Civic Intelligence

Howard Schultz and Associates Inc.

Plan context: Howard Schultz & Associates Inc. Employees Savings and Profit Sharing Plan and Trust

EIN 75-1368959 • 6 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

11

2002 Assets

$21,508

2002 Contributions

$86,796

Historical Graphs

Total Assets Over Time

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

$2,998,941$1,499,471$0199920012002YearValue
$21,508Latest year 2002

Participants Over Time

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

3021510199920012002YearValue
11Latest year 2002

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
2002211$21,508$86,796$7,891iApproximate average salary by contribution assumption: employee only about $197,264 at 4% or $131,509 at 6%; with 50% employer match about $131,509 at 4% or $87,673 at 6%; with 100% employer match about $98,632 at 4% or $65,755 at 6%.
Howard Schultz & Associates Inc. Employees Savings and Profit Sharing Plan and Trust-0$21,508$86,796-
Garrett Creek Ranch Defined Benefit Pension Plan-11---
20011302$2,998,941$1,349,563$4,469iApproximate average salary by contribution assumption: employee only about $111,719 at 4% or $74,479 at 6%; with 50% employer match about $74,479 at 4% or $49,653 at 6%; with 100% employer match about $55,859 at 4% or $37,240 at 6%.
Howard Schultz & Associates Inc. Employees Savings and Profit Sharing Plan and Trust-302$2,998,941$1,349,563$4,469iApproximate average salary by contribution assumption: employee only about $111,719 at 4% or $74,479 at 6%; with 50% employer match about $74,479 at 4% or $49,653 at 6%; with 100% employer match about $55,859 at 4% or $37,240 at 6%.
2000115$543,711$0-
Garrett Creek Ranch Defined Benefit Pension Plan-15$543,711--
1999277$2,242,714$628,284$8,160iApproximate average salary by contribution assumption: employee only about $203,988 at 4% or $135,992 at 6%; with 50% employer match about $135,992 at 4% or $90,661 at 6%; with 100% employer match about $101,994 at 4% or $67,996 at 6%.
Howard Schultz & Associates Inc. Employees Savings and Profit Sharing Plan and Trust-77$1,703,558$628,284$8,160iApproximate average salary by contribution assumption: employee only about $203,988 at 4% or $135,992 at 6%; with 50% employer match about $135,992 at 4% or $90,661 at 6%; with 100% employer match about $101,994 at 4% or $67,996 at 6%.
Garrett Creek Ranch Defined Benefit Pension Plan-17$539,156--