Civic Intelligence

Charles L. Daniel III, a Sole Propr

Plan context: Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan

EIN 33-0290518 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$126,002

2008 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$385,182$192,591$0199920042006YearValue
$126,002Latest year 2006

Participants Over Time

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

110199920042008YearValue
1Latest year 2008

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
200811$0$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1---
200711$0$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1---
200611$126,002$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$126,002--
200511$147,211$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$147,211$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200411$147,098$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$147,098--
200311$176,357$29,755$29,755iApproximate average salary by contribution assumption: employee only about $743,875 at 4% or $495,917 at 6%; with 50% employer match about $495,917 at 4% or $330,611 at 6%; with 100% employer match about $371,938 at 4% or $247,958 at 6%.
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$176,357$29,755$29,755iApproximate average salary by contribution assumption: employee only about $743,875 at 4% or $495,917 at 6%; with 50% employer match about $495,917 at 4% or $330,611 at 6%; with 100% employer match about $371,938 at 4% or $247,958 at 6%.
200211$118,375$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$118,375$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200111$0$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1---
200011$0$0-
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1---
199911$385,182$13,935$13,935iApproximate average salary by contribution assumption: employee only about $348,375 at 4% or $232,250 at 6%; with 50% employer match about $232,250 at 4% or $154,833 at 6%; with 100% employer match about $174,188 at 4% or $116,125 at 6%.
Charles L. Daniel III, a Sole Proprietorship Defined Benefit Pension Plan-1$385,182$13,935$13,935iApproximate average salary by contribution assumption: employee only about $348,375 at 4% or $232,250 at 6%; with 50% employer match about $232,250 at 4% or $154,833 at 6%; with 100% employer match about $174,188 at 4% or $116,125 at 6%.