Civic Intelligence

Peter R. Cohen MD P/S

Plan context: Raymond James Prototype Defined Contribution Plan Profit Sharing

EIN 52-1530049 • Rockville, MD • 8 filings • 2 plans

14403 Butternut CTRockville, MD 20853-2324
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$681,820

2017 Contributions

$31,042

Historical Graphs

Total Assets Over Time

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

$681,820$340,910$0200920142017YearValue
$681,820Latest year 2017

Participants Over Time

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

110200920142017YearValue
1Latest 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
201711$681,820$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$681,820--
201611$588,456$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$588,456$0-
201511$544,652$31,042$31,042iApproximate average salary by contribution assumption: employee only about $776,050 at 4% or $517,367 at 6%; with 50% employer match about $517,367 at 4% or $344,911 at 6%; with 100% employer match about $388,025 at 4% or $258,683 at 6%.
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$544,652$31,042$31,042iApproximate average salary by contribution assumption: employee only about $776,050 at 4% or $517,367 at 6%; with 50% employer match about $517,367 at 4% or $344,911 at 6%; with 100% employer match about $388,025 at 4% or $258,683 at 6%.
201411$538,682$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$538,682--
201311$489,968$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$489,968$0-
201111$377,807$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$377,807$0-
201011$328,356$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$328,356$0-
200911$291,494$0-
Raymond James Prototype Defined Contribution Plan Profit Sharing-1$291,494$0-