Civic Intelligence

Joann Fleming, CPA PC

Plan context: Joann Fleming, CPA PC Profit Sharing Plan

EIN 13-3864847 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$102,961

2004 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$102,961$51,481$0199920022004YearValue
$102,961Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200412$102,961$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Joann Fleming, CPA PC Profit Sharing Plan-2$102,961$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200312$78,215$15,400$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
Joann Fleming, CPA PC Profit Sharing Plan-2$78,215$15,400$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
200211$49,275$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Joann Fleming, CPA PC Profit Sharing Plan-1$49,275$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200111$0$0-
Joann Fleming, CPA PC Profit Sharing Plan-1---
200011$37,465$11,838$11,838iApproximate average salary by contribution assumption: employee only about $295,950 at 4% or $197,300 at 6%; with 50% employer match about $197,300 at 4% or $131,533 at 6%; with 100% employer match about $147,975 at 4% or $98,650 at 6%.
Joann Fleming, CPA PC Profit Sharing Plan-1$37,465$11,838$11,838iApproximate average salary by contribution assumption: employee only about $295,950 at 4% or $197,300 at 6%; with 50% employer match about $197,300 at 4% or $131,533 at 6%; with 100% employer match about $147,975 at 4% or $98,650 at 6%.
199911$43,433$10,344$10,344iApproximate average salary by contribution assumption: employee only about $258,600 at 4% or $172,400 at 6%; with 50% employer match about $172,400 at 4% or $114,933 at 6%; with 100% employer match about $129,300 at 4% or $86,200 at 6%.
Joann Fleming, CPA PC Profit Sharing Plan-1$43,433$10,344$10,344iApproximate average salary by contribution assumption: employee only about $258,600 at 4% or $172,400 at 6%; with 50% employer match about $172,400 at 4% or $114,933 at 6%; with 100% employer match about $129,300 at 4% or $86,200 at 6%.