142 | $11,628iApproximate average salary by contribution assumption: employee only about $290,710 at 4% or $193,807 at 6%; with 50% employer match about $193,807 at 4% or $129,204 at 6%; with 100% employer match about $145,355 at 4% or $96,903 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Stansberry & Associates Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Stansberry & Associates Profit Sharing Plan | - | 3 | - | - | - |