Civic Intelligence

Ted Makowski

Plan context: Erie Family Life Prototype Plan for Self Employed Individuals

EIN 25-1283173 • Lower Burrell, PA • 16 filings • 3 plans

2520-a Leechburg RoadLower Burrell, PA 15068
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$1,342,975

2014 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,342,975$671,488$0199920062013YearValue
$1,342,975Latest year 2013

Participants Over Time

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

210199920062013YearValue
1Latest 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$40,000-
Erie Family Life Prototype Plan for Self Employed Individuals-0$0$40,000-
201311$1,342,975$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-1$1,342,975$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201211$1,161,694$34,671$34,671iApproximate average salary by contribution assumption: employee only about $866,775 at 4% or $577,850 at 6%; with 50% employer match about $577,850 at 4% or $385,233 at 6%; with 100% employer match about $433,388 at 4% or $288,925 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-1$1,161,694$34,671$34,671iApproximate average salary by contribution assumption: employee only about $866,775 at 4% or $577,850 at 6%; with 50% employer match about $577,850 at 4% or $385,233 at 6%; with 100% employer match about $433,388 at 4% or $288,925 at 6%.
201111$1,052,172$47,153$47,153iApproximate average salary by contribution assumption: employee only about $1,178,825 at 4% or $785,883 at 6%; with 50% employer match about $785,883 at 4% or $523,922 at 6%; with 100% employer match about $589,413 at 4% or $392,942 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-1$1,052,172$47,153$47,153iApproximate average salary by contribution assumption: employee only about $1,178,825 at 4% or $785,883 at 6%; with 50% employer match about $785,883 at 4% or $523,922 at 6%; with 100% employer match about $589,413 at 4% or $392,942 at 6%.
201012$1,044,560$34,313$17,157iApproximate average salary by contribution assumption: employee only about $428,913 at 4% or $285,942 at 6%; with 50% employer match about $285,942 at 4% or $190,628 at 6%; with 100% employer match about $214,456 at 4% or $142,971 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$1,044,560$34,313$17,157iApproximate average salary by contribution assumption: employee only about $428,913 at 4% or $285,942 at 6%; with 50% employer match about $285,942 at 4% or $190,628 at 6%; with 100% employer match about $214,456 at 4% or $142,971 at 6%.
200912$930,315$16,898$8,449iApproximate average salary by contribution assumption: employee only about $211,225 at 4% or $140,817 at 6%; with 50% employer match about $140,817 at 4% or $93,878 at 6%; with 100% employer match about $105,613 at 4% or $70,408 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$930,315$16,898$8,449iApproximate average salary by contribution assumption: employee only about $211,225 at 4% or $140,817 at 6%; with 50% employer match about $140,817 at 4% or $93,878 at 6%; with 100% employer match about $105,613 at 4% or $70,408 at 6%.
200812$795,590$32,008$16,004iApproximate average salary by contribution assumption: employee only about $400,100 at 4% or $266,733 at 6%; with 50% employer match about $266,733 at 4% or $177,822 at 6%; with 100% employer match about $200,050 at 4% or $133,367 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$795,590$32,008$16,004iApproximate average salary by contribution assumption: employee only about $400,100 at 4% or $266,733 at 6%; with 50% employer match about $266,733 at 4% or $177,822 at 6%; with 100% employer match about $200,050 at 4% or $133,367 at 6%.
200712$0$0-
Erie Family Life Prototype Plan for Self Employed Individuals-2---
200612$759,269$39,508$19,754iApproximate average salary by contribution assumption: employee only about $493,850 at 4% or $329,233 at 6%; with 50% employer match about $329,233 at 4% or $219,489 at 6%; with 100% employer match about $246,925 at 4% or $164,617 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$759,269$39,508$19,754iApproximate average salary by contribution assumption: employee only about $493,850 at 4% or $329,233 at 6%; with 50% employer match about $329,233 at 4% or $219,489 at 6%; with 100% employer match about $246,925 at 4% or $164,617 at 6%.
200512$647,981$38,033$19,017iApproximate average salary by contribution assumption: employee only about $475,413 at 4% or $316,942 at 6%; with 50% employer match about $316,942 at 4% or $211,294 at 6%; with 100% employer match about $237,706 at 4% or $158,471 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$647,981$38,033$19,017iApproximate average salary by contribution assumption: employee only about $475,413 at 4% or $316,942 at 6%; with 50% employer match about $316,942 at 4% or $211,294 at 6%; with 100% employer match about $237,706 at 4% or $158,471 at 6%.
200412$576,430$36,303$18,152iApproximate average salary by contribution assumption: employee only about $453,788 at 4% or $302,525 at 6%; with 50% employer match about $302,525 at 4% or $201,683 at 6%; with 100% employer match about $226,894 at 4% or $151,263 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$576,430$36,303$18,152iApproximate average salary by contribution assumption: employee only about $453,788 at 4% or $302,525 at 6%; with 50% employer match about $302,525 at 4% or $201,683 at 6%; with 100% employer match about $226,894 at 4% or $151,263 at 6%.
200312$507,852$39,813$19,907iApproximate average salary by contribution assumption: employee only about $497,663 at 4% or $331,775 at 6%; with 50% employer match about $331,775 at 4% or $221,183 at 6%; with 100% employer match about $248,831 at 4% or $165,888 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$507,852$39,813$19,907iApproximate average salary by contribution assumption: employee only about $497,663 at 4% or $331,775 at 6%; with 50% employer match about $331,775 at 4% or $221,183 at 6%; with 100% employer match about $248,831 at 4% or $165,888 at 6%.
200212$411,098$26,045$13,023iApproximate average salary by contribution assumption: employee only about $325,563 at 4% or $217,042 at 6%; with 50% employer match about $217,042 at 4% or $144,694 at 6%; with 100% employer match about $162,781 at 4% or $108,521 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$411,098$26,045$13,023iApproximate average salary by contribution assumption: employee only about $325,563 at 4% or $217,042 at 6%; with 50% employer match about $217,042 at 4% or $144,694 at 6%; with 100% employer match about $162,781 at 4% or $108,521 at 6%.
200112$0$0-
Erie Family Life Prototype Plan for Self Employed Individuals-2---
200012$423,200$19,606$9,803iApproximate average salary by contribution assumption: employee only about $245,075 at 4% or $163,383 at 6%; with 50% employer match about $163,383 at 4% or $108,922 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$423,200$19,606$9,803iApproximate average salary by contribution assumption: employee only about $245,075 at 4% or $163,383 at 6%; with 50% employer match about $163,383 at 4% or $108,922 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
199912$443,516$19,379$9,690iApproximate average salary by contribution assumption: employee only about $242,238 at 4% or $161,492 at 6%; with 50% employer match about $161,492 at 4% or $107,661 at 6%; with 100% employer match about $121,119 at 4% or $80,746 at 6%.
Erie Family Life Prototype Plan for Self Employed Individuals-2$443,516$19,379$9,690iApproximate average salary by contribution assumption: employee only about $242,238 at 4% or $161,492 at 6%; with 50% employer match about $161,492 at 4% or $107,661 at 6%; with 100% employer match about $121,119 at 4% or $80,746 at 6%.