Civic Intelligence

David Bolton PC.

Plan context: David Bolton PC. Retirement Plan

EIN 11-3566866 • Garden City, NY • 14 filings • 1 plans

666 Old Country Road, Suite 509Garden City, NY 11530
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,796,289

2020 Contributions

$58,900

Historical Graphs

Total Assets Over Time

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

$1,796,289$898,145$0200620142020YearValue
$1,796,289Latest year 2020

Participants Over Time

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

210200620142020YearValue
2Latest year 2020

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
202012$1,796,289$58,900$29,450iApproximate average salary by contribution assumption: employee only about $736,250 at 4% or $490,833 at 6%; with 50% employer match about $490,833 at 4% or $327,222 at 6%; with 100% employer match about $368,125 at 4% or $245,417 at 6%.
David Bolton PC. Retirement Plan-2$1,796,289$58,900$29,450iApproximate average salary by contribution assumption: employee only about $736,250 at 4% or $490,833 at 6%; with 50% employer match about $490,833 at 4% or $327,222 at 6%; with 100% employer match about $368,125 at 4% or $245,417 at 6%.
201912$1,574,379$57,900$28,950iApproximate average salary by contribution assumption: employee only about $723,750 at 4% or $482,500 at 6%; with 50% employer match about $482,500 at 4% or $321,667 at 6%; with 100% employer match about $361,875 at 4% or $241,250 at 6%.
David Bolton PC. Retirement Plan-2$1,574,379$57,900$28,950iApproximate average salary by contribution assumption: employee only about $723,750 at 4% or $482,500 at 6%; with 50% employer match about $482,500 at 4% or $321,667 at 6%; with 100% employer match about $361,875 at 4% or $241,250 at 6%.
201812$1,232,835$56,900$28,450iApproximate average salary by contribution assumption: employee only about $711,250 at 4% or $474,167 at 6%; with 50% employer match about $474,167 at 4% or $316,111 at 6%; with 100% employer match about $355,625 at 4% or $237,083 at 6%.
David Bolton PC. Retirement Plan-2$1,232,835$56,900$28,450iApproximate average salary by contribution assumption: employee only about $711,250 at 4% or $474,167 at 6%; with 50% employer match about $474,167 at 4% or $316,111 at 6%; with 100% employer match about $355,625 at 4% or $237,083 at 6%.
201712$1,269,683$55,900$27,950iApproximate average salary by contribution assumption: employee only about $698,750 at 4% or $465,833 at 6%; with 50% employer match about $465,833 at 4% or $310,556 at 6%; with 100% employer match about $349,375 at 4% or $232,917 at 6%.
David Bolton PC. Retirement Plan-2$1,269,683$55,900$27,950iApproximate average salary by contribution assumption: employee only about $698,750 at 4% or $465,833 at 6%; with 50% employer match about $465,833 at 4% or $310,556 at 6%; with 100% employer match about $349,375 at 4% or $232,917 at 6%.
201612$1,071,314$54,900$27,450iApproximate average salary by contribution assumption: employee only about $686,250 at 4% or $457,500 at 6%; with 50% employer match about $457,500 at 4% or $305,000 at 6%; with 100% employer match about $343,125 at 4% or $228,750 at 6%.
David Bolton PC. Retirement Plan-2$1,071,314$54,900$27,450iApproximate average salary by contribution assumption: employee only about $686,250 at 4% or $457,500 at 6%; with 50% employer match about $457,500 at 4% or $305,000 at 6%; with 100% employer match about $343,125 at 4% or $228,750 at 6%.
201512$961,140$54,827$27,414iApproximate average salary by contribution assumption: employee only about $685,338 at 4% or $456,892 at 6%; with 50% employer match about $456,892 at 4% or $304,594 at 6%; with 100% employer match about $342,669 at 4% or $228,446 at 6%.
David Bolton PC. Retirement Plan-2$961,140$54,827$27,414iApproximate average salary by contribution assumption: employee only about $685,338 at 4% or $456,892 at 6%; with 50% employer match about $456,892 at 4% or $304,594 at 6%; with 100% employer match about $342,669 at 4% or $228,446 at 6%.
201412$923,497$53,900$26,950iApproximate average salary by contribution assumption: employee only about $673,750 at 4% or $449,167 at 6%; with 50% employer match about $449,167 at 4% or $299,444 at 6%; with 100% employer match about $336,875 at 4% or $224,583 at 6%.
David Bolton PC. Retirement Plan-2$923,497$53,900$26,950iApproximate average salary by contribution assumption: employee only about $673,750 at 4% or $449,167 at 6%; with 50% employer match about $449,167 at 4% or $299,444 at 6%; with 100% employer match about $336,875 at 4% or $224,583 at 6%.
201312$817,637$52,965$26,483iApproximate average salary by contribution assumption: employee only about $662,063 at 4% or $441,375 at 6%; with 50% employer match about $441,375 at 4% or $294,250 at 6%; with 100% employer match about $331,031 at 4% or $220,688 at 6%.
David Bolton PC. Retirement Plan-2$817,637$52,965$26,483iApproximate average salary by contribution assumption: employee only about $662,063 at 4% or $441,375 at 6%; with 50% employer match about $441,375 at 4% or $294,250 at 6%; with 100% employer match about $331,031 at 4% or $220,688 at 6%.
201212$660,460$51,865$25,933iApproximate average salary by contribution assumption: employee only about $648,313 at 4% or $432,208 at 6%; with 50% employer match about $432,208 at 4% or $288,139 at 6%; with 100% employer match about $324,156 at 4% or $216,104 at 6%.
David Bolton PC. Retirement Plan-2$660,460$51,865$25,933iApproximate average salary by contribution assumption: employee only about $648,313 at 4% or $432,208 at 6%; with 50% employer match about $432,208 at 4% or $288,139 at 6%; with 100% employer match about $324,156 at 4% or $216,104 at 6%.
201112$546,402$50,953$25,477iApproximate average salary by contribution assumption: employee only about $636,913 at 4% or $424,608 at 6%; with 50% employer match about $424,608 at 4% or $283,072 at 6%; with 100% employer match about $318,456 at 4% or $212,304 at 6%.
David Bolton PC. Retirement Plan-2$546,402$50,953$25,477iApproximate average salary by contribution assumption: employee only about $636,913 at 4% or $424,608 at 6%; with 50% employer match about $424,608 at 4% or $283,072 at 6%; with 100% employer match about $318,456 at 4% or $212,304 at 6%.
201012$508,290$56,293$28,147iApproximate average salary by contribution assumption: employee only about $703,663 at 4% or $469,108 at 6%; with 50% employer match about $469,108 at 4% or $312,739 at 6%; with 100% employer match about $351,831 at 4% or $234,554 at 6%.
David Bolton PC. Retirement Plan-2$508,290$56,293$28,147iApproximate average salary by contribution assumption: employee only about $703,663 at 4% or $469,108 at 6%; with 50% employer match about $469,108 at 4% or $312,739 at 6%; with 100% employer match about $351,831 at 4% or $234,554 at 6%.
200912$411,534$26,250$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
David Bolton PC. Retirement Plan-2$411,534$26,250$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200812$338,860$49,827$24,914iApproximate average salary by contribution assumption: employee only about $622,838 at 4% or $415,225 at 6%; with 50% employer match about $415,225 at 4% or $276,817 at 6%; with 100% employer match about $311,419 at 4% or $207,613 at 6%.
David Bolton PC. Retirement Plan-2$338,860$49,827$24,914iApproximate average salary by contribution assumption: employee only about $622,838 at 4% or $415,225 at 6%; with 50% employer match about $415,225 at 4% or $276,817 at 6%; with 100% employer match about $311,419 at 4% or $207,613 at 6%.
200611$309,084$48,217$48,217iApproximate average salary by contribution assumption: employee only about $1,205,425 at 4% or $803,617 at 6%; with 50% employer match about $803,617 at 4% or $535,744 at 6%; with 100% employer match about $602,713 at 4% or $401,808 at 6%.
David Bolton PC. Retirement Plan-1$309,084$48,217$48,217iApproximate average salary by contribution assumption: employee only about $1,205,425 at 4% or $803,617 at 6%; with 50% employer match about $803,617 at 4% or $535,744 at 6%; with 100% employer match about $602,713 at 4% or $401,808 at 6%.