Civic Intelligence

Crosbie-Macdonald Insurance

Plan context: Crosbie-Macdonald Self-Employed Retirement Plan

EIN 04-1219320 • 13 filings • 4 plans

Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$106,766

2014 Contributions

$18,909

Historical Graphs

Total Assets Over Time

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

$1,444,536$722,268$0199920052011YearValue
$106,766Latest year 2011

Participants Over Time

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

740199920052011YearValue
5Latest year 2011

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
201410$0$0-
Crosbie-Macdonald Self-Employed Retirement Plan-----
201115$106,766$0-
Crosbie-Macdonald Self-Employed Retirement Plan-5$106,766--
201015$163,261$0-
Crosbie-Macdonald Self-Employed Retirement Plan-5$163,261--
200815$199,931$18,909$3,782iApproximate average salary by contribution assumption: employee only about $94,545 at 4% or $63,030 at 6%; with 50% employer match about $63,030 at 4% or $42,020 at 6%; with 100% employer match about $47,273 at 4% or $31,515 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-5$199,931$18,909$3,782iApproximate average salary by contribution assumption: employee only about $94,545 at 4% or $63,030 at 6%; with 50% employer match about $63,030 at 4% or $42,020 at 6%; with 100% employer match about $47,273 at 4% or $31,515 at 6%.
200717$1,227,576$0-
Crosbie-Macdonald Self-Employed Retirement Plan-7$1,227,576--
200617$1,207,185$18,064$2,581iApproximate average salary by contribution assumption: employee only about $64,514 at 4% or $43,010 at 6%; with 50% employer match about $43,010 at 4% or $28,673 at 6%; with 100% employer match about $32,257 at 4% or $21,505 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-7$1,207,185$18,064$2,581iApproximate average salary by contribution assumption: employee only about $64,514 at 4% or $43,010 at 6%; with 50% employer match about $43,010 at 4% or $28,673 at 6%; with 100% employer match about $32,257 at 4% or $21,505 at 6%.
200517$1,089,366$37,809$5,401iApproximate average salary by contribution assumption: employee only about $135,032 at 4% or $90,021 at 6%; with 50% employer match about $90,021 at 4% or $60,014 at 6%; with 100% employer match about $67,516 at 4% or $45,011 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-7$1,089,366$37,809$5,401iApproximate average salary by contribution assumption: employee only about $135,032 at 4% or $90,021 at 6%; with 50% employer match about $90,021 at 4% or $60,014 at 6%; with 100% employer match about $67,516 at 4% or $45,011 at 6%.
200415$1,011,798$56,413$11,283iApproximate average salary by contribution assumption: employee only about $282,065 at 4% or $188,043 at 6%; with 50% employer match about $188,043 at 4% or $125,362 at 6%; with 100% employer match about $141,033 at 4% or $94,022 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-5$1,011,798$56,413$11,283iApproximate average salary by contribution assumption: employee only about $282,065 at 4% or $188,043 at 6%; with 50% employer match about $188,043 at 4% or $125,362 at 6%; with 100% employer match about $141,033 at 4% or $94,022 at 6%.
200315$1,079,187$54,575$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-5$1,079,187$54,575$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
200215$922,842$53,676$10,735iApproximate average salary by contribution assumption: employee only about $268,380 at 4% or $178,920 at 6%; with 50% employer match about $178,920 at 4% or $119,280 at 6%; with 100% employer match about $134,190 at 4% or $89,460 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-5$922,842$53,676$10,735iApproximate average salary by contribution assumption: employee only about $268,380 at 4% or $178,920 at 6%; with 50% employer match about $178,920 at 4% or $119,280 at 6%; with 100% employer match about $134,190 at 4% or $89,460 at 6%.
200110$0$0-
Crosbie-Macdonald Self-Employed Retirement Plan-0---
200014$1,378,618$42,476$10,619iApproximate average salary by contribution assumption: employee only about $265,475 at 4% or $176,983 at 6%; with 50% employer match about $176,983 at 4% or $117,989 at 6%; with 100% employer match about $132,738 at 4% or $88,492 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-4$1,378,618$42,476$10,619iApproximate average salary by contribution assumption: employee only about $265,475 at 4% or $176,983 at 6%; with 50% employer match about $176,983 at 4% or $117,989 at 6%; with 100% employer match about $132,738 at 4% or $88,492 at 6%.
199915$1,444,536$66,972$13,394iApproximate average salary by contribution assumption: employee only about $334,860 at 4% or $223,240 at 6%; with 50% employer match about $223,240 at 4% or $148,827 at 6%; with 100% employer match about $167,430 at 4% or $111,620 at 6%.
Crosbie-Macdonald Self-Employed Retirement Plan-5$1,444,536$66,972$13,394iApproximate average salary by contribution assumption: employee only about $334,860 at 4% or $223,240 at 6%; with 50% employer match about $223,240 at 4% or $148,827 at 6%; with 100% employer match about $167,430 at 4% or $111,620 at 6%.