Civic Intelligence

Patrick E. Carroll & Associates

Plan context: Patrick E. Carroll & Associates Profit Sharing Plan

EIN 33-0488854 • Cypress, CA • 19 filings • 2 plans

5252 Orange Avenue, Suite 103Cypress, CA 90630
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$37,976

2013 Contributions

$19,908

Historical Graphs

Total Assets Over Time

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

$347,293$173,647$0199920102013YearValue
$37,976Latest 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
2Latest 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
201312$37,976$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2$37,976--
201212$91,506$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2$91,506--
201112$131,782$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2$131,782--
201012$347,293$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2$347,293--
200912$347,192$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2$347,192--
200712$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
200612$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
200512$257,275$19,908$9,954iApproximate average salary by contribution assumption: employee only about $248,850 at 4% or $165,900 at 6%; with 50% employer match about $165,900 at 4% or $110,600 at 6%; with 100% employer match about $124,425 at 4% or $82,950 at 6%.
Patrick E. Carroll & Associates Profit Sharing Plan-2$257,275$19,908$9,954iApproximate average salary by contribution assumption: employee only about $248,850 at 4% or $165,900 at 6%; with 50% employer match about $165,900 at 4% or $110,600 at 6%; with 100% employer match about $124,425 at 4% or $82,950 at 6%.
200412$227,595$19,908$9,954iApproximate average salary by contribution assumption: employee only about $248,850 at 4% or $165,900 at 6%; with 50% employer match about $165,900 at 4% or $110,600 at 6%; with 100% employer match about $124,425 at 4% or $82,950 at 6%.
Patrick E. Carroll & Associates Profit Sharing Plan-2$227,595$19,908$9,954iApproximate average salary by contribution assumption: employee only about $248,850 at 4% or $165,900 at 6%; with 50% employer match about $165,900 at 4% or $110,600 at 6%; with 100% employer match about $124,425 at 4% or $82,950 at 6%.
200322$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
Patrick E. Carroll & Associates Money Purchase Plan-0---
200222$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
Patrick E. Carroll & Associates Money Purchase Plan-2---
200122$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
Patrick E. Carroll & Associates Money Purchase Plan-2---
200022$0$0-
Patrick E. Carroll & Associates Profit Sharing Plan-2---
Patrick E. Carroll & Associates Money Purchase Plan-2---
199922$101,645$20,673$10,337iApproximate average salary by contribution assumption: employee only about $258,413 at 4% or $172,275 at 6%; with 50% employer match about $172,275 at 4% or $114,850 at 6%; with 100% employer match about $129,206 at 4% or $86,138 at 6%.
Patrick E. Carroll & Associates Profit Sharing Plan-2$60,987$12,404$6,202iApproximate average salary by contribution assumption: employee only about $155,050 at 4% or $103,367 at 6%; with 50% employer match about $103,367 at 4% or $68,911 at 6%; with 100% employer match about $77,525 at 4% or $51,683 at 6%.
Patrick E. Carroll & Associates Money Purchase Plan-2$40,658$8,269$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,939 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.