Joyce Ponso Inc.
Plan context: Joyce Ponso, Cfp, Ea, Ata Defined Benefit Pension Plan
EIN 95-4628478 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$787,867
2001 Contributions
$72,737
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 2 | $787,867 | $72,737 | $36,369iApproximate average salary by contribution assumption: employee only about $909,213 at 4% or $606,142 at 6%; with 50% employer match about $606,142 at 4% or $404,094 at 6%; with 100% employer match about $454,606 at 4% or $303,071 at 6%. |
| Joyce Ponso, Cfp, Ea, Ata Defined Benefit Pension Plan | - | 2 | $787,867 | $72,737 | $36,369iApproximate average salary by contribution assumption: employee only about $909,213 at 4% or $606,142 at 6%; with 50% employer match about $606,142 at 4% or $404,094 at 6%; with 100% employer match about $454,606 at 4% or $303,071 at 6%. |
| 2000 | 1 | 1 | $747,321 | $66,630 | $66,630iApproximate average salary by contribution assumption: employee only about $1,665,750 at 4% or $1,110,500 at 6%; with 50% employer match about $1,110,500 at 4% or $740,333 at 6%; with 100% employer match about $832,875 at 4% or $555,250 at 6%. |
| Joyce Ponso, Cfp, Ea, Ata Defined Benefit Pension Plan | - | 1 | $747,321 | $66,630 | $66,630iApproximate average salary by contribution assumption: employee only about $1,665,750 at 4% or $1,110,500 at 6%; with 50% employer match about $1,110,500 at 4% or $740,333 at 6%; with 100% employer match about $832,875 at 4% or $555,250 at 6%. |
| 1999 | 1 | 1 | $620,825 | $80,938 | $80,938iApproximate average salary by contribution assumption: employee only about $2,023,450 at 4% or $1,348,967 at 6%; with 50% employer match about $1,348,967 at 4% or $899,311 at 6%; with 100% employer match about $1,011,725 at 4% or $674,483 at 6%. |
| Joyce Ponso, Cfp, Ea, Ata Defined Benefit Pension Plan | - | 1 | $620,825 | $80,938 | $80,938iApproximate average salary by contribution assumption: employee only about $2,023,450 at 4% or $1,348,967 at 6%; with 50% employer match about $1,348,967 at 4% or $899,311 at 6%; with 100% employer match about $1,011,725 at 4% or $674,483 at 6%. |