Civic Intelligence

Samuel G Norris Jr

Plan context: Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee

EIN 63-0567908 • 14 filings • 7 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$2,622,914

2007 Contributions

$35,462

Historical Graphs

Total Assets Over Time

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

$2,622,914$1,311,457$0199920032006YearValue
$2,622,914Latest year 2006

Participants Over Time

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

530199920032006YearValue
4Latest year 2006

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
200710$0$0-
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-0---
200614$2,622,914$35,462$8,866iApproximate average salary by contribution assumption: employee only about $221,638 at 4% or $147,758 at 6%; with 50% employer match about $147,758 at 4% or $98,506 at 6%; with 100% employer match about $110,819 at 4% or $73,879 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4$2,622,914$35,462$8,866iApproximate average salary by contribution assumption: employee only about $221,638 at 4% or $147,758 at 6%; with 50% employer match about $147,758 at 4% or $98,506 at 6%; with 100% employer match about $110,819 at 4% or $73,879 at 6%.
200514$2,344,037$37,753$9,438iApproximate average salary by contribution assumption: employee only about $235,956 at 4% or $157,304 at 6%; with 50% employer match about $157,304 at 4% or $104,869 at 6%; with 100% employer match about $117,978 at 4% or $78,652 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4$2,344,037$37,753$9,438iApproximate average salary by contribution assumption: employee only about $235,956 at 4% or $157,304 at 6%; with 50% employer match about $157,304 at 4% or $104,869 at 6%; with 100% employer match about $117,978 at 4% or $78,652 at 6%.
200415$2,159,209$43,286$8,657iApproximate average salary by contribution assumption: employee only about $216,430 at 4% or $144,287 at 6%; with 50% employer match about $144,287 at 4% or $96,191 at 6%; with 100% employer match about $108,215 at 4% or $72,143 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-5$2,159,209$43,286$8,657iApproximate average salary by contribution assumption: employee only about $216,430 at 4% or $144,287 at 6%; with 50% employer match about $144,287 at 4% or $96,191 at 6%; with 100% employer match about $108,215 at 4% or $72,143 at 6%.
200315$1,892,604$48,285$9,657iApproximate average salary by contribution assumption: employee only about $241,425 at 4% or $160,950 at 6%; with 50% employer match about $160,950 at 4% or $107,300 at 6%; with 100% employer match about $120,713 at 4% or $80,475 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-5$1,892,604$48,285$9,657iApproximate average salary by contribution assumption: employee only about $241,425 at 4% or $160,950 at 6%; with 50% employer match about $160,950 at 4% or $107,300 at 6%; with 100% employer match about $120,713 at 4% or $80,475 at 6%.
200215$1,568,540$39,444$7,889iApproximate average salary by contribution assumption: employee only about $197,220 at 4% or $131,480 at 6%; with 50% employer match about $131,480 at 4% or $87,653 at 6%; with 100% employer match about $98,610 at 4% or $65,740 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-5$1,568,540$39,444$7,889iApproximate average salary by contribution assumption: employee only about $197,220 at 4% or $131,480 at 6%; with 50% employer match about $131,480 at 4% or $87,653 at 6%; with 100% employer match about $98,610 at 4% or $65,740 at 6%.
200144$0$0-
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4---
Dr Samuel G Norris Jr Shearson Lehman as Keogh Custodian-0---
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4---
Dr Samuel G Norris Jr Shearson Lehman as Keogh Custodian-0---
200024$1,643,268$36,736$9,184iApproximate average salary by contribution assumption: employee only about $229,600 at 4% or $153,067 at 6%; with 50% employer match about $153,067 at 4% or $102,044 at 6%; with 100% employer match about $114,800 at 4% or $76,533 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4$1,643,268$36,736$9,184iApproximate average salary by contribution assumption: employee only about $229,600 at 4% or $153,067 at 6%; with 50% employer match about $153,067 at 4% or $102,044 at 6%; with 100% employer match about $114,800 at 4% or $76,533 at 6%.
Dr Samuel G Norris Jr Shearson Lehman as Keogh Custodian-0---
199924$1,714,099$36,701$9,175iApproximate average salary by contribution assumption: employee only about $229,381 at 4% or $152,921 at 6%; with 50% employer match about $152,921 at 4% or $101,947 at 6%; with 100% employer match about $114,691 at 4% or $76,460 at 6%.
Dr Samuel G Norris Jr Keogh Plan Charles Schwab as Trustee-4$1,227,270$36,698$9,175iApproximate average salary by contribution assumption: employee only about $229,363 at 4% or $152,908 at 6%; with 50% employer match about $152,908 at 4% or $101,939 at 6%; with 100% employer match about $114,681 at 4% or $76,454 at 6%.
Dr Samuel G Norris Jr Shearson Lehman as Keogh Custodian-4$486,829$3$1iApproximate average salary by contribution assumption: employee only about $19 at 4% or $13 at 6%; with 50% employer match about $13 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%.