Cope & Peteson, P.A.
Plan context: Cope & Peterson Profit Sharing Plan and Trust
EIN 41-1305691 • Virginia, MN • 16 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
12
2014 Assets
$3,389,868
2014 Contributions
$58,968
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 12 | $3,389,868 | $58,968 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 12 | $3,389,868 | $58,968 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| 2013 | 1 | 12 | $3,332,593 | $96,533 | $8,044iApproximate average salary by contribution assumption: employee only about $201,110 at 4% or $134,074 at 6%; with 50% employer match about $134,074 at 4% or $89,382 at 6%; with 100% employer match about $100,555 at 4% or $67,037 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 12 | $3,332,593 | $96,533 | $8,044iApproximate average salary by contribution assumption: employee only about $201,110 at 4% or $134,074 at 6%; with 50% employer match about $134,074 at 4% or $89,382 at 6%; with 100% employer match about $100,555 at 4% or $67,037 at 6%. |
| 2012 | 1 | 13 | $3,180,982 | $77,927 | $5,994iApproximate average salary by contribution assumption: employee only about $149,860 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | $3,180,982 | $77,927 | $5,994iApproximate average salary by contribution assumption: employee only about $149,860 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| 2011 | 1 | 14 | $3,688,114 | $71,386 | $5,099iApproximate average salary by contribution assumption: employee only about $127,475 at 4% or $84,983 at 6%; with 50% employer match about $84,983 at 4% or $56,656 at 6%; with 100% employer match about $63,738 at 4% or $42,492 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 14 | $3,688,114 | $71,386 | $5,099iApproximate average salary by contribution assumption: employee only about $127,475 at 4% or $84,983 at 6%; with 50% employer match about $84,983 at 4% or $56,656 at 6%; with 100% employer match about $63,738 at 4% or $42,492 at 6%. |
| 2010 | 1 | 14 | $3,923,326 | $99,960 | $7,140iApproximate average salary by contribution assumption: employee only about $178,500 at 4% or $119,000 at 6%; with 50% employer match about $119,000 at 4% or $79,333 at 6%; with 100% employer match about $89,250 at 4% or $59,500 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 14 | $3,923,326 | $99,960 | $7,140iApproximate average salary by contribution assumption: employee only about $178,500 at 4% or $119,000 at 6%; with 50% employer match about $119,000 at 4% or $79,333 at 6%; with 100% employer match about $89,250 at 4% or $59,500 at 6%. |
| 2009 | 1 | 14 | $3,358,006 | $74,922 | $5,352iApproximate average salary by contribution assumption: employee only about $133,789 at 4% or $89,193 at 6%; with 50% employer match about $89,193 at 4% or $59,462 at 6%; with 100% employer match about $66,895 at 4% or $44,596 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 14 | $3,358,006 | $74,922 | $5,352iApproximate average salary by contribution assumption: employee only about $133,789 at 4% or $89,193 at 6%; with 50% employer match about $89,193 at 4% or $59,462 at 6%; with 100% employer match about $66,895 at 4% or $44,596 at 6%. |
| 2008 | 1 | 13 | $2,740,867 | $95,218 | $7,324iApproximate average salary by contribution assumption: employee only about $183,112 at 4% or $122,074 at 6%; with 50% employer match about $122,074 at 4% or $81,383 at 6%; with 100% employer match about $91,556 at 4% or $61,037 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | $2,740,867 | $95,218 | $7,324iApproximate average salary by contribution assumption: employee only about $183,112 at 4% or $122,074 at 6%; with 50% employer match about $122,074 at 4% or $81,383 at 6%; with 100% employer match about $91,556 at 4% or $61,037 at 6%. |
| 2007 | 1 | 13 | $4,153,409 | $80,677 | $6,206iApproximate average salary by contribution assumption: employee only about $155,148 at 4% or $103,432 at 6%; with 50% employer match about $103,432 at 4% or $68,955 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | $4,153,409 | $80,677 | $6,206iApproximate average salary by contribution assumption: employee only about $155,148 at 4% or $103,432 at 6%; with 50% employer match about $103,432 at 4% or $68,955 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%. |
| 2006 | 1 | 12 | $3,855,666 | $76,480 | $6,373iApproximate average salary by contribution assumption: employee only about $159,333 at 4% or $106,222 at 6%; with 50% employer match about $106,222 at 4% or $70,815 at 6%; with 100% employer match about $79,667 at 4% or $53,111 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 12 | $3,855,666 | $76,480 | $6,373iApproximate average salary by contribution assumption: employee only about $159,333 at 4% or $106,222 at 6%; with 50% employer match about $106,222 at 4% or $70,815 at 6%; with 100% employer match about $79,667 at 4% or $53,111 at 6%. |
| 2005 | 1 | 13 | $3,282,143 | $99,242 | $7,634iApproximate average salary by contribution assumption: employee only about $190,850 at 4% or $127,233 at 6%; with 50% employer match about $127,233 at 4% or $84,822 at 6%; with 100% employer match about $95,425 at 4% or $63,617 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | $3,282,143 | $99,242 | $7,634iApproximate average salary by contribution assumption: employee only about $190,850 at 4% or $127,233 at 6%; with 50% employer match about $127,233 at 4% or $84,822 at 6%; with 100% employer match about $95,425 at 4% or $63,617 at 6%. |
| 2004 | 1 | 11 | $3,004,512 | $75,084 | $6,826iApproximate average salary by contribution assumption: employee only about $170,645 at 4% or $113,764 at 6%; with 50% employer match about $113,764 at 4% or $75,842 at 6%; with 100% employer match about $85,323 at 4% or $56,882 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 11 | $3,004,512 | $75,084 | $6,826iApproximate average salary by contribution assumption: employee only about $170,645 at 4% or $113,764 at 6%; with 50% employer match about $113,764 at 4% or $75,842 at 6%; with 100% employer match about $85,323 at 4% or $56,882 at 6%. |
| 2003 | 1 | 14 | $2,685,340 | $59,488 | $4,249iApproximate average salary by contribution assumption: employee only about $106,229 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,114 at 4% or $35,410 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 14 | $2,685,340 | $59,488 | $4,249iApproximate average salary by contribution assumption: employee only about $106,229 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,114 at 4% or $35,410 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Cope & Peterson Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Cope & Peterson Profit Sharing Plan and Trust | - | 12 | - | - | - |
| 1999 | 1 | 14 | $3,735,083 | $64,881 | $4,634iApproximate average salary by contribution assumption: employee only about $115,859 at 4% or $77,239 at 6%; with 50% employer match about $77,239 at 4% or $51,493 at 6%; with 100% employer match about $57,929 at 4% or $38,620 at 6%. |
| Cope & Peterson Profit Sharing Plan and Trust | - | 14 | $3,735,083 | $64,881 | $4,634iApproximate average salary by contribution assumption: employee only about $115,859 at 4% or $77,239 at 6%; with 50% employer match about $77,239 at 4% or $51,493 at 6%; with 100% employer match about $57,929 at 4% or $38,620 at 6%. |