Civic Intelligence

J.A. Koerner and Company

Plan context: J.A. Koerner & Company 401K Trust

EIN 36-2539798 • 6 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$170,838

2003 Contributions

$6,783

Historical Graphs

Total Assets Over Time

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

$170,838$85,419$0199920022003YearValue
$170,838Latest year 2003

Participants Over Time

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

420199920012003YearValue
2Latest year 2003

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
200322$170,838$6,783$3,392iApproximate average salary by contribution assumption: employee only about $84,788 at 4% or $56,525 at 6%; with 50% employer match about $56,525 at 4% or $37,683 at 6%; with 100% employer match about $42,394 at 4% or $28,263 at 6%.
J.A. Koerner & Company 401K Trust-2$170,838$6,783$3,392iApproximate average salary by contribution assumption: employee only about $84,788 at 4% or $56,525 at 6%; with 50% employer match about $56,525 at 4% or $37,683 at 6%; with 100% employer match about $42,394 at 4% or $28,263 at 6%.
J.A. Koerner & Company 401K Trust-2---
200213$140,210$16,622$5,541iApproximate average salary by contribution assumption: employee only about $138,517 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,563 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%.
J.A. Koerner & Company 401K Trust-3$140,210$16,622$5,541iApproximate average salary by contribution assumption: employee only about $138,517 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,563 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%.
200113$0$0-
J.A. Koerner & Company 401K Trust-3---
200013$166,599$22,226$7,409iApproximate average salary by contribution assumption: employee only about $185,217 at 4% or $123,478 at 6%; with 50% employer match about $123,478 at 4% or $82,319 at 6%; with 100% employer match about $92,608 at 4% or $61,739 at 6%.
J.A. Koerner & Company 401K Trust-3$166,599$22,226$7,409iApproximate average salary by contribution assumption: employee only about $185,217 at 4% or $123,478 at 6%; with 50% employer match about $123,478 at 4% or $82,319 at 6%; with 100% employer match about $92,608 at 4% or $61,739 at 6%.
199914$165,289$27,273$6,818iApproximate average salary by contribution assumption: employee only about $170,456 at 4% or $113,638 at 6%; with 50% employer match about $113,638 at 4% or $75,758 at 6%; with 100% employer match about $85,228 at 4% or $56,819 at 6%.
J.A. Koerner & Company 401K Trust-4$165,289$27,273$6,818iApproximate average salary by contribution assumption: employee only about $170,456 at 4% or $113,638 at 6%; with 50% employer match about $113,638 at 4% or $75,758 at 6%; with 100% employer match about $85,228 at 4% or $56,819 at 6%.