Civic Intelligence

Carole C. Tam

Plan context: Carole C. Tam Solo 401(K) Plan

EIN 20-3968961 • Plano, TX • 3 filings • 1 plans

3828 Kimbrough LanePlano, TX 75025
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$186,167

2015 Contributions

$34,200

Historical Graphs

Total Assets Over Time

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

$186,167$93,084$020132014YearValue
$186,167Latest year 2014

Participants Over Time

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

11020132014YearValue
1Latest year 2014

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
201510$0$0-
Carole C. Tam Solo 401(K) Plan-0$0$0-
201411$186,167$0-
Carole C. Tam Solo 401(K) Plan-1$186,167$0-
201311$180,148$34,200$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.
Carole C. Tam Solo 401(K) Plan-1$180,148$34,200$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.