Paulson Capital Corp
Plan context: Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment
EIN 93-0589534 • Cambridge, MA • 15 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
18
2023 Assets
$2,177,193
2023 Contributions
$413,579
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 18 | $2,177,193 | $413,579 | $22,977iApproximate average salary by contribution assumption: employee only about $574,415 at 4% or $382,944 at 6%; with 50% employer match about $382,944 at 4% or $255,296 at 6%; with 100% employer match about $287,208 at 4% or $191,472 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 18 | $2,177,193 | $413,579 | $22,977iApproximate average salary by contribution assumption: employee only about $574,415 at 4% or $382,944 at 6%; with 50% employer match about $382,944 at 4% or $255,296 at 6%; with 100% employer match about $287,208 at 4% or $191,472 at 6%. |
| 2022 | 1 | 22 | $1,569,951 | $414,070 | $18,821iApproximate average salary by contribution assumption: employee only about $470,534 at 4% or $313,689 at 6%; with 50% employer match about $313,689 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,845 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 22 | $1,569,951 | $414,070 | $18,821iApproximate average salary by contribution assumption: employee only about $470,534 at 4% or $313,689 at 6%; with 50% employer match about $313,689 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,845 at 6%. |
| 2021 | 1 | 15 | $1,450,415 | $232,408 | $15,494iApproximate average salary by contribution assumption: employee only about $387,347 at 4% or $258,231 at 6%; with 50% employer match about $258,231 at 4% or $172,154 at 6%; with 100% employer match about $193,673 at 4% or $129,116 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 15 | $1,450,415 | $232,408 | $15,494iApproximate average salary by contribution assumption: employee only about $387,347 at 4% or $258,231 at 6%; with 50% employer match about $258,231 at 4% or $172,154 at 6%; with 100% employer match about $193,673 at 4% or $129,116 at 6%. |
| 2020 | 1 | 10 | $1,040,094 | $138,434 | $13,843iApproximate average salary by contribution assumption: employee only about $346,085 at 4% or $230,723 at 6%; with 50% employer match about $230,723 at 4% or $153,816 at 6%; with 100% employer match about $173,043 at 4% or $115,362 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 10 | $1,040,094 | $138,434 | $13,843iApproximate average salary by contribution assumption: employee only about $346,085 at 4% or $230,723 at 6%; with 50% employer match about $230,723 at 4% or $153,816 at 6%; with 100% employer match about $173,043 at 4% or $115,362 at 6%. |
| 2019 | 1 | 9 | $730,482 | $180,386 | $20,043iApproximate average salary by contribution assumption: employee only about $501,072 at 4% or $334,048 at 6%; with 50% employer match about $334,048 at 4% or $222,699 at 6%; with 100% employer match about $250,536 at 4% or $167,024 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 9 | $730,482 | $180,386 | $20,043iApproximate average salary by contribution assumption: employee only about $501,072 at 4% or $334,048 at 6%; with 50% employer match about $334,048 at 4% or $222,699 at 6%; with 100% employer match about $250,536 at 4% or $167,024 at 6%. |
| 2018 | 1 | 8 | $424,253 | $101,084 | $12,636iApproximate average salary by contribution assumption: employee only about $315,888 at 4% or $210,592 at 6%; with 50% employer match about $210,592 at 4% or $140,394 at 6%; with 100% employer match about $157,944 at 4% or $105,296 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 8 | $424,253 | $101,084 | $12,636iApproximate average salary by contribution assumption: employee only about $315,888 at 4% or $210,592 at 6%; with 50% employer match about $210,592 at 4% or $140,394 at 6%; with 100% employer match about $157,944 at 4% or $105,296 at 6%. |
| 2017 | 1 | 6 | $355,346 | $117,637 | $19,606iApproximate average salary by contribution assumption: employee only about $490,154 at 4% or $326,769 at 6%; with 50% employer match about $326,769 at 4% or $217,846 at 6%; with 100% employer match about $245,077 at 4% or $163,385 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 6 | $355,346 | $117,637 | $19,606iApproximate average salary by contribution assumption: employee only about $490,154 at 4% or $326,769 at 6%; with 50% employer match about $326,769 at 4% or $217,846 at 6%; with 100% employer match about $245,077 at 4% or $163,385 at 6%. |
| 2016 | 1 | 6 | $188,189 | $118,993 | $19,832iApproximate average salary by contribution assumption: employee only about $495,804 at 4% or $330,536 at 6%; with 50% employer match about $330,536 at 4% or $220,357 at 6%; with 100% employer match about $247,902 at 4% or $165,268 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 6 | $188,189 | $118,993 | $19,832iApproximate average salary by contribution assumption: employee only about $495,804 at 4% or $330,536 at 6%; with 50% employer match about $330,536 at 4% or $220,357 at 6%; with 100% employer match about $247,902 at 4% or $165,268 at 6%. |
| 2015 | 1 | 6 | $57,137 | $57,440 | $9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 6 | $57,137 | $57,440 | $9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%. |
| 2004 | 1 | 76 | $9,116,749 | $719,235 | $9,464iApproximate average salary by contribution assumption: employee only about $236,590 at 4% or $157,727 at 6%; with 50% employer match about $157,727 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 76 | $9,116,749 | $719,235 | $9,464iApproximate average salary by contribution assumption: employee only about $236,590 at 4% or $157,727 at 6%; with 50% employer match about $157,727 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%. |
| 2003 | 1 | 67 | $4,826,652 | $150,000 | $2,239iApproximate average salary by contribution assumption: employee only about $55,970 at 4% or $37,313 at 6%; with 50% employer match about $37,313 at 4% or $24,876 at 6%; with 100% employer match about $27,985 at 4% or $18,657 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 67 | $4,826,652 | $150,000 | $2,239iApproximate average salary by contribution assumption: employee only about $55,970 at 4% or $37,313 at 6%; with 50% employer match about $37,313 at 4% or $24,876 at 6%; with 100% employer match about $27,985 at 4% or $18,657 at 6%. |
| 2002 | 1 | 55 | $3,734,074 | $0 | - |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 55 | $3,734,074 | - | - |
| 2001 | 1 | 60 | $0 | $0 | - |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 60 | - | - | - |
| 2000 | 1 | 58 | $5,437,662 | $300,000 | $5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 58 | $5,437,662 | $300,000 | $5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%. |
| 1999 | 1 | 59 | $5,110,334 | $600,000 | $10,169iApproximate average salary by contribution assumption: employee only about $254,237 at 4% or $169,492 at 6%; with 50% employer match about $169,492 at 4% or $112,994 at 6%; with 100% employer match about $127,119 at 4% or $84,746 at 6%. |
| Paulson Capital Corp Amended Profit Sharing Plan 2 Paulson Investment | - | 59 | $5,110,334 | $600,000 | $10,169iApproximate average salary by contribution assumption: employee only about $254,237 at 4% or $169,492 at 6%; with 50% employer match about $169,492 at 4% or $112,994 at 6%; with 100% employer match about $127,119 at 4% or $84,746 at 6%. |