Civic Intelligence

James Ugone

Plan context: James Ugone Profit Sharing Plan

EIN 04-3148615 • Topsfield, MA • 12 filings • 1 plans

7 Grove Street, Suite 301Topsfield, MA 01983
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$1,102,851

2010 Contributions

$68,753

Historical Graphs

Total Assets Over Time

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

$1,102,851$551,426$0199920052009YearValue
$1,102,851Latest year 2009

Participants Over Time

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

530199920042009YearValue
3Latest year 2009

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
201010$0$0-
James Ugone Profit Sharing Plan-0$0$0-
200913$1,102,851$68,753$22,918iApproximate average salary by contribution assumption: employee only about $572,942 at 4% or $381,961 at 6%; with 50% employer match about $381,961 at 4% or $254,641 at 6%; with 100% employer match about $286,471 at 4% or $190,981 at 6%.
James Ugone Profit Sharing Plan-3$1,102,851$68,753$22,918iApproximate average salary by contribution assumption: employee only about $572,942 at 4% or $381,961 at 6%; with 50% employer match about $381,961 at 4% or $254,641 at 6%; with 100% employer match about $286,471 at 4% or $190,981 at 6%.
200813$812,859$93,609$31,203iApproximate average salary by contribution assumption: employee only about $780,075 at 4% or $520,050 at 6%; with 50% employer match about $520,050 at 4% or $346,700 at 6%; with 100% employer match about $390,038 at 4% or $260,025 at 6%.
James Ugone Profit Sharing Plan-3$812,859$93,609$31,203iApproximate average salary by contribution assumption: employee only about $780,075 at 4% or $520,050 at 6%; with 50% employer match about $520,050 at 4% or $346,700 at 6%; with 100% employer match about $390,038 at 4% or $260,025 at 6%.
200713$1,005,817$283,864$94,621iApproximate average salary by contribution assumption: employee only about $2,365,533 at 4% or $1,577,022 at 6%; with 50% employer match about $1,577,022 at 4% or $1,051,348 at 6%; with 100% employer match about $1,182,767 at 4% or $788,511 at 6%.
James Ugone Profit Sharing Plan-3$1,005,817$283,864$94,621iApproximate average salary by contribution assumption: employee only about $2,365,533 at 4% or $1,577,022 at 6%; with 50% employer match about $1,577,022 at 4% or $1,051,348 at 6%; with 100% employer match about $1,182,767 at 4% or $788,511 at 6%.
200612$671,467$62,120$31,060iApproximate average salary by contribution assumption: employee only about $776,500 at 4% or $517,667 at 6%; with 50% employer match about $517,667 at 4% or $345,111 at 6%; with 100% employer match about $388,250 at 4% or $258,833 at 6%.
James Ugone Profit Sharing Plan-2$671,467$62,120$31,060iApproximate average salary by contribution assumption: employee only about $776,500 at 4% or $517,667 at 6%; with 50% employer match about $517,667 at 4% or $345,111 at 6%; with 100% employer match about $388,250 at 4% or $258,833 at 6%.
200512$591,346$51,793$25,897iApproximate average salary by contribution assumption: employee only about $647,413 at 4% or $431,608 at 6%; with 50% employer match about $431,608 at 4% or $287,739 at 6%; with 100% employer match about $323,706 at 4% or $215,804 at 6%.
James Ugone Profit Sharing Plan-2$591,346$51,793$25,897iApproximate average salary by contribution assumption: employee only about $647,413 at 4% or $431,608 at 6%; with 50% employer match about $431,608 at 4% or $287,739 at 6%; with 100% employer match about $323,706 at 4% or $215,804 at 6%.
200414$517,350$62,923$15,731iApproximate average salary by contribution assumption: employee only about $393,269 at 4% or $262,179 at 6%; with 50% employer match about $262,179 at 4% or $174,786 at 6%; with 100% employer match about $196,634 at 4% or $131,090 at 6%.
James Ugone Profit Sharing Plan-4$517,350$62,923$15,731iApproximate average salary by contribution assumption: employee only about $393,269 at 4% or $262,179 at 6%; with 50% employer match about $262,179 at 4% or $174,786 at 6%; with 100% employer match about $196,634 at 4% or $131,090 at 6%.
200315$404,530$74,057$14,811iApproximate average salary by contribution assumption: employee only about $370,285 at 4% or $246,857 at 6%; with 50% employer match about $246,857 at 4% or $164,571 at 6%; with 100% employer match about $185,143 at 4% or $123,428 at 6%.
James Ugone Profit Sharing Plan-5$404,530$74,057$14,811iApproximate average salary by contribution assumption: employee only about $370,285 at 4% or $246,857 at 6%; with 50% employer match about $246,857 at 4% or $164,571 at 6%; with 100% employer match about $185,143 at 4% or $123,428 at 6%.
200215$253,760$70,189$14,038iApproximate average salary by contribution assumption: employee only about $350,945 at 4% or $233,963 at 6%; with 50% employer match about $233,963 at 4% or $155,976 at 6%; with 100% employer match about $175,473 at 4% or $116,982 at 6%.
James Ugone Profit Sharing Plan-5$253,760$70,189$14,038iApproximate average salary by contribution assumption: employee only about $350,945 at 4% or $233,963 at 6%; with 50% employer match about $233,963 at 4% or $155,976 at 6%; with 100% employer match about $175,473 at 4% or $116,982 at 6%.
200113$0$0-
James Ugone Profit Sharing Plan-3---
200013$234,399$34,625$11,542iApproximate average salary by contribution assumption: employee only about $288,542 at 4% or $192,361 at 6%; with 50% employer match about $192,361 at 4% or $128,241 at 6%; with 100% employer match about $144,271 at 4% or $96,181 at 6%.
James Ugone Profit Sharing Plan-3$234,399$34,625$11,542iApproximate average salary by contribution assumption: employee only about $288,542 at 4% or $192,361 at 6%; with 50% employer match about $192,361 at 4% or $128,241 at 6%; with 100% employer match about $144,271 at 4% or $96,181 at 6%.
199913$211,782$29,184$9,728iApproximate average salary by contribution assumption: employee only about $243,200 at 4% or $162,133 at 6%; with 50% employer match about $162,133 at 4% or $108,089 at 6%; with 100% employer match about $121,600 at 4% or $81,067 at 6%.
James Ugone Profit Sharing Plan-3$211,782$29,184$9,728iApproximate average salary by contribution assumption: employee only about $243,200 at 4% or $162,133 at 6%; with 50% employer match about $162,133 at 4% or $108,089 at 6%; with 100% employer match about $121,600 at 4% or $81,067 at 6%.