Civic Intelligence

Pelton & Associates PC

Plan context: Pelton Associates PC 401 K Profit Sharing Plan Trust

EIN 26-4348239 • New York, NY • 5 filings • 1 plans

111 Broadway Rm 1503New York, NY 10006-1925
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$260,571

2015 Contributions

$64,904

Historical Graphs

Total Assets Over Time

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

$260,571$130,286$0201120132015YearValue
$260,571Latest year 2015

Participants Over Time

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

950201120132015YearValue
8Latest year 2015

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
201518$260,571$64,904$8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%.
Pelton Associates PC 401 K Profit Sharing Plan Trust-8$260,571$64,904$8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%.
201419$214,716$121,364$13,485iApproximate average salary by contribution assumption: employee only about $337,122 at 4% or $224,748 at 6%; with 50% employer match about $224,748 at 4% or $149,832 at 6%; with 100% employer match about $168,561 at 4% or $112,374 at 6%.
Pelton Associates PC 401 K Profit Sharing Plan Trust-9$214,716$121,364$13,485iApproximate average salary by contribution assumption: employee only about $337,122 at 4% or $224,748 at 6%; with 50% employer match about $224,748 at 4% or $149,832 at 6%; with 100% employer match about $168,561 at 4% or $112,374 at 6%.
201315$92,865$37,267$7,453iApproximate average salary by contribution assumption: employee only about $186,335 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%.
Pelton Associates PC 401 K Profit Sharing Plan Trust-5$92,865$37,267$7,453iApproximate average salary by contribution assumption: employee only about $186,335 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%.
201213$46,446$31,810$10,603iApproximate average salary by contribution assumption: employee only about $265,083 at 4% or $176,722 at 6%; with 50% employer match about $176,722 at 4% or $117,815 at 6%; with 100% employer match about $132,542 at 4% or $88,361 at 6%.
Pelton Associates PC 401 K Profit Sharing Plan Trust-3$46,446$31,810$10,603iApproximate average salary by contribution assumption: employee only about $265,083 at 4% or $176,722 at 6%; with 50% employer match about $176,722 at 4% or $117,815 at 6%; with 100% employer match about $132,542 at 4% or $88,361 at 6%.
201113$12,426$12,575$4,192iApproximate average salary by contribution assumption: employee only about $104,792 at 4% or $69,861 at 6%; with 50% employer match about $69,861 at 4% or $46,574 at 6%; with 100% employer match about $52,396 at 4% or $34,931 at 6%.
Pelton Associates PC 401 K Profit Sharing Plan Trust-3$12,426$12,575$4,192iApproximate average salary by contribution assumption: employee only about $104,792 at 4% or $69,861 at 6%; with 50% employer match about $69,861 at 4% or $46,574 at 6%; with 100% employer match about $52,396 at 4% or $34,931 at 6%.