Civic Intelligence

James L Hafele & Associates PC

Plan context: James L Hafele PC Profit Sharing Plan

EIN 37-1025828 • Peoria, IL • 11 filings • 1 plans

301 SW Adams St Ste 700Peoria, IL 61602
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$1,146,236

2009 Contributions

$44,689

Historical Graphs

Total Assets Over Time

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

$1,146,236$573,118$0199920052008YearValue
$1,146,236Latest year 2008

Participants Over Time

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

320199920032007YearValue
1Latest year 2007

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
200910$0$0-
James L Hafele PC Profit Sharing Plan-0$0--
200810$1,146,236$44,689-
James L Hafele PC Profit Sharing Plan-0$1,146,236$44,689-
200711$1,126,138$0-
James L Hafele PC Profit Sharing Plan-1$1,126,138--
200611$1,094,663$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
James L Hafele PC Profit Sharing Plan-1$1,094,663$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200511$1,022,156$0-
James L Hafele PC Profit Sharing Plan-1$1,022,156--
200411$990,293$0-
James L Hafele PC Profit Sharing Plan-1$990,293--
200311$950,140$0-
James L Hafele PC Profit Sharing Plan-1$950,140--
200212$914,316$35,711$17,856iApproximate average salary by contribution assumption: employee only about $446,388 at 4% or $297,592 at 6%; with 50% employer match about $297,592 at 4% or $198,394 at 6%; with 100% employer match about $223,194 at 4% or $148,796 at 6%.
James L Hafele PC Profit Sharing Plan-2$914,316$35,711$17,856iApproximate average salary by contribution assumption: employee only about $446,388 at 4% or $297,592 at 6%; with 50% employer match about $297,592 at 4% or $198,394 at 6%; with 100% employer match about $223,194 at 4% or $148,796 at 6%.
200113$0$0-
James L Hafele PC Profit Sharing Plan-3---
200012$0$0-
James L Hafele PC Profit Sharing Plan-2---
199912$784,880$27,878$13,939iApproximate average salary by contribution assumption: employee only about $348,475 at 4% or $232,317 at 6%; with 50% employer match about $232,317 at 4% or $154,878 at 6%; with 100% employer match about $174,238 at 4% or $116,158 at 6%.
James L Hafele PC Profit Sharing Plan-2$784,880$27,878$13,939iApproximate average salary by contribution assumption: employee only about $348,475 at 4% or $232,317 at 6%; with 50% employer match about $232,317 at 4% or $154,878 at 6%; with 100% employer match about $174,238 at 4% or $116,158 at 6%.