Civic Intelligence

James D. Fox, CPA

Plan context: James D. Fox, CPA 401(K) Profit Sharing Plan

EIN 51-0434019 • 8 filings • 2 plans

Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$382,514

2010 Contributions

$62,934

Historical Graphs

Total Assets Over Time

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

$382,514$191,257$0200320062009YearValue
$382,514Latest year 2009

Participants Over Time

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

320200320062009YearValue
3Latest year 2009

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
201010$0$62,934-
James D. Fox, CPA 401(K) Profit Sharing Plan-0-$62,934-
200913$382,514$60,881$20,294iApproximate average salary by contribution assumption: employee only about $507,342 at 4% or $338,228 at 6%; with 50% employer match about $338,228 at 4% or $225,485 at 6%; with 100% employer match about $253,671 at 4% or $169,114 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-3$382,514$60,881$20,294iApproximate average salary by contribution assumption: employee only about $507,342 at 4% or $338,228 at 6%; with 50% employer match about $338,228 at 4% or $225,485 at 6%; with 100% employer match about $253,671 at 4% or $169,114 at 6%.
200813$296,934$99,364$33,121iApproximate average salary by contribution assumption: employee only about $828,033 at 4% or $552,022 at 6%; with 50% employer match about $552,022 at 4% or $368,015 at 6%; with 100% employer match about $414,017 at 4% or $276,011 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-3$296,934$99,364$33,121iApproximate average salary by contribution assumption: employee only about $828,033 at 4% or $552,022 at 6%; with 50% employer match about $552,022 at 4% or $368,015 at 6%; with 100% employer match about $414,017 at 4% or $276,011 at 6%.
200713$293,029$67,062$22,354iApproximate average salary by contribution assumption: employee only about $558,850 at 4% or $372,567 at 6%; with 50% employer match about $372,567 at 4% or $248,378 at 6%; with 100% employer match about $279,425 at 4% or $186,283 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-3$293,029$67,062$22,354iApproximate average salary by contribution assumption: employee only about $558,850 at 4% or $372,567 at 6%; with 50% employer match about $372,567 at 4% or $248,378 at 6%; with 100% employer match about $279,425 at 4% or $186,283 at 6%.
200612$220,761$56,622$28,311iApproximate average salary by contribution assumption: employee only about $707,775 at 4% or $471,850 at 6%; with 50% employer match about $471,850 at 4% or $314,567 at 6%; with 100% employer match about $353,888 at 4% or $235,925 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-2$220,761$56,622$28,311iApproximate average salary by contribution assumption: employee only about $707,775 at 4% or $471,850 at 6%; with 50% employer match about $471,850 at 4% or $314,567 at 6%; with 100% employer match about $353,888 at 4% or $235,925 at 6%.
200512$147,111$51,153$25,577iApproximate average salary by contribution assumption: employee only about $639,413 at 4% or $426,275 at 6%; with 50% employer match about $426,275 at 4% or $284,183 at 6%; with 100% employer match about $319,706 at 4% or $213,138 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-2$147,111$51,153$25,577iApproximate average salary by contribution assumption: employee only about $639,413 at 4% or $426,275 at 6%; with 50% employer match about $426,275 at 4% or $284,183 at 6%; with 100% employer match about $319,706 at 4% or $213,138 at 6%.
200413$96,042$53,846$17,949iApproximate average salary by contribution assumption: employee only about $448,717 at 4% or $299,144 at 6%; with 50% employer match about $299,144 at 4% or $199,430 at 6%; with 100% employer match about $224,358 at 4% or $149,572 at 6%.
James D. Fox, CPA 401(K) Profit Sharing Plan-3$96,042$53,846$17,949iApproximate average salary by contribution assumption: employee only about $448,717 at 4% or $299,144 at 6%; with 50% employer match about $299,144 at 4% or $199,430 at 6%; with 100% employer match about $224,358 at 4% or $149,572 at 6%.
200311$42,000$42,000$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%.
James D. Fox, CPA 401(K) Profit Sharing Plan-1$42,000$42,000$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%.
James D. Fox, CPA | EIN 51-0434019 | 2010 Form 5500 Company Profile