Civic Intelligence

Puritan Financial Group Inc.

Plan context: Puritan Financial Group Inc. 401K Plan

EIN 75-2777639 • 5 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

45

2008 Assets

$465,628

2008 Contributions

$137,449

Historical Graphs

Total Assets Over Time

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

$490,111$245,056$0200520072008YearValue
$465,628Latest year 2008

Participants Over Time

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

45230200320062008YearValue
45Latest year 2008

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
2008145$465,628$137,449$3,054iApproximate average salary by contribution assumption: employee only about $76,361 at 4% or $50,907 at 6%; with 50% employer match about $50,907 at 4% or $33,938 at 6%; with 100% employer match about $38,180 at 4% or $25,454 at 6%.
Puritan Financial Group Inc. 401K Plan-45$465,628$137,449$3,054iApproximate average salary by contribution assumption: employee only about $76,361 at 4% or $50,907 at 6%; with 50% employer match about $50,907 at 4% or $33,938 at 6%; with 100% employer match about $38,180 at 4% or $25,454 at 6%.
2007135$490,111$176,006$5,029iApproximate average salary by contribution assumption: employee only about $125,719 at 4% or $83,812 at 6%; with 50% employer match about $83,812 at 4% or $55,875 at 6%; with 100% employer match about $62,859 at 4% or $41,906 at 6%.
Puritan Financial Group Inc. 401K Plan-35$490,111$176,006$5,029iApproximate average salary by contribution assumption: employee only about $125,719 at 4% or $83,812 at 6%; with 50% employer match about $83,812 at 4% or $55,875 at 6%; with 100% employer match about $62,859 at 4% or $41,906 at 6%.
2006123$320,596$110,648$4,811iApproximate average salary by contribution assumption: employee only about $120,270 at 4% or $80,180 at 6%; with 50% employer match about $80,180 at 4% or $53,453 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%.
Puritan Financial Group Inc. 401K Plan-23$320,596$110,648$4,811iApproximate average salary by contribution assumption: employee only about $120,270 at 4% or $80,180 at 6%; with 50% employer match about $80,180 at 4% or $53,453 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%.
2005124$198,457$104,942$4,373iApproximate average salary by contribution assumption: employee only about $109,315 at 4% or $72,876 at 6%; with 50% employer match about $72,876 at 4% or $48,584 at 6%; with 100% employer match about $54,657 at 4% or $36,438 at 6%.
Puritan Financial Group Inc. 401K Plan-24$198,457$104,942$4,373iApproximate average salary by contribution assumption: employee only about $109,315 at 4% or $72,876 at 6%; with 50% employer match about $72,876 at 4% or $48,584 at 6%; with 100% employer match about $54,657 at 4% or $36,438 at 6%.
2003113$0$0-
Puritan Financial Group Inc. 401K Plan-13---