Civic Intelligence

Carlo Annese

Plan context: Carlo Annese Profit Sharing Plan

EIN 11-2632850 • Sea Cliff, NY • 19 filings • 2 plans

35 Lafayette AveSea Cliff, NY 11579
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$2,044,667

2012 Contributions

$20,860

Historical Graphs

Total Assets Over Time

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

$2,255,490$1,127,745$0199920052011YearValue
$2,044,667Latest year 2011

Participants Over Time

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

320199920052011YearValue
3Latest year 2011

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
201210$0$20,860-
Carlo Annese Profit Sharing Plan-0$0$20,860-
201113$2,044,667$0-
Carlo Annese Profit Sharing Plan-3$2,044,667--
201013$2,255,490$0-
Carlo Annese Profit Sharing Plan-3$2,255,490--
200913$1,970,090$23,906$7,969iApproximate average salary by contribution assumption: employee only about $199,217 at 4% or $132,811 at 6%; with 50% employer match about $132,811 at 4% or $88,541 at 6%; with 100% employer match about $99,608 at 4% or $66,406 at 6%.
Carlo Annese Profit Sharing Plan-3$1,970,090$23,906$7,969iApproximate average salary by contribution assumption: employee only about $199,217 at 4% or $132,811 at 6%; with 50% employer match about $132,811 at 4% or $88,541 at 6%; with 100% employer match about $99,608 at 4% or $66,406 at 6%.
200813$1,402,691$29,480$9,827iApproximate average salary by contribution assumption: employee only about $245,667 at 4% or $163,778 at 6%; with 50% employer match about $163,778 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%.
Carlo Annese Profit Sharing Plan-3$1,402,691$29,480$9,827iApproximate average salary by contribution assumption: employee only about $245,667 at 4% or $163,778 at 6%; with 50% employer match about $163,778 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%.
200713$0$0-
Carlo Annese Profit Sharing Plan-3---
200612$2,040,108$50,387$25,194iApproximate average salary by contribution assumption: employee only about $629,838 at 4% or $419,892 at 6%; with 50% employer match about $419,892 at 4% or $279,928 at 6%; with 100% employer match about $314,919 at 4% or $209,946 at 6%.
Carlo Annese Profit Sharing Plan-2$2,040,108$50,387$25,194iApproximate average salary by contribution assumption: employee only about $629,838 at 4% or $419,892 at 6%; with 50% employer match about $419,892 at 4% or $279,928 at 6%; with 100% employer match about $314,919 at 4% or $209,946 at 6%.
200512$1,892,347$48,416$24,208iApproximate average salary by contribution assumption: employee only about $605,200 at 4% or $403,467 at 6%; with 50% employer match about $403,467 at 4% or $268,978 at 6%; with 100% employer match about $302,600 at 4% or $201,733 at 6%.
Carlo Annese Profit Sharing Plan-2$1,892,347$48,416$24,208iApproximate average salary by contribution assumption: employee only about $605,200 at 4% or $403,467 at 6%; with 50% employer match about $403,467 at 4% or $268,978 at 6%; with 100% employer match about $302,600 at 4% or $201,733 at 6%.
200412$1,714,781$47,528$23,764iApproximate average salary by contribution assumption: employee only about $594,100 at 4% or $396,067 at 6%; with 50% employer match about $396,067 at 4% or $264,044 at 6%; with 100% employer match about $297,050 at 4% or $198,033 at 6%.
Carlo Annese Profit Sharing Plan-2$1,714,781$47,528$23,764iApproximate average salary by contribution assumption: employee only about $594,100 at 4% or $396,067 at 6%; with 50% employer match about $396,067 at 4% or $264,044 at 6%; with 100% employer match about $297,050 at 4% or $198,033 at 6%.
200321$1,505,690$39,760$39,760iApproximate average salary by contribution assumption: employee only about $994,000 at 4% or $662,667 at 6%; with 50% employer match about $662,667 at 4% or $441,778 at 6%; with 100% employer match about $497,000 at 4% or $331,333 at 6%.
Carlo Annese Profit Sharing Plan-1$1,505,690$39,760$39,760iApproximate average salary by contribution assumption: employee only about $994,000 at 4% or $662,667 at 6%; with 50% employer match about $662,667 at 4% or $441,778 at 6%; with 100% employer match about $497,000 at 4% or $331,333 at 6%.
Carlo Annese Money Purchase Plan-0---
200222$1,098,620$46,970$23,485iApproximate average salary by contribution assumption: employee only about $587,125 at 4% or $391,417 at 6%; with 50% employer match about $391,417 at 4% or $260,944 at 6%; with 100% employer match about $293,563 at 4% or $195,708 at 6%.
Carlo Annese Profit Sharing Plan-2$570,767$26,182$13,091iApproximate average salary by contribution assumption: employee only about $327,275 at 4% or $218,183 at 6%; with 50% employer match about $218,183 at 4% or $145,456 at 6%; with 100% employer match about $163,638 at 4% or $109,092 at 6%.
Carlo Annese Money Purchase Plan-2$527,853$20,788$10,394iApproximate average salary by contribution assumption: employee only about $259,850 at 4% or $173,233 at 6%; with 50% employer match about $173,233 at 4% or $115,489 at 6%; with 100% employer match about $129,925 at 4% or $86,617 at 6%.
200123$716,004$23,206$7,735iApproximate average salary by contribution assumption: employee only about $193,383 at 4% or $128,922 at 6%; with 50% employer match about $128,922 at 4% or $85,948 at 6%; with 100% employer match about $96,692 at 4% or $64,461 at 6%.
Carlo Annese Profit Sharing Plan-2$716,004$23,206$11,603iApproximate average salary by contribution assumption: employee only about $290,075 at 4% or $193,383 at 6%; with 50% employer match about $193,383 at 4% or $128,922 at 6%; with 100% employer match about $145,038 at 4% or $96,692 at 6%.
Carlo Annese Money Purchase Plan-3---
200023$1,521,590$20,387$6,796iApproximate average salary by contribution assumption: employee only about $169,892 at 4% or $113,261 at 6%; with 50% employer match about $113,261 at 4% or $75,507 at 6%; with 100% employer match about $84,946 at 4% or $56,631 at 6%.
Carlo Annese Money Purchase Plan-3$771,718$20,387$6,796iApproximate average salary by contribution assumption: employee only about $169,892 at 4% or $113,261 at 6%; with 50% employer match about $113,261 at 4% or $75,507 at 6%; with 100% employer match about $84,946 at 4% or $56,631 at 6%.
Carlo Annese Profit Sharing Plan-3$749,872--
199923$1,499,765$19,793$6,598iApproximate average salary by contribution assumption: employee only about $164,942 at 4% or $109,961 at 6%; with 50% employer match about $109,961 at 4% or $73,307 at 6%; with 100% employer match about $82,471 at 4% or $54,981 at 6%.
Carlo Annese Money Purchase Plan-3$789,464$19,793$6,598iApproximate average salary by contribution assumption: employee only about $164,942 at 4% or $109,961 at 6%; with 50% employer match about $109,961 at 4% or $73,307 at 6%; with 100% employer match about $82,471 at 4% or $54,981 at 6%.
Carlo Annese Profit Sharing Plan-2$710,301--