Civic Intelligence

Newman-Frey Associates Inc.

Plan context: Newman-Frey Associates Inc. Discretionary Defined Contribution Plan

EIN 95-4386827 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

7

2004 Assets

$121,916

2004 Contributions

$65,695

Historical Graphs

Total Assets Over Time

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

$191,584$95,792$0199920002003YearValue
$121,916Latest year 2003

Participants Over Time

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

1050199920012003YearValue
7Latest 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$0-
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-0---
200317$121,916$0-
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-7$121,916--
2002110$0$0-
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-10---
2001110$0$0-
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-10---
2000110$124,672$65,695$6,570iApproximate average salary by contribution assumption: employee only about $164,238 at 4% or $109,492 at 6%; with 50% employer match about $109,492 at 4% or $72,994 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%.
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-10$124,672$65,695$6,570iApproximate average salary by contribution assumption: employee only about $164,238 at 4% or $109,492 at 6%; with 50% employer match about $109,492 at 4% or $72,994 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%.
1999110$191,584$65,193$6,519iApproximate average salary by contribution assumption: employee only about $162,983 at 4% or $108,655 at 6%; with 50% employer match about $108,655 at 4% or $72,437 at 6%; with 100% employer match about $81,491 at 4% or $54,328 at 6%.
Newman-Frey Associates Inc. Discretionary Defined Contribution Plan-10$191,584$65,193$6,519iApproximate average salary by contribution assumption: employee only about $162,983 at 4% or $108,655 at 6%; with 50% employer match about $108,655 at 4% or $72,437 at 6%; with 100% employer match about $81,491 at 4% or $54,328 at 6%.