Civic Intelligence

Ron Peterson & Associates Inc.

Plan context: RON PETERSON AND ASSOCIATES, INC. DEFINED BENEFIT PLAN & TRUST

EIN 36-3146305 • Lake Forest, IL • 13 filings • 3 plans

1042 N. Western AvenueLake Forest, IL 60045
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$1,482,975

2013 Contributions

$255,000

Historical Graphs

Total Assets Over Time

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

$1,482,975$741,488$0199920112013YearValue
$1,482,975Latest year 2013

Participants Over Time

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

320199920042013YearValue
1Latest 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
201321$1,482,975$0-
RON PETERSON AND ASSOCIATES, INC. DEFINED BENEFIT PLAN & TRUST-1$1,107,250$0-
Ron Peterson & Associates Profit Sharing Plan-1$375,725$0-
201222$1,382,821$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
RON PETERSON AND ASSOCIATES, INC. DEFINED BENEFIT PLAN & TRUST-2$1,028,682$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
Ron Peterson & Associates Profit Sharing Plan-2$354,139$0-
201112$462,466$61,163$30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%.
Ron Peterson & Associates Profit Sharing Plan-2$462,466$61,163$30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%.
200611$313,018$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Ron Peterson & Associates Profit Sharing Plan-1$313,018$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200511$0$0-
Ron Peterson & Associates Profit Sharing Plan-1---
200411$0$0-
Ron Peterson & Associates Profit Sharing Plan-1---
200311$0$0-
Ron Peterson & Associates Profit Sharing Plan-1---
200213$0$0-
Ron Peterson & Associates Profit Sharing Plan-3---
200113$0$0-
Ron Peterson & Associates Profit Sharing Plan-3---
200013$0$0-
Ron Peterson & Associates Profit Sharing Plan-3---
199913$470,665$56,061$18,687iApproximate average salary by contribution assumption: employee only about $467,175 at 4% or $311,450 at 6%; with 50% employer match about $311,450 at 4% or $207,633 at 6%; with 100% employer match about $233,588 at 4% or $155,725 at 6%.
Ron Peterson & Associates Profit Sharing Plan-3$470,665$56,061$18,687iApproximate average salary by contribution assumption: employee only about $467,175 at 4% or $311,450 at 6%; with 50% employer match about $311,450 at 4% or $207,633 at 6%; with 100% employer match about $233,588 at 4% or $155,725 at 6%.