Civic Intelligence

Jeffrey a. Bonney, Cfp

Plan context: Jeffrey a. Bonney, Cfp

EIN 01-0503392 • Kennebunk, ME • 18 filings • 3 plans

62 Portland RoadKennebunk, ME 04043
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$1,149,426

2022 Contributions

$117,050

Historical Graphs

Total Assets Over Time

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

$1,627,518$813,759$0200720152022YearValue
$1,149,426Latest year 2022

Participants Over Time

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

420200720152022YearValue
1Latest year 2022

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
202221$1,149,426$117,050$117,050iApproximate average salary by contribution assumption: employee only about $2,926,250 at 4% or $1,950,833 at 6%; with 50% employer match about $1,950,833 at 4% or $1,300,556 at 6%; with 100% employer match about $1,463,125 at 4% or $975,417 at 6%.
Jeffrey a. Bonney, Cfp-1$986,464$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
JEFFREY A. BONNEY, CFP CASH BALANCE PENSION PLAN-1$162,962$91,050$91,050iApproximate average salary by contribution assumption: employee only about $2,276,250 at 4% or $1,517,500 at 6%; with 50% employer match about $1,517,500 at 4% or $1,011,667 at 6%; with 100% employer match about $1,138,125 at 4% or $758,750 at 6%.
202124$1,627,518$170,299$42,575iApproximate average salary by contribution assumption: employee only about $1,064,369 at 4% or $709,579 at 6%; with 50% employer match about $709,579 at 4% or $473,053 at 6%; with 100% employer match about $532,184 at 4% or $354,790 at 6%.
Jeffrey a. Bonney, Cfp-4$1,550,018$92,799$23,200iApproximate average salary by contribution assumption: employee only about $579,994 at 4% or $386,663 at 6%; with 50% employer match about $386,663 at 4% or $257,775 at 6%; with 100% employer match about $289,997 at 4% or $193,331 at 6%.
JEFFREY A. BONNEY, CFP CASH BALANCE PENSION PLAN-4$77,500$77,500$19,375iApproximate average salary by contribution assumption: employee only about $484,375 at 4% or $322,917 at 6%; with 50% employer match about $322,917 at 4% or $215,278 at 6%; with 100% employer match about $242,188 at 4% or $161,458 at 6%.
202014$1,288,836$85,609$21,402iApproximate average salary by contribution assumption: employee only about $535,056 at 4% or $356,704 at 6%; with 50% employer match about $356,704 at 4% or $237,803 at 6%; with 100% employer match about $267,528 at 4% or $178,352 at 6%.
Jeffrey a. Bonney, Cfp-4$1,288,836$85,609$21,402iApproximate average salary by contribution assumption: employee only about $535,056 at 4% or $356,704 at 6%; with 50% employer match about $356,704 at 4% or $237,803 at 6%; with 100% employer match about $267,528 at 4% or $178,352 at 6%.
201914$1,042,820$105,450$26,363iApproximate average salary by contribution assumption: employee only about $659,063 at 4% or $439,375 at 6%; with 50% employer match about $439,375 at 4% or $292,917 at 6%; with 100% employer match about $329,531 at 4% or $219,688 at 6%.
Jeffrey a. Bonney, Cfp-4$1,042,820$105,450$26,363iApproximate average salary by contribution assumption: employee only about $659,063 at 4% or $439,375 at 6%; with 50% employer match about $439,375 at 4% or $292,917 at 6%; with 100% employer match about $329,531 at 4% or $219,688 at 6%.
201814$765,958$102,496$25,624iApproximate average salary by contribution assumption: employee only about $640,600 at 4% or $427,067 at 6%; with 50% employer match about $427,067 at 4% or $284,711 at 6%; with 100% employer match about $320,300 at 4% or $213,533 at 6%.
Jeffrey a. Bonney, Cfp-4$765,958$102,496$25,624iApproximate average salary by contribution assumption: employee only about $640,600 at 4% or $427,067 at 6%; with 50% employer match about $427,067 at 4% or $284,711 at 6%; with 100% employer match about $320,300 at 4% or $213,533 at 6%.
201714$715,253$83,701$20,925iApproximate average salary by contribution assumption: employee only about $523,131 at 4% or $348,754 at 6%; with 50% employer match about $348,754 at 4% or $232,503 at 6%; with 100% employer match about $261,566 at 4% or $174,377 at 6%.
Jeffrey a. Bonney, Cfp-4$715,253$83,701$20,925iApproximate average salary by contribution assumption: employee only about $523,131 at 4% or $348,754 at 6%; with 50% employer match about $348,754 at 4% or $232,503 at 6%; with 100% employer match about $261,566 at 4% or $174,377 at 6%.
201614$555,353$76,038$19,010iApproximate average salary by contribution assumption: employee only about $475,238 at 4% or $316,825 at 6%; with 50% employer match about $316,825 at 4% or $211,217 at 6%; with 100% employer match about $237,619 at 4% or $158,413 at 6%.
Jeffrey a. Bonney, Cfp-4$555,353$76,038$19,010iApproximate average salary by contribution assumption: employee only about $475,238 at 4% or $316,825 at 6%; with 50% employer match about $316,825 at 4% or $211,217 at 6%; with 100% employer match about $237,619 at 4% or $158,413 at 6%.
201513$451,220$107,411$35,804iApproximate average salary by contribution assumption: employee only about $895,092 at 4% or $596,728 at 6%; with 50% employer match about $596,728 at 4% or $397,819 at 6%; with 100% employer match about $447,546 at 4% or $298,364 at 6%.
Jeffrey a. Bonney, Cfp-3$451,220$107,411$35,804iApproximate average salary by contribution assumption: employee only about $895,092 at 4% or $596,728 at 6%; with 50% employer match about $596,728 at 4% or $397,819 at 6%; with 100% employer match about $447,546 at 4% or $298,364 at 6%.
201413$349,494$43,226$14,409iApproximate average salary by contribution assumption: employee only about $360,217 at 4% or $240,144 at 6%; with 50% employer match about $240,144 at 4% or $160,096 at 6%; with 100% employer match about $180,108 at 4% or $120,072 at 6%.
Jeffrey a. Bonney, Cfp-3$349,494$43,226$14,409iApproximate average salary by contribution assumption: employee only about $360,217 at 4% or $240,144 at 6%; with 50% employer match about $240,144 at 4% or $160,096 at 6%; with 100% employer match about $180,108 at 4% or $120,072 at 6%.
201313$295,366$53,509$17,836iApproximate average salary by contribution assumption: employee only about $445,908 at 4% or $297,272 at 6%; with 50% employer match about $297,272 at 4% or $198,181 at 6%; with 100% employer match about $222,954 at 4% or $148,636 at 6%.
Jeffrey a. Bonney, Cfp-3$295,366$53,509$17,836iApproximate average salary by contribution assumption: employee only about $445,908 at 4% or $297,272 at 6%; with 50% employer match about $297,272 at 4% or $198,181 at 6%; with 100% employer match about $222,954 at 4% or $148,636 at 6%.
201213$209,272$44,996$14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%.
Jeffrey a. Bonney, Cfp-3$209,272$44,996$14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%.
201113$145,287$41,567$13,856iApproximate average salary by contribution assumption: employee only about $346,392 at 4% or $230,928 at 6%; with 50% employer match about $230,928 at 4% or $153,952 at 6%; with 100% employer match about $173,196 at 4% or $115,464 at 6%.
Jeffrey a. Bonney, Cfp-3$145,287$41,567$13,856iApproximate average salary by contribution assumption: employee only about $346,392 at 4% or $230,928 at 6%; with 50% employer match about $230,928 at 4% or $153,952 at 6%; with 100% employer match about $173,196 at 4% or $115,464 at 6%.
201013$130,619$33,264$11,088iApproximate average salary by contribution assumption: employee only about $277,200 at 4% or $184,800 at 6%; with 50% employer match about $184,800 at 4% or $123,200 at 6%; with 100% employer match about $138,600 at 4% or $92,400 at 6%.
Jeffrey a. Bonney, Cfp-3$130,619$33,264$11,088iApproximate average salary by contribution assumption: employee only about $277,200 at 4% or $184,800 at 6%; with 50% employer match about $184,800 at 4% or $123,200 at 6%; with 100% employer match about $138,600 at 4% or $92,400 at 6%.
200913$86,540$33,796$11,265iApproximate average salary by contribution assumption: employee only about $281,633 at 4% or $187,756 at 6%; with 50% employer match about $187,756 at 4% or $125,170 at 6%; with 100% employer match about $140,817 at 4% or $93,878 at 6%.
Jeffrey a. Bonney, Cfp-3$86,540$33,796$11,265iApproximate average salary by contribution assumption: employee only about $281,633 at 4% or $187,756 at 6%; with 50% employer match about $187,756 at 4% or $125,170 at 6%; with 100% employer match about $140,817 at 4% or $93,878 at 6%.
200812$40,584$18,467$9,234iApproximate average salary by contribution assumption: employee only about $230,838 at 4% or $153,892 at 6%; with 50% employer match about $153,892 at 4% or $102,594 at 6%; with 100% employer match about $115,419 at 4% or $76,946 at 6%.
Jeffrey a. Bonney, Cfp-2$40,584$18,467$9,234iApproximate average salary by contribution assumption: employee only about $230,838 at 4% or $153,892 at 6%; with 50% employer match about $153,892 at 4% or $102,594 at 6%; with 100% employer match about $115,419 at 4% or $76,946 at 6%.
200713$54,629$54,747$18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%.
Jeffrey a. Bonney, Cfp-3$54,629$54,747$18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%.