Copeland Glenn & Associates Inc.
Plan context: COPELAND, GLENN & ASSOCIATES, INC. PROFIT SHARING PLAN
EIN 41-1730028 • 10 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
3
2007 Assets
$388,990
2007 Contributions
$132,000
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| COPELAND, GLENN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2006 | 1 | 3 | $388,990 | $132,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| COPELAND, GLENN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $388,990 | $132,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 3 | $229,728 | $126,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| COPELAND, GLENN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $229,728 | $126,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2004 | 2 | 3 | $80,559 | $397,296 | $132,432iApproximate average salary by contribution assumption: employee only about $3,310,800 at 4% or $2,207,200 at 6%; with 50% employer match about $2,207,200 at 4% or $1,471,467 at 6%; with 100% employer match about $1,655,400 at 4% or $1,103,600 at 6%. |
| COPELAND, GLENN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $80,559 | $73,390 | $24,463iApproximate average salary by contribution assumption: employee only about $611,583 at 4% or $407,722 at 6%; with 50% employer match about $407,722 at 4% or $271,815 at 6%; with 100% employer match about $305,792 at 4% or $203,861 at 6%. |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 0 | - | $323,906 | - |
| 2003 | 1 | 3 | $1,918,325 | $172,516 | $57,505iApproximate average salary by contribution assumption: employee only about $1,437,633 at 4% or $958,422 at 6%; with 50% employer match about $958,422 at 4% or $638,948 at 6%; with 100% employer match about $718,817 at 4% or $479,211 at 6%. |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 3 | $1,918,325 | $172,516 | $57,505iApproximate average salary by contribution assumption: employee only about $1,437,633 at 4% or $958,422 at 6%; with 50% employer match about $958,422 at 4% or $638,948 at 6%; with 100% employer match about $718,817 at 4% or $479,211 at 6%. |
| 2002 | 1 | 3 | $1,743,465 | $113,000 | $37,667iApproximate average salary by contribution assumption: employee only about $941,667 at 4% or $627,778 at 6%; with 50% employer match about $627,778 at 4% or $418,519 at 6%; with 100% employer match about $470,833 at 4% or $313,889 at 6%. |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 3 | $1,743,465 | $113,000 | $37,667iApproximate average salary by contribution assumption: employee only about $941,667 at 4% or $627,778 at 6%; with 50% employer match about $627,778 at 4% or $418,519 at 6%; with 100% employer match about $470,833 at 4% or $313,889 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 3 | - | - | - |
| 1999 | 1 | 2 | $1,570,033 | $217,155 | $108,578iApproximate average salary by contribution assumption: employee only about $2,714,438 at 4% or $1,809,625 at 6%; with 50% employer match about $1,809,625 at 4% or $1,206,417 at 6%; with 100% employer match about $1,357,219 at 4% or $904,813 at 6%. |
| Copeland, Glenn & Associates Inc. Pension Plan | - | 2 | $1,570,033 | $217,155 | $108,578iApproximate average salary by contribution assumption: employee only about $2,714,438 at 4% or $1,809,625 at 6%; with 50% employer match about $1,809,625 at 4% or $1,206,417 at 6%; with 100% employer match about $1,357,219 at 4% or $904,813 at 6%. |