Arthur B Caughlan, Ttee
Plan context: NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
EIN 22-1942731 • New Milford, NJ • 18 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
9
2016 Assets
$153,418
2016 Contributions
$9,491
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 9 | $153,418 | $9,491 | $1,055iApproximate average salary by contribution assumption: employee only about $26,364 at 4% or $17,576 at 6%; with 50% employer match about $17,576 at 4% or $11,717 at 6%; with 100% employer match about $13,182 at 4% or $8,788 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 9 | $153,418 | $9,491 | $1,055iApproximate average salary by contribution assumption: employee only about $26,364 at 4% or $17,576 at 6%; with 50% employer match about $17,576 at 4% or $11,717 at 6%; with 100% employer match about $13,182 at 4% or $8,788 at 6%. |
| 2015 | 1 | 10 | $140,714 | $14,515 | $1,452iApproximate average salary by contribution assumption: employee only about $36,288 at 4% or $24,192 at 6%; with 50% employer match about $24,192 at 4% or $16,128 at 6%; with 100% employer match about $18,144 at 4% or $12,096 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 10 | $140,714 | $14,515 | $1,452iApproximate average salary by contribution assumption: employee only about $36,288 at 4% or $24,192 at 6%; with 50% employer match about $24,192 at 4% or $16,128 at 6%; with 100% employer match about $18,144 at 4% or $12,096 at 6%. |
| 2014 | 1 | 10 | $129,455 | $17,615 | $1,762iApproximate average salary by contribution assumption: employee only about $44,038 at 4% or $29,358 at 6%; with 50% employer match about $29,358 at 4% or $19,572 at 6%; with 100% employer match about $22,019 at 4% or $14,679 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 10 | $129,455 | $17,615 | $1,762iApproximate average salary by contribution assumption: employee only about $44,038 at 4% or $29,358 at 6%; with 50% employer match about $29,358 at 4% or $19,572 at 6%; with 100% employer match about $22,019 at 4% or $14,679 at 6%. |
| 2013 | 1 | 11 | $163,118 | $16,893 | $1,536iApproximate average salary by contribution assumption: employee only about $38,393 at 4% or $25,595 at 6%; with 50% employer match about $25,595 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 11 | $163,118 | $16,893 | $1,536iApproximate average salary by contribution assumption: employee only about $38,393 at 4% or $25,595 at 6%; with 50% employer match about $25,595 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| 2012 | 1 | 12 | $126,103 | $15,892 | $1,324iApproximate average salary by contribution assumption: employee only about $33,108 at 4% or $22,072 at 6%; with 50% employer match about $22,072 at 4% or $14,715 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 12 | $126,103 | $15,892 | $1,324iApproximate average salary by contribution assumption: employee only about $33,108 at 4% or $22,072 at 6%; with 50% employer match about $22,072 at 4% or $14,715 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%. |
| 2011 | 1 | 12 | $94,116 | $17,388 | $1,449iApproximate average salary by contribution assumption: employee only about $36,225 at 4% or $24,150 at 6%; with 50% employer match about $24,150 at 4% or $16,100 at 6%; with 100% employer match about $18,113 at 4% or $12,075 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 12 | $94,116 | $17,388 | $1,449iApproximate average salary by contribution assumption: employee only about $36,225 at 4% or $24,150 at 6%; with 50% employer match about $24,150 at 4% or $16,100 at 6%; with 100% employer match about $18,113 at 4% or $12,075 at 6%. |
| 2010 | 1 | 12 | $85,200 | $25,712 | $2,143iApproximate average salary by contribution assumption: employee only about $53,567 at 4% or $35,711 at 6%; with 50% employer match about $35,711 at 4% or $23,807 at 6%; with 100% employer match about $26,783 at 4% or $17,856 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 12 | $85,200 | $25,712 | $2,143iApproximate average salary by contribution assumption: employee only about $53,567 at 4% or $35,711 at 6%; with 50% employer match about $35,711 at 4% or $23,807 at 6%; with 100% employer match about $26,783 at 4% or $17,856 at 6%. |
| 2009 | 1 | 12 | $53,029 | $25,825 | $2,152iApproximate average salary by contribution assumption: employee only about $53,802 at 4% or $35,868 at 6%; with 50% employer match about $35,868 at 4% or $23,912 at 6%; with 100% employer match about $26,901 at 4% or $17,934 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 12 | $53,029 | $25,825 | $2,152iApproximate average salary by contribution assumption: employee only about $53,802 at 4% or $35,868 at 6%; with 50% employer match about $35,868 at 4% or $23,912 at 6%; with 100% employer match about $26,901 at 4% or $17,934 at 6%. |
| 2008 | 2 | 14 | $18,989 | $23,014 | $1,644iApproximate average salary by contribution assumption: employee only about $41,096 at 4% or $27,398 at 6%; with 50% employer match about $27,398 at 4% or $18,265 at 6%; with 100% employer match about $20,548 at 4% or $13,699 at 6%. |
| NELSON-PATTERSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | - | 14 | $18,989 | $23,014 | $1,644iApproximate average salary by contribution assumption: employee only about $41,096 at 4% or $27,398 at 6%; with 50% employer match about $27,398 at 4% or $18,265 at 6%; with 100% employer match about $20,548 at 4% or $13,699 at 6%. |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2007 | 1 | 4 | $240,515 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 4 | $240,515 | - | - |
| 2006 | 1 | 3 | $244,557 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 3 | $244,557 | - | - |
| 2005 | 1 | 3 | $0 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2004 | 1 | 4 | $329,803 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 4 | $329,803 | - | - |
| 2003 | 1 | 8 | $310,393 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 8 | $310,393 | - | - |
| 2002 | 1 | 6 | $284,544 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 6 | $284,544 | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 1999 | 1 | 0 | $360,694 | $0 | - |
| Nelson-Patterson Agency Inc Profit Sharing Plan and Trust | - | 0 | $360,694 | - | - |