Civic Intelligence

James D. Donnelly, Esquire

Plan context: James D. Donnelly, Esquire Money Purchase Pension Plan

EIN 22-3050939 • 18 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$346,067

2007 Contributions

$27,589

Historical Graphs

Total Assets Over Time

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

$346,067$173,034$0199920032006YearValue
$346,067Latest year 2006

Participants Over Time

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

530199920032006YearValue
3Latest 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
200720$0$27,589-
James D. Donnelly, Esquire Money Purchase Pension Plan-0-$27,589-
James D. Donnelly, Esquire Profit Sharing Plan-0---
200623$346,067$0-
James D. Donnelly, Esquire Profit Sharing Plan-3$191,027--
James D. Donnelly, Esquire Money Purchase Pension Plan-3$155,040--
200523$340,698$0-
James D. Donnelly, Esquire Profit Sharing Plan-3$188,287--
James D. Donnelly, Esquire Money Purchase Pension Plan-3$152,411--
200424$334,114$0-
James D. Donnelly, Esquire Profit Sharing Plan-4$181,964--
James D. Donnelly, Esquire Money Purchase Pension Plan-4$152,150--
200324$329,049$1,547$387iApproximate average salary by contribution assumption: employee only about $9,669 at 4% or $6,446 at 6%; with 50% employer match about $6,446 at 4% or $4,297 at 6%; with 100% employer match about $4,834 at 4% or $3,223 at 6%.
James D. Donnelly, Esquire Profit Sharing Plan-4$178,958$1,547$387iApproximate average salary by contribution assumption: employee only about $9,669 at 4% or $6,446 at 6%; with 50% employer match about $6,446 at 4% or $4,297 at 6%; with 100% employer match about $4,834 at 4% or $3,223 at 6%.
James D. Donnelly, Esquire Money Purchase Pension Plan-4$150,091--
200225$338,076$3,250$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
James D. Donnelly, Esquire Profit Sharing Plan-5$189,096$3,250$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
James D. Donnelly, Esquire Money Purchase Pension Plan-5$148,980--
200125$0$0-
James D. Donnelly, Esquire Money Purchase Pension Plan-5---
James D. Donnelly, Esquire Profit Sharing Plan-5---
200025$173,806$500$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
James D. Donnelly, Esquire Profit Sharing Plan-5$173,806$500$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
James D. Donnelly, Esquire Money Purchase Pension Plan-5---
199924$338,507$14,791$3,698iApproximate average salary by contribution assumption: employee only about $92,444 at 4% or $61,629 at 6%; with 50% employer match about $61,629 at 4% or $41,086 at 6%; with 100% employer match about $46,222 at 4% or $30,815 at 6%.
James D. Donnelly, Esquire Profit Sharing Plan-4$197,856$1,003$251iApproximate average salary by contribution assumption: employee only about $6,269 at 4% or $4,179 at 6%; with 50% employer match about $4,179 at 4% or $2,786 at 6%; with 100% employer match about $3,134 at 4% or $2,090 at 6%.
James D. Donnelly, Esquire Money Purchase Pension Plan-4$140,651$13,788$3,447iApproximate average salary by contribution assumption: employee only about $86,175 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,088 at 4% or $28,725 at 6%.