Civic Intelligence

Kopald & Kopald PC.

Plan context: KOPALD & KOPALD, P.C. RETIREMENT TRUST

EIN 14-1603500 • Highland Falls, NY • 16 filings • 2 plans

189 Main StreetP.O. Box 274Highland Falls, NY 10928
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$1,220,299

2009 Contributions

$21,563

Historical Graphs

Total Assets Over Time

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

$1,220,299$610,150$0200020042006YearValue
$1,220,299Latest year 2006

Participants Over Time

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

630200020032006YearValue
5Latest 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
200920$0$0-
KOPALD & KOPALD, P.C. RETIREMENT TRUST-----
Kopald & Kopald PC. Incentive Savings Trust-----
200625$1,220,299$21,563$4,313iApproximate average salary by contribution assumption: employee only about $107,815 at 4% or $71,877 at 6%; with 50% employer match about $71,877 at 4% or $47,918 at 6%; with 100% employer match about $53,908 at 4% or $35,938 at 6%.
KOPALD & KOPALD, P.C. RETIREMENT TRUST-5$1,051,156--
Kopald & Kopald PC. Incentive Savings Trust-5$169,143$21,563$4,313iApproximate average salary by contribution assumption: employee only about $107,815 at 4% or $71,877 at 6%; with 50% employer match about $71,877 at 4% or $47,918 at 6%; with 100% employer match about $53,908 at 4% or $35,938 at 6%.
200526$1,130,129$18,448$3,075iApproximate average salary by contribution assumption: employee only about $76,867 at 4% or $51,244 at 6%; with 50% employer match about $51,244 at 4% or $34,163 at 6%; with 100% employer match about $38,433 at 4% or $25,622 at 6%.
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6$956,531--
Kopald & Kopald PC. Incentive Savings Trust-6$173,598$18,448$3,075iApproximate average salary by contribution assumption: employee only about $76,867 at 4% or $51,244 at 6%; with 50% employer match about $51,244 at 4% or $34,163 at 6%; with 100% employer match about $38,433 at 4% or $25,622 at 6%.
200426$1,066,529$19,900$3,317iApproximate average salary by contribution assumption: employee only about $82,917 at 4% or $55,278 at 6%; with 50% employer match about $55,278 at 4% or $36,852 at 6%; with 100% employer match about $41,458 at 4% or $27,639 at 6%.
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6$905,825--
Kopald & Kopald PC. Incentive Savings Trust-6$160,704$19,900$3,317iApproximate average salary by contribution assumption: employee only about $82,917 at 4% or $55,278 at 6%; with 50% employer match about $55,278 at 4% or $36,852 at 6%; with 100% employer match about $41,458 at 4% or $27,639 at 6%.
200326$961,819$14,314$2,386iApproximate average salary by contribution assumption: employee only about $59,642 at 4% or $39,761 at 6%; with 50% employer match about $39,761 at 4% or $26,507 at 6%; with 100% employer match about $29,821 at 4% or $19,881 at 6%.
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6$822,396--
Kopald & Kopald PC. Incentive Savings Trust-6$139,423$14,314$2,386iApproximate average salary by contribution assumption: employee only about $59,642 at 4% or $39,761 at 6%; with 50% employer match about $39,761 at 4% or $26,507 at 6%; with 100% employer match about $29,821 at 4% or $19,881 at 6%.
200226$0$0-
Kopald & Kopald PC. Incentive Savings Trust-6---
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6---
200126$0$0-
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6---
Kopald & Kopald PC. Incentive Savings Trust-6---
200026$813,790$27,092$4,515iApproximate average salary by contribution assumption: employee only about $112,883 at 4% or $75,256 at 6%; with 50% employer match about $75,256 at 4% or $50,170 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%.
KOPALD & KOPALD, P.C. RETIREMENT TRUST-6$718,753--
Kopald & Kopald PC. Incentive Savings Trust-6$95,037$27,092$4,515iApproximate average salary by contribution assumption: employee only about $112,883 at 4% or $75,256 at 6%; with 50% employer match about $75,256 at 4% or $50,170 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%.