Service First Estate Plans Inc.
Plan context: SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN
EIN 86-0995566 • 10 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$470,450
2007 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 2 | $470,450 | $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%. |
| SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN | - | 2 | $470,450 | $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%. |
| 2005 | 1 | 2 | $414,116 | $131,996 | $65,998iApproximate average salary by contribution assumption: employee only about $1,649,950 at 4% or $1,099,967 at 6%; with 50% employer match about $1,099,967 at 4% or $733,311 at 6%; with 100% employer match about $824,975 at 4% or $549,983 at 6%. |
| SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN | - | 2 | $414,116 | $131,996 | $65,998iApproximate average salary by contribution assumption: employee only about $1,649,950 at 4% or $1,099,967 at 6%; with 50% employer match about $1,099,967 at 4% or $733,311 at 6%; with 100% employer match about $824,975 at 4% or $549,983 at 6%. |
| 2004 | 1 | 2 | $259,231 | $129,615 | $64,808iApproximate average salary by contribution assumption: employee only about $1,620,188 at 4% or $1,080,125 at 6%; with 50% employer match about $1,080,125 at 4% or $720,083 at 6%; with 100% employer match about $810,094 at 4% or $540,063 at 6%. |
| SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN | - | 2 | $259,231 | $129,615 | $64,808iApproximate average salary by contribution assumption: employee only about $1,620,188 at 4% or $1,080,125 at 6%; with 50% employer match about $1,080,125 at 4% or $720,083 at 6%; with 100% employer match about $810,094 at 4% or $540,063 at 6%. |
| 2003 | 2 | 2 | $129,616 | $129,616 | $64,808iApproximate average salary by contribution assumption: employee only about $1,620,200 at 4% or $1,080,133 at 6%; with 50% employer match about $1,080,133 at 4% or $720,089 at 6%; with 100% employer match about $810,100 at 4% or $540,067 at 6%. |
| SERVICE FIRST ESTATE PLANS, INC. DEFINED BENEFIT PLAN | - | 2 | $129,616 | $129,616 | $64,808iApproximate average salary by contribution assumption: employee only about $1,620,200 at 4% or $1,080,133 at 6%; with 50% employer match about $1,080,133 at 4% or $720,089 at 6%; with 100% employer match about $810,100 at 4% or $540,067 at 6%. |
| Service First Estate Plans Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Service First Estate Plans Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Service First Estate Plans Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $162,251 | $25,750 | $25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%. |
| Service First Estate Plans Inc. Money Purchase Pension Plan | - | 1 | $162,251 | $25,750 | $25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%. |
| 1999 | 1 | 1 | $159,747 | $131,801 | $131,801iApproximate average salary by contribution assumption: employee only about $3,295,025 at 4% or $2,196,683 at 6%; with 50% employer match about $2,196,683 at 4% or $1,464,456 at 6%; with 100% employer match about $1,647,513 at 4% or $1,098,342 at 6%. |
| Service First Estate Plans Inc. Money Purchase Pension Plan | - | 1 | $159,747 | $131,801 | $131,801iApproximate average salary by contribution assumption: employee only about $3,295,025 at 4% or $2,196,683 at 6%; with 50% employer match about $2,196,683 at 4% or $1,464,456 at 6%; with 100% employer match about $1,647,513 at 4% or $1,098,342 at 6%. |