Civic Intelligence

Mary-Ann Bunting Cfp

Plan context: MARY-ANN BUNTING CFP PROFIT-SHARING PLAN

EIN 06-1142997 • Southport, CT • 20 filings • 2 plans

Tide Mill Landing2425 Post Road, Suite 302Southport, CT 06890-1267
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$437,817

2017 Contributions

$246,042

Historical Graphs

Total Assets Over Time

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

$1,235,910$617,955$0200020092017YearValue
$437,817Latest year 2017

Participants Over Time

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

630200020092017YearValue
6Latest year 2017

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
201716$437,817$246,042$41,007iApproximate average salary by contribution assumption: employee only about $1,025,175 at 4% or $683,450 at 6%; with 50% employer match about $683,450 at 4% or $455,633 at 6%; with 100% employer match about $512,588 at 4% or $341,725 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-6$437,817$246,042$41,007iApproximate average salary by contribution assumption: employee only about $1,025,175 at 4% or $683,450 at 6%; with 50% employer match about $683,450 at 4% or $455,633 at 6%; with 100% employer match about $512,588 at 4% or $341,725 at 6%.
201616$401,336$80,003$13,334iApproximate average salary by contribution assumption: employee only about $333,346 at 4% or $222,231 at 6%; with 50% employer match about $222,231 at 4% or $148,154 at 6%; with 100% employer match about $166,673 at 4% or $111,115 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-6$401,336$80,003$13,334iApproximate average salary by contribution assumption: employee only about $333,346 at 4% or $222,231 at 6%; with 50% employer match about $222,231 at 4% or $148,154 at 6%; with 100% employer match about $166,673 at 4% or $111,115 at 6%.
201515$1,235,910$77,635$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-5$1,235,910$77,635$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
201415$1,179,831$76,526$15,305iApproximate average salary by contribution assumption: employee only about $382,630 at 4% or $255,087 at 6%; with 50% employer match about $255,087 at 4% or $170,058 at 6%; with 100% employer match about $191,315 at 4% or $127,543 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-5$1,179,831$76,526$15,305iApproximate average salary by contribution assumption: employee only about $382,630 at 4% or $255,087 at 6%; with 50% employer match about $255,087 at 4% or $170,058 at 6%; with 100% employer match about $191,315 at 4% or $127,543 at 6%.
201315$956,760$86,306$17,261iApproximate average salary by contribution assumption: employee only about $431,530 at 4% or $287,687 at 6%; with 50% employer match about $287,687 at 4% or $191,791 at 6%; with 100% employer match about $215,765 at 4% or $143,843 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-5$956,760$86,306$17,261iApproximate average salary by contribution assumption: employee only about $431,530 at 4% or $287,687 at 6%; with 50% employer match about $287,687 at 4% or $191,791 at 6%; with 100% employer match about $215,765 at 4% or $143,843 at 6%.
201215$691,241$77,018$15,404iApproximate average salary by contribution assumption: employee only about $385,090 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,363 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-5$691,241$77,018$15,404iApproximate average salary by contribution assumption: employee only about $385,090 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,363 at 6%.
201115$543,091$75,494$15,099iApproximate average salary by contribution assumption: employee only about $377,470 at 4% or $251,647 at 6%; with 50% employer match about $251,647 at 4% or $167,764 at 6%; with 100% employer match about $188,735 at 4% or $125,823 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-5$543,091$75,494$15,099iApproximate average salary by contribution assumption: employee only about $377,470 at 4% or $251,647 at 6%; with 50% employer match about $251,647 at 4% or $167,764 at 6%; with 100% employer match about $188,735 at 4% or $125,823 at 6%.
201014$1,064,686$66,870$16,718iApproximate average salary by contribution assumption: employee only about $417,938 at 4% or $278,625 at 6%; with 50% employer match about $278,625 at 4% or $185,750 at 6%; with 100% employer match about $208,969 at 4% or $139,313 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-4$1,064,686$66,870$16,718iApproximate average salary by contribution assumption: employee only about $417,938 at 4% or $278,625 at 6%; with 50% employer match about $278,625 at 4% or $185,750 at 6%; with 100% employer match about $208,969 at 4% or $139,313 at 6%.
200914$850,286$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-4$850,286$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200814$657,950$27,200$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-4$657,950$27,200$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
200713$0$0-
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3---
200613$1,122,479$48,600$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3$1,122,479$48,600$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
200513$1,145,260$46,754$15,585iApproximate average salary by contribution assumption: employee only about $389,617 at 4% or $259,744 at 6%; with 50% employer match about $259,744 at 4% or $173,163 at 6%; with 100% employer match about $194,808 at 4% or $129,872 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3$1,145,260$46,754$15,585iApproximate average salary by contribution assumption: employee only about $389,617 at 4% or $259,744 at 6%; with 50% employer match about $259,744 at 4% or $173,163 at 6%; with 100% employer match about $194,808 at 4% or $129,872 at 6%.
200413$1,195,766$45,558$15,186iApproximate average salary by contribution assumption: employee only about $379,650 at 4% or $253,100 at 6%; with 50% employer match about $253,100 at 4% or $168,733 at 6%; with 100% employer match about $189,825 at 4% or $126,550 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3$1,195,766$45,558$15,186iApproximate average salary by contribution assumption: employee only about $379,650 at 4% or $253,100 at 6%; with 50% employer match about $253,100 at 4% or $168,733 at 6%; with 100% employer match about $189,825 at 4% or $126,550 at 6%.
200323$951,031$772,253$257,418iApproximate average salary by contribution assumption: employee only about $6,435,442 at 4% or $4,290,294 at 6%; with 50% employer match about $4,290,294 at 4% or $2,860,196 at 6%; with 100% employer match about $3,217,721 at 4% or $2,145,147 at 6%.
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3$951,031$772,253$257,418iApproximate average salary by contribution assumption: employee only about $6,435,442 at 4% or $4,290,294 at 6%; with 50% employer match about $4,290,294 at 4% or $2,860,196 at 6%; with 100% employer match about $3,217,721 at 4% or $2,145,147 at 6%.
Mary-Ann Bunting Cfp Retirement Plan-0---
200223$772,084$44,630$14,877iApproximate average salary by contribution assumption: employee only about $371,917 at 4% or $247,944 at 6%; with 50% employer match about $247,944 at 4% or $165,296 at 6%; with 100% employer match about $185,958 at 4% or $123,972 at 6%.
Mary-Ann Bunting Cfp Retirement Plan-0$727,454--
MARY-ANN BUNTING CFP PROFIT-SHARING PLAN-3$44,630$44,630$14,877iApproximate average salary by contribution assumption: employee only about $371,917 at 4% or $247,944 at 6%; with 50% employer match about $247,944 at 4% or $165,296 at 6%; with 100% employer match about $185,958 at 4% or $123,972 at 6%.
200113$826,665$39,671$13,224iApproximate average salary by contribution assumption: employee only about $330,592 at 4% or $220,394 at 6%; with 50% employer match about $220,394 at 4% or $146,930 at 6%; with 100% employer match about $165,296 at 4% or $110,197 at 6%.
Mary-Ann Bunting Cfp Retirement Plan-3$826,665$39,671$13,224iApproximate average salary by contribution assumption: employee only about $330,592 at 4% or $220,394 at 6%; with 50% employer match about $220,394 at 4% or $146,930 at 6%; with 100% employer match about $165,296 at 4% or $110,197 at 6%.
200013$988,561$33,964$11,321iApproximate average salary by contribution assumption: employee only about $283,033 at 4% or $188,689 at 6%; with 50% employer match about $188,689 at 4% or $125,793 at 6%; with 100% employer match about $141,517 at 4% or $94,344 at 6%.
Mary-Ann Bunting Cfp Retirement Plan-3$988,561$33,964$11,321iApproximate average salary by contribution assumption: employee only about $283,033 at 4% or $188,689 at 6%; with 50% employer match about $188,689 at 4% or $125,793 at 6%; with 100% employer match about $141,517 at 4% or $94,344 at 6%.