Civic Intelligence

Suze Orman Financial Group

Plan context: Suze Orman Money Purchase Pension Plan

EIN 94-3060535 • 18 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$176,392

2008 Contributions

$185,497

Historical Graphs

Total Assets Over Time

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

$1,317,637$658,819$0199920042008YearValue
$176,392Latest year 2008

Participants Over Time

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

320199920042008YearValue
1Latest year 2008

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
200821$176,392$0-
Suze Orman Money Purchase Pension Plan-1$176,392--
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1---
200721$0$0-
Suze Orman Money Purchase Pension Plan-1---
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1---
200621$1,317,637$185,497$185,497iApproximate average salary by contribution assumption: employee only about $4,637,425 at 4% or $3,091,617 at 6%; with 50% employer match about $3,091,617 at 4% or $2,061,078 at 6%; with 100% employer match about $2,318,713 at 4% or $1,545,808 at 6%.
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1$1,039,723$185,497$185,497iApproximate average salary by contribution assumption: employee only about $4,637,425 at 4% or $3,091,617 at 6%; with 50% employer match about $3,091,617 at 4% or $2,061,078 at 6%; with 100% employer match about $2,318,713 at 4% or $1,545,808 at 6%.
Suze Orman Money Purchase Pension Plan-1$277,914--
200521$1,035,294$173,175$173,175iApproximate average salary by contribution assumption: employee only about $4,329,375 at 4% or $2,886,250 at 6%; with 50% employer match about $2,886,250 at 4% or $1,924,167 at 6%; with 100% employer match about $2,164,688 at 4% or $1,443,125 at 6%.
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1$773,867$173,175$173,175iApproximate average salary by contribution assumption: employee only about $4,329,375 at 4% or $2,886,250 at 6%; with 50% employer match about $2,886,250 at 4% or $1,924,167 at 6%; with 100% employer match about $2,164,688 at 4% or $1,443,125 at 6%.
Suze Orman Money Purchase Pension Plan-1$261,427--
200421$1,118,888$164,179$164,179iApproximate average salary by contribution assumption: employee only about $4,104,475 at 4% or $2,736,317 at 6%; with 50% employer match about $2,736,317 at 4% or $1,824,211 at 6%; with 100% employer match about $2,052,238 at 4% or $1,368,158 at 6%.
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1$784,596$164,179$164,179iApproximate average salary by contribution assumption: employee only about $4,104,475 at 4% or $2,736,317 at 6%; with 50% employer match about $2,736,317 at 4% or $1,824,211 at 6%; with 100% employer match about $2,052,238 at 4% or $1,368,158 at 6%.
Suze Orman Money Purchase Pension Plan-1$334,292--
200321$552,617$219,528$219,528iApproximate average salary by contribution assumption: employee only about $5,488,200 at 4% or $3,658,800 at 6%; with 50% employer match about $3,658,800 at 4% or $2,439,200 at 6%; with 100% employer match about $2,744,100 at 4% or $1,829,400 at 6%.
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-1$552,617$219,528$219,528iApproximate average salary by contribution assumption: employee only about $5,488,200 at 4% or $3,658,800 at 6%; with 50% employer match about $3,658,800 at 4% or $2,439,200 at 6%; with 100% employer match about $2,744,100 at 4% or $1,829,400 at 6%.
Suze Orman Money Purchase Pension Plan-1---
200222$640,690$198,964$99,482iApproximate average salary by contribution assumption: employee only about $2,487,050 at 4% or $1,658,033 at 6%; with 50% employer match about $1,658,033 at 4% or $1,105,356 at 6%; with 100% employer match about $1,243,525 at 4% or $829,017 at 6%.
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-2$340,862$198,964$99,482iApproximate average salary by contribution assumption: employee only about $2,487,050 at 4% or $1,658,033 at 6%; with 50% employer match about $1,658,033 at 4% or $1,105,356 at 6%; with 100% employer match about $1,243,525 at 4% or $829,017 at 6%.
Suze Orman Money Purchase Pension Plan-2$299,828--
200122$0$0-
Suze Orman Money Purchase Pension Plan-2---
SUZE ORMAN DEFINED BENEFIT PENSION PLAN-2---
200013$518,580$53,962$17,987iApproximate average salary by contribution assumption: employee only about $449,683 at 4% or $299,789 at 6%; with 50% employer match about $299,789 at 4% or $199,859 at 6%; with 100% employer match about $224,842 at 4% or $149,894 at 6%.
Suze Orman Money Purchase Pension Plan-3$518,580$53,962$17,987iApproximate average salary by contribution assumption: employee only about $449,683 at 4% or $299,789 at 6%; with 50% employer match about $299,789 at 4% or $199,859 at 6%; with 100% employer match about $224,842 at 4% or $149,894 at 6%.
199913$481,443$93,917$31,306iApproximate average salary by contribution assumption: employee only about $782,642 at 4% or $521,761 at 6%; with 50% employer match about $521,761 at 4% or $347,841 at 6%; with 100% employer match about $391,321 at 4% or $260,881 at 6%.
Suze Orman Money Purchase Pension Plan-3$481,443$93,917$31,306iApproximate average salary by contribution assumption: employee only about $782,642 at 4% or $521,761 at 6%; with 50% employer match about $521,761 at 4% or $347,841 at 6%; with 100% employer match about $391,321 at 4% or $260,881 at 6%.