Everett James Inc
Plan context: Everett James Inc Profit Sharing Plan and Trust
EIN 06-1300043 • Ridgefield, CT • 14 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
4
2013 Assets
$1,076,737
2013 Contributions
$107,050
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Everett James Inc Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2012 | 1 | 4 | $1,076,737 | $107,050 | $26,763iApproximate average salary by contribution assumption: employee only about $669,063 at 4% or $446,042 at 6%; with 50% employer match about $446,042 at 4% or $297,361 at 6%; with 100% employer match about $334,531 at 4% or $223,021 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $1,076,737 | $107,050 | $26,763iApproximate average salary by contribution assumption: employee only about $669,063 at 4% or $446,042 at 6%; with 50% employer match about $446,042 at 4% or $297,361 at 6%; with 100% employer match about $334,531 at 4% or $223,021 at 6%. |
| 2011 | 1 | 5 | $918,369 | $102,502 | $20,500iApproximate average salary by contribution assumption: employee only about $512,510 at 4% or $341,673 at 6%; with 50% employer match about $341,673 at 4% or $227,782 at 6%; with 100% employer match about $256,255 at 4% or $170,837 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 5 | $918,369 | $102,502 | $20,500iApproximate average salary by contribution assumption: employee only about $512,510 at 4% or $341,673 at 6%; with 50% employer match about $341,673 at 4% or $227,782 at 6%; with 100% employer match about $256,255 at 4% or $170,837 at 6%. |
| 2010 | 1 | 4 | $879,173 | $95,000 | $23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $879,173 | $95,000 | $23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%. |
| 2009 | 1 | 4 | $733,335 | $69,000 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $733,335 | $69,000 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| 2008 | 1 | 4 | $534,914 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $534,914 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $587,223 | $95,032 | $23,758iApproximate average salary by contribution assumption: employee only about $593,950 at 4% or $395,967 at 6%; with 50% employer match about $395,967 at 4% or $263,978 at 6%; with 100% employer match about $296,975 at 4% or $197,983 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $587,223 | $95,032 | $23,758iApproximate average salary by contribution assumption: employee only about $593,950 at 4% or $395,967 at 6%; with 50% employer match about $395,967 at 4% or $263,978 at 6%; with 100% employer match about $296,975 at 4% or $197,983 at 6%. |
| 2005 | 1 | 3 | $437,254 | $96,543 | $32,181iApproximate average salary by contribution assumption: employee only about $804,525 at 4% or $536,350 at 6%; with 50% employer match about $536,350 at 4% or $357,567 at 6%; with 100% employer match about $402,263 at 4% or $268,175 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 3 | $437,254 | $96,543 | $32,181iApproximate average salary by contribution assumption: employee only about $804,525 at 4% or $536,350 at 6%; with 50% employer match about $536,350 at 4% or $357,567 at 6%; with 100% employer match about $402,263 at 4% or $268,175 at 6%. |
| 2004 | 1 | 4 | $334,416 | $92,827 | $23,207iApproximate average salary by contribution assumption: employee only about $580,169 at 4% or $386,779 at 6%; with 50% employer match about $386,779 at 4% or $257,853 at 6%; with 100% employer match about $290,084 at 4% or $193,390 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $334,416 | $92,827 | $23,207iApproximate average salary by contribution assumption: employee only about $580,169 at 4% or $386,779 at 6%; with 50% employer match about $386,779 at 4% or $257,853 at 6%; with 100% employer match about $290,084 at 4% or $193,390 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2002 | 1 | 4 | $106,786 | $54,562 | $13,641iApproximate average salary by contribution assumption: employee only about $341,013 at 4% or $227,342 at 6%; with 50% employer match about $227,342 at 4% or $151,561 at 6%; with 100% employer match about $170,506 at 4% or $113,671 at 6%. |
| Everett James Inc Profit Sharing Plan and Trust | - | 4 | $106,786 | $54,562 | $13,641iApproximate average salary by contribution assumption: employee only about $341,013 at 4% or $227,342 at 6%; with 50% employer match about $227,342 at 4% or $151,561 at 6%; with 100% employer match about $170,506 at 4% or $113,671 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Everett James Inc Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Everett James Inc Profit Sharing Plan and Trust | - | 3 | - | - | - |