Crosby, Heafey, Roach & May
Plan context: Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I
EIN 94-1686540 • 30 filings • 27 plans
Current Snapshot
Latest Year
2002
2002 Participants
140
2002 Assets
$9,277,371
2002 Contributions
$1,186,579
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 140 | $9,277,371 | $1,186,579 | $8,476iApproximate average salary by contribution assumption: employee only about $211,889 at 4% or $141,259 at 6%; with 50% employer match about $141,259 at 4% or $94,173 at 6%; with 100% employer match about $105,945 at 4% or $70,630 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 140 | $9,277,371 | $1,186,579 | $8,476iApproximate average salary by contribution assumption: employee only about $211,889 at 4% or $141,259 at 6%; with 50% employer match about $141,259 at 4% or $94,173 at 6%; with 100% employer match about $105,945 at 4% or $70,630 at 6%. |
| 2001 | 4 | 456 | $10,455,330 | $2,100,224 | $4,606iApproximate average salary by contribution assumption: employee only about $115,144 at 4% or $76,763 at 6%; with 50% employer match about $76,763 at 4% or $51,175 at 6%; with 100% employer match about $57,572 at 4% or $38,381 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 142 | $10,455,330 | $1,340,165 | $9,438iApproximate average salary by contribution assumption: employee only about $235,945 at 4% or $157,296 at 6%; with 50% employer match about $157,296 at 4% or $104,864 at 6%; with 100% employer match about $117,972 at 4% or $78,648 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Pbhg Emerging Growth | - | 0 | - | $760,059 | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Pbhg Emerging Growth | - | 456 | - | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 0 | - | - | - |
| 2000 | 4 | 533 | $154,685,179 | $6,066,741 | $11,382iApproximate average salary by contribution assumption: employee only about $284,556 at 4% or $189,704 at 6%; with 50% employer match about $189,704 at 4% or $126,469 at 6%; with 100% employer match about $142,278 at 4% or $94,852 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Pbhg Emerging Growth | - | 0 | $75,685,987 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Pbhg Emerging Growth | - | 533 | $67,903,874 | $4,779,576 | $8,967iApproximate average salary by contribution assumption: employee only about $224,183 at 4% or $149,455 at 6%; with 50% employer match about $149,455 at 4% or $99,637 at 6%; with 100% employer match about $112,091 at 4% or $74,728 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 147 | $9,824,669 | $1,287,165 | $8,756iApproximate average salary by contribution assumption: employee only about $218,906 at 4% or $145,937 at 6%; with 50% employer match about $145,937 at 4% or $97,291 at 6%; with 100% employer match about $109,453 at 4% or $72,969 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 0 | $1,270,649 | - | - |
| 1999 | 21 | 136 | $87,235,548 | $1,623,303 | $11,936iApproximate average salary by contribution assumption: employee only about $298,401 at 4% or $198,934 at 6%; with 50% employer match about $198,934 at 4% or $132,623 at 6%; with 100% employer match about $149,201 at 4% or $99,467 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Magellan | - | 0 | $11,930,464 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Growth Company | - | 0 | $10,983,108 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Asset Manager | - | 0 | $9,987,591 | - | - |
| Crosby, Heafey, Roach & May Retirement Savings 401K Plan | - | 136 | $9,904,529 | $1,623,303 | $11,936iApproximate average salary by contribution assumption: employee only about $298,401 at 4% or $198,934 at 6%; with 50% employer match about $198,934 at 4% or $132,623 at 6%; with 100% employer match about $149,201 at 4% or $99,467 at 6%. |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Contrafund | - | 0 | $9,566,697 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Equity Income II | - | 0 | $7,498,674 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Asset Manager Growth | - | 0 | $6,545,800 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Spartan Us Equity Index | - | 0 | $4,732,373 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Retirement Money Market | - | 0 | $3,756,440 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Disciplined Equity | - | 0 | $2,606,483 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity International Growth & Income | - | 0 | $2,250,921 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Intermediate Bond | - | 0 | $1,707,971 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Participant Notes Receivable | - | 0 | $1,373,251 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Asset Manager Income | - | 0 | $1,043,227 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Fidelity Low-Priced Stock | - | 0 | $777,952 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Foreign I | - | 0 | $640,292 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Spartan Total Market Index | - | 0 | $556,426 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Templeton Developing Markets I | - | 0 | $533,475 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Mas Value Adviser | - | 0 | $420,614 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Pbhg Emerging Growth | - | 0 | $211,241 | - | - |
| Crosby, Heafey, Roach & May Master Trust Investment Account - Spartan Extended Market Index | - | 0 | $208,019 | - | - |