Civic Intelligence

John R. Treat & Associates PC

Plan context: John R. Treat & Associates PC Defined Benefit Plan

EIN 38-3131003 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$930,198

2007 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$930,198$465,099$0199920042006YearValue
$930,198Latest year 2006

Participants Over Time

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

420199920032007YearValue
4Latest 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
200714$0$0-
John R. Treat & Associates PC Defined Benefit Plan-4---
200614$930,198$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$930,198$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200514$820,975$91,259$22,815iApproximate average salary by contribution assumption: employee only about $570,369 at 4% or $380,246 at 6%; with 50% employer match about $380,246 at 4% or $253,497 at 6%; with 100% employer match about $285,184 at 4% or $190,123 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$820,975$91,259$22,815iApproximate average salary by contribution assumption: employee only about $570,369 at 4% or $380,246 at 6%; with 50% employer match about $380,246 at 4% or $253,497 at 6%; with 100% employer match about $285,184 at 4% or $190,123 at 6%.
200414$689,093$115,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$689,093$115,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
200314$505,444$139,334$34,834iApproximate average salary by contribution assumption: employee only about $870,838 at 4% or $580,558 at 6%; with 50% employer match about $580,558 at 4% or $387,039 at 6%; with 100% employer match about $435,419 at 4% or $290,279 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$505,444$139,334$34,834iApproximate average salary by contribution assumption: employee only about $870,838 at 4% or $580,558 at 6%; with 50% employer match about $580,558 at 4% or $387,039 at 6%; with 100% employer match about $435,419 at 4% or $290,279 at 6%.
200214$280,871$115,558$28,890iApproximate average salary by contribution assumption: employee only about $722,238 at 4% or $481,492 at 6%; with 50% employer match about $481,492 at 4% or $320,994 at 6%; with 100% employer match about $361,119 at 4% or $240,746 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$280,871$115,558$28,890iApproximate average salary by contribution assumption: employee only about $722,238 at 4% or $481,492 at 6%; with 50% employer match about $481,492 at 4% or $320,994 at 6%; with 100% employer match about $361,119 at 4% or $240,746 at 6%.
200114$0$0-
John R. Treat & Associates PC Defined Benefit Plan-4---
200014$0$0-
John R. Treat & Associates PC Defined Benefit Plan-4---
199914$182,385$84,505$21,126iApproximate average salary by contribution assumption: employee only about $528,156 at 4% or $352,104 at 6%; with 50% employer match about $352,104 at 4% or $234,736 at 6%; with 100% employer match about $264,078 at 4% or $176,052 at 6%.
John R. Treat & Associates PC Defined Benefit Plan-4$182,385$84,505$21,126iApproximate average salary by contribution assumption: employee only about $528,156 at 4% or $352,104 at 6%; with 50% employer match about $352,104 at 4% or $234,736 at 6%; with 100% employer match about $264,078 at 4% or $176,052 at 6%.