Adelstein, Sharpe & Serka
Plan context: Adelstein, Sharpe & Serka Iserp
EIN 91-1360744 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
11
2003 Assets
$1,943,872
2003 Contributions
$121,966
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Adelstein, Sharpe & Serka Iserp | - | 0 | - | - | - |
| 2002 | 1 | 11 | $1,943,872 | $121,966 | $11,088iApproximate average salary by contribution assumption: employee only about $277,195 at 4% or $184,797 at 6%; with 50% employer match about $184,797 at 4% or $123,198 at 6%; with 100% employer match about $138,598 at 4% or $92,398 at 6%. |
| Adelstein, Sharpe & Serka Iserp | - | 11 | $1,943,872 | $121,966 | $11,088iApproximate average salary by contribution assumption: employee only about $277,195 at 4% or $184,797 at 6%; with 50% employer match about $184,797 at 4% or $123,198 at 6%; with 100% employer match about $138,598 at 4% or $92,398 at 6%. |
| 2001 | 1 | 9 | $2,165,491 | $112,795 | $12,533iApproximate average salary by contribution assumption: employee only about $313,319 at 4% or $208,880 at 6%; with 50% employer match about $208,880 at 4% or $139,253 at 6%; with 100% employer match about $156,660 at 4% or $104,440 at 6%. |
| Adelstein, Sharpe & Serka Iserp | - | 9 | $2,165,491 | $112,795 | $12,533iApproximate average salary by contribution assumption: employee only about $313,319 at 4% or $208,880 at 6%; with 50% employer match about $208,880 at 4% or $139,253 at 6%; with 100% employer match about $156,660 at 4% or $104,440 at 6%. |
| 2000 | 1 | 8 | $0 | $0 | - |
| Adelstein, Sharpe & Serka Iserp | - | 8 | - | - | - |
| 1999 | 1 | 9 | $2,331,161 | $96,945 | $10,772iApproximate average salary by contribution assumption: employee only about $269,292 at 4% or $179,528 at 6%; with 50% employer match about $179,528 at 4% or $119,685 at 6%; with 100% employer match about $134,646 at 4% or $89,764 at 6%. |
| Adelstein, Sharpe & Serka Iserp | - | 9 | $2,331,161 | $96,945 | $10,772iApproximate average salary by contribution assumption: employee only about $269,292 at 4% or $179,528 at 6%; with 50% employer match about $179,528 at 4% or $119,685 at 6%; with 100% employer match about $134,646 at 4% or $89,764 at 6%. |