Civic Intelligence

STULTZ FINANCIAL

Plan context: Stultz Financial Inc. Defined Benefit Pension Plan

EIN 95-3488383 • 2 filings • 2 plans

Current Snapshot

Latest Year

1999

1999 Participants

4

1999 Assets

$152,765

1999 Contributions

$99,685

Historical Graphs

Total Assets Over Time

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

$152,765$76,383$01999YearValue
$152,765Latest year 1999

Participants Over Time

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

4201999YearValue
4Latest year 1999

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
199924$152,765$99,685$24,921iApproximate average salary by contribution assumption: employee only about $623,031 at 4% or $415,354 at 6%; with 50% employer match about $415,354 at 4% or $276,903 at 6%; with 100% employer match about $311,516 at 4% or $207,677 at 6%.
Stultz Financial Inc. Defined Benefit Pension Plan-4$92,616$92,616$23,154iApproximate average salary by contribution assumption: employee only about $578,850 at 4% or $385,900 at 6%; with 50% employer match about $385,900 at 4% or $257,267 at 6%; with 100% employer match about $289,425 at 4% or $192,950 at 6%.
Stultz Financial 401K Profit Sharing Plan-4$60,149$7,069$1,767iApproximate average salary by contribution assumption: employee only about $44,181 at 4% or $29,454 at 6%; with 50% employer match about $29,454 at 4% or $19,636 at 6%; with 100% employer match about $22,091 at 4% or $14,727 at 6%.