Civic Intelligence

Paul & Paul

Plan context: Paul & Paul Retirement Plan

EIN 23-1423905 • Philadelphia, PA • 16 filings • 1 plans

1717 Arch Street, Suite 3740Philadelphia, PA 19103
Current Snapshot

Latest Year

2014

2014 Participants

18

2014 Assets

$2,737,024

2014 Contributions

$102,574

Historical Graphs

Total Assets Over Time

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

$3,061,896$1,530,948$0199920062013YearValue
$2,737,024Latest year 2013

Participants Over Time

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

19100199920062013YearValue
18Latest year 2013

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
201410$0$0-
Paul & Paul Retirement Plan-0$0--
2013118$2,737,024$0-
Paul & Paul Retirement Plan-18$2,737,024--
2012118$2,325,950$0-
Paul & Paul Retirement Plan-18$2,325,950--
2011119$2,284,991$0-
Paul & Paul Retirement Plan-19$2,284,991--
2010119$2,448,013$0-
Paul & Paul Retirement Plan-19$2,448,013--
2009119$2,276,562$0-
Paul & Paul Retirement Plan-19$2,276,562$0-
2008117$2,323,497$102,574$6,034iApproximate average salary by contribution assumption: employee only about $150,844 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,422 at 4% or $50,281 at 6%.
Paul & Paul Retirement Plan-17$2,323,497$102,574$6,034iApproximate average salary by contribution assumption: employee only about $150,844 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,422 at 4% or $50,281 at 6%.
2007117$3,061,896$135,288$7,958iApproximate average salary by contribution assumption: employee only about $198,953 at 4% or $132,635 at 6%; with 50% employer match about $132,635 at 4% or $88,424 at 6%; with 100% employer match about $99,476 at 4% or $66,318 at 6%.
Paul & Paul Retirement Plan-17$3,061,896$135,288$7,958iApproximate average salary by contribution assumption: employee only about $198,953 at 4% or $132,635 at 6%; with 50% employer match about $132,635 at 4% or $88,424 at 6%; with 100% employer match about $99,476 at 4% or $66,318 at 6%.
2006117$2,748,573$129,448$7,615iApproximate average salary by contribution assumption: employee only about $190,365 at 4% or $126,910 at 6%; with 50% employer match about $126,910 at 4% or $84,607 at 6%; with 100% employer match about $95,182 at 4% or $63,455 at 6%.
Paul & Paul Retirement Plan-17$2,748,573$129,448$7,615iApproximate average salary by contribution assumption: employee only about $190,365 at 4% or $126,910 at 6%; with 50% employer match about $126,910 at 4% or $84,607 at 6%; with 100% employer match about $95,182 at 4% or $63,455 at 6%.
2005117$2,287,604$125,015$7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
Paul & Paul Retirement Plan-17$2,287,604$125,015$7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
2004114$2,075,477$117,457$8,390iApproximate average salary by contribution assumption: employee only about $209,745 at 4% or $139,830 at 6%; with 50% employer match about $139,830 at 4% or $93,220 at 6%; with 100% employer match about $104,872 at 4% or $69,915 at 6%.
Paul & Paul Retirement Plan-14$2,075,477$117,457$8,390iApproximate average salary by contribution assumption: employee only about $209,745 at 4% or $139,830 at 6%; with 50% employer match about $139,830 at 4% or $93,220 at 6%; with 100% employer match about $104,872 at 4% or $69,915 at 6%.
200318$1,808,124$76,660$9,583iApproximate average salary by contribution assumption: employee only about $239,563 at 4% or $159,708 at 6%; with 50% employer match about $159,708 at 4% or $106,472 at 6%; with 100% employer match about $119,781 at 4% or $79,854 at 6%.
Paul & Paul Retirement Plan-8$1,808,124$76,660$9,583iApproximate average salary by contribution assumption: employee only about $239,563 at 4% or $159,708 at 6%; with 50% employer match about $159,708 at 4% or $106,472 at 6%; with 100% employer match about $119,781 at 4% or $79,854 at 6%.
200218$1,374,732$86,897$10,862iApproximate average salary by contribution assumption: employee only about $271,553 at 4% or $181,035 at 6%; with 50% employer match about $181,035 at 4% or $120,690 at 6%; with 100% employer match about $135,777 at 4% or $90,518 at 6%.
Paul & Paul Retirement Plan-8$1,374,732$86,897$10,862iApproximate average salary by contribution assumption: employee only about $271,553 at 4% or $181,035 at 6%; with 50% employer match about $181,035 at 4% or $120,690 at 6%; with 100% employer match about $135,777 at 4% or $90,518 at 6%.
200117$1,717,846$68,222$9,746iApproximate average salary by contribution assumption: employee only about $243,650 at 4% or $162,433 at 6%; with 50% employer match about $162,433 at 4% or $108,289 at 6%; with 100% employer match about $121,825 at 4% or $81,217 at 6%.
Paul & Paul Retirement Plan-7$1,717,846$68,222$9,746iApproximate average salary by contribution assumption: employee only about $243,650 at 4% or $162,433 at 6%; with 50% employer match about $162,433 at 4% or $108,289 at 6%; with 100% employer match about $121,825 at 4% or $81,217 at 6%.
200019$1,863,220$72,168$8,019iApproximate average salary by contribution assumption: employee only about $200,467 at 4% or $133,644 at 6%; with 50% employer match about $133,644 at 4% or $89,096 at 6%; with 100% employer match about $100,233 at 4% or $66,822 at 6%.
Paul & Paul Retirement Plan-9$1,863,220$72,168$8,019iApproximate average salary by contribution assumption: employee only about $200,467 at 4% or $133,644 at 6%; with 50% employer match about $133,644 at 4% or $89,096 at 6%; with 100% employer match about $100,233 at 4% or $66,822 at 6%.
1999112$2,431,569$108,431$9,036iApproximate average salary by contribution assumption: employee only about $225,898 at 4% or $150,599 at 6%; with 50% employer match about $150,599 at 4% or $100,399 at 6%; with 100% employer match about $112,949 at 4% or $75,299 at 6%.
Paul & Paul Retirement Plan-12$2,431,569$108,431$9,036iApproximate average salary by contribution assumption: employee only about $225,898 at 4% or $150,599 at 6%; with 50% employer match about $150,599 at 4% or $100,399 at 6%; with 100% employer match about $112,949 at 4% or $75,299 at 6%.