Joel Roy & Associates Inc
Plan context: Joel Roy & Associates Inc Money Purchase Plan & Trust
EIN 91-1002802 • 6 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$1,745,141
2001 Contributions
$8,300
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $0 | - |
| Joel Roy & Associates Inc Money Purchase Plan & Trust | - | 0 | - | - | - |
| Joel Roy & Associates Inc Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2000 | 2 | 1 | $0 | $0 | - |
| Joel Roy & Associates Inc Money Purchase Plan & Trust | - | 1 | - | - | - |
| Joel Roy & Associates Inc Profit Sharing Plan & Trust | - | 1 | - | - | - |
| 1999 | 2 | 1 | $1,745,141 | $8,300 | $8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%. |
| Joel Roy & Associates Inc Money Purchase Plan & Trust | - | 1 | $963,449 | $8,300 | $8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%. |
| Joel Roy & Associates Inc Profit Sharing Plan & Trust | - | 1 | $781,692 | - | - |