Civic Intelligence

Charles W. Orr & Associates

Plan context: Charles W. Orr & Associates Profit Sharing 401(K) Plan

EIN 42-1498326 • Coralville, IA • 2 filings • 1 plans

821 Forest Hill DriveCoralville, IA 52241
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,856,319

2016 Contributions

$93,813

Historical Graphs

Total Assets Over Time

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

$1,856,319$928,160$02015YearValue
$1,856,319Latest year 2015

Participants Over Time

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

3202015YearValue
3Latest year 2015

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
201610$0$0-
Charles W. Orr & Associates Profit Sharing 401(K) Plan-0$0--
201513$1,856,319$93,813$31,271iApproximate average salary by contribution assumption: employee only about $781,775 at 4% or $521,183 at 6%; with 50% employer match about $521,183 at 4% or $347,456 at 6%; with 100% employer match about $390,888 at 4% or $260,592 at 6%.
Charles W. Orr & Associates Profit Sharing 401(K) Plan-3$1,856,319$93,813$31,271iApproximate average salary by contribution assumption: employee only about $781,775 at 4% or $521,183 at 6%; with 50% employer match about $521,183 at 4% or $347,456 at 6%; with 100% employer match about $390,888 at 4% or $260,592 at 6%.