Civic Intelligence

Dee Macgregor Fales & Macgregor

Plan context: Dee Macgregor Fales Keogh Charles Schwab & Co Inc Plan Custodian

EIN 82-0353316 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$13,360

2002 Contributions

$9,105

Historical Graphs

Total Assets Over Time

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

$699,213$349,607$0199920002002YearValue
$13,360Latest year 2002

Participants Over Time

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

530199920012002YearValue
2Latest year 2002

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
200212$13,360$0-
Dee Macgregor Fales Keogh Charles Schwab & Co Inc Plan Custodian-2$13,360--
200112$0$0-
Dee Macgregor Fales Keogh Charles Schwab & Co Inc Plan Custodian-2---
200015$562,629$9,105$1,821iApproximate average salary by contribution assumption: employee only about $45,525 at 4% or $30,350 at 6%; with 50% employer match about $30,350 at 4% or $20,233 at 6%; with 100% employer match about $22,763 at 4% or $15,175 at 6%.
Dee Macgregor Fales Keogh Charles Schwab & Co Inc Plan Custodian-5$562,629$9,105$1,821iApproximate average salary by contribution assumption: employee only about $45,525 at 4% or $30,350 at 6%; with 50% employer match about $30,350 at 4% or $20,233 at 6%; with 100% employer match about $22,763 at 4% or $15,175 at 6%.
199915$699,213$9,854$1,971iApproximate average salary by contribution assumption: employee only about $49,270 at 4% or $32,847 at 6%; with 50% employer match about $32,847 at 4% or $21,898 at 6%; with 100% employer match about $24,635 at 4% or $16,423 at 6%.
Dee Macgregor Fales Keogh Charles Schwab & Co Inc Plan Custodian-5$699,213$9,854$1,971iApproximate average salary by contribution assumption: employee only about $49,270 at 4% or $32,847 at 6%; with 50% employer match about $32,847 at 4% or $21,898 at 6%; with 100% employer match about $24,635 at 4% or $16,423 at 6%.