Civic Intelligence

Charles Geraci, CPA

Plan context: Charles Geraci LLP 401K Safe Harbor Plan

EIN 04-3630345 • The Woodlands, TX • 7 filings • 3 plans

30 Starviolet StreetThe Woodlands, TX 77380
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$43,061

2013 Contributions

$1,411

Historical Graphs

Total Assets Over Time

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

$82,210$41,105$0200720102012YearValue
$43,061Latest year 2012

Participants Over Time

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

530200720102012YearValue
3Latest year 2012

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
201310$0$1,411-
Charles Geraci LLP 401K Safe Harbor Plan-0-$1,411-
201213$43,061$14,773$4,924iApproximate average salary by contribution assumption: employee only about $123,108 at 4% or $82,072 at 6%; with 50% employer match about $82,072 at 4% or $54,715 at 6%; with 100% employer match about $61,554 at 4% or $41,036 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-3$43,061$14,773$4,924iApproximate average salary by contribution assumption: employee only about $123,108 at 4% or $82,072 at 6%; with 50% employer match about $82,072 at 4% or $54,715 at 6%; with 100% employer match about $61,554 at 4% or $41,036 at 6%.
201113$27,157$13,909$4,636iApproximate average salary by contribution assumption: employee only about $115,908 at 4% or $77,272 at 6%; with 50% employer match about $77,272 at 4% or $51,515 at 6%; with 100% employer match about $57,954 at 4% or $38,636 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-3$27,157$13,909$4,636iApproximate average salary by contribution assumption: employee only about $115,908 at 4% or $77,272 at 6%; with 50% employer match about $77,272 at 4% or $51,515 at 6%; with 100% employer match about $57,954 at 4% or $38,636 at 6%.
201011$12,909$6,952$6,952iApproximate average salary by contribution assumption: employee only about $173,800 at 4% or $115,867 at 6%; with 50% employer match about $115,867 at 4% or $77,244 at 6%; with 100% employer match about $86,900 at 4% or $57,933 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-1$12,909$6,952$6,952iApproximate average salary by contribution assumption: employee only about $173,800 at 4% or $115,867 at 6%; with 50% employer match about $115,867 at 4% or $77,244 at 6%; with 100% employer match about $86,900 at 4% or $57,933 at 6%.
200913$16,264$6,890$2,297iApproximate average salary by contribution assumption: employee only about $57,417 at 4% or $38,278 at 6%; with 50% employer match about $38,278 at 4% or $25,519 at 6%; with 100% employer match about $28,708 at 4% or $19,139 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-3$16,264$6,890$2,297iApproximate average salary by contribution assumption: employee only about $57,417 at 4% or $38,278 at 6%; with 50% employer match about $38,278 at 4% or $25,519 at 6%; with 100% employer match about $28,708 at 4% or $19,139 at 6%.
200815$80,364$7,592$1,518iApproximate average salary by contribution assumption: employee only about $37,960 at 4% or $25,307 at 6%; with 50% employer match about $25,307 at 4% or $16,871 at 6%; with 100% employer match about $18,980 at 4% or $12,653 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-5$80,364$7,592$1,518iApproximate average salary by contribution assumption: employee only about $37,960 at 4% or $25,307 at 6%; with 50% employer match about $25,307 at 4% or $16,871 at 6%; with 100% employer match about $18,980 at 4% or $12,653 at 6%.
200715$82,210$82,946$16,589iApproximate average salary by contribution assumption: employee only about $414,730 at 4% or $276,487 at 6%; with 50% employer match about $276,487 at 4% or $184,324 at 6%; with 100% employer match about $207,365 at 4% or $138,243 at 6%.
Charles Geraci LLP 401K Safe Harbor Plan-5$82,210$82,946$16,589iApproximate average salary by contribution assumption: employee only about $414,730 at 4% or $276,487 at 6%; with 50% employer match about $276,487 at 4% or $184,324 at 6%; with 100% employer match about $207,365 at 4% or $138,243 at 6%.