Civic Intelligence

Fred Kull Financial Advisers Inc.

Plan context: Fred Kull Financial Advisers Inc. Defined Benefit Plan and Trust

EIN 75-2041205 • 5 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$250,941

2002 Contributions

$154,000

Historical Graphs

Total Assets Over Time

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

$634,511$317,256$020002001YearValue
$250,941Latest year 2001

Participants Over Time

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

21020002001YearValue
2Latest year 2001

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
200210$0$0-
Fred Kull Financial Advisers Inc. Defined Benefit Plan and Trust-0---
200122$250,941$154,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
Fred Kull Financial Advisers Inc. Defined Benefit Plan and Trust-2$250,941$154,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
FRED KULL FINANCIAL ADVISORS, INC. PROFIT SHARING PLAN-0---
200022$634,511$111,063$55,532iApproximate average salary by contribution assumption: employee only about $1,388,288 at 4% or $925,525 at 6%; with 50% employer match about $925,525 at 4% or $617,017 at 6%; with 100% employer match about $694,144 at 4% or $462,763 at 6%.
FRED KULL FINANCIAL ADVISORS, INC. PROFIT SHARING PLAN-2$523,448--
Fred Kull Financial Advisers Inc. Defined Benefit Plan and Trust-2$111,063$111,063$55,532iApproximate average salary by contribution assumption: employee only about $1,388,288 at 4% or $925,525 at 6%; with 50% employer match about $925,525 at 4% or $617,017 at 6%; with 100% employer match about $694,144 at 4% or $462,763 at 6%.