Wilkison-Stone
Plan context: Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001
EIN 77-0462387 • 12 filings • 12 plans
Current Snapshot
Latest Year
2004
2004 Participants
7
2004 Assets
$1,673,881
2004 Contributions
$28,764
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 7 | $1,673,881 | $28,764 | $4,109iApproximate average salary by contribution assumption: employee only about $102,729 at 4% or $68,486 at 6%; with 50% employer match about $68,486 at 4% or $45,657 at 6%; with 100% employer match about $51,364 at 4% or $34,243 at 6%. |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 7 | $1,024,118 | $28,764 | $4,109iApproximate average salary by contribution assumption: employee only about $102,729 at 4% or $68,486 at 6%; with 50% employer match about $68,486 at 4% or $45,657 at 6%; with 100% employer match about $51,364 at 4% or $34,243 at 6%. |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 5 | $649,763 | - | - |
| 2003 | 2 | 7 | $1,502,679 | $25,460 | $3,637iApproximate average salary by contribution assumption: employee only about $90,929 at 4% or $60,619 at 6%; with 50% employer match about $60,619 at 4% or $40,413 at 6%; with 100% employer match about $45,464 at 4% or $30,310 at 6%. |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 7 | $933,867 | $25,460 | $3,637iApproximate average salary by contribution assumption: employee only about $90,929 at 4% or $60,619 at 6%; with 50% employer match about $60,619 at 4% or $40,413 at 6%; with 100% employer match about $45,464 at 4% or $30,310 at 6%. |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 5 | $568,812 | - | - |
| 2002 | 5 | 8 | $2,249,984 | $39,814 | $4,977iApproximate average salary by contribution assumption: employee only about $124,419 at 4% or $82,946 at 6%; with 50% employer match about $82,946 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,473 at 6%. |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 8 | $785,837 | $39,814 | $4,977iApproximate average salary by contribution assumption: employee only about $124,419 at 4% or $82,946 at 6%; with 50% employer match about $82,946 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,473 at 6%. |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 6 | $510,543 | - | - |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 0 | $510,543 | - | - |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 5 | $443,061 | - | - |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 7 | - | - | - |
| 2000 | 2 | 6 | $1,333,121 | $39,152 | $6,525iApproximate average salary by contribution assumption: employee only about $163,133 at 4% or $108,756 at 6%; with 50% employer match about $108,756 at 4% or $72,504 at 6%; with 100% employer match about $81,567 at 4% or $54,378 at 6%. |
| Dain Rauscher, Adoption Agreement Custodial Profit Sharing Plan & Tr 01001 | - | 6 | $800,772 | $39,152 | $6,525iApproximate average salary by contribution assumption: employee only about $163,133 at 4% or $108,756 at 6%; with 50% employer match about $108,756 at 4% or $72,504 at 6%; with 100% employer match about $81,567 at 4% or $54,378 at 6%. |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 4 | $532,349 | - | - |
| 1999 | 1 | 5 | $530,174 | $0 | - |
| Custodial Psp & Trust Rauscher Inc. Adpt Agmt 01001 | - | 5 | $530,174 | - | - |