Civic Intelligence

Dan a Pelphrey

Plan context: Dan a Pelphrey CPA Profit-Sharing

EIN 31-1388940 • Dayton, OH • 37 filings • 8 plans

7170 Whitetail TrlDayton, OH 45459
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,068,176

2019 Contributions

$23,060

Historical Graphs

Total Assets Over Time

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

$1,083,309$541,655$0200220112018YearValue
$1,068,176Latest year 2018

Participants Over Time

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

320200120102018YearValue
2Latest year 2018

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
201920$0$0-
Dan a Pelphrey CPA Money Purchase Keogh Plan-0$0--
Dan a Pelphrey CPA Profit-Sharing-0$0--
201822$1,068,176$23,060$11,530iApproximate average salary by contribution assumption: employee only about $288,250 at 4% or $192,167 at 6%; with 50% employer match about $192,167 at 4% or $128,111 at 6%; with 100% employer match about $144,125 at 4% or $96,083 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$624,554--
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$443,622$23,060$11,530iApproximate average salary by contribution assumption: employee only about $288,250 at 4% or $192,167 at 6%; with 50% employer match about $192,167 at 4% or $128,111 at 6%; with 100% employer match about $144,125 at 4% or $96,083 at 6%.
201722$1,083,309$24,798$12,399iApproximate average salary by contribution assumption: employee only about $309,975 at 4% or $206,650 at 6%; with 50% employer match about $206,650 at 4% or $137,767 at 6%; with 100% employer match about $154,988 at 4% or $103,325 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$625,557$5,202$2,601iApproximate average salary by contribution assumption: employee only about $65,025 at 4% or $43,350 at 6%; with 50% employer match about $43,350 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$457,752$19,596$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
201622$957,330$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$569,782$3,650$1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$387,548$22,700$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
201522$872,161$38,794$19,397iApproximate average salary by contribution assumption: employee only about $484,925 at 4% or $323,283 at 6%; with 50% employer match about $323,283 at 4% or $215,522 at 6%; with 100% employer match about $242,463 at 4% or $161,642 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$531,598$11,206$5,603iApproximate average salary by contribution assumption: employee only about $140,075 at 4% or $93,383 at 6%; with 50% employer match about $93,383 at 4% or $62,256 at 6%; with 100% employer match about $70,038 at 4% or $46,692 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$340,563$27,588$13,794iApproximate average salary by contribution assumption: employee only about $344,850 at 4% or $229,900 at 6%; with 50% employer match about $229,900 at 4% or $153,267 at 6%; with 100% employer match about $172,425 at 4% or $114,950 at 6%.
201422$850,088$48,393$24,197iApproximate average salary by contribution assumption: employee only about $604,913 at 4% or $403,275 at 6%; with 50% employer match about $403,275 at 4% or $268,850 at 6%; with 100% employer match about $302,456 at 4% or $201,638 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$519,666$16,131$8,066iApproximate average salary by contribution assumption: employee only about $201,638 at 4% or $134,425 at 6%; with 50% employer match about $134,425 at 4% or $89,617 at 6%; with 100% employer match about $100,819 at 4% or $67,213 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$330,422$32,262$16,131iApproximate average salary by contribution assumption: employee only about $403,275 at 4% or $268,850 at 6%; with 50% employer match about $268,850 at 4% or $179,233 at 6%; with 100% employer match about $201,638 at 4% or $134,425 at 6%.
201322$758,193$49,970$24,985iApproximate average salary by contribution assumption: employee only about $624,625 at 4% or $416,417 at 6%; with 50% employer match about $416,417 at 4% or $277,611 at 6%; with 100% employer match about $312,313 at 4% or $208,208 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$458,781$21,416$10,708iApproximate average salary by contribution assumption: employee only about $267,700 at 4% or $178,467 at 6%; with 50% employer match about $178,467 at 4% or $118,978 at 6%; with 100% employer match about $133,850 at 4% or $89,233 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$299,412$28,554$14,277iApproximate average salary by contribution assumption: employee only about $356,925 at 4% or $237,950 at 6%; with 50% employer match about $237,950 at 4% or $158,633 at 6%; with 100% employer match about $178,463 at 4% or $118,975 at 6%.
201222$628,489$49,581$24,791iApproximate average salary by contribution assumption: employee only about $619,763 at 4% or $413,175 at 6%; with 50% employer match about $413,175 at 4% or $275,450 at 6%; with 100% employer match about $309,881 at 4% or $206,588 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$376,952$21,249$10,625iApproximate average salary by contribution assumption: employee only about $265,613 at 4% or $177,075 at 6%; with 50% employer match about $177,075 at 4% or $118,050 at 6%; with 100% employer match about $132,806 at 4% or $88,538 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$251,537$28,332$14,166iApproximate average salary by contribution assumption: employee only about $354,150 at 4% or $236,100 at 6%; with 50% employer match about $236,100 at 4% or $157,400 at 6%; with 100% employer match about $177,075 at 4% or $118,050 at 6%.
201122$552,508$45,811$22,906iApproximate average salary by contribution assumption: employee only about $572,638 at 4% or $381,758 at 6%; with 50% employer match about $381,758 at 4% or $254,506 at 6%; with 100% employer match about $286,319 at 4% or $190,879 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$329,781$19,633$9,817iApproximate average salary by contribution assumption: employee only about $245,413 at 4% or $163,608 at 6%; with 50% employer match about $163,608 at 4% or $109,072 at 6%; with 100% employer match about $122,706 at 4% or $81,804 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$222,727$26,178$13,089iApproximate average salary by contribution assumption: employee only about $327,225 at 4% or $218,150 at 6%; with 50% employer match about $218,150 at 4% or $145,433 at 6%; with 100% employer match about $163,613 at 4% or $109,075 at 6%.
201023$521,545$42,903$14,301iApproximate average salary by contribution assumption: employee only about $357,525 at 4% or $238,350 at 6%; with 50% employer match about $238,350 at 4% or $158,900 at 6%; with 100% employer match about $178,763 at 4% or $119,175 at 6%.
Dan a Pelphrey CPA Profit-Sharing-3$309,045$18,387$6,129iApproximate average salary by contribution assumption: employee only about $153,225 at 4% or $102,150 at 6%; with 50% employer match about $102,150 at 4% or $68,100 at 6%; with 100% employer match about $76,613 at 4% or $51,075 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$212,500$24,516$8,172iApproximate average salary by contribution assumption: employee only about $204,300 at 4% or $136,200 at 6%; with 50% employer match about $136,200 at 4% or $90,800 at 6%; with 100% employer match about $102,150 at 4% or $68,100 at 6%.
200923$453,160$71,605$23,868iApproximate average salary by contribution assumption: employee only about $596,708 at 4% or $397,806 at 6%; with 50% employer match about $397,806 at 4% or $265,204 at 6%; with 100% employer match about $298,354 at 4% or $198,903 at 6%.
Dan a Pelphrey CPA Profit-Sharing-3$272,650$41,317$13,772iApproximate average salary by contribution assumption: employee only about $344,308 at 4% or $229,539 at 6%; with 50% employer match about $229,539 at 4% or $153,026 at 6%; with 100% employer match about $172,154 at 4% or $114,769 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$180,510$30,288$10,096iApproximate average salary by contribution assumption: employee only about $252,400 at 4% or $168,267 at 6%; with 50% employer match about $168,267 at 4% or $112,178 at 6%; with 100% employer match about $126,200 at 4% or $84,133 at 6%.
200813$147,000$14,922$4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$147,000$14,922$4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%.
200722$0$0-
Dan a Pelphrey CPA Profit-Sharing-2---
Dan a Pelphrey CPA Money Purchase Keogh Plan-2---
200622$357,225$37,969$18,985iApproximate average salary by contribution assumption: employee only about $474,613 at 4% or $316,408 at 6%; with 50% employer match about $316,408 at 4% or $210,939 at 6%; with 100% employer match about $237,306 at 4% or $158,204 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$215,194$22,781$11,391iApproximate average salary by contribution assumption: employee only about $284,763 at 4% or $189,842 at 6%; with 50% employer match about $189,842 at 4% or $126,561 at 6%; with 100% employer match about $142,381 at 4% or $94,921 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$142,031$15,188$7,594iApproximate average salary by contribution assumption: employee only about $189,850 at 4% or $126,567 at 6%; with 50% employer match about $126,567 at 4% or $84,378 at 6%; with 100% employer match about $94,925 at 4% or $63,283 at 6%.
200522$289,060$37,808$18,904iApproximate average salary by contribution assumption: employee only about $472,600 at 4% or $315,067 at 6%; with 50% employer match about $315,067 at 4% or $210,044 at 6%; with 100% employer match about $236,300 at 4% or $157,533 at 6%.
Dan a Pelphrey CPA Profit-Sharing-2$176,910$22,685$11,343iApproximate average salary by contribution assumption: employee only about $283,563 at 4% or $189,042 at 6%; with 50% employer match about $189,042 at 4% or $126,028 at 6%; with 100% employer match about $141,781 at 4% or $94,521 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-2$112,150$15,123$7,562iApproximate average salary by contribution assumption: employee only about $189,038 at 4% or $126,025 at 6%; with 50% employer match about $126,025 at 4% or $84,017 at 6%; with 100% employer match about $94,519 at 4% or $63,013 at 6%.
200423$241,756$35,597$11,866iApproximate average salary by contribution assumption: employee only about $296,642 at 4% or $197,761 at 6%; with 50% employer match about $197,761 at 4% or $131,841 at 6%; with 100% employer match about $148,321 at 4% or $98,881 at 6%.
Dan a Pelphrey CPA Profit-Sharing-3$148,574$21,359$7,120iApproximate average salary by contribution assumption: employee only about $177,992 at 4% or $118,661 at 6%; with 50% employer match about $118,661 at 4% or $79,107 at 6%; with 100% employer match about $88,996 at 4% or $59,331 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$93,182$14,238$4,746iApproximate average salary by contribution assumption: employee only about $118,650 at 4% or $79,100 at 6%; with 50% employer match about $79,100 at 4% or $52,733 at 6%; with 100% employer match about $59,325 at 4% or $39,550 at 6%.
200323$201,524$37,964$12,655iApproximate average salary by contribution assumption: employee only about $316,367 at 4% or $210,911 at 6%; with 50% employer match about $210,911 at 4% or $140,607 at 6%; with 100% employer match about $158,183 at 4% or $105,456 at 6%.
Dan a Pelphrey CPA Profit-Sharing-3$123,393$22,778$7,593iApproximate average salary by contribution assumption: employee only about $189,817 at 4% or $126,544 at 6%; with 50% employer match about $126,544 at 4% or $84,363 at 6%; with 100% employer match about $94,908 at 4% or $63,272 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$78,131$15,186$5,062iApproximate average salary by contribution assumption: employee only about $126,550 at 4% or $84,367 at 6%; with 50% employer match about $84,367 at 4% or $56,244 at 6%; with 100% employer match about $63,275 at 4% or $42,183 at 6%.
200223$155,125$39,433$13,144iApproximate average salary by contribution assumption: employee only about $328,608 at 4% or $219,072 at 6%; with 50% employer match about $219,072 at 4% or $146,048 at 6%; with 100% employer match about $164,304 at 4% or $109,536 at 6%.
Dan a Pelphrey CPA Profit-Sharing-3$94,447$23,994$7,998iApproximate average salary by contribution assumption: employee only about $199,950 at 4% or $133,300 at 6%; with 50% employer match about $133,300 at 4% or $88,867 at 6%; with 100% employer match about $99,975 at 4% or $66,650 at 6%.
Dan a Pelphrey CPA Money Purchase Keogh Plan-3$60,678$15,439$5,146iApproximate average salary by contribution assumption: employee only about $128,658 at 4% or $85,772 at 6%; with 50% employer match about $85,772 at 4% or $57,181 at 6%; with 100% employer match about $64,329 at 4% or $42,886 at 6%.
200123$0$0-
Dan a Pelphrey CPA Money Purchase Keogh Plan-3---
Dan a Pelphrey CPA Profit-Sharing-3---