Civic Intelligence

Ellen S Jori

Plan context: AARP Money Purchase

EIN 68-0319721 • 9 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$37,890

2009 Contributions

$433

Historical Graphs

Total Assets Over Time

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

$37,890$18,945$0199920032006YearValue
$37,890Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest 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
200910$0$0-
AARP Money Purchase-----
200612$37,890$0-
AARP Money Purchase-2$37,890--
200512$31,190$0-
AARP Money Purchase-2$31,190--
200412$32,173$0-
AARP Money Purchase-2$32,173--
200312$30,494$0-
AARP Money Purchase-2$30,494--
200212$28,417$0-
AARP Money Purchase-2$28,417--
200112$0$0-
AARP Money Purchase-2---
200012$25,252$433$217iApproximate average salary by contribution assumption: employee only about $5,413 at 4% or $3,608 at 6%; with 50% employer match about $3,608 at 4% or $2,406 at 6%; with 100% employer match about $2,706 at 4% or $1,804 at 6%.
AARP Money Purchase-2$25,252$433$217iApproximate average salary by contribution assumption: employee only about $5,413 at 4% or $3,608 at 6%; with 50% employer match about $3,608 at 4% or $2,406 at 6%; with 100% employer match about $2,706 at 4% or $1,804 at 6%.
199912$25,488$439$220iApproximate average salary by contribution assumption: employee only about $5,488 at 4% or $3,658 at 6%; with 50% employer match about $3,658 at 4% or $2,439 at 6%; with 100% employer match about $2,744 at 4% or $1,829 at 6%.
AARP Money Purchase-2$25,488$439$220iApproximate average salary by contribution assumption: employee only about $5,488 at 4% or $3,658 at 6%; with 50% employer match about $3,658 at 4% or $2,439 at 6%; with 100% employer match about $2,744 at 4% or $1,829 at 6%.