Civic Intelligence

Montefusco & Kesselman, P.A.

Plan context: Montefusco & Kesselman, P.A. Profit Sharing Plan

EIN 22-2037504 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

5

2003 Assets

$56,657

2003 Contributions

$21,116

Historical Graphs

Total Assets Over Time

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

$700,182$350,091$0199920002001YearValue
$56,657Latest year 2001

Participants Over Time

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

530199920012002YearValue
5Latest year 2002

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
200310$0$0-
Montefusco & Kesselman, P.A. Profit Sharing Plan-0---
200215$0$0-
Montefusco & Kesselman, P.A. Profit Sharing Plan-5---
200114$56,657$21,116$5,279iApproximate average salary by contribution assumption: employee only about $131,975 at 4% or $87,983 at 6%; with 50% employer match about $87,983 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
Montefusco & Kesselman, P.A. Profit Sharing Plan-4$56,657$21,116$5,279iApproximate average salary by contribution assumption: employee only about $131,975 at 4% or $87,983 at 6%; with 50% employer match about $87,983 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
200015$611,881$33,827$6,765iApproximate average salary by contribution assumption: employee only about $169,135 at 4% or $112,757 at 6%; with 50% employer match about $112,757 at 4% or $75,171 at 6%; with 100% employer match about $84,568 at 4% or $56,378 at 6%.
Montefusco & Kesselman, P.A. Profit Sharing Plan-5$611,881$33,827$6,765iApproximate average salary by contribution assumption: employee only about $169,135 at 4% or $112,757 at 6%; with 50% employer match about $112,757 at 4% or $75,171 at 6%; with 100% employer match about $84,568 at 4% or $56,378 at 6%.
199915$700,182$38,010$7,602iApproximate average salary by contribution assumption: employee only about $190,050 at 4% or $126,700 at 6%; with 50% employer match about $126,700 at 4% or $84,467 at 6%; with 100% employer match about $95,025 at 4% or $63,350 at 6%.
Montefusco & Kesselman, P.A. Profit Sharing Plan-5$700,182$38,010$7,602iApproximate average salary by contribution assumption: employee only about $190,050 at 4% or $126,700 at 6%; with 50% employer match about $126,700 at 4% or $84,467 at 6%; with 100% employer match about $95,025 at 4% or $63,350 at 6%.