Carolyn R Leone
Plan context: SEMPP of Carolyn R Leone FBO Carolyn R Leone
EIN 77-0407947 • 7 filings • 4 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$472,300
2005 Contributions
$35,000
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 | 0 | $0 | $0 | - |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 0 | - | - | - |
| 2004 | 1 | 1 | $472,300 | $0 | - |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 1 | $472,300 | - | - |
| 2003 | 1 | 1 | $0 | $0 | - |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 1 | - | - | - |
| 2002 | 1 | 2 | $329,642 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 2 | $329,642 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 2 | - | - | - |
| 1999 | 1 | 2 | $464,601 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| SEMPP of Carolyn R Leone FBO Carolyn R Leone | - | 2 | $464,601 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |