Civic Intelligence

David F. Itkoff & Associates

Plan context: David F. Itkoff & Associates 401K Profit Sharing Plan

EIN 23-2964579 • Penns Park, PA • 14 filings • 3 plans

2325 Second Street PikePenns Park, PA 18943
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$203,896

2012 Contributions

$45,126

Historical Graphs

Total Assets Over Time

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

$531,133$265,567$0200020072012YearValue
$203,896Latest year 2012

Participants Over Time

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

530200020062012YearValue
1Latest year 2012

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
201221$203,896$0-
David F. Itkoff & Associates 401K Profit Sharing Plan-1$203,896--
David F. Itkoff & Associates 401K Profit Sharing Plan-0$0$0-
201115$359,157$45,126$9,025iApproximate average salary by contribution assumption: employee only about $225,630 at 4% or $150,420 at 6%; with 50% employer match about $150,420 at 4% or $100,280 at 6%; with 100% employer match about $112,815 at 4% or $75,210 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-5$359,157$45,126$9,025iApproximate average salary by contribution assumption: employee only about $225,630 at 4% or $150,420 at 6%; with 50% employer match about $150,420 at 4% or $100,280 at 6%; with 100% employer match about $112,815 at 4% or $75,210 at 6%.
201014$333,527$48,305$12,076iApproximate average salary by contribution assumption: employee only about $301,906 at 4% or $201,271 at 6%; with 50% employer match about $201,271 at 4% or $134,181 at 6%; with 100% employer match about $150,953 at 4% or $100,635 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$333,527$48,305$12,076iApproximate average salary by contribution assumption: employee only about $301,906 at 4% or $201,271 at 6%; with 50% employer match about $201,271 at 4% or $134,181 at 6%; with 100% employer match about $150,953 at 4% or $100,635 at 6%.
200914$275,547$48,841$12,210iApproximate average salary by contribution assumption: employee only about $305,256 at 4% or $203,504 at 6%; with 50% employer match about $203,504 at 4% or $135,669 at 6%; with 100% employer match about $152,628 at 4% or $101,752 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$275,547$48,841$12,210iApproximate average salary by contribution assumption: employee only about $305,256 at 4% or $203,504 at 6%; with 50% employer match about $203,504 at 4% or $135,669 at 6%; with 100% employer match about $152,628 at 4% or $101,752 at 6%.
200813$308,841$57,088$19,029iApproximate average salary by contribution assumption: employee only about $475,733 at 4% or $317,156 at 6%; with 50% employer match about $317,156 at 4% or $211,437 at 6%; with 100% employer match about $237,867 at 4% or $158,578 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-3$308,841$57,088$19,029iApproximate average salary by contribution assumption: employee only about $475,733 at 4% or $317,156 at 6%; with 50% employer match about $317,156 at 4% or $211,437 at 6%; with 100% employer match about $237,867 at 4% or $158,578 at 6%.
200715$531,133$78,346$15,669iApproximate average salary by contribution assumption: employee only about $391,730 at 4% or $261,153 at 6%; with 50% employer match about $261,153 at 4% or $174,102 at 6%; with 100% employer match about $195,865 at 4% or $130,577 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-5$531,133$78,346$15,669iApproximate average salary by contribution assumption: employee only about $391,730 at 4% or $261,153 at 6%; with 50% employer match about $261,153 at 4% or $174,102 at 6%; with 100% employer match about $195,865 at 4% or $130,577 at 6%.
200614$422,036$74,904$18,726iApproximate average salary by contribution assumption: employee only about $468,150 at 4% or $312,100 at 6%; with 50% employer match about $312,100 at 4% or $208,067 at 6%; with 100% employer match about $234,075 at 4% or $156,050 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$422,036$74,904$18,726iApproximate average salary by contribution assumption: employee only about $468,150 at 4% or $312,100 at 6%; with 50% employer match about $312,100 at 4% or $208,067 at 6%; with 100% employer match about $234,075 at 4% or $156,050 at 6%.
200515$313,198$70,513$14,103iApproximate average salary by contribution assumption: employee only about $352,565 at 4% or $235,043 at 6%; with 50% employer match about $235,043 at 4% or $156,696 at 6%; with 100% employer match about $176,283 at 4% or $117,522 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-5$313,198$70,513$14,103iApproximate average salary by contribution assumption: employee only about $352,565 at 4% or $235,043 at 6%; with 50% employer match about $235,043 at 4% or $156,696 at 6%; with 100% employer match about $176,283 at 4% or $117,522 at 6%.
200414$235,939$61,973$15,493iApproximate average salary by contribution assumption: employee only about $387,331 at 4% or $258,221 at 6%; with 50% employer match about $258,221 at 4% or $172,147 at 6%; with 100% employer match about $193,666 at 4% or $129,110 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$235,939$61,973$15,493iApproximate average salary by contribution assumption: employee only about $387,331 at 4% or $258,221 at 6%; with 50% employer match about $258,221 at 4% or $172,147 at 6%; with 100% employer match about $193,666 at 4% or $129,110 at 6%.
200314$157,072$34,971$8,743iApproximate average salary by contribution assumption: employee only about $218,569 at 4% or $145,713 at 6%; with 50% employer match about $145,713 at 4% or $97,142 at 6%; with 100% employer match about $109,284 at 4% or $72,856 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$157,072$34,971$8,743iApproximate average salary by contribution assumption: employee only about $218,569 at 4% or $145,713 at 6%; with 50% employer match about $145,713 at 4% or $97,142 at 6%; with 100% employer match about $109,284 at 4% or $72,856 at 6%.
200214$92,620$30,430$7,608iApproximate average salary by contribution assumption: employee only about $190,188 at 4% or $126,792 at 6%; with 50% employer match about $126,792 at 4% or $84,528 at 6%; with 100% employer match about $95,094 at 4% or $63,396 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$92,620$30,430$7,608iApproximate average salary by contribution assumption: employee only about $190,188 at 4% or $126,792 at 6%; with 50% employer match about $126,792 at 4% or $84,528 at 6%; with 100% employer match about $95,094 at 4% or $63,396 at 6%.
200114$0$0-
David F. Itkoff & Associates 401K Profit Sharing Plan-4---
200014$82,837$39,818$9,955iApproximate average salary by contribution assumption: employee only about $248,863 at 4% or $165,908 at 6%; with 50% employer match about $165,908 at 4% or $110,606 at 6%; with 100% employer match about $124,431 at 4% or $82,954 at 6%.
David F. Itkoff & Associates 401K Profit Sharing Plan-4$82,837$39,818$9,955iApproximate average salary by contribution assumption: employee only about $248,863 at 4% or $165,908 at 6%; with 50% employer match about $165,908 at 4% or $110,606 at 6%; with 100% employer match about $124,431 at 4% or $82,954 at 6%.