Civic Intelligence

Paulson & Associates

Plan context: Donald J Paulson 401 K Profit Sharing Plan Trust

EIN 38-3083491 • Hickory Corners, MI • 16 filings • 4 plans

4638 E Gull Lake DrHickory Corners, MI 49060-9770
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$1,104,277

2022 Contributions

$45,350

Historical Graphs

Total Assets Over Time

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

$1,104,277$552,139$0200720142021YearValue
$1,104,277Latest year 2021

Participants Over Time

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

420200720142021YearValue
1Latest year 2021

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
202210$0$45,350-
Donald J Paulson 401 K Profit Sharing Plan Trust-0$0$45,350-
202111$1,104,277$33,790$33,790iApproximate average salary by contribution assumption: employee only about $844,750 at 4% or $563,167 at 6%; with 50% employer match about $563,167 at 4% or $375,444 at 6%; with 100% employer match about $422,375 at 4% or $281,583 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-1$1,104,277$33,790$33,790iApproximate average salary by contribution assumption: employee only about $844,750 at 4% or $563,167 at 6%; with 50% employer match about $563,167 at 4% or $375,444 at 6%; with 100% employer match about $422,375 at 4% or $281,583 at 6%.
202011$949,092$26,319$26,319iApproximate average salary by contribution assumption: employee only about $657,975 at 4% or $438,650 at 6%; with 50% employer match about $438,650 at 4% or $292,433 at 6%; with 100% employer match about $328,988 at 4% or $219,325 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-1$949,092$26,319$26,319iApproximate average salary by contribution assumption: employee only about $657,975 at 4% or $438,650 at 6%; with 50% employer match about $438,650 at 4% or $292,433 at 6%; with 100% employer match about $328,988 at 4% or $219,325 at 6%.
201913$1,083,354$75,687$25,229iApproximate average salary by contribution assumption: employee only about $630,725 at 4% or $420,483 at 6%; with 50% employer match about $420,483 at 4% or $280,322 at 6%; with 100% employer match about $315,363 at 4% or $210,242 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$1,083,354$75,687$25,229iApproximate average salary by contribution assumption: employee only about $630,725 at 4% or $420,483 at 6%; with 50% employer match about $420,483 at 4% or $280,322 at 6%; with 100% employer match about $315,363 at 4% or $210,242 at 6%.
201813$916,592$72,920$24,307iApproximate average salary by contribution assumption: employee only about $607,667 at 4% or $405,111 at 6%; with 50% employer match about $405,111 at 4% or $270,074 at 6%; with 100% employer match about $303,833 at 4% or $202,556 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$916,592$72,920$24,307iApproximate average salary by contribution assumption: employee only about $607,667 at 4% or $405,111 at 6%; with 50% employer match about $405,111 at 4% or $270,074 at 6%; with 100% employer match about $303,833 at 4% or $202,556 at 6%.
201713$905,261$68,752$22,917iApproximate average salary by contribution assumption: employee only about $572,933 at 4% or $381,956 at 6%; with 50% employer match about $381,956 at 4% or $254,637 at 6%; with 100% employer match about $286,467 at 4% or $190,978 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$905,261$68,752$22,917iApproximate average salary by contribution assumption: employee only about $572,933 at 4% or $381,956 at 6%; with 50% employer match about $381,956 at 4% or $254,637 at 6%; with 100% employer match about $286,467 at 4% or $190,978 at 6%.
201613$741,726$65,459$21,820iApproximate average salary by contribution assumption: employee only about $545,492 at 4% or $363,661 at 6%; with 50% employer match about $363,661 at 4% or $242,441 at 6%; with 100% employer match about $272,746 at 4% or $181,831 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$741,726$65,459$21,820iApproximate average salary by contribution assumption: employee only about $545,492 at 4% or $363,661 at 6%; with 50% employer match about $363,661 at 4% or $242,441 at 6%; with 100% employer match about $272,746 at 4% or $181,831 at 6%.
201513$608,204$66,472$22,157iApproximate average salary by contribution assumption: employee only about $553,933 at 4% or $369,289 at 6%; with 50% employer match about $369,289 at 4% or $246,193 at 6%; with 100% employer match about $276,967 at 4% or $184,644 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$608,204$66,472$22,157iApproximate average salary by contribution assumption: employee only about $553,933 at 4% or $369,289 at 6%; with 50% employer match about $369,289 at 4% or $246,193 at 6%; with 100% employer match about $276,967 at 4% or $184,644 at 6%.
201414$551,088$66,233$16,558iApproximate average salary by contribution assumption: employee only about $413,956 at 4% or $275,971 at 6%; with 50% employer match about $275,971 at 4% or $183,981 at 6%; with 100% employer match about $206,978 at 4% or $137,985 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-4$551,088$66,233$16,558iApproximate average salary by contribution assumption: employee only about $413,956 at 4% or $275,971 at 6%; with 50% employer match about $275,971 at 4% or $183,981 at 6%; with 100% employer match about $206,978 at 4% or $137,985 at 6%.
201313$459,351$61,364$20,455iApproximate average salary by contribution assumption: employee only about $511,367 at 4% or $340,911 at 6%; with 50% employer match about $340,911 at 4% or $227,274 at 6%; with 100% employer match about $255,683 at 4% or $170,456 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$459,351$61,364$20,455iApproximate average salary by contribution assumption: employee only about $511,367 at 4% or $340,911 at 6%; with 50% employer match about $340,911 at 4% or $227,274 at 6%; with 100% employer match about $255,683 at 4% or $170,456 at 6%.
201213$352,318$62,717$20,906iApproximate average salary by contribution assumption: employee only about $522,642 at 4% or $348,428 at 6%; with 50% employer match about $348,428 at 4% or $232,285 at 6%; with 100% employer match about $261,321 at 4% or $174,214 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$352,318$62,717$20,906iApproximate average salary by contribution assumption: employee only about $522,642 at 4% or $348,428 at 6%; with 50% employer match about $348,428 at 4% or $232,285 at 6%; with 100% employer match about $261,321 at 4% or $174,214 at 6%.
201114$278,564$65,025$16,256iApproximate average salary by contribution assumption: employee only about $406,406 at 4% or $270,938 at 6%; with 50% employer match about $270,938 at 4% or $180,625 at 6%; with 100% employer match about $203,203 at 4% or $135,469 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-4$278,564$65,025$16,256iApproximate average salary by contribution assumption: employee only about $406,406 at 4% or $270,938 at 6%; with 50% employer match about $270,938 at 4% or $180,625 at 6%; with 100% employer match about $203,203 at 4% or $135,469 at 6%.
201014$223,046$74,000$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-4$223,046$74,000$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
200913$129,106$20,905$6,968iApproximate average salary by contribution assumption: employee only about $174,208 at 4% or $116,139 at 6%; with 50% employer match about $116,139 at 4% or $77,426 at 6%; with 100% employer match about $87,104 at 4% or $58,069 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$129,106$20,905$6,968iApproximate average salary by contribution assumption: employee only about $174,208 at 4% or $116,139 at 6%; with 50% employer match about $116,139 at 4% or $77,426 at 6%; with 100% employer match about $87,104 at 4% or $58,069 at 6%.
200813$66,484$39,542$13,181iApproximate average salary by contribution assumption: employee only about $329,517 at 4% or $219,678 at 6%; with 50% employer match about $219,678 at 4% or $146,452 at 6%; with 100% employer match about $164,758 at 4% or $109,839 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$66,484$39,542$13,181iApproximate average salary by contribution assumption: employee only about $329,517 at 4% or $219,678 at 6%; with 50% employer match about $219,678 at 4% or $146,452 at 6%; with 100% employer match about $164,758 at 4% or $109,839 at 6%.
200713$51,246$51,097$17,032iApproximate average salary by contribution assumption: employee only about $425,808 at 4% or $283,872 at 6%; with 50% employer match about $283,872 at 4% or $189,248 at 6%; with 100% employer match about $212,904 at 4% or $141,936 at 6%.
Donald J Paulson 401 K Profit Sharing Plan Trust-3$51,246$51,097$17,032iApproximate average salary by contribution assumption: employee only about $425,808 at 4% or $283,872 at 6%; with 50% employer match about $283,872 at 4% or $189,248 at 6%; with 100% employer match about $212,904 at 4% or $141,936 at 6%.