Civic Intelligence

James H. Mortimer

Plan context: James H. Mortimer Profit Sharing Plan

EIN 16-1186358 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$536,580

2008 Contributions

$3,127

Historical Graphs

Total Assets Over Time

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

$729,779$364,890$0199920042008YearValue
$536,580Latest year 2008

Participants Over Time

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

210199920032006YearValue
2Latest 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
200810$536,580$0-
James H. Mortimer Profit Sharing Plan-0$536,580--
200710$729,779$3,127-
James H. Mortimer Profit Sharing Plan-0$729,779$3,127-
200612$714,516$5,440$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
James H. Mortimer Profit Sharing Plan-2$714,516$5,440$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
200512$711,022$5,179$2,590iApproximate average salary by contribution assumption: employee only about $64,738 at 4% or $43,158 at 6%; with 50% employer match about $43,158 at 4% or $28,772 at 6%; with 100% employer match about $32,369 at 4% or $21,579 at 6%.
James H. Mortimer Profit Sharing Plan-2$711,022$5,179$2,590iApproximate average salary by contribution assumption: employee only about $64,738 at 4% or $43,158 at 6%; with 50% employer match about $43,158 at 4% or $28,772 at 6%; with 100% employer match about $32,369 at 4% or $21,579 at 6%.
200412$714,819$12,978$6,489iApproximate average salary by contribution assumption: employee only about $162,225 at 4% or $108,150 at 6%; with 50% employer match about $108,150 at 4% or $72,100 at 6%; with 100% employer match about $81,113 at 4% or $54,075 at 6%.
James H. Mortimer Profit Sharing Plan-2$714,819$12,978$6,489iApproximate average salary by contribution assumption: employee only about $162,225 at 4% or $108,150 at 6%; with 50% employer match about $108,150 at 4% or $72,100 at 6%; with 100% employer match about $81,113 at 4% or $54,075 at 6%.
200312$665,099$15,860$7,930iApproximate average salary by contribution assumption: employee only about $198,250 at 4% or $132,167 at 6%; with 50% employer match about $132,167 at 4% or $88,111 at 6%; with 100% employer match about $99,125 at 4% or $66,083 at 6%.
James H. Mortimer Profit Sharing Plan-2$665,099$15,860$7,930iApproximate average salary by contribution assumption: employee only about $198,250 at 4% or $132,167 at 6%; with 50% employer match about $132,167 at 4% or $88,111 at 6%; with 100% employer match about $99,125 at 4% or $66,083 at 6%.
200212$606,679$17,194$8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%.
James H. Mortimer Profit Sharing Plan-2$606,679$17,194$8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%.
200112$0$0-
James H. Mortimer Profit Sharing Plan-2---
200012$530,066$16,124$8,062iApproximate average salary by contribution assumption: employee only about $201,550 at 4% or $134,367 at 6%; with 50% employer match about $134,367 at 4% or $89,578 at 6%; with 100% employer match about $100,775 at 4% or $67,183 at 6%.
James H. Mortimer Profit Sharing Plan-2$530,066$16,124$8,062iApproximate average salary by contribution assumption: employee only about $201,550 at 4% or $134,367 at 6%; with 50% employer match about $134,367 at 4% or $89,578 at 6%; with 100% employer match about $100,775 at 4% or $67,183 at 6%.
199912$484,308$4,050$2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.
James H. Mortimer Profit Sharing Plan-2$484,308$4,050$2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.