Civic Intelligence

Proactive Tax & Accounting

Plan context: Proactive Tax & Accounting Safe Harbor 401K Plan

EIN 45-3862822 • Jonesville, FL • 3 filings • 2 plans

303 SW 140th TerraceJonesville, FL 32669
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$75,800

2016 Contributions

$46,322

Historical Graphs

Total Assets Over Time

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

$75,800$37,900$020152016YearValue
$75,800Latest year 2016

Participants Over Time

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

530201420152016YearValue
3Latest year 2016

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
201613$75,800$46,322$15,441iApproximate average salary by contribution assumption: employee only about $386,017 at 4% or $257,344 at 6%; with 50% employer match about $257,344 at 4% or $171,563 at 6%; with 100% employer match about $193,008 at 4% or $128,672 at 6%.
Proactive Tax & Accounting Safe Harbor 401K Plan-3$75,800$46,322$15,441iApproximate average salary by contribution assumption: employee only about $386,017 at 4% or $257,344 at 6%; with 50% employer match about $257,344 at 4% or $171,563 at 6%; with 100% employer match about $193,008 at 4% or $128,672 at 6%.
201515$48,160$21,231$4,246iApproximate average salary by contribution assumption: employee only about $106,155 at 4% or $70,770 at 6%; with 50% employer match about $70,770 at 4% or $47,180 at 6%; with 100% employer match about $53,078 at 4% or $35,385 at 6%.
Proactive Tax & Accounting Safe Harbor 401K Plan-5$48,160$21,231$4,246iApproximate average salary by contribution assumption: employee only about $106,155 at 4% or $70,770 at 6%; with 50% employer match about $70,770 at 4% or $47,180 at 6%; with 100% employer match about $53,078 at 4% or $35,385 at 6%.
201413$0$19,151$6,384iApproximate average salary by contribution assumption: employee only about $159,592 at 4% or $106,394 at 6%; with 50% employer match about $106,394 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,197 at 6%.
Proactive Tax & Accounting Safe Harbor 401K Plan-3-$19,151$6,384iApproximate average salary by contribution assumption: employee only about $159,592 at 4% or $106,394 at 6%; with 50% employer match about $106,394 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,197 at 6%.