Civic Intelligence

James H. Finney PC

Plan context: James H. Finney PC Employees Profit Sharing Trust

EIN 38-2470867 • 13 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$848,162

2011 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$1,136,289$568,145$0199920062011YearValue
$848,162Latest year 2011

Participants Over Time

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

320199920052011YearValue
1Latest year 2011

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
201111$848,162$0-
James H. Finney PC Employees Profit Sharing Trust-1$848,162--
201012$897,647$0-
James H. Finney PC Employees Profit Sharing Trust-2$897,647--
200912$924,816$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
James H. Finney PC Employees Profit Sharing Trust-2$924,816$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200812$0$0-
James H. Finney PC Employees Profit Sharing Trust-2---
200713$0$0-
James H. Finney PC Employees Profit Sharing Trust-3---
200613$1,136,289$20,258$6,753iApproximate average salary by contribution assumption: employee only about $168,817 at 4% or $112,544 at 6%; with 50% employer match about $112,544 at 4% or $75,030 at 6%; with 100% employer match about $84,408 at 4% or $56,272 at 6%.
James H. Finney PC Employees Profit Sharing Trust-3$1,136,289$20,258$6,753iApproximate average salary by contribution assumption: employee only about $168,817 at 4% or $112,544 at 6%; with 50% employer match about $112,544 at 4% or $75,030 at 6%; with 100% employer match about $84,408 at 4% or $56,272 at 6%.
200513$1,024,635$36,658$12,219iApproximate average salary by contribution assumption: employee only about $305,483 at 4% or $203,656 at 6%; with 50% employer match about $203,656 at 4% or $135,770 at 6%; with 100% employer match about $152,742 at 4% or $101,828 at 6%.
James H. Finney PC Employees Profit Sharing Trust-3$1,024,635$36,658$12,219iApproximate average salary by contribution assumption: employee only about $305,483 at 4% or $203,656 at 6%; with 50% employer match about $203,656 at 4% or $135,770 at 6%; with 100% employer match about $152,742 at 4% or $101,828 at 6%.
200413$969,952$53,240$17,747iApproximate average salary by contribution assumption: employee only about $443,667 at 4% or $295,778 at 6%; with 50% employer match about $295,778 at 4% or $197,185 at 6%; with 100% employer match about $221,833 at 4% or $147,889 at 6%.
James H. Finney PC Employees Profit Sharing Trust-3$969,952$53,240$17,747iApproximate average salary by contribution assumption: employee only about $443,667 at 4% or $295,778 at 6%; with 50% employer match about $295,778 at 4% or $197,185 at 6%; with 100% employer match about $221,833 at 4% or $147,889 at 6%.
200312$876,268$47,386$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
James H. Finney PC Employees Profit Sharing Trust-2$876,268$47,386$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
200213$0$0-
James H. Finney PC Employees Profit Sharing Trust-3---
200113$0$0-
James H. Finney PC Employees Profit Sharing Trust-3---
200013$0$0-
James H. Finney PC Employees Profit Sharing Trust-3---
199913$707,420$31,237$10,412iApproximate average salary by contribution assumption: employee only about $260,308 at 4% or $173,539 at 6%; with 50% employer match about $173,539 at 4% or $115,693 at 6%; with 100% employer match about $130,154 at 4% or $86,769 at 6%.
James H. Finney PC Employees Profit Sharing Trust-3$707,420$31,237$10,412iApproximate average salary by contribution assumption: employee only about $260,308 at 4% or $173,539 at 6%; with 50% employer match about $173,539 at 4% or $115,693 at 6%; with 100% employer match about $130,154 at 4% or $86,769 at 6%.