Civic Intelligence

Joel Benson Associates Inc.

Plan context: Joel Benson Associates Inc. Profit Sharing Plan & Trust

EIN 11-2907078 • 14 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$342,988

2008 Contributions

$102,308

Historical Graphs

Total Assets Over Time

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

$724,358$362,179$0199920042006YearValue
$342,988Latest year 2006

Participants Over Time

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

1160199920032006YearValue
6Latest year 2006

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
200810$0$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-0---
200710$0$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-0---
200616$342,988$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-6$342,988--
200515$307,823$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-5$307,823--
200415$300,967$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-5$300,967--
200317$0$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-7---
200228$631,507$102,308$12,789iApproximate average salary by contribution assumption: employee only about $319,713 at 4% or $213,142 at 6%; with 50% employer match about $213,142 at 4% or $142,094 at 6%; with 100% employer match about $159,856 at 4% or $106,571 at 6%.
Joel Benson Associates Inc. Profit Sharing Plan & Trust-8$631,507$102,308$12,789iApproximate average salary by contribution assumption: employee only about $319,713 at 4% or $213,142 at 6%; with 50% employer match about $213,142 at 4% or $142,094 at 6%; with 100% employer match about $159,856 at 4% or $106,571 at 6%.
Joel Benson Associates Inc. Defined Benefit Plan & Trust-0---
200129$422,178$124,821$13,869iApproximate average salary by contribution assumption: employee only about $346,725 at 4% or $231,150 at 6%; with 50% employer match about $231,150 at 4% or $154,100 at 6%; with 100% employer match about $173,363 at 4% or $115,575 at 6%.
Joel Benson Associates Inc. Defined Benefit Plan & Trust-9$422,178$124,821$13,869iApproximate average salary by contribution assumption: employee only about $346,725 at 4% or $231,150 at 6%; with 50% employer match about $231,150 at 4% or $154,100 at 6%; with 100% employer match about $173,363 at 4% or $115,575 at 6%.
Joel Benson Associates Inc. Profit Sharing Plan & Trust-9---
2000210$0$0-
Joel Benson Associates Inc. Profit Sharing Plan & Trust-10---
Joel Benson Associates Inc. Defined Benefit Plan & Trust-10---
1999211$724,358$166,964$15,179iApproximate average salary by contribution assumption: employee only about $379,464 at 4% or $252,976 at 6%; with 50% employer match about $252,976 at 4% or $168,651 at 6%; with 100% employer match about $189,732 at 4% or $126,488 at 6%.
Joel Benson Associates Inc. Profit Sharing Plan & Trust-10$439,868--
Joel Benson Associates Inc. Defined Benefit Plan & Trust-11$284,490$166,964$15,179iApproximate average salary by contribution assumption: employee only about $379,464 at 4% or $252,976 at 6%; with 50% employer match about $252,976 at 4% or $168,651 at 6%; with 100% employer match about $189,732 at 4% or $126,488 at 6%.