Civic Intelligence

Jan K. Lee

Plan context: Super Simplified 401K Prototype

EIN 20-4623442 • Los Fresnos, TX • 6 filings • 3 plans

32840 Fm 1575Los Fresnos, TX 78566-5070
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$599,501

2014 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$599,501$299,751$0200920122014YearValue
$599,501Latest year 2014

Participants Over Time

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

110200920122014YearValue
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
201411$599,501$30,000$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%.
Super Simplified 401K Prototype-1$599,501$30,000$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%.
201311$582,044$45,516$45,516iApproximate average salary by contribution assumption: employee only about $1,137,900 at 4% or $758,600 at 6%; with 50% employer match about $758,600 at 4% or $505,733 at 6%; with 100% employer match about $568,950 at 4% or $379,300 at 6%.
Super Simplified 401K Prototype-1$582,044$45,516$45,516iApproximate average salary by contribution assumption: employee only about $1,137,900 at 4% or $758,600 at 6%; with 50% employer match about $758,600 at 4% or $505,733 at 6%; with 100% employer match about $568,950 at 4% or $379,300 at 6%.
201211$537,502$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Super Simplified 401K Prototype-1$537,502$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201111$472,219$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Super Simplified 401K Prototype-1$472,219$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201011$425,004$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Super Simplified 401K Prototype-1$425,004$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
200911$324,699$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Super Simplified 401K Prototype-1$324,699$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.