Civic Intelligence

Pendleton James & Associates Inc.

Plan context: Pendleton James & Associates Inc. Profit Sharing Plan

EIN 13-3131747 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

19

1999 Assets

$1,371,212

1999 Contributions

$121,656

Historical Graphs

Total Assets Over Time

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

$1,371,212$685,606$01999YearValue
$1,371,212Latest year 1999

Participants Over Time

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

191001999YearValue
19Latest year 1999

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
1999119$1,371,212$121,656$6,403iApproximate average salary by contribution assumption: employee only about $160,074 at 4% or $106,716 at 6%; with 50% employer match about $106,716 at 4% or $71,144 at 6%; with 100% employer match about $80,037 at 4% or $53,358 at 6%.
Pendleton James & Associates Inc. Profit Sharing Plan-19$1,371,212$121,656$6,403iApproximate average salary by contribution assumption: employee only about $160,074 at 4% or $106,716 at 6%; with 50% employer match about $106,716 at 4% or $71,144 at 6%; with 100% employer match about $80,037 at 4% or $53,358 at 6%.
Pendleton James & Associates Inc. | EIN 13-3131747 | 1999 Form 5500 Company Profile