Robert Lee Daily CPA
Plan context: Robert Lee Daily CPA Money Purchase Pension Plan
EIN 33-0125022 • 18 filings • 4 plans
Current Snapshot
Latest Year
2007
2007 Participants
3
2007 Assets
$253,374
2007 Contributions
$3,098
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 | 2 | 0 | $0 | $0 | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 0 | - | - | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 0 | - | - | - |
| 2006 | 2 | 3 | $253,374 | $3,098 | $1,033iApproximate average salary by contribution assumption: employee only about $25,817 at 4% or $17,211 at 6%; with 50% employer match about $17,211 at 4% or $11,474 at 6%; with 100% employer match about $12,908 at 4% or $8,606 at 6%. |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 3 | $149,812 | $2,100 | $700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%. |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 3 | $103,562 | $998 | $333iApproximate average salary by contribution assumption: employee only about $8,317 at 4% or $5,544 at 6%; with 50% employer match about $5,544 at 4% or $3,696 at 6%; with 100% employer match about $4,158 at 4% or $2,772 at 6%. |
| 2005 | 2 | 0 | $207,844 | $7,828 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 0 | $123,715 | $4,612 | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 0 | $84,129 | $3,216 | - |
| 2004 | 2 | 1 | $195,892 | $0 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | $116,683 | - | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | $79,209 | - | - |
| 2003 | 2 | 1 | $177,606 | $0 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | $106,054 | - | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | $71,552 | - | - |
| 2002 | 2 | 1 | $64,017 | $0 | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | $64,017 | - | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | - | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | - | - | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | - | - | - |
| 2000 | 2 | 1 | $155,610 | $0 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | $92,116 | - | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | $63,494 | - | - |
| 1999 | 2 | 1 | $147,783 | $0 | - |
| Robert Lee Daily CPA Money Purchase Pension Plan | - | 1 | $86,170 | - | - |
| Robert Lee Daily CPA Profit Sharing Pension Plan | - | 1 | $61,613 | - | - |