Joel a. Anderson
Plan context: American Institute of Certified Public Accountants Retirement Plan
EIN 25-1234213 • 9 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
1
2007 Assets
$1,248,016
2007 Contributions
$3,013
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 1 | $1,248,016 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $1,248,016 | - | - |
| 2006 | 1 | 1 | $1,203,811 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $1,203,811 | - | - |
| 2005 | 1 | 1 | $1,056,896 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $1,056,896 | - | - |
| 2004 | 1 | 1 | $1,014,766 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $1,014,766 | - | - |
| 2003 | 1 | 1 | $915,126 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $915,126 | - | - |
| 2002 | 1 | 1 | $783,709 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $783,709 | - | - |
| 2001 | 1 | 1 | $835,592 | $0 | - |
| American Institute of Certified Public Accountants Retirement Plan | - | 1 | $835,592 | - | - |
| 2000 | 1 | 2 | $811,547 | $3,013 | $1,507iApproximate average salary by contribution assumption: employee only about $37,663 at 4% or $25,108 at 6%; with 50% employer match about $25,108 at 4% or $16,739 at 6%; with 100% employer match about $18,831 at 4% or $12,554 at 6%. |
| American Institute of Certified Public Accountants Retirement Plan | - | 2 | $811,547 | $3,013 | $1,507iApproximate average salary by contribution assumption: employee only about $37,663 at 4% or $25,108 at 6%; with 50% employer match about $25,108 at 4% or $16,739 at 6%; with 100% employer match about $18,831 at 4% or $12,554 at 6%. |
| 1999 | 1 | 2 | $731,704 | $2,931 | $1,466iApproximate average salary by contribution assumption: employee only about $36,638 at 4% or $24,425 at 6%; with 50% employer match about $24,425 at 4% or $16,283 at 6%; with 100% employer match about $18,319 at 4% or $12,213 at 6%. |
| American Institute of Certified Public Accountants Retirement Plan | - | 2 | $731,704 | $2,931 | $1,466iApproximate average salary by contribution assumption: employee only about $36,638 at 4% or $24,425 at 6%; with 50% employer match about $24,425 at 4% or $16,283 at 6%; with 100% employer match about $18,319 at 4% or $12,213 at 6%. |