Civic Intelligence

Dennis Schmitz

Plan context: Cal S&L Master Plan Various Putnam Fund Schwab Fidelity Sanford Bernstein

EIN 95-3678639 • 2 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

1

2000 Assets

$1,854,713

2000 Contributions

$17,294

Historical Graphs

Total Assets Over Time

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

$1,854,713$927,357$01999YearValue
$1,854,713Latest year 1999

Participants Over Time

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

21019992000YearValue
1Latest year 2000

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
200011$0$0-
Cal S&L Master Plan Various Putnam Fund Schwab Fidelity Sanford Bernstein-1---
199912$1,854,713$17,294$8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%.
Cal S&L Master Plan Various Putnam Fund Schwab Fidelity Sanford Bernstein-2$1,854,713$17,294$8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%.