Sue Elliot & Charles Bearce
Plan context: Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust
EIN 14-1701145 • 15 filings • 7 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$436,023
2008 Contributions
$4,543
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $0 | $0 | - |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $436,023 | $4,543 | $2,272iApproximate average salary by contribution assumption: employee only about $56,788 at 4% or $37,858 at 6%; with 50% employer match about $37,858 at 4% or $25,239 at 6%; with 100% employer match about $28,394 at 4% or $18,929 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | $436,023 | $4,543 | $2,272iApproximate average salary by contribution assumption: employee only about $56,788 at 4% or $37,858 at 6%; with 50% employer match about $37,858 at 4% or $25,239 at 6%; with 100% employer match about $28,394 at 4% or $18,929 at 6%. |
| 2005 | 1 | 2 | $424,265 | $3,350 | $1,675iApproximate average salary by contribution assumption: employee only about $41,875 at 4% or $27,917 at 6%; with 50% employer match about $27,917 at 4% or $18,611 at 6%; with 100% employer match about $20,938 at 4% or $13,958 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | $424,265 | $3,350 | $1,675iApproximate average salary by contribution assumption: employee only about $41,875 at 4% or $27,917 at 6%; with 50% employer match about $27,917 at 4% or $18,611 at 6%; with 100% employer match about $20,938 at 4% or $13,958 at 6%. |
| 2004 | 1 | 2 | $400,844 | $5,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | $400,844 | $5,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2003 | 2 | 2 | $371,187 | $160,341 | $80,171iApproximate average salary by contribution assumption: employee only about $2,004,263 at 4% or $1,336,175 at 6%; with 50% employer match about $1,336,175 at 4% or $890,783 at 6%; with 100% employer match about $1,002,131 at 4% or $668,088 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | $371,187 | $160,341 | $80,171iApproximate average salary by contribution assumption: employee only about $2,004,263 at 4% or $1,336,175 at 6%; with 50% employer match about $1,336,175 at 4% or $890,783 at 6%; with 100% employer match about $1,002,131 at 4% or $668,088 at 6%. |
| Elliot-Bearce Associates Csw PC Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2002 | 2 | 2 | $392,594 | $9,751 | $4,876iApproximate average salary by contribution assumption: employee only about $121,888 at 4% or $81,258 at 6%; with 50% employer match about $81,258 at 4% or $54,172 at 6%; with 100% employer match about $60,944 at 4% or $40,629 at 6%. |
| Elliot-Bearce Associates Csw PC Money Purchase Plan and Trust | - | 2 | $241,932 | $9,751 | $4,876iApproximate average salary by contribution assumption: employee only about $121,888 at 4% or $81,258 at 6%; with 50% employer match about $81,258 at 4% or $54,172 at 6%; with 100% employer match about $60,944 at 4% or $40,629 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 0 | $150,662 | - | - |
| 2001 | 2 | 2 | $179,651 | $8,334 | $4,167iApproximate average salary by contribution assumption: employee only about $104,175 at 4% or $69,450 at 6%; with 50% employer match about $69,450 at 4% or $46,300 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%. |
| Elliot-Bearce Associates Csw PC Money Purchase Plan and Trust | - | 2 | $179,651 | $8,334 | $4,167iApproximate average salary by contribution assumption: employee only about $104,175 at 4% or $69,450 at 6%; with 50% employer match about $69,450 at 4% or $46,300 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 2 | 2 | $349,138 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 2 | $219,241 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Elliot-Bearce Associates Csw PC Money Purchase Plan and Trust | - | 2 | $129,897 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 1999 | 2 | 0 | $361,568 | $17,916 | - |
| Elliot-Bearce Associates Csw PC Profit Sharing Plan and Trust | - | 0 | $228,936 | $6,916 | - |
| Elliot-Bearce Associates Csw PC Money Purchase Plan and Trust | - | 0 | $132,632 | $11,000 | - |