Civic Intelligence

Ronald C Jennings

Plan context: Shearson Am Express Inc Self Employed Retirement Plan Trust

EIN 82-0261724 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

3

2000 Assets

$730,406

2000 Contributions

$59,994

Historical Graphs

Total Assets Over Time

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

$730,406$365,203$01999YearValue
$730,406Latest 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
200010$0$59,994-
Shearson Am Express Inc Self Employed Retirement Plan Trust-0-$59,994-
199913$730,406$28,296$9,432iApproximate average salary by contribution assumption: employee only about $235,800 at 4% or $157,200 at 6%; with 50% employer match about $157,200 at 4% or $104,800 at 6%; with 100% employer match about $117,900 at 4% or $78,600 at 6%.
Shearson Am Express Inc Self Employed Retirement Plan Trust-3$730,406$28,296$9,432iApproximate average salary by contribution assumption: employee only about $235,800 at 4% or $157,200 at 6%; with 50% employer match about $157,200 at 4% or $104,800 at 6%; with 100% employer match about $117,900 at 4% or $78,600 at 6%.