Civic Intelligence

Stuart & Guerriero & Small & Ass

Plan context: Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust

EIN 75-1374345 • 7 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$1,785,106

2005 Contributions

$25,238

Historical Graphs

Total Assets Over Time

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

$3,432,477$1,716,239$0199920022004YearValue
$1,785,106Latest year 2004

Participants Over Time

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

530199920022004YearValue
3Latest year 2004

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
200510$0$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-0---
200413$1,785,106$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-3$1,785,106--
200313$1,797,105$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-3$1,797,105--
200213$1,687,878$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-3$1,687,878--
200113$1,917,273$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-3$1,917,273--
200013$2,131,980$0-
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-3$2,131,980--
199915$3,432,477$25,238$5,048iApproximate average salary by contribution assumption: employee only about $126,190 at 4% or $84,127 at 6%; with 50% employer match about $84,127 at 4% or $56,084 at 6%; with 100% employer match about $63,095 at 4% or $42,063 at 6%.
Stuart & Guerriero & Small & Ass. Profit Sharing Plan & Trust-5$3,432,477$25,238$5,048iApproximate average salary by contribution assumption: employee only about $126,190 at 4% or $84,127 at 6%; with 50% employer match about $84,127 at 4% or $56,084 at 6%; with 100% employer match about $63,095 at 4% or $42,063 at 6%.