Civic Intelligence

Peter Bell CPA Sec 129 Plan

Plan context: PETER BELL CPA QUALIFIED TERMINATION PLAN

EIN 56-1414439 • Charlotte, NC • 35 filings • 14 plans

1735 Dilworth Road EastCharlotte, NC 28203
Current Snapshot

Latest Year

2013

2013 Participants

13

2013 Assets

$250

2013 Contributions

$2,381

Historical Graphs

Total Assets Over Time

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

$5,952$2,976$0200320092013YearValue
$250Latest year 2013

Participants Over Time

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

1580200020072013YearValue
13Latest year 2013

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
2013313$250$2,381$183iApproximate average salary by contribution assumption: employee only about $4,579 at 4% or $3,053 at 6%; with 50% employer match about $3,053 at 4% or $2,035 at 6%; with 100% employer match about $2,289 at 4% or $1,526 at 6%.
PETER BELL CPA QUALIFIED TERMINATION PLAN-13$250$2,381$183iApproximate average salary by contribution assumption: employee only about $4,579 at 4% or $3,053 at 6%; with 50% employer match about $3,053 at 4% or $2,035 at 6%; with 100% employer match about $2,289 at 4% or $1,526 at 6%.
PETER BELL CPA SEC 125B CAFETERIA PLAN-1---
Peter Bell CPA Sec 129 Plan-2---
2012311$250$2,379$216iApproximate average salary by contribution assumption: employee only about $5,407 at 4% or $3,605 at 6%; with 50% employer match about $3,605 at 4% or $2,403 at 6%; with 100% employer match about $2,703 at 4% or $1,802 at 6%.
PETER BELL CPA QUALIFIED TERMINATION PLAN-11$250$2,379$216iApproximate average salary by contribution assumption: employee only about $5,407 at 4% or $3,605 at 6%; with 50% employer match about $3,605 at 4% or $2,403 at 6%; with 100% employer match about $2,703 at 4% or $1,802 at 6%.
PETER BELL CPA SEC 125B CAFETERIA PLAN-5---
Peter Bell CPA Sec 129 Plan-1---
2011312$254$2,450$204iApproximate average salary by contribution assumption: employee only about $5,104 at 4% or $3,403 at 6%; with 50% employer match about $3,403 at 4% or $2,269 at 6%; with 100% employer match about $2,552 at 4% or $1,701 at 6%.
PETER BELL CPA QUALIFIED TERMINATION PLAN-12$254$2,450$204iApproximate average salary by contribution assumption: employee only about $5,104 at 4% or $3,403 at 6%; with 50% employer match about $3,403 at 4% or $2,269 at 6%; with 100% employer match about $2,552 at 4% or $1,701 at 6%.
Peter Bell CPA Sec 129 Plan-2---
PETER BELL CPA SEC 125B CAFETERIA PLAN-5---
2010314$1,349$18,888$1,349iApproximate average salary by contribution assumption: employee only about $33,729 at 4% or $22,486 at 6%; with 50% employer match about $22,486 at 4% or $14,990 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
Peter Bell CPA Sec 129 Plan-2$800$10,000$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%.
PETER BELL CPA SEC 125B CAFETERIA PLAN-4$379$6,488$1,622iApproximate average salary by contribution assumption: employee only about $40,550 at 4% or $27,033 at 6%; with 50% employer match about $27,033 at 4% or $18,022 at 6%; with 100% employer match about $20,275 at 4% or $13,517 at 6%.
PETER BELL CPA QUALIFIED TERMINATION PLAN-14$170$2,400$171iApproximate average salary by contribution assumption: employee only about $4,286 at 4% or $2,857 at 6%; with 50% employer match about $2,857 at 4% or $1,905 at 6%; with 100% employer match about $2,143 at 4% or $1,429 at 6%.
2009215$1,426$12,300$820iApproximate average salary by contribution assumption: employee only about $20,500 at 4% or $13,667 at 6%; with 50% employer match about $13,667 at 4% or $9,111 at 6%; with 100% employer match about $10,250 at 4% or $6,833 at 6%.
Peter Bell CPA Sec 129 Plan-2$1,311$10,000$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%.
PETER BELL CPA QUALIFIED TERMINATION PLAN-15$115$2,300$153iApproximate average salary by contribution assumption: employee only about $3,833 at 4% or $2,556 at 6%; with 50% employer match about $2,556 at 4% or $1,704 at 6%; with 100% employer match about $1,917 at 4% or $1,278 at 6%.
2008314$2,275$16,466$1,176iApproximate average salary by contribution assumption: employee only about $29,404 at 4% or $19,602 at 6%; with 50% employer match about $19,602 at 4% or $13,068 at 6%; with 100% employer match about $14,702 at 4% or $9,801 at 6%.
PEFER BELL CPA SEC 125B CAFETERIA 1735 DILWORTH ROAD EAST CHARLOTTE NC 28203-10$1,615$10,591$1,059iApproximate average salary by contribution assumption: employee only about $26,477 at 4% or $17,652 at 6%; with 50% employer match about $17,652 at 4% or $11,768 at 6%; with 100% employer match about $13,239 at 4% or $8,826 at 6%.
Peter Bell CPA Sec 129 Plan-0$500$5,000-
PETER BELL CPA QUALIFIED TERMINATIO 1735 DILWORTH ROAD EAST CHARLOTTE NC 28203-14$160$875$63iApproximate average salary by contribution assumption: employee only about $1,563 at 4% or $1,042 at 6%; with 50% employer match about $1,042 at 4% or $694 at 6%; with 100% employer match about $781 at 4% or $521 at 6%.
200729$0$0-
Peter Bell CPA Sec 129 Plan-0---
PETER BELL CPA SEC 125B CAFETERIA 1735 DILWORTH ROAD EAST CHARLOTTE NC 28203-9---
200628$3,234$23,435$2,929iApproximate average salary by contribution assumption: employee only about $73,234 at 4% or $48,823 at 6%; with 50% employer match about $48,823 at 4% or $32,549 at 6%; with 100% employer match about $36,617 at 4% or $24,411 at 6%.
PETER BELL CPA SEC 125B CAFETERIA P-8$2,674$19,086$2,386iApproximate average salary by contribution assumption: employee only about $59,644 at 4% or $39,763 at 6%; with 50% employer match about $39,763 at 4% or $26,508 at 6%; with 100% employer match about $29,822 at 4% or $19,881 at 6%.
Peter Bell CPA Sec 129 Plan-1$560$4,349$4,349iApproximate average salary by contribution assumption: employee only about $108,725 at 4% or $72,483 at 6%; with 50% employer match about $72,483 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
200526$5,577$22,956$3,826iApproximate average salary by contribution assumption: employee only about $95,650 at 4% or $63,767 at 6%; with 50% employer match about $63,767 at 4% or $42,511 at 6%; with 100% employer match about $47,825 at 4% or $31,883 at 6%.
PETER BELL CPA SEC 125B CAFETERIA PLAN-6$4,737$20,436$3,406iApproximate average salary by contribution assumption: employee only about $85,150 at 4% or $56,767 at 6%; with 50% employer match about $56,767 at 4% or $37,844 at 6%; with 100% employer match about $42,575 at 4% or $28,383 at 6%.
Peter Bell CPA Sec 129 Plan-1$840$2,520$2,520iApproximate average salary by contribution assumption: employee only about $63,000 at 4% or $42,000 at 6%; with 50% employer match about $42,000 at 4% or $28,000 at 6%; with 100% employer match about $31,500 at 4% or $21,000 at 6%.
200425$924$10,368$2,074iApproximate average salary by contribution assumption: employee only about $51,840 at 4% or $34,560 at 6%; with 50% employer match about $34,560 at 4% or $23,040 at 6%; with 100% employer match about $25,920 at 4% or $17,280 at 6%.
PETER BELL CPA SEC 125B CAFETERIA PLAN PO BOX 1831 CHARLOTTE NC 28220-1831-5$578$4,820$964iApproximate average salary by contribution assumption: employee only about $24,100 at 4% or $16,067 at 6%; with 50% employer match about $16,067 at 4% or $10,711 at 6%; with 100% employer match about $12,050 at 4% or $8,033 at 6%.
Peter Bell CPA Sec 129 Plan-1$346$5,548$5,548iApproximate average salary by contribution assumption: employee only about $138,700 at 4% or $92,467 at 6%; with 50% employer match about $92,467 at 4% or $61,644 at 6%; with 100% employer match about $69,350 at 4% or $46,233 at 6%.
200335$5,952$18,639$3,728iApproximate average salary by contribution assumption: employee only about $93,195 at 4% or $62,130 at 6%; with 50% employer match about $62,130 at 4% or $41,420 at 6%; with 100% employer match about $46,598 at 4% or $31,065 at 6%.
PETER BELL CPA SEC 125B CAFETERIA PLAN PO BOX 11831 CHARLOTTE NC 28220-1831-5$4,457$10,249$2,050iApproximate average salary by contribution assumption: employee only about $51,245 at 4% or $34,163 at 6%; with 50% employer match about $34,163 at 4% or $22,776 at 6%; with 100% employer match about $25,623 at 4% or $17,082 at 6%.
Peter Bell CPA Sec 129 Plan-2$1,495$8,390$4,195iApproximate average salary by contribution assumption: employee only about $104,875 at 4% or $69,917 at 6%; with 50% employer match about $69,917 at 4% or $46,611 at 6%; with 100% employer match about $52,438 at 4% or $34,958 at 6%.
PETER BELL CPA VIP PLUS 401K PLAN-0---
200236$0$0-
PETER BELL CPA SEC 125B CAFETERIA PLAN PO BOX 11831 CHARLOTTE, NC 28220-1831-6---
Peter Bell CPA Sec 129 Plan-2---
PETER BELL CPA VIP PLUS 401K PLAN-0---
200114$0$0-
PETER BELL CPA VIP PLUS 401K PLAN-4---
200035$0$19,370$3,874iApproximate average salary by contribution assumption: employee only about $96,850 at 4% or $64,567 at 6%; with 50% employer match about $64,567 at 4% or $43,044 at 6%; with 100% employer match about $48,425 at 4% or $32,283 at 6%.
PETER BELL, CPA SEC 129 PLAN-2-$4,010$2,005iApproximate average salary by contribution assumption: employee only about $50,125 at 4% or $33,417 at 6%; with 50% employer match about $33,417 at 4% or $22,278 at 6%; with 100% employer match about $25,063 at 4% or $16,708 at 6%.
PETER BELL, CPA SEC 125B CAFETERIA PLAN-5-$15,360$3,072iApproximate average salary by contribution assumption: employee only about $76,800 at 4% or $51,200 at 6%; with 50% employer match about $51,200 at 4% or $34,133 at 6%; with 100% employer match about $38,400 at 4% or $25,600 at 6%.
PETER BELL CPA VIP PLUS 401K PLAN-4---