Civic Intelligence

James H Sheffield

Plan context: Keogh HR-10 Custodial Profit Sharing Plan

EIN 34-1324395 • 4 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$151,383

2001 Contributions

$16,120

Historical Graphs

Total Assets Over Time

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

$151,383$75,692$01999YearValue
$151,383Latest year 1999

Participants Over Time

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

2101999YearValue
2Latest year 1999

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
200120$0$0-
Custodial Money Purchase Plan-0---
Keogh HR-10 Custodial Profit Sharing Plan-0---
199922$151,383$16,120$8,060iApproximate average salary by contribution assumption: employee only about $201,500 at 4% or $134,333 at 6%; with 50% employer match about $134,333 at 4% or $89,556 at 6%; with 100% employer match about $100,750 at 4% or $67,167 at 6%.
Keogh HR-10 Custodial Profit Sharing Plan-2$126,018$9,672$4,836iApproximate average salary by contribution assumption: employee only about $120,900 at 4% or $80,600 at 6%; with 50% employer match about $80,600 at 4% or $53,733 at 6%; with 100% employer match about $60,450 at 4% or $40,300 at 6%.
Custodial Money Purchase Plan-2$25,365$6,448$3,224iApproximate average salary by contribution assumption: employee only about $80,600 at 4% or $53,733 at 6%; with 50% employer match about $53,733 at 4% or $35,822 at 6%; with 100% employer match about $40,300 at 4% or $26,867 at 6%.