Civic Intelligence

Betty H Graham Revocable Trust

Plan context: American Funos Standardized Profit Sharing Plan

EIN 48-6243685 • 14 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$2,635,819

2005 Contributions

$8,116

Historical Graphs

Total Assets Over Time

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

$2,635,819$1,317,910$0199920032005YearValue
$2,635,819Latest year 2005

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200520$2,635,819$8,116-
American Funos Standardized Profit Sharing Plan-0$2,635,819$8,116-
American Funds Prototype Standardized Money Purchase Plan-0---
200420$2,484,140$15,458-
American Funos Standardized Profit Sharing Plan-0$1,577,144$9,275-
American Funds Prototype Standardized Money Purchase Plan-0$906,996$6,183-
200322$2,277,868$14,723$7,362iApproximate average salary by contribution assumption: employee only about $184,038 at 4% or $122,692 at 6%; with 50% employer match about $122,692 at 4% or $81,794 at 6%; with 100% employer match about $92,019 at 4% or $61,346 at 6%.
American Funos Standardized Profit Sharing Plan-2$1,446,660$8,834$4,417iApproximate average salary by contribution assumption: employee only about $110,425 at 4% or $73,617 at 6%; with 50% employer match about $73,617 at 4% or $49,078 at 6%; with 100% employer match about $55,213 at 4% or $36,808 at 6%.
American Funds Prototype Standardized Money Purchase Plan-2$831,208$5,889$2,945iApproximate average salary by contribution assumption: employee only about $73,613 at 4% or $49,075 at 6%; with 50% employer match about $49,075 at 4% or $32,717 at 6%; with 100% employer match about $36,806 at 4% or $24,538 at 6%.
200222$1,127,686$26,177$13,089iApproximate average salary by contribution assumption: employee only about $327,213 at 4% or $218,142 at 6%; with 50% employer match about $218,142 at 4% or $145,428 at 6%; with 100% employer match about $163,606 at 4% or $109,071 at 6%.
American Funos Standardized Profit Sharing Plan-2$1,127,686$26,177$13,089iApproximate average salary by contribution assumption: employee only about $327,213 at 4% or $218,142 at 6%; with 50% employer match about $218,142 at 4% or $145,428 at 6%; with 100% employer match about $163,606 at 4% or $109,071 at 6%.
American Funds Prototype Standardized Money Purchase Plan-2---
200122$0$0-
American Funds Prototype Standardized Money Purchase Plan-2---
American Funos Standardized Profit Sharing Plan-2---
200022$2,330,579$12,718$6,359iApproximate average salary by contribution assumption: employee only about $158,975 at 4% or $105,983 at 6%; with 50% employer match about $105,983 at 4% or $70,656 at 6%; with 100% employer match about $79,488 at 4% or $52,992 at 6%.
American Funos Standardized Profit Sharing Plan-2$1,483,549$7,631$3,816iApproximate average salary by contribution assumption: employee only about $95,388 at 4% or $63,592 at 6%; with 50% employer match about $63,592 at 4% or $42,394 at 6%; with 100% employer match about $47,694 at 4% or $31,796 at 6%.
American Funds Prototype Standardized Money Purchase Plan-2$847,030$5,087$2,544iApproximate average salary by contribution assumption: employee only about $63,588 at 4% or $42,392 at 6%; with 50% employer match about $42,392 at 4% or $28,261 at 6%; with 100% employer match about $31,794 at 4% or $21,196 at 6%.
199922$2,509,019$12,112$6,056iApproximate average salary by contribution assumption: employee only about $151,400 at 4% or $100,933 at 6%; with 50% employer match about $100,933 at 4% or $67,289 at 6%; with 100% employer match about $75,700 at 4% or $50,467 at 6%.
American Funos Standardized Profit Sharing Plan-2$1,597,755$7,267$3,634iApproximate average salary by contribution assumption: employee only about $90,838 at 4% or $60,558 at 6%; with 50% employer match about $60,558 at 4% or $40,372 at 6%; with 100% employer match about $45,419 at 4% or $30,279 at 6%.
American Funds Prototype Standardized Money Purchase Plan-2$911,264$4,845$2,423iApproximate average salary by contribution assumption: employee only about $60,563 at 4% or $40,375 at 6%; with 50% employer match about $40,375 at 4% or $26,917 at 6%; with 100% employer match about $30,281 at 4% or $20,188 at 6%.