Civic Intelligence

James B. Guffey

Plan context: James B. Guffey Money Purchase Plan

EIN 35-1487968 • Carmel, IN • 15 filings • 2 plans

3314 Eden WayCarmel, IN 46033
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$975,994

2013 Contributions

$57,721

Historical Graphs

Total Assets Over Time

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

$975,994$487,997$0199920052012YearValue
$975,994Latest year 2012

Participants Over Time

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

740199920062012YearValue
6Latest year 2012

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
201310$0$0-
James B. Guffey Money Purchase Plan-0$0$0-
201216$975,994$57,721$9,620iApproximate average salary by contribution assumption: employee only about $240,504 at 4% or $160,336 at 6%; with 50% employer match about $160,336 at 4% or $106,891 at 6%; with 100% employer match about $120,252 at 4% or $80,168 at 6%.
James B. Guffey Money Purchase Plan-6$975,994$57,721$9,620iApproximate average salary by contribution assumption: employee only about $240,504 at 4% or $160,336 at 6%; with 50% employer match about $160,336 at 4% or $106,891 at 6%; with 100% employer match about $120,252 at 4% or $80,168 at 6%.
201116$893,839$56,997$9,500iApproximate average salary by contribution assumption: employee only about $237,488 at 4% or $158,325 at 6%; with 50% employer match about $158,325 at 4% or $105,550 at 6%; with 100% employer match about $118,744 at 4% or $79,163 at 6%.
James B. Guffey Money Purchase Plan-6$893,839$56,997$9,500iApproximate average salary by contribution assumption: employee only about $237,488 at 4% or $158,325 at 6%; with 50% employer match about $158,325 at 4% or $105,550 at 6%; with 100% employer match about $118,744 at 4% or $79,163 at 6%.
201017$881,290$58,136$8,305iApproximate average salary by contribution assumption: employee only about $207,629 at 4% or $138,419 at 6%; with 50% employer match about $138,419 at 4% or $92,279 at 6%; with 100% employer match about $103,814 at 4% or $69,210 at 6%.
James B. Guffey Money Purchase Plan-7$881,290$58,136$8,305iApproximate average salary by contribution assumption: employee only about $207,629 at 4% or $138,419 at 6%; with 50% employer match about $138,419 at 4% or $92,279 at 6%; with 100% employer match about $103,814 at 4% or $69,210 at 6%.
200914$795,700$34,504$8,626iApproximate average salary by contribution assumption: employee only about $215,650 at 4% or $143,767 at 6%; with 50% employer match about $143,767 at 4% or $95,844 at 6%; with 100% employer match about $107,825 at 4% or $71,883 at 6%.
James B. Guffey Money Purchase Plan-4$795,700$34,504$8,626iApproximate average salary by contribution assumption: employee only about $215,650 at 4% or $143,767 at 6%; with 50% employer match about $143,767 at 4% or $95,844 at 6%; with 100% employer match about $107,825 at 4% or $71,883 at 6%.
200813$643,099$29,376$9,792iApproximate average salary by contribution assumption: employee only about $244,800 at 4% or $163,200 at 6%; with 50% employer match about $163,200 at 4% or $108,800 at 6%; with 100% employer match about $122,400 at 4% or $81,600 at 6%.
James B. Guffey Money Purchase Plan-3$643,099$29,376$9,792iApproximate average salary by contribution assumption: employee only about $244,800 at 4% or $163,200 at 6%; with 50% employer match about $163,200 at 4% or $108,800 at 6%; with 100% employer match about $122,400 at 4% or $81,600 at 6%.
200713$0$0-
James B. Guffey Money Purchase Plan-3---
200613$716,146$29,288$9,763iApproximate average salary by contribution assumption: employee only about $244,067 at 4% or $162,711 at 6%; with 50% employer match about $162,711 at 4% or $108,474 at 6%; with 100% employer match about $122,033 at 4% or $81,356 at 6%.
James B. Guffey Money Purchase Plan-3$716,146$29,288$9,763iApproximate average salary by contribution assumption: employee only about $244,067 at 4% or $162,711 at 6%; with 50% employer match about $162,711 at 4% or $108,474 at 6%; with 100% employer match about $122,033 at 4% or $81,356 at 6%.
200514$589,580$27,251$6,813iApproximate average salary by contribution assumption: employee only about $170,319 at 4% or $113,546 at 6%; with 50% employer match about $113,546 at 4% or $75,697 at 6%; with 100% employer match about $85,159 at 4% or $56,773 at 6%.
James B. Guffey Money Purchase Plan-4$589,580$27,251$6,813iApproximate average salary by contribution assumption: employee only about $170,319 at 4% or $113,546 at 6%; with 50% employer match about $113,546 at 4% or $75,697 at 6%; with 100% employer match about $85,159 at 4% or $56,773 at 6%.
200413$538,151$25,853$8,618iApproximate average salary by contribution assumption: employee only about $215,442 at 4% or $143,628 at 6%; with 50% employer match about $143,628 at 4% or $95,752 at 6%; with 100% employer match about $107,721 at 4% or $71,814 at 6%.
James B. Guffey Money Purchase Plan-3$538,151$25,853$8,618iApproximate average salary by contribution assumption: employee only about $215,442 at 4% or $143,628 at 6%; with 50% employer match about $143,628 at 4% or $95,752 at 6%; with 100% employer match about $107,721 at 4% or $71,814 at 6%.
200313$470,368$25,257$8,419iApproximate average salary by contribution assumption: employee only about $210,475 at 4% or $140,317 at 6%; with 50% employer match about $140,317 at 4% or $93,544 at 6%; with 100% employer match about $105,238 at 4% or $70,158 at 6%.
James B. Guffey Money Purchase Plan-3$470,368$25,257$8,419iApproximate average salary by contribution assumption: employee only about $210,475 at 4% or $140,317 at 6%; with 50% employer match about $140,317 at 4% or $93,544 at 6%; with 100% employer match about $105,238 at 4% or $70,158 at 6%.
200214$367,027$24,260$6,065iApproximate average salary by contribution assumption: employee only about $151,625 at 4% or $101,083 at 6%; with 50% employer match about $101,083 at 4% or $67,389 at 6%; with 100% employer match about $75,813 at 4% or $50,542 at 6%.
James B. Guffey Money Purchase Plan-4$367,027$24,260$6,065iApproximate average salary by contribution assumption: employee only about $151,625 at 4% or $101,083 at 6%; with 50% employer match about $101,083 at 4% or $67,389 at 6%; with 100% employer match about $75,813 at 4% or $50,542 at 6%.
200115$405,160$21,077$4,215iApproximate average salary by contribution assumption: employee only about $105,385 at 4% or $70,257 at 6%; with 50% employer match about $70,257 at 4% or $46,838 at 6%; with 100% employer match about $52,692 at 4% or $35,128 at 6%.
James B. Guffey Money Purchase Plan-5$405,160$21,077$4,215iApproximate average salary by contribution assumption: employee only about $105,385 at 4% or $70,257 at 6%; with 50% employer match about $70,257 at 4% or $46,838 at 6%; with 100% employer match about $52,692 at 4% or $35,128 at 6%.
200015$425,959$21,214$4,243iApproximate average salary by contribution assumption: employee only about $106,070 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,357 at 6%.
James B. Guffey Money Purchase Plan-5$425,959$21,214$4,243iApproximate average salary by contribution assumption: employee only about $106,070 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,357 at 6%.
199915$425,316$19,375$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
James B. Guffey Money Purchase Plan-5$425,316$19,375$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.