Civic Intelligence

Estate Sales by Rick Pence

Plan context: Estate Sales by Rick Pence Profit Sharing Plan

EIN 51-0099493 • Falls Church, VA • 63 filings • 29 plans

6316 Castle Pl Ste 300Falls Church, VA 22044-1906
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$59,146

2018 Contributions

$49,000

Historical Graphs

Total Assets Over Time

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

$187,065,966$93,532,983$0199920062017YearValue
$59,146Latest year 2017

Participants Over Time

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

60300199920062017YearValue
7Latest year 2017

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
201810$0$0-
Estate Sales by Rick Pence Profit Sharing Plan-0$0$0-
201717$59,146$0-
Estate Sales by Rick Pence Profit Sharing Plan-7$59,146$0-
201511$0$0-
Estate Sales by Rick Pence Profit Sharing Plan-1---
201220$869,429$49,000-
Estate Sales by Rick Pence Profit Sharing Plan--$869,429$49,000-
Estate Sales by Rick Pence Profit Sharing Plan-0$0$0-
201142$2,027,849$474,296$237,148iApproximate average salary by contribution assumption: employee only about $5,928,700 at 4% or $3,952,467 at 6%; with 50% employer match about $3,952,467 at 4% or $2,634,978 at 6%; with 100% employer match about $2,964,350 at 4% or $1,976,233 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan--$807,722$20,574-
Estate Sales by Rick Pence Profit Sharing Plan-2$564,000$453,722$226,861iApproximate average salary by contribution assumption: employee only about $5,671,525 at 4% or $3,781,017 at 6%; with 50% employer match about $3,781,017 at 4% or $2,520,678 at 6%; with 100% employer match about $2,835,763 at 4% or $1,890,508 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$364,479$0-
Estate Sales by Rick Pence Profit Sharing Plan-2$291,648--
201052$1,462,264$119,107$59,554iApproximate average salary by contribution assumption: employee only about $1,488,838 at 4% or $992,558 at 6%; with 50% employer match about $992,558 at 4% or $661,706 at 6%; with 100% employer match about $744,419 at 4% or $496,279 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-1$755,328$19,467$19,467iApproximate average salary by contribution assumption: employee only about $486,675 at 4% or $324,450 at 6%; with 50% employer match about $324,450 at 4% or $216,300 at 6%; with 100% employer match about $243,338 at 4% or $162,225 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$357,332$0-
Estate Sales by Rick Pence Profit Sharing Plan-2$284,964$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$64,640$64,640$32,320iApproximate average salary by contribution assumption: employee only about $808,000 at 4% or $538,667 at 6%; with 50% employer match about $538,667 at 4% or $359,111 at 6%; with 100% employer match about $404,000 at 4% or $269,333 at 6%.
JOHN W SLOCUM JR PROFIT SHARING PLAN-0$0--
200944$1,797,827-$8,676-
Estate Sales by Rick Pence Profit Sharing Plan-1$786,671$46,582$46,582iApproximate average salary by contribution assumption: employee only about $1,164,550 at 4% or $776,367 at 6%; with 50% employer match about $776,367 at 4% or $517,578 at 6%; with 100% employer match about $582,275 at 4% or $388,183 at 6%.
Baird Funeral Home Profit Sharing Plan-4$471,483$16,999$4,250iApproximate average salary by contribution assumption: employee only about $106,244 at 4% or $70,829 at 6%; with 50% employer match about $70,829 at 4% or $47,219 at 6%; with 100% employer match about $53,122 at 4% or $35,415 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$275,654-$118,981-
Estate Sales by Rick Pence Profit Sharing Plan-2$264,019$46,724$23,362iApproximate average salary by contribution assumption: employee only about $584,050 at 4% or $389,367 at 6%; with 50% employer match about $389,367 at 4% or $259,578 at 6%; with 100% employer match about $292,025 at 4% or $194,683 at 6%.
2008760$63,264,774$161,344$2,689iApproximate average salary by contribution assumption: employee only about $67,227 at 4% or $44,818 at 6%; with 50% employer match about $44,818 at 4% or $29,879 at 6%; with 100% employer match about $33,613 at 4% or $22,409 at 6%.
PRINCIPAL TRUST COMPANY S&P 500 INDEX FUND-0$46,734,261--
Baird Funeral Home Profit Sharing Plan-0$8,791,520--
PRINCIPAL TRUST COMPANY INTERNATIONAL STOCK FUND-0$6,054,714--
Estate Sales by Rick Pence Profit Sharing Plan-2$668,463$20,764$10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-60$476,689$61,966$1,033iApproximate average salary by contribution assumption: employee only about $25,819 at 4% or $17,213 at 6%; with 50% employer match about $17,213 at 4% or $11,475 at 6%; with 100% employer match about $12,910 at 4% or $8,606 at 6%.
Baird Funeral Home Profit Sharing Plan-3$344,410$17,357$5,786iApproximate average salary by contribution assumption: employee only about $144,642 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$194,717$61,257$30,629iApproximate average salary by contribution assumption: employee only about $765,713 at 4% or $510,475 at 6%; with 50% employer match about $510,475 at 4% or $340,317 at 6%; with 100% employer match about $382,856 at 4% or $255,238 at 6%.
200753$125,052,679$31,657$10,552iApproximate average salary by contribution assumption: employee only about $263,808 at 4% or $175,872 at 6%; with 50% employer match about $175,872 at 4% or $117,248 at 6%; with 100% employer match about $131,904 at 4% or $87,936 at 6%.
PRINCIPAL TRUST COMPANY S&P 500 INDEX FUND-0$89,266,565--
Baird Funeral Home Profit Sharing Plan-0$19,578,062--
PRINCIPAL TRUST COMPANY INTERNATIONAL STOCK FUND-0$15,306,611--
Estate Sales by Rick Pence Profit Sharing Plan-2$901,441$31,657$15,829iApproximate average salary by contribution assumption: employee only about $395,713 at 4% or $263,808 at 6%; with 50% employer match about $263,808 at 4% or $175,872 at 6%; with 100% employer match about $197,856 at 4% or $131,904 at 6%.
Baird Funeral Home Profit Sharing Plan-3---
200674$172,858,925$53,036$13,259iApproximate average salary by contribution assumption: employee only about $331,475 at 4% or $220,983 at 6%; with 50% employer match about $220,983 at 4% or $147,322 at 6%; with 100% employer match about $165,738 at 4% or $110,492 at 6%.
PRINCIPAL TRUST COMPANY S&P 500 INDEX FUND-0$118,525,747--
Baird Funeral Home Profit Sharing Plan-0$32,130,722--
PRINCIPAL TRUST COMPANY INTERNATIONAL STOCK FUND-0$20,858,874--
Estate Sales by Rick Pence Profit Sharing Plan-2$744,420$35,256$17,628iApproximate average salary by contribution assumption: employee only about $440,700 at 4% or $293,800 at 6%; with 50% employer match about $293,800 at 4% or $195,867 at 6%; with 100% employer match about $220,350 at 4% or $146,900 at 6%.
Baird Funeral Home Profit Sharing Plan-4$464,926$17,780$4,445iApproximate average salary by contribution assumption: employee only about $111,125 at 4% or $74,083 at 6%; with 50% employer match about $74,083 at 4% or $49,389 at 6%; with 100% employer match about $55,563 at 4% or $37,042 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-1$134,236--
Baird Funeral Home Profit Sharing Plan-1---
200552$187,065,966$33,050$16,525iApproximate average salary by contribution assumption: employee only about $413,125 at 4% or $275,417 at 6%; with 50% employer match about $275,417 at 4% or $183,611 at 6%; with 100% employer match about $206,563 at 4% or $137,708 at 6%.
ABN AMRO S&P 500 INDEX FUND-0$124,800,050--
Baird Funeral Home Profit Sharing Plan-0$40,643,915--
ABN AMRO INTERNATIONAL STOCK FUND-0$21,006,554--
Estate Sales by Rick Pence Profit Sharing Plan-2$615,447$33,050$16,525iApproximate average salary by contribution assumption: employee only about $413,125 at 4% or $275,417 at 6%; with 50% employer match about $275,417 at 4% or $183,611 at 6%; with 100% employer match about $206,563 at 4% or $137,708 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2---
200422$563,249$44,891$22,446iApproximate average salary by contribution assumption: employee only about $561,138 at 4% or $374,092 at 6%; with 50% employer match about $374,092 at 4% or $249,394 at 6%; with 100% employer match about $280,569 at 4% or $187,046 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$563,249$33,275$16,638iApproximate average salary by contribution assumption: employee only about $415,938 at 4% or $277,292 at 6%; with 50% employer match about $277,292 at 4% or $184,861 at 6%; with 100% employer match about $207,969 at 4% or $138,646 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-0-$11,616-
2003339$4,039,302$285,114$7,311iApproximate average salary by contribution assumption: employee only about $182,765 at 4% or $121,844 at 6%; with 50% employer match about $121,844 at 4% or $81,229 at 6%; with 100% employer match about $91,383 at 4% or $60,922 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-39$3,214,493$193,782$4,969iApproximate average salary by contribution assumption: employee only about $124,219 at 4% or $82,813 at 6%; with 50% employer match about $82,813 at 4% or $55,209 at 6%; with 100% employer match about $62,110 at 4% or $41,406 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$468,053$51,332$25,666iApproximate average salary by contribution assumption: employee only about $641,650 at 4% or $427,767 at 6%; with 50% employer match about $427,767 at 4% or $285,178 at 6%; with 100% employer match about $320,825 at 4% or $213,883 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-1$356,756$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
2002647$3,274,253$403,888$8,593iApproximate average salary by contribution assumption: employee only about $214,834 at 4% or $143,223 at 6%; with 50% employer match about $143,223 at 4% or $95,482 at 6%; with 100% employer match about $107,417 at 4% or $71,611 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-47$2,691,154$362,457$7,712iApproximate average salary by contribution assumption: employee only about $192,796 at 4% or $128,531 at 6%; with 50% employer match about $128,531 at 4% or $85,687 at 6%; with 100% employer match about $96,398 at 4% or $64,265 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$337,202$31,635$15,818iApproximate average salary by contribution assumption: employee only about $395,438 at 4% or $263,625 at 6%; with 50% employer match about $263,625 at 4% or $175,750 at 6%; with 100% employer match about $197,719 at 4% or $131,813 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-1$223,923$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
DCG&T FBO ZACHARY BREGMAN MD M/P/P DTD 10/9/97 FBO MARIA RESZKA-1$12,368$4,796$4,796iApproximate average salary by contribution assumption: employee only about $119,900 at 4% or $79,933 at 6%; with 50% employer match about $79,933 at 4% or $53,289 at 6%; with 100% employer match about $59,950 at 4% or $39,967 at 6%.
DCG&T FBO ZACHARY BREGMAN MD P/S/P DTD 10/9/97 FBO MARIA RESZKA-1$7,454--
DCG&T FBO ZACHARY BREGMAN MD P/S/P NINA KELLMAN PROFIT SHARING PLAN-1$2,152--
2001344$1,081,956$66,522$1,512iApproximate average salary by contribution assumption: employee only about $37,797 at 4% or $25,198 at 6%; with 50% employer match about $25,198 at 4% or $16,798 at 6%; with 100% employer match about $18,898 at 4% or $12,599 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-5$774,693$41,456$8,291iApproximate average salary by contribution assumption: employee only about $207,280 at 4% or $138,187 at 6%; with 50% employer match about $138,187 at 4% or $92,124 at 6%; with 100% employer match about $103,640 at 4% or $69,093 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$307,263$25,066$12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-44---
2000544$4,055,386$406,926$9,248iApproximate average salary by contribution assumption: employee only about $231,208 at 4% or $154,139 at 6%; with 50% employer match about $154,139 at 4% or $102,759 at 6%; with 100% employer match about $115,604 at 4% or $77,069 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-44$2,969,687$352,990$8,023iApproximate average salary by contribution assumption: employee only about $200,563 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,139 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-5$817,405$23,502$4,700iApproximate average salary by contribution assumption: employee only about $117,510 at 4% or $78,340 at 6%; with 50% employer match about $78,340 at 4% or $52,227 at 6%; with 100% employer match about $58,755 at 4% or $39,170 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$268,294$30,434$15,217iApproximate average salary by contribution assumption: employee only about $380,425 at 4% or $253,617 at 6%; with 50% employer match about $253,617 at 4% or $169,078 at 6%; with 100% employer match about $190,213 at 4% or $126,808 at 6%.
DCG&T FBO ZACHARY BREGMAN MD P/S/P NINA KELLMAN PROFIT SHARING PLAN-1---
DCG & T FBO ZACHARY BREGMAN MD M/P/P NINA KELLMAN MONEY PURCHASE PLAN-1---
199928$1,172,769$53,947$6,743iApproximate average salary by contribution assumption: employee only about $168,584 at 4% or $112,390 at 6%; with 50% employer match about $112,390 at 4% or $74,926 at 6%; with 100% employer match about $84,292 at 4% or $56,195 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-8$969,869$34,647$4,331iApproximate average salary by contribution assumption: employee only about $108,272 at 4% or $72,181 at 6%; with 50% employer match about $72,181 at 4% or $48,121 at 6%; with 100% employer match about $54,136 at 4% or $36,091 at 6%.
Estate Sales by Rick Pence Profit Sharing Plan-2$202,900$19,300$9,650iApproximate average salary by contribution assumption: employee only about $241,250 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,417 at 6%.