Civic Intelligence

James Rich Co. Inc.

Plan context: James Rich & Co. Inc. Profit Sharing Plan

EIN 14-1541312 • 16 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$332,380

2008 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$1,787,273$893,637$0199920032007YearValue
$332,380Latest year 2007

Participants Over Time

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

530199920032007YearValue
2Latest year 2007

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-
James Rich & Co. Inc. Profit Sharing Plan-0---
200712$332,380$0-
James Rich & Co. Inc. Profit Sharing Plan-2$332,380--
200615$365,179$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-5$365,179$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200515$334,774$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-5$334,774$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200425$310,650$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-5$310,650--
James Rich & Co. Inc. Employee Pension Plan and Trust-0-$75,000-
200325$1,787,273$162,755$32,551iApproximate average salary by contribution assumption: employee only about $813,775 at 4% or $542,517 at 6%; with 50% employer match about $542,517 at 4% or $361,678 at 6%; with 100% employer match about $406,888 at 4% or $271,258 at 6%.
James Rich & Co. Inc. Employee Pension Plan and Trust-5$1,517,566$162,755$32,551iApproximate average salary by contribution assumption: employee only about $813,775 at 4% or $542,517 at 6%; with 50% employer match about $542,517 at 4% or $361,678 at 6%; with 100% employer match about $406,888 at 4% or $271,258 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-5$269,707--
200224$1,422,127$151,354$37,839iApproximate average salary by contribution assumption: employee only about $945,963 at 4% or $630,642 at 6%; with 50% employer match about $630,642 at 4% or $420,428 at 6%; with 100% employer match about $472,981 at 4% or $315,321 at 6%.
James Rich & Co. Inc. Employee Pension Plan and Trust-4$1,238,712$151,354$37,839iApproximate average salary by contribution assumption: employee only about $945,963 at 4% or $630,642 at 6%; with 50% employer match about $630,642 at 4% or $420,428 at 6%; with 100% employer match about $472,981 at 4% or $315,321 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-4$183,415--
200123$241,212$0-
James Rich & Co. Inc. Profit Sharing Plan-3$241,212--
James Rich & Co. Inc. Employee Pension Plan and Trust-3---
200025$227,177$36,492$7,298iApproximate average salary by contribution assumption: employee only about $182,460 at 4% or $121,640 at 6%; with 50% employer match about $121,640 at 4% or $81,093 at 6%; with 100% employer match about $91,230 at 4% or $60,820 at 6%.
James Rich & Co. Inc. Profit Sharing Plan-5$227,177$36,492$7,298iApproximate average salary by contribution assumption: employee only about $182,460 at 4% or $121,640 at 6%; with 50% employer match about $121,640 at 4% or $81,093 at 6%; with 100% employer match about $91,230 at 4% or $60,820 at 6%.
James Rich & Co. Inc. Employee Pension Plan and Trust-5---
199925$1,128,862$35,056$7,011iApproximate average salary by contribution assumption: employee only about $175,280 at 4% or $116,853 at 6%; with 50% employer match about $116,853 at 4% or $77,902 at 6%; with 100% employer match about $87,640 at 4% or $58,427 at 6%.
James Rich & Co. Inc. Employee Pension Plan and Trust-5$890,001--
James Rich & Co. Inc. Profit Sharing Plan-5$238,861$35,056$7,011iApproximate average salary by contribution assumption: employee only about $175,280 at 4% or $116,853 at 6%; with 50% employer match about $116,853 at 4% or $77,902 at 6%; with 100% employer match about $87,640 at 4% or $58,427 at 6%.