William Davis, Attorney PC.
Plan context: Consumer Trust Retirement Plan
EIN 62-1824212 • 5 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$129,971
2008 Contributions
$28,570
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $129,971 | $0 | - |
| Consumer Trust Retirement Plan | - | 1 | $129,971 | - | - |
| 2007 | 1 | 2 | $178,573 | $28,570 | $14,285iApproximate average salary by contribution assumption: employee only about $357,125 at 4% or $238,083 at 6%; with 50% employer match about $238,083 at 4% or $158,722 at 6%; with 100% employer match about $178,563 at 4% or $119,042 at 6%. |
| Consumer Trust Retirement Plan | - | 2 | $178,573 | $28,570 | $14,285iApproximate average salary by contribution assumption: employee only about $357,125 at 4% or $238,083 at 6%; with 50% employer match about $238,083 at 4% or $158,722 at 6%; with 100% employer match about $178,563 at 4% or $119,042 at 6%. |
| 2006 | 1 | 2 | $133,693 | $28,941 | $14,471iApproximate average salary by contribution assumption: employee only about $361,763 at 4% or $241,175 at 6%; with 50% employer match about $241,175 at 4% or $160,783 at 6%; with 100% employer match about $180,881 at 4% or $120,588 at 6%. |
| Consumer Trust Retirement Plan | - | 2 | $133,693 | $28,941 | $14,471iApproximate average salary by contribution assumption: employee only about $361,763 at 4% or $241,175 at 6%; with 50% employer match about $241,175 at 4% or $160,783 at 6%; with 100% employer match about $180,881 at 4% or $120,588 at 6%. |
| 2005 | 1 | 3 | $96,866 | $46,356 | $15,452iApproximate average salary by contribution assumption: employee only about $386,300 at 4% or $257,533 at 6%; with 50% employer match about $257,533 at 4% or $171,689 at 6%; with 100% employer match about $193,150 at 4% or $128,767 at 6%. |
| Consumer Trust Retirement Plan | - | 3 | $96,866 | $46,356 | $15,452iApproximate average salary by contribution assumption: employee only about $386,300 at 4% or $257,533 at 6%; with 50% employer match about $257,533 at 4% or $171,689 at 6%; with 100% employer match about $193,150 at 4% or $128,767 at 6%. |
| 2004 | 1 | 3 | $44,820 | $44,820 | $14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%. |
| Consumer Trust Retirement Plan | - | 3 | $44,820 | $44,820 | $14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%. |