Capelle & Burdette Partners
Plan context: Capelle & Burdette Partners 401K Profit Sharing Plan & Trust
EIN 75-2150173 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
5
2005 Assets
$101,638
2005 Contributions
$27,224
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2005 | 1 | 5 | $101,638 | $27,224 | $5,445iApproximate average salary by contribution assumption: employee only about $136,120 at 4% or $90,747 at 6%; with 50% employer match about $90,747 at 4% or $60,498 at 6%; with 100% employer match about $68,060 at 4% or $45,373 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 5 | $101,638 | $27,224 | $5,445iApproximate average salary by contribution assumption: employee only about $136,120 at 4% or $90,747 at 6%; with 50% employer match about $90,747 at 4% or $60,498 at 6%; with 100% employer match about $68,060 at 4% or $45,373 at 6%. |
| 2004 | 1 | 5 | $71,131 | $37,573 | $7,515iApproximate average salary by contribution assumption: employee only about $187,865 at 4% or $125,243 at 6%; with 50% employer match about $125,243 at 4% or $83,496 at 6%; with 100% employer match about $93,933 at 4% or $62,622 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 5 | $71,131 | $37,573 | $7,515iApproximate average salary by contribution assumption: employee only about $187,865 at 4% or $125,243 at 6%; with 50% employer match about $125,243 at 4% or $83,496 at 6%; with 100% employer match about $93,933 at 4% or $62,622 at 6%. |
| 2003 | 1 | 4 | $30,669 | $0 | - |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 4 | $30,669 | - | - |
| 2002 | 1 | 3 | $12,000 | $3,287 | $1,096iApproximate average salary by contribution assumption: employee only about $27,392 at 4% or $18,261 at 6%; with 50% employer match about $18,261 at 4% or $12,174 at 6%; with 100% employer match about $13,696 at 4% or $9,131 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 3 | $12,000 | $3,287 | $1,096iApproximate average salary by contribution assumption: employee only about $27,392 at 4% or $18,261 at 6%; with 50% employer match about $18,261 at 4% or $12,174 at 6%; with 100% employer match about $13,696 at 4% or $9,131 at 6%. |
| 2001 | 1 | 2 | $9,105 | $2,665 | $1,333iApproximate average salary by contribution assumption: employee only about $33,313 at 4% or $22,208 at 6%; with 50% employer match about $22,208 at 4% or $14,806 at 6%; with 100% employer match about $16,656 at 4% or $11,104 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 2 | $9,105 | $2,665 | $1,333iApproximate average salary by contribution assumption: employee only about $33,313 at 4% or $22,208 at 6%; with 50% employer match about $22,208 at 4% or $14,806 at 6%; with 100% employer match about $16,656 at 4% or $11,104 at 6%. |
| 2000 | 1 | 2 | $6,214 | $1,432 | $716iApproximate average salary by contribution assumption: employee only about $17,900 at 4% or $11,933 at 6%; with 50% employer match about $11,933 at 4% or $7,956 at 6%; with 100% employer match about $8,950 at 4% or $5,967 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 2 | $6,214 | $1,432 | $716iApproximate average salary by contribution assumption: employee only about $17,900 at 4% or $11,933 at 6%; with 50% employer match about $11,933 at 4% or $7,956 at 6%; with 100% employer match about $8,950 at 4% or $5,967 at 6%. |
| 1999 | 1 | 1 | $6,956 | $5,309 | $5,309iApproximate average salary by contribution assumption: employee only about $132,725 at 4% or $88,483 at 6%; with 50% employer match about $88,483 at 4% or $58,989 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%. |
| Capelle & Burdette Partners 401K Profit Sharing Plan & Trust | - | 1 | $6,956 | $5,309 | $5,309iApproximate average salary by contribution assumption: employee only about $132,725 at 4% or $88,483 at 6%; with 50% employer match about $88,483 at 4% or $58,989 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%. |