Civic Intelligence

Albert J Finkel CPA

Plan context: Aj Finkel CPA Profit Sharing Plan Trust

EIN 22-2787016 • Toms River, NJ • 17 filings • 5 plans

1201 Route 37 EToms River, NJ 08753-5728
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$54,893

2015 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$349,185$174,593$0199920072015YearValue
$54,893Latest year 2015

Participants Over Time

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

210199920062015YearValue
1Latest year 2015

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
201511$54,893$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-1$54,893$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201410$39,962$30,000-
Aj Finkel CPA Profit Sharing Plan Trust-0$39,962$30,000-
201311$314,954$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-1$314,954$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201211$294,623$22,549$22,549iApproximate average salary by contribution assumption: employee only about $563,725 at 4% or $375,817 at 6%; with 50% employer match about $375,817 at 4% or $250,544 at 6%; with 100% employer match about $281,863 at 4% or $187,908 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-1$294,623$22,549$22,549iApproximate average salary by contribution assumption: employee only about $563,725 at 4% or $375,817 at 6%; with 50% employer match about $375,817 at 4% or $250,544 at 6%; with 100% employer match about $281,863 at 4% or $187,908 at 6%.
201112$316,639$23,042$11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$316,639$23,042$11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%.
201012$288,835$26,103$13,052iApproximate average salary by contribution assumption: employee only about $326,288 at 4% or $217,525 at 6%; with 50% employer match about $217,525 at 4% or $145,017 at 6%; with 100% employer match about $163,144 at 4% or $108,763 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$288,835$26,103$13,052iApproximate average salary by contribution assumption: employee only about $326,288 at 4% or $217,525 at 6%; with 50% employer match about $217,525 at 4% or $145,017 at 6%; with 100% employer match about $163,144 at 4% or $108,763 at 6%.
200912$307,739$30,960$15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$307,739$30,960$15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%.
200810$349,185$32,267-
Aj Finkel CPA Profit Sharing Plan Trust-0$349,185$32,267-
200712$322,195$0-
Aj Finkel CPA Profit Sharing Plan Trust-2$322,195--
200612$307,281$0-
Aj Finkel CPA Profit Sharing Plan Trust-2$307,281--
200512$293,767$0-
Aj Finkel CPA Profit Sharing Plan Trust-2$293,767--
200412$281,197$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$281,197$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200312$260,286$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$260,286$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200212$239,729$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$239,729$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200112$218,148$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$218,148$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200012$190,346$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$190,346$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
199912$159,828$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Aj Finkel CPA Profit Sharing Plan Trust-2$159,828$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.