Civic Intelligence

Karen J. Bacon, Mba, Cfp

Plan context: Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan

EIN 20-8950970 • Warwick, RI • 6 filings • 2 plans

70 Jefferson BlvdWarwick, RI 02888
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$295,222

2016 Contributions

$69,119

Historical Graphs

Total Assets Over Time

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

$295,222$147,611$0201020132016YearValue
$295,222Latest year 2016

Participants Over Time

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

320201020132016YearValue
3Latest year 2016

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
201613$295,222$69,119$23,040iApproximate average salary by contribution assumption: employee only about $575,992 at 4% or $383,994 at 6%; with 50% employer match about $383,994 at 4% or $255,996 at 6%; with 100% employer match about $287,996 at 4% or $191,997 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-3$295,222$69,119$23,040iApproximate average salary by contribution assumption: employee only about $575,992 at 4% or $383,994 at 6%; with 50% employer match about $383,994 at 4% or $255,996 at 6%; with 100% employer match about $287,996 at 4% or $191,997 at 6%.
201412$135,412$33,355$16,678iApproximate average salary by contribution assumption: employee only about $416,938 at 4% or $277,958 at 6%; with 50% employer match about $277,958 at 4% or $185,306 at 6%; with 100% employer match about $208,469 at 4% or $138,979 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-2$135,412$33,355$16,678iApproximate average salary by contribution assumption: employee only about $416,938 at 4% or $277,958 at 6%; with 50% employer match about $277,958 at 4% or $185,306 at 6%; with 100% employer match about $208,469 at 4% or $138,979 at 6%.
201312$95,329$22,259$11,130iApproximate average salary by contribution assumption: employee only about $278,238 at 4% or $185,492 at 6%; with 50% employer match about $185,492 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-2$95,329$22,259$11,130iApproximate average salary by contribution assumption: employee only about $278,238 at 4% or $185,492 at 6%; with 50% employer match about $185,492 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%.
201212$61,906$16,942$8,471iApproximate average salary by contribution assumption: employee only about $211,775 at 4% or $141,183 at 6%; with 50% employer match about $141,183 at 4% or $94,122 at 6%; with 100% employer match about $105,888 at 4% or $70,592 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-2$61,906$16,942$8,471iApproximate average salary by contribution assumption: employee only about $211,775 at 4% or $141,183 at 6%; with 50% employer match about $141,183 at 4% or $94,122 at 6%; with 100% employer match about $105,888 at 4% or $70,592 at 6%.
201112$41,199$15,457$7,729iApproximate average salary by contribution assumption: employee only about $193,213 at 4% or $128,808 at 6%; with 50% employer match about $128,808 at 4% or $85,872 at 6%; with 100% employer match about $96,606 at 4% or $64,404 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-2$41,199$15,457$7,729iApproximate average salary by contribution assumption: employee only about $193,213 at 4% or $128,808 at 6%; with 50% employer match about $128,808 at 4% or $85,872 at 6%; with 100% employer match about $96,606 at 4% or $64,404 at 6%.
201012$27,109$14,244$7,122iApproximate average salary by contribution assumption: employee only about $178,050 at 4% or $118,700 at 6%; with 50% employer match about $118,700 at 4% or $79,133 at 6%; with 100% employer match about $89,025 at 4% or $59,350 at 6%.
Karen J. Bacon, Mba, Cfp 401(K) Profit Sharing Plan-2$27,109$14,244$7,122iApproximate average salary by contribution assumption: employee only about $178,050 at 4% or $118,700 at 6%; with 50% employer match about $118,700 at 4% or $79,133 at 6%; with 100% employer match about $89,025 at 4% or $59,350 at 6%.