Civic Intelligence

James R. Poole & Co. Inc.

Plan context: James R. Poole & Co. Inc. 401K Plan

EIN 22-2254097 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

12

2007 Assets

$3,348

2007 Contributions

$1,566

Historical Graphs

Total Assets Over Time

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

$301,316$150,658$0199920032006YearValue
$3,348Latest year 2006

Participants Over Time

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

1580199920032006YearValue
12Latest year 2006

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
200710$0$0-
James R. Poole & Co. Inc. 401K Plan-0---
2006112$3,348$0-
James R. Poole & Co. Inc. 401K Plan-12$3,348--
2005115$301,316$1,566$104iApproximate average salary by contribution assumption: employee only about $2,610 at 4% or $1,740 at 6%; with 50% employer match about $1,740 at 4% or $1,160 at 6%; with 100% employer match about $1,305 at 4% or $870 at 6%.
James R. Poole & Co. Inc. 401K Plan-15$301,316$1,566$104iApproximate average salary by contribution assumption: employee only about $2,610 at 4% or $1,740 at 6%; with 50% employer match about $1,740 at 4% or $1,160 at 6%; with 100% employer match about $1,305 at 4% or $870 at 6%.
200415$277,368$42,252$8,450iApproximate average salary by contribution assumption: employee only about $211,260 at 4% or $140,840 at 6%; with 50% employer match about $140,840 at 4% or $93,893 at 6%; with 100% employer match about $105,630 at 4% or $70,420 at 6%.
James R. Poole & Co. Inc. 401K Plan-5$277,368$42,252$8,450iApproximate average salary by contribution assumption: employee only about $211,260 at 4% or $140,840 at 6%; with 50% employer match about $140,840 at 4% or $93,893 at 6%; with 100% employer match about $105,630 at 4% or $70,420 at 6%.
2003111$208,698$36,935$3,358iApproximate average salary by contribution assumption: employee only about $83,943 at 4% or $55,962 at 6%; with 50% employer match about $55,962 at 4% or $37,308 at 6%; with 100% employer match about $41,972 at 4% or $27,981 at 6%.
James R. Poole & Co. Inc. 401K Plan-11$208,698$36,935$3,358iApproximate average salary by contribution assumption: employee only about $83,943 at 4% or $55,962 at 6%; with 50% employer match about $55,962 at 4% or $37,308 at 6%; with 100% employer match about $41,972 at 4% or $27,981 at 6%.
2002112$149,211$38,447$3,204iApproximate average salary by contribution assumption: employee only about $80,098 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,599 at 6%; with 100% employer match about $40,049 at 4% or $26,699 at 6%.
James R. Poole & Co. Inc. 401K Plan-12$149,211$38,447$3,204iApproximate average salary by contribution assumption: employee only about $80,098 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,599 at 6%; with 100% employer match about $40,049 at 4% or $26,699 at 6%.
2001110$139,049$40,571$4,057iApproximate average salary by contribution assumption: employee only about $101,428 at 4% or $67,618 at 6%; with 50% employer match about $67,618 at 4% or $45,079 at 6%; with 100% employer match about $50,714 at 4% or $33,809 at 6%.
James R. Poole & Co. Inc. 401K Plan-10$139,049$40,571$4,057iApproximate average salary by contribution assumption: employee only about $101,428 at 4% or $67,618 at 6%; with 50% employer match about $67,618 at 4% or $45,079 at 6%; with 100% employer match about $50,714 at 4% or $33,809 at 6%.
200019$117,445$47,231$5,248iApproximate average salary by contribution assumption: employee only about $131,197 at 4% or $87,465 at 6%; with 50% employer match about $87,465 at 4% or $58,310 at 6%; with 100% employer match about $65,599 at 4% or $43,732 at 6%.
James R. Poole & Co. Inc. 401K Plan-9$117,445$47,231$5,248iApproximate average salary by contribution assumption: employee only about $131,197 at 4% or $87,465 at 6%; with 50% employer match about $87,465 at 4% or $58,310 at 6%; with 100% employer match about $65,599 at 4% or $43,732 at 6%.
1999111$84,861$34,057$3,096iApproximate average salary by contribution assumption: employee only about $77,402 at 4% or $51,602 at 6%; with 50% employer match about $51,602 at 4% or $34,401 at 6%; with 100% employer match about $38,701 at 4% or $25,801 at 6%.
James R. Poole & Co. Inc. 401K Plan-11$84,861$34,057$3,096iApproximate average salary by contribution assumption: employee only about $77,402 at 4% or $51,602 at 6%; with 50% employer match about $51,602 at 4% or $34,401 at 6%; with 100% employer match about $38,701 at 4% or $25,801 at 6%.