Civic Intelligence

Kathryn Ieada, CPA PC

Plan context: The Kathryn Ieada, CPA Defined Benefit Retirement Plan

EIN 20-0032020 • Sagamore Beach, MA • 14 filings • 1 plans

P.O. Box 1090Sagamore Beach, MA 02562-1090
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,900,513

2016 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,900,513$950,257$0200320102015YearValue
$1,900,513Latest year 2015

Participants Over Time

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

420200320092015YearValue
4Latest year 2015

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
201610$0$0-
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-0$0$0-
201514$1,900,513$0-
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-4$1,900,513$0-
201411$1,896,518$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,896,518$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201311$1,872,783$15,000$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%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,872,783$15,000$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%.
201211$1,799,915$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,799,915$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201111$1,712,256$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,712,256$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201011$1,640,277$103,685$103,685iApproximate average salary by contribution assumption: employee only about $2,592,125 at 4% or $1,728,083 at 6%; with 50% employer match about $1,728,083 at 4% or $1,152,056 at 6%; with 100% employer match about $1,296,063 at 4% or $864,042 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,640,277$103,685$103,685iApproximate average salary by contribution assumption: employee only about $2,592,125 at 4% or $1,728,083 at 6%; with 50% employer match about $1,728,083 at 4% or $1,152,056 at 6%; with 100% employer match about $1,296,063 at 4% or $864,042 at 6%.
200911$1,535,702$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,535,702$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200811$1,416,365$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$1,416,365$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
200711$0$0-
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1---
200611$914,432$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$914,432$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200511$807,138$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-1$807,138$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200412$753,858$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-2$753,858$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200312$693,695$515,770$257,885iApproximate average salary by contribution assumption: employee only about $6,447,125 at 4% or $4,298,083 at 6%; with 50% employer match about $4,298,083 at 4% or $2,865,389 at 6%; with 100% employer match about $3,223,563 at 4% or $2,149,042 at 6%.
The Kathryn Ieada, CPA Defined Benefit Retirement Plan-2$693,695$515,770$257,885iApproximate average salary by contribution assumption: employee only about $6,447,125 at 4% or $4,298,083 at 6%; with 50% employer match about $4,298,083 at 4% or $2,865,389 at 6%; with 100% employer match about $3,223,563 at 4% or $2,149,042 at 6%.