Civic Intelligence

Nicholas R. Ray, Clu, Rhu, Chfc

Plan context: Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan

EIN 95-3460369 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$922,380

2004 Contributions

$10,415

Historical Graphs

Total Assets Over Time

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

$922,380$461,190$019992003YearValue
$922,380Latest year 2003

Participants Over Time

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

210199920012003YearValue
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
200410$0$10,415-
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-0-$10,415-
200312$922,380$41,300$20,650iApproximate average salary by contribution assumption: employee only about $516,250 at 4% or $344,167 at 6%; with 50% employer match about $344,167 at 4% or $229,444 at 6%; with 100% employer match about $258,125 at 4% or $172,083 at 6%.
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-2$922,380$41,300$20,650iApproximate average salary by contribution assumption: employee only about $516,250 at 4% or $344,167 at 6%; with 50% employer match about $344,167 at 4% or $229,444 at 6%; with 100% employer match about $258,125 at 4% or $172,083 at 6%.
200212$0$0-
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-2---
200112$0$0-
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-2---
200012$0$0-
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-2---
199912$792,410$35,646$17,823iApproximate average salary by contribution assumption: employee only about $445,575 at 4% or $297,050 at 6%; with 50% employer match about $297,050 at 4% or $198,033 at 6%; with 100% employer match about $222,788 at 4% or $148,525 at 6%.
Nicholas R. Ray, Clu, Rhu, Chfc Tiered Profit Sharing Plan-2$792,410$35,646$17,823iApproximate average salary by contribution assumption: employee only about $445,575 at 4% or $297,050 at 6%; with 50% employer match about $297,050 at 4% or $198,033 at 6%; with 100% employer match about $222,788 at 4% or $148,525 at 6%.