Civic Intelligence

J. Allen Puma, Od PC

Plan context: J. Allen Puma, Od PC

EIN 14-1731970 • Shelburne, VT • 21 filings • 3 plans

469 Ridgefield RoadShelburne, VT 05482
Current Snapshot

Latest Year

2020

2020 Participants

10

2020 Assets

$1,804,650

2020 Contributions

$154,094

Historical Graphs

Total Assets Over Time

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

$1,804,650$902,325$0200020102019YearValue
$1,804,650Latest year 2019

Participants Over Time

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

1050200020102019YearValue
10Latest year 2019

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
202010$0$154,094-
J. Allen Puma, Od PC-0-$154,094-
2019110$1,804,650$165,433$16,543iApproximate average salary by contribution assumption: employee only about $413,583 at 4% or $275,722 at 6%; with 50% employer match about $275,722 at 4% or $183,814 at 6%; with 100% employer match about $206,791 at 4% or $137,861 at 6%.
J. Allen Puma, Od PC-10$1,804,650$165,433$16,543iApproximate average salary by contribution assumption: employee only about $413,583 at 4% or $275,722 at 6%; with 50% employer match about $275,722 at 4% or $183,814 at 6%; with 100% employer match about $206,791 at 4% or $137,861 at 6%.
201819$1,415,848$147,134$16,348iApproximate average salary by contribution assumption: employee only about $408,706 at 4% or $272,470 at 6%; with 50% employer match about $272,470 at 4% or $181,647 at 6%; with 100% employer match about $204,353 at 4% or $136,235 at 6%.
J. Allen Puma, Od PC-9$1,415,848$147,134$16,348iApproximate average salary by contribution assumption: employee only about $408,706 at 4% or $272,470 at 6%; with 50% employer match about $272,470 at 4% or $181,647 at 6%; with 100% employer match about $204,353 at 4% or $136,235 at 6%.
201718$1,313,711$137,215$17,152iApproximate average salary by contribution assumption: employee only about $428,797 at 4% or $285,865 at 6%; with 50% employer match about $285,865 at 4% or $190,576 at 6%; with 100% employer match about $214,398 at 4% or $142,932 at 6%.
J. Allen Puma, Od PC-8$1,313,711$137,215$17,152iApproximate average salary by contribution assumption: employee only about $428,797 at 4% or $285,865 at 6%; with 50% employer match about $285,865 at 4% or $190,576 at 6%; with 100% employer match about $214,398 at 4% or $142,932 at 6%.
201618$1,110,476$121,769$15,221iApproximate average salary by contribution assumption: employee only about $380,528 at 4% or $253,685 at 6%; with 50% employer match about $253,685 at 4% or $169,124 at 6%; with 100% employer match about $190,264 at 4% or $126,843 at 6%.
J. Allen Puma, Od PC-8$1,110,476$121,769$15,221iApproximate average salary by contribution assumption: employee only about $380,528 at 4% or $253,685 at 6%; with 50% employer match about $253,685 at 4% or $169,124 at 6%; with 100% employer match about $190,264 at 4% or $126,843 at 6%.
201518$964,991$115,600$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
J. Allen Puma, Od PC-8$964,991$115,600$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
201417$855,371$117,986$16,855iApproximate average salary by contribution assumption: employee only about $421,379 at 4% or $280,919 at 6%; with 50% employer match about $280,919 at 4% or $187,279 at 6%; with 100% employer match about $210,689 at 4% or $140,460 at 6%.
J. Allen Puma, Od PC-7$855,371$117,986$16,855iApproximate average salary by contribution assumption: employee only about $421,379 at 4% or $280,919 at 6%; with 50% employer match about $280,919 at 4% or $187,279 at 6%; with 100% employer match about $210,689 at 4% or $140,460 at 6%.
201317$719,753$107,943$15,420iApproximate average salary by contribution assumption: employee only about $385,511 at 4% or $257,007 at 6%; with 50% employer match about $257,007 at 4% or $171,338 at 6%; with 100% employer match about $192,755 at 4% or $128,504 at 6%.
J. Allen Puma, Od PC-7$719,753$107,943$15,420iApproximate average salary by contribution assumption: employee only about $385,511 at 4% or $257,007 at 6%; with 50% employer match about $257,007 at 4% or $171,338 at 6%; with 100% employer match about $192,755 at 4% or $128,504 at 6%.
201217$572,606$99,053$14,150iApproximate average salary by contribution assumption: employee only about $353,761 at 4% or $235,840 at 6%; with 50% employer match about $235,840 at 4% or $157,227 at 6%; with 100% employer match about $176,880 at 4% or $117,920 at 6%.
J. Allen Puma, Od PC-7$572,606$99,053$14,150iApproximate average salary by contribution assumption: employee only about $353,761 at 4% or $235,840 at 6%; with 50% employer match about $235,840 at 4% or $157,227 at 6%; with 100% employer match about $176,880 at 4% or $117,920 at 6%.
201117$444,798$93,161$13,309iApproximate average salary by contribution assumption: employee only about $332,718 at 4% or $221,812 at 6%; with 50% employer match about $221,812 at 4% or $147,875 at 6%; with 100% employer match about $166,359 at 4% or $110,906 at 6%.
J. Allen Puma, Od PC-7$444,798$93,161$13,309iApproximate average salary by contribution assumption: employee only about $332,718 at 4% or $221,812 at 6%; with 50% employer match about $221,812 at 4% or $147,875 at 6%; with 100% employer match about $166,359 at 4% or $110,906 at 6%.
201016$358,078$81,318$13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%.
J. Allen Puma, Od PC-6$358,078$81,318$13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%.
200918$307,777$52,987$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,390 at 6%; with 50% employer match about $110,390 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
J. Allen Puma, Od PC-8$307,777$52,987$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,390 at 6%; with 50% employer match about $110,390 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
200817$193,624$40,459$5,780iApproximate average salary by contribution assumption: employee only about $144,496 at 4% or $96,331 at 6%; with 50% employer match about $96,331 at 4% or $64,221 at 6%; with 100% employer match about $72,248 at 4% or $48,165 at 6%.
J. Allen Puma, Od PC-7$193,624$40,459$5,780iApproximate average salary by contribution assumption: employee only about $144,496 at 4% or $96,331 at 6%; with 50% employer match about $96,331 at 4% or $64,221 at 6%; with 100% employer match about $72,248 at 4% or $48,165 at 6%.
200715$0$0-
J. Allen Puma, Od PC-5---
200617$209,009$43,154$6,165iApproximate average salary by contribution assumption: employee only about $154,121 at 4% or $102,748 at 6%; with 50% employer match about $102,748 at 4% or $68,498 at 6%; with 100% employer match about $77,061 at 4% or $51,374 at 6%.
J. Allen Puma, Od PC-7$209,009$43,154$6,165iApproximate average salary by contribution assumption: employee only about $154,121 at 4% or $102,748 at 6%; with 50% employer match about $102,748 at 4% or $68,498 at 6%; with 100% employer match about $77,061 at 4% or $51,374 at 6%.
200516$152,391$43,991$7,332iApproximate average salary by contribution assumption: employee only about $183,296 at 4% or $122,197 at 6%; with 50% employer match about $122,197 at 4% or $81,465 at 6%; with 100% employer match about $91,648 at 4% or $61,099 at 6%.
J. Allen Puma, Od PC-6$152,391$43,991$7,332iApproximate average salary by contribution assumption: employee only about $183,296 at 4% or $122,197 at 6%; with 50% employer match about $122,197 at 4% or $81,465 at 6%; with 100% employer match about $91,648 at 4% or $61,099 at 6%.
200414$108,865$27,331$6,833iApproximate average salary by contribution assumption: employee only about $170,819 at 4% or $113,879 at 6%; with 50% employer match about $113,879 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,940 at 6%.
J. Allen Puma, Od PC-4$108,865$27,331$6,833iApproximate average salary by contribution assumption: employee only about $170,819 at 4% or $113,879 at 6%; with 50% employer match about $113,879 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,940 at 6%.
200315$73,712$25,229$5,046iApproximate average salary by contribution assumption: employee only about $126,145 at 4% or $84,097 at 6%; with 50% employer match about $84,097 at 4% or $56,064 at 6%; with 100% employer match about $63,073 at 4% or $42,048 at 6%.
J. Allen Puma, Od PC-5$73,712$25,229$5,046iApproximate average salary by contribution assumption: employee only about $126,145 at 4% or $84,097 at 6%; with 50% employer match about $84,097 at 4% or $56,064 at 6%; with 100% employer match about $63,073 at 4% or $42,048 at 6%.
200215$40,759$20,427$4,085iApproximate average salary by contribution assumption: employee only about $102,135 at 4% or $68,090 at 6%; with 50% employer match about $68,090 at 4% or $45,393 at 6%; with 100% employer match about $51,068 at 4% or $34,045 at 6%.
J. Allen Puma, Od PC-5$40,759$20,427$4,085iApproximate average salary by contribution assumption: employee only about $102,135 at 4% or $68,090 at 6%; with 50% employer match about $68,090 at 4% or $45,393 at 6%; with 100% employer match about $51,068 at 4% or $34,045 at 6%.
200115$29,146$17,817$3,563iApproximate average salary by contribution assumption: employee only about $89,085 at 4% or $59,390 at 6%; with 50% employer match about $59,390 at 4% or $39,593 at 6%; with 100% employer match about $44,543 at 4% or $29,695 at 6%.
J. Allen Puma, Od PC-5$29,146$17,817$3,563iApproximate average salary by contribution assumption: employee only about $89,085 at 4% or $59,390 at 6%; with 50% employer match about $59,390 at 4% or $39,593 at 6%; with 100% employer match about $44,543 at 4% or $29,695 at 6%.
200015$14,780$14,816$2,963iApproximate average salary by contribution assumption: employee only about $74,080 at 4% or $49,387 at 6%; with 50% employer match about $49,387 at 4% or $32,924 at 6%; with 100% employer match about $37,040 at 4% or $24,693 at 6%.
J. Allen Puma, Od PC-5$14,780$14,816$2,963iApproximate average salary by contribution assumption: employee only about $74,080 at 4% or $49,387 at 6%; with 50% employer match about $49,387 at 4% or $32,924 at 6%; with 100% employer match about $37,040 at 4% or $24,693 at 6%.