Civic Intelligence

James Tasi

Plan context: James Tasi Money Purchase Keogh Plan 93 Newfield Street

EIN 04-6352191 • 12 filings • 9 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$63,475

2003 Contributions

$13,500

Historical Graphs

Total Assets Over Time

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

$291,892$145,946$0199920002002YearValue
$63,475Latest year 2002

Participants Over Time

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

210199920012002YearValue
2Latest year 2002

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
200320$0$0-
James Tasi Profit Sharing Keogh Plan-0---
James Tasi Money Purchase Keogh Plan 93 Newfield Street-0---
200222$63,475$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
James Tasi Money Purchase Keogh Plan 93 Newfield Street-2$42,818$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
James Tasi Profit Sharing Keogh Plan-2$20,657$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
200122$0$0-
James Tasi Money Purchase Keogh Plan 93 Newfield Street-2---
James Tasi Profit Sharing Keogh Plan-2---
200032$148,174$15,960$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
James Tasi Profit Sharing Keogh Plan-1$96,530--
James Tasi Money Purchase Keogh Plan 93 Newfield Street-2$51,644$3,769$1,885iApproximate average salary by contribution assumption: employee only about $47,113 at 4% or $31,408 at 6%; with 50% employer match about $31,408 at 4% or $20,939 at 6%; with 100% employer match about $23,556 at 4% or $15,704 at 6%.
James Tasi Profit Sharing Keogh Plan-0-$12,191-
199932$291,892$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James Tasi Profit Sharing Keogh Plan-2$143,443--
James Tasi Profit Sharing Keogh Plan-1$100,485--
James Tasi Money Purchase Keogh Plan 93 Newfield Street-2$47,964$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.