Civic Intelligence

Henry J. Caldwell, Jr.

Plan context: Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust

EIN 93-0760976 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$387,619

2004 Contributions

$6,808

Historical Graphs

Total Assets Over Time

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

$387,619$193,810$0199920002004YearValue
$387,619Latest year 2004

Participants Over Time

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

210199920022004YearValue
1Latest year 2004

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
200411$387,619$6,808$6,808iApproximate average salary by contribution assumption: employee only about $170,200 at 4% or $113,467 at 6%; with 50% employer match about $113,467 at 4% or $75,644 at 6%; with 100% employer match about $85,100 at 4% or $56,733 at 6%.
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-1$387,619$6,808$6,808iApproximate average salary by contribution assumption: employee only about $170,200 at 4% or $113,467 at 6%; with 50% employer match about $113,467 at 4% or $75,644 at 6%; with 100% employer match about $85,100 at 4% or $56,733 at 6%.
200311$0$0-
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-1---
200212$0$0-
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-2---
200112$0$0-
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-2---
200012$264,874$5,450$2,725iApproximate average salary by contribution assumption: employee only about $68,125 at 4% or $45,417 at 6%; with 50% employer match about $45,417 at 4% or $30,278 at 6%; with 100% employer match about $34,063 at 4% or $22,708 at 6%.
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-2$264,874$5,450$2,725iApproximate average salary by contribution assumption: employee only about $68,125 at 4% or $45,417 at 6%; with 50% employer match about $45,417 at 4% or $30,278 at 6%; with 100% employer match about $34,063 at 4% or $22,708 at 6%.
199912$275,074$5,605$2,803iApproximate average salary by contribution assumption: employee only about $70,063 at 4% or $46,708 at 6%; with 50% employer match about $46,708 at 4% or $31,139 at 6%; with 100% employer match about $35,031 at 4% or $23,354 at 6%.
Henry J. Caldwell, Jr. Money Purchase Pension Plan & Trust-2$275,074$5,605$2,803iApproximate average salary by contribution assumption: employee only about $70,063 at 4% or $46,708 at 6%; with 50% employer match about $46,708 at 4% or $31,139 at 6%; with 100% employer match about $35,031 at 4% or $23,354 at 6%.