Civic Intelligence

M.J. Petersen & Associates Ltd.

Plan context: M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust

EIN 36-2902236 • 10 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$1,262,015

2003 Contributions

$706,043

Historical Graphs

Total Assets Over Time

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

$2,028,334$1,014,167$0199920012002YearValue
$1,262,015Latest year 2002

Participants Over Time

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

420199920012002YearValue
2Latest year 2002

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
200320$0$706,043-
M.J. Petersen & Associates Ltd. Money Purchase Pension Plan-0---
M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust-0-$706,043-
200222$1,262,015$0-
M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust-2$700,580--
M.J. Petersen & Associates Ltd. Money Purchase Pension Plan-2$561,435--
200122$1,723,591$78,388$39,194iApproximate average salary by contribution assumption: employee only about $979,850 at 4% or $653,233 at 6%; with 50% employer match about $653,233 at 4% or $435,489 at 6%; with 100% employer match about $489,925 at 4% or $326,617 at 6%.
M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust-2$929,519$38,525$19,263iApproximate average salary by contribution assumption: employee only about $481,563 at 4% or $321,042 at 6%; with 50% employer match about $321,042 at 4% or $214,028 at 6%; with 100% employer match about $240,781 at 4% or $160,521 at 6%.
M.J. Petersen & Associates Ltd. Money Purchase Pension Plan-2$794,072$39,863$19,932iApproximate average salary by contribution assumption: employee only about $498,288 at 4% or $332,192 at 6%; with 50% employer match about $332,192 at 4% or $221,461 at 6%; with 100% employer match about $249,144 at 4% or $166,096 at 6%.
200024$1,777,805$85,458$21,365iApproximate average salary by contribution assumption: employee only about $534,113 at 4% or $356,075 at 6%; with 50% employer match about $356,075 at 4% or $237,383 at 6%; with 100% employer match about $267,056 at 4% or $178,038 at 6%.
M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust-4$953,589$40,600$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
M.J. Petersen & Associates Ltd. Money Purchase Pension Plan-4$824,216$44,858$11,215iApproximate average salary by contribution assumption: employee only about $280,363 at 4% or $186,908 at 6%; with 50% employer match about $186,908 at 4% or $124,606 at 6%; with 100% employer match about $140,181 at 4% or $93,454 at 6%.
199924$2,028,334$73,569$18,392iApproximate average salary by contribution assumption: employee only about $459,806 at 4% or $306,538 at 6%; with 50% employer match about $306,538 at 4% or $204,358 at 6%; with 100% employer match about $229,903 at 4% or $153,269 at 6%.
M.J. Petersen & Associates Ltd. Profit Sharing Plan & Trust-4$1,086,532$31,887$7,972iApproximate average salary by contribution assumption: employee only about $199,294 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,575 at 6%; with 100% employer match about $99,647 at 4% or $66,431 at 6%.
M.J. Petersen & Associates Ltd. Money Purchase Pension Plan-4$941,802$41,682$10,421iApproximate average salary by contribution assumption: employee only about $260,513 at 4% or $173,675 at 6%; with 50% employer match about $173,675 at 4% or $115,783 at 6%; with 100% employer match about $130,256 at 4% or $86,838 at 6%.