Civic Intelligence

Robert F. Stein

Plan context: Robert F. Stein & Associates Profit Sharing Plan and Trust

EIN 76-0462091 • 2 filings • 2 plans

Current Snapshot

Latest Year

1999

1999 Participants

3

1999 Assets

$45,109

1999 Contributions

$45,109

Historical Graphs

Total Assets Over Time

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

$45,109$22,555$01999YearValue
$45,109Latest year 1999

Participants Over Time

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

3201999YearValue
3Latest year 1999

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
199923$45,109$45,109$15,036iApproximate average salary by contribution assumption: employee only about $375,908 at 4% or $250,606 at 6%; with 50% employer match about $250,606 at 4% or $167,070 at 6%; with 100% employer match about $187,954 at 4% or $125,303 at 6%.
Robert F. Stein & Associates Profit Sharing Plan and Trust-3$37,378$37,378$12,459iApproximate average salary by contribution assumption: employee only about $311,483 at 4% or $207,656 at 6%; with 50% employer match about $207,656 at 4% or $138,437 at 6%; with 100% employer match about $155,742 at 4% or $103,828 at 6%.
Robert F. Stein & Associates Money Purchase Plan and Trust-3$7,731$7,731$2,577iApproximate average salary by contribution assumption: employee only about $64,425 at 4% or $42,950 at 6%; with 50% employer match about $42,950 at 4% or $28,633 at 6%; with 100% employer match about $32,213 at 4% or $21,475 at 6%.