Civic Intelligence

James B. Congleton, III, D.D.S.

Plan context: 401K Profit Sharing Plan and Trust

EIN 56-1239690 • 9 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

11

2007 Assets

$897,460

2007 Contributions

$83,201

Historical Graphs

Total Assets Over Time

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

$897,460$448,730$0199920032007YearValue
$897,460Latest year 2007

Participants Over Time

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

1260199920032007YearValue
11Latest year 2007

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
2007111$897,460$83,201$7,564iApproximate average salary by contribution assumption: employee only about $189,093 at 4% or $126,062 at 6%; with 50% employer match about $126,062 at 4% or $84,041 at 6%; with 100% employer match about $94,547 at 4% or $63,031 at 6%.
401K Profit Sharing Plan and Trust-11$897,460$83,201$7,564iApproximate average salary by contribution assumption: employee only about $189,093 at 4% or $126,062 at 6%; with 50% employer match about $126,062 at 4% or $84,041 at 6%; with 100% employer match about $94,547 at 4% or $63,031 at 6%.
2006110$803,633$81,404$8,140iApproximate average salary by contribution assumption: employee only about $203,510 at 4% or $135,673 at 6%; with 50% employer match about $135,673 at 4% or $90,449 at 6%; with 100% employer match about $101,755 at 4% or $67,837 at 6%.
401K Profit Sharing Plan and Trust-10$803,633$81,404$8,140iApproximate average salary by contribution assumption: employee only about $203,510 at 4% or $135,673 at 6%; with 50% employer match about $135,673 at 4% or $90,449 at 6%; with 100% employer match about $101,755 at 4% or $67,837 at 6%.
2005112$666,298$77,478$6,457iApproximate average salary by contribution assumption: employee only about $161,413 at 4% or $107,608 at 6%; with 50% employer match about $107,608 at 4% or $71,739 at 6%; with 100% employer match about $80,706 at 4% or $53,804 at 6%.
401K Profit Sharing Plan and Trust-12$666,298$77,478$6,457iApproximate average salary by contribution assumption: employee only about $161,413 at 4% or $107,608 at 6%; with 50% employer match about $107,608 at 4% or $71,739 at 6%; with 100% employer match about $80,706 at 4% or $53,804 at 6%.
2004112$578,742$81,385$6,782iApproximate average salary by contribution assumption: employee only about $169,552 at 4% or $113,035 at 6%; with 50% employer match about $113,035 at 4% or $75,356 at 6%; with 100% employer match about $84,776 at 4% or $56,517 at 6%.
401K Profit Sharing Plan and Trust-12$578,742$81,385$6,782iApproximate average salary by contribution assumption: employee only about $169,552 at 4% or $113,035 at 6%; with 50% employer match about $113,035 at 4% or $75,356 at 6%; with 100% employer match about $84,776 at 4% or $56,517 at 6%.
2003111$438,811$75,758$6,887iApproximate average salary by contribution assumption: employee only about $172,177 at 4% or $114,785 at 6%; with 50% employer match about $114,785 at 4% or $76,523 at 6%; with 100% employer match about $86,089 at 4% or $57,392 at 6%.
401K Profit Sharing Plan and Trust-11$438,811$75,758$6,887iApproximate average salary by contribution assumption: employee only about $172,177 at 4% or $114,785 at 6%; with 50% employer match about $114,785 at 4% or $76,523 at 6%; with 100% employer match about $86,089 at 4% or $57,392 at 6%.
200219$282,120$79,766$8,863iApproximate average salary by contribution assumption: employee only about $221,572 at 4% or $147,715 at 6%; with 50% employer match about $147,715 at 4% or $98,477 at 6%; with 100% employer match about $110,786 at 4% or $73,857 at 6%.
401K Profit Sharing Plan and Trust-9$282,120$79,766$8,863iApproximate average salary by contribution assumption: employee only about $221,572 at 4% or $147,715 at 6%; with 50% employer match about $147,715 at 4% or $98,477 at 6%; with 100% employer match about $110,786 at 4% or $73,857 at 6%.
200118$276,918$62,207$7,776iApproximate average salary by contribution assumption: employee only about $194,397 at 4% or $129,598 at 6%; with 50% employer match about $129,598 at 4% or $86,399 at 6%; with 100% employer match about $97,198 at 4% or $64,799 at 6%.
401K Profit Sharing Plan and Trust-8$276,918$62,207$7,776iApproximate average salary by contribution assumption: employee only about $194,397 at 4% or $129,598 at 6%; with 50% employer match about $129,598 at 4% or $86,399 at 6%; with 100% employer match about $97,198 at 4% or $64,799 at 6%.
200018$269,127$62,161$7,770iApproximate average salary by contribution assumption: employee only about $194,253 at 4% or $129,502 at 6%; with 50% employer match about $129,502 at 4% or $86,335 at 6%; with 100% employer match about $97,127 at 4% or $64,751 at 6%.
401K Profit Sharing Plan and Trust-8$269,127$62,161$7,770iApproximate average salary by contribution assumption: employee only about $194,253 at 4% or $129,502 at 6%; with 50% employer match about $129,502 at 4% or $86,335 at 6%; with 100% employer match about $97,127 at 4% or $64,751 at 6%.
199917$285,901$36,775$5,254iApproximate average salary by contribution assumption: employee only about $131,339 at 4% or $87,560 at 6%; with 50% employer match about $87,560 at 4% or $58,373 at 6%; with 100% employer match about $65,670 at 4% or $43,780 at 6%.
401K Profit Sharing Plan and Trust-7$285,901$36,775$5,254iApproximate average salary by contribution assumption: employee only about $131,339 at 4% or $87,560 at 6%; with 50% employer match about $87,560 at 4% or $58,373 at 6%; with 100% employer match about $65,670 at 4% or $43,780 at 6%.