Civic Intelligence

Colman-Schwimmer & Warren, a Profes

Plan context: ASSOCIATED ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

EIN 95-3451674 • 6 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$2,155,091

2003 Contributions

$22,142

Historical Graphs

Total Assets Over Time

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

$2,155,091$1,077,546$0199920022003YearValue
$2,155,091Latest year 2003

Participants Over Time

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

320199920012003YearValue
2Latest year 2003

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
200312$2,155,091$0-
ASSOCIATED ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-2$2,155,091--
200212$1,702,196$0-
ASSOCIATED ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-2$1,702,196--
200122$0$0-
ASSOCIATED ADVISORS, INC. DEFINED BENEFIT PENSION PLAN-2---
Colman-Schwimmer & Warren, Apc Profit Sharing Plan-2---
200011$1,350,127$22,142$22,142iApproximate average salary by contribution assumption: employee only about $553,550 at 4% or $369,033 at 6%; with 50% employer match about $369,033 at 4% or $246,022 at 6%; with 100% employer match about $276,775 at 4% or $184,517 at 6%.
Colman-Schwimmer & Warren, Apc Profit Sharing Plan-1$1,350,127$22,142$22,142iApproximate average salary by contribution assumption: employee only about $553,550 at 4% or $369,033 at 6%; with 50% employer match about $369,033 at 4% or $246,022 at 6%; with 100% employer match about $276,775 at 4% or $184,517 at 6%.
199913$1,309,663$40,915$13,638iApproximate average salary by contribution assumption: employee only about $340,958 at 4% or $227,306 at 6%; with 50% employer match about $227,306 at 4% or $151,537 at 6%; with 100% employer match about $170,479 at 4% or $113,653 at 6%.
Colman-Schwimmer & Warren, Apc Profit Sharing Plan-3$1,309,663$40,915$13,638iApproximate average salary by contribution assumption: employee only about $340,958 at 4% or $227,306 at 6%; with 50% employer match about $227,306 at 4% or $151,537 at 6%; with 100% employer match about $170,479 at 4% or $113,653 at 6%.