Civic Intelligence

Mitzi Associates Inc.

Plan context: Mitzi Associates Profit Sharing Plan

EIN 23-1733732 • Glenside, PA • 15 filings • 8 plans

2537 Mt. Carmel AvenueGlenside, PA 19038
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$397,579

2009 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$576,261$288,131$0199920042008YearValue
$397,579Latest year 2008

Participants Over Time

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

420199920042008YearValue
3Latest year 2008

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
200910$0$0-
Mitzi Associates Profit Sharing Plan-0---
200813$397,579$0-
Mitzi Associates Profit Sharing Plan-3$397,579--
200713$576,261$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Mitzi Associates Profit Sharing Plan-3$576,261$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200614$532,842$0-
Mitzi Associates Profit Sharing Plan-4$532,842--
200514$446,214$0-
Mitzi Associates Profit Sharing Plan-4$446,214--
200414$411,011$0-
Mitzi Associates Profit Sharing Plan-4$411,011--
200324$350,189$14,298$3,575iApproximate average salary by contribution assumption: employee only about $89,363 at 4% or $59,575 at 6%; with 50% employer match about $59,575 at 4% or $39,717 at 6%; with 100% employer match about $44,681 at 4% or $29,788 at 6%.
Mitzi Associates Profit Sharing Plan-4$350,189$14,298$3,575iApproximate average salary by contribution assumption: employee only about $89,363 at 4% or $59,575 at 6%; with 50% employer match about $59,575 at 4% or $39,717 at 6%; with 100% employer match about $44,681 at 4% or $29,788 at 6%.
VANGUARD PROTOTYPE DEFINED CONTRIBUTION PLAN - MONEY PURCHASE PENSION PLAN 002-0---
200224$260,594$48,279$12,070iApproximate average salary by contribution assumption: employee only about $301,744 at 4% or $201,163 at 6%; with 50% employer match about $201,163 at 4% or $134,108 at 6%; with 100% employer match about $150,872 at 4% or $100,581 at 6%.
Mitzi Associates Profit Sharing Plan-4$256,841$37,575$9,394iApproximate average salary by contribution assumption: employee only about $234,844 at 4% or $156,563 at 6%; with 50% employer match about $156,563 at 4% or $104,375 at 6%; with 100% employer match about $117,422 at 4% or $78,281 at 6%.
VANGUARD PROTOTYPE DEFINED CONTRIBUTION PLAN - MONEY PURCHASE PENSION PLAN 002-4$3,753$10,704$2,676iApproximate average salary by contribution assumption: employee only about $66,900 at 4% or $44,600 at 6%; with 50% employer match about $44,600 at 4% or $29,733 at 6%; with 100% employer match about $33,450 at 4% or $22,300 at 6%.
200124$0$0-
Mitzi Associates Profit Sharing Plan-4---
MITZI ASSOCIATES MONEY PURCHASE PLAN-4---
200024$276,720$24,301$6,075iApproximate average salary by contribution assumption: employee only about $151,881 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,627 at 6%.
Mitzi Associates Profit Sharing Plan-4$251,791--
MITZI ASSOCIATES MONEY PURCHASE PLAN-4$24,929$24,301$6,075iApproximate average salary by contribution assumption: employee only about $151,881 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,627 at 6%.
199913$234,653$0-
Mitzi Associates Profit Sharing Plan-3$234,653--