Civic Intelligence

Jeffrey and Dania Latimer

Plan context: Jeffrey and Dania Latimer Profit Sharing Trust

EIN 04-2664426 • Hyannis, MA • 22 filings • 4 plans

414 South StreetHyannis, MA 02601
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,347,612

2019 Contributions

$52,175

Historical Graphs

Total Assets Over Time

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

$1,582,033$791,017$0199920092018YearValue
$1,347,612Latest year 2018

Participants Over Time

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

740199920092019YearValue
2Latest year 2019

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
201912$0$52,175$26,088iApproximate average salary by contribution assumption: employee only about $652,188 at 4% or $434,792 at 6%; with 50% employer match about $434,792 at 4% or $289,861 at 6%; with 100% employer match about $326,094 at 4% or $217,396 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-2$0$52,175$26,088iApproximate average salary by contribution assumption: employee only about $652,188 at 4% or $434,792 at 6%; with 50% employer match about $434,792 at 4% or $289,861 at 6%; with 100% employer match about $326,094 at 4% or $217,396 at 6%.
201825$1,347,612$144,176$28,835iApproximate average salary by contribution assumption: employee only about $720,880 at 4% or $480,587 at 6%; with 50% employer match about $480,587 at 4% or $320,391 at 6%; with 100% employer match about $360,440 at 4% or $240,293 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$673,806$72,088$14,418iApproximate average salary by contribution assumption: employee only about $360,440 at 4% or $240,293 at 6%; with 50% employer match about $240,293 at 4% or $160,196 at 6%; with 100% employer match about $180,220 at 4% or $120,147 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$673,806$72,088$14,418iApproximate average salary by contribution assumption: employee only about $360,440 at 4% or $240,293 at 6%; with 50% employer match about $240,293 at 4% or $160,196 at 6%; with 100% employer match about $180,220 at 4% or $120,147 at 6%.
201715$653,292$65,527$13,105iApproximate average salary by contribution assumption: employee only about $327,635 at 4% or $218,423 at 6%; with 50% employer match about $218,423 at 4% or $145,616 at 6%; with 100% employer match about $163,818 at 4% or $109,212 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$653,292$65,527$13,105iApproximate average salary by contribution assumption: employee only about $327,635 at 4% or $218,423 at 6%; with 50% employer match about $218,423 at 4% or $145,616 at 6%; with 100% employer match about $163,818 at 4% or $109,212 at 6%.
201615$703,120$67,132$13,426iApproximate average salary by contribution assumption: employee only about $335,660 at 4% or $223,773 at 6%; with 50% employer match about $223,773 at 4% or $149,182 at 6%; with 100% employer match about $167,830 at 4% or $111,887 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$703,120$67,132$13,426iApproximate average salary by contribution assumption: employee only about $335,660 at 4% or $223,773 at 6%; with 50% employer match about $223,773 at 4% or $149,182 at 6%; with 100% employer match about $167,830 at 4% or $111,887 at 6%.
201515$669,850$65,588$13,118iApproximate average salary by contribution assumption: employee only about $327,940 at 4% or $218,627 at 6%; with 50% employer match about $218,627 at 4% or $145,751 at 6%; with 100% employer match about $163,970 at 4% or $109,313 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$669,850$65,588$13,118iApproximate average salary by contribution assumption: employee only about $327,940 at 4% or $218,627 at 6%; with 50% employer match about $218,627 at 4% or $145,751 at 6%; with 100% employer match about $163,970 at 4% or $109,313 at 6%.
201415$1,582,033$67,982$13,596iApproximate average salary by contribution assumption: employee only about $339,910 at 4% or $226,607 at 6%; with 50% employer match about $226,607 at 4% or $151,071 at 6%; with 100% employer match about $169,955 at 4% or $113,303 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$1,582,033$67,982$13,596iApproximate average salary by contribution assumption: employee only about $339,910 at 4% or $226,607 at 6%; with 50% employer match about $226,607 at 4% or $151,071 at 6%; with 100% employer match about $169,955 at 4% or $113,303 at 6%.
201315$1,460,169$66,966$13,393iApproximate average salary by contribution assumption: employee only about $334,830 at 4% or $223,220 at 6%; with 50% employer match about $223,220 at 4% or $148,813 at 6%; with 100% employer match about $167,415 at 4% or $111,610 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$1,460,169$66,966$13,393iApproximate average salary by contribution assumption: employee only about $334,830 at 4% or $223,220 at 6%; with 50% employer match about $223,220 at 4% or $148,813 at 6%; with 100% employer match about $167,415 at 4% or $111,610 at 6%.
201215$1,152,762$65,933$13,187iApproximate average salary by contribution assumption: employee only about $329,665 at 4% or $219,777 at 6%; with 50% employer match about $219,777 at 4% or $146,518 at 6%; with 100% employer match about $164,833 at 4% or $109,888 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$1,152,762$65,933$13,187iApproximate average salary by contribution assumption: employee only about $329,665 at 4% or $219,777 at 6%; with 50% employer match about $219,777 at 4% or $146,518 at 6%; with 100% employer match about $164,833 at 4% or $109,888 at 6%.
201115$972,068$66,003$13,201iApproximate average salary by contribution assumption: employee only about $330,015 at 4% or $220,010 at 6%; with 50% employer match about $220,010 at 4% or $146,673 at 6%; with 100% employer match about $165,008 at 4% or $110,005 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$972,068$66,003$13,201iApproximate average salary by contribution assumption: employee only about $330,015 at 4% or $220,010 at 6%; with 50% employer match about $220,010 at 4% or $146,673 at 6%; with 100% employer match about $165,008 at 4% or $110,005 at 6%.
201015$963,584$66,162$13,232iApproximate average salary by contribution assumption: employee only about $330,810 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$963,584$66,162$13,232iApproximate average salary by contribution assumption: employee only about $330,810 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
200916$819,006$106,772$17,795iApproximate average salary by contribution assumption: employee only about $444,883 at 4% or $296,589 at 6%; with 50% employer match about $296,589 at 4% or $197,726 at 6%; with 100% employer match about $222,442 at 4% or $148,294 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-6$819,006$106,772$17,795iApproximate average salary by contribution assumption: employee only about $444,883 at 4% or $296,589 at 6%; with 50% employer match about $296,589 at 4% or $197,726 at 6%; with 100% employer match about $222,442 at 4% or $148,294 at 6%.
200815$530,682$64,742$12,948iApproximate average salary by contribution assumption: employee only about $323,710 at 4% or $215,807 at 6%; with 50% employer match about $215,807 at 4% or $143,871 at 6%; with 100% employer match about $161,855 at 4% or $107,903 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-5$530,682$64,742$12,948iApproximate average salary by contribution assumption: employee only about $323,710 at 4% or $215,807 at 6%; with 50% employer match about $215,807 at 4% or $143,871 at 6%; with 100% employer match about $161,855 at 4% or $107,903 at 6%.
200716$0$0-
Jeffrey and Dania Latimer Profit Sharing Trust-6---
200616$517,610$48,726$8,121iApproximate average salary by contribution assumption: employee only about $203,025 at 4% or $135,350 at 6%; with 50% employer match about $135,350 at 4% or $90,233 at 6%; with 100% employer match about $101,513 at 4% or $67,675 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-6$517,610$48,726$8,121iApproximate average salary by contribution assumption: employee only about $203,025 at 4% or $135,350 at 6%; with 50% employer match about $135,350 at 4% or $90,233 at 6%; with 100% employer match about $101,513 at 4% or $67,675 at 6%.
200517$439,298$0-
Jeffrey and Dania Latimer Profit Sharing Trust-7$439,298--
200417$413,732$39,660$5,666iApproximate average salary by contribution assumption: employee only about $141,643 at 4% or $94,429 at 6%; with 50% employer match about $94,429 at 4% or $62,952 at 6%; with 100% employer match about $70,821 at 4% or $47,214 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-7$413,732$39,660$5,666iApproximate average salary by contribution assumption: employee only about $141,643 at 4% or $94,429 at 6%; with 50% employer match about $94,429 at 4% or $62,952 at 6%; with 100% employer match about $70,821 at 4% or $47,214 at 6%.
200317$342,141$39,947$5,707iApproximate average salary by contribution assumption: employee only about $142,668 at 4% or $95,112 at 6%; with 50% employer match about $95,112 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-7$342,141$39,947$5,707iApproximate average salary by contribution assumption: employee only about $142,668 at 4% or $95,112 at 6%; with 50% employer match about $95,112 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%.
200217$240,267$35,825$5,118iApproximate average salary by contribution assumption: employee only about $127,946 at 4% or $85,298 at 6%; with 50% employer match about $85,298 at 4% or $56,865 at 6%; with 100% employer match about $63,973 at 4% or $42,649 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-7$240,267$35,825$5,118iApproximate average salary by contribution assumption: employee only about $127,946 at 4% or $85,298 at 6%; with 50% employer match about $85,298 at 4% or $56,865 at 6%; with 100% employer match about $63,973 at 4% or $42,649 at 6%.
200117$245,965$37,027$5,290iApproximate average salary by contribution assumption: employee only about $132,239 at 4% or $88,160 at 6%; with 50% employer match about $88,160 at 4% or $58,773 at 6%; with 100% employer match about $66,120 at 4% or $44,080 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-7$245,965$37,027$5,290iApproximate average salary by contribution assumption: employee only about $132,239 at 4% or $88,160 at 6%; with 50% employer match about $88,160 at 4% or $58,773 at 6%; with 100% employer match about $66,120 at 4% or $44,080 at 6%.
200017$237,522$38,909$5,558iApproximate average salary by contribution assumption: employee only about $138,961 at 4% or $92,640 at 6%; with 50% employer match about $92,640 at 4% or $61,760 at 6%; with 100% employer match about $69,480 at 4% or $46,320 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-7$237,522$38,909$5,558iApproximate average salary by contribution assumption: employee only about $138,961 at 4% or $92,640 at 6%; with 50% employer match about $92,640 at 4% or $61,760 at 6%; with 100% employer match about $69,480 at 4% or $46,320 at 6%.
199916$234,721$36,682$6,114iApproximate average salary by contribution assumption: employee only about $152,842 at 4% or $101,894 at 6%; with 50% employer match about $101,894 at 4% or $67,930 at 6%; with 100% employer match about $76,421 at 4% or $50,947 at 6%.
Jeffrey and Dania Latimer Profit Sharing Trust-6$234,721$36,682$6,114iApproximate average salary by contribution assumption: employee only about $152,842 at 4% or $101,894 at 6%; with 50% employer match about $101,894 at 4% or $67,930 at 6%; with 100% employer match about $76,421 at 4% or $50,947 at 6%.