Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$449,597
2009 Contributions
$7,017
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| James M Puls CPA 401K Plan | - | - | - | - | - |
| 2008 | 1 | 3 | $449,597 | $7,017 | $2,339iApproximate average salary by contribution assumption: employee only about $58,472 at 4% or $38,981 at 6%; with 50% employer match about $38,981 at 4% or $25,988 at 6%; with 100% employer match about $29,236 at 4% or $19,491 at 6%. |
| James M Puls CPA 401K Plan | - | 3 | $449,597 | $7,017 | $2,339iApproximate average salary by contribution assumption: employee only about $58,472 at 4% or $38,981 at 6%; with 50% employer match about $38,981 at 4% or $25,988 at 6%; with 100% employer match about $29,236 at 4% or $19,491 at 6%. |
| 2007 | 1 | 3 | $623,578 | $63,073 | $21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%. |
| James M Puls CPA 401K Plan | - | 3 | $623,578 | $63,073 | $21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%. |
| 2006 | 1 | 3 | $522,560 | $29,843 | $9,948iApproximate average salary by contribution assumption: employee only about $248,692 at 4% or $165,794 at 6%; with 50% employer match about $165,794 at 4% or $110,530 at 6%; with 100% employer match about $124,346 at 4% or $82,897 at 6%. |
| James M Puls CPA 401K Plan | - | 3 | $522,560 | $29,843 | $9,948iApproximate average salary by contribution assumption: employee only about $248,692 at 4% or $165,794 at 6%; with 50% employer match about $165,794 at 4% or $110,530 at 6%; with 100% employer match about $124,346 at 4% or $82,897 at 6%. |
| 2005 | 1 | 3 | $440,174 | $430,833 | $143,611iApproximate average salary by contribution assumption: employee only about $3,590,275 at 4% or $2,393,517 at 6%; with 50% employer match about $2,393,517 at 4% or $1,595,678 at 6%; with 100% employer match about $1,795,138 at 4% or $1,196,758 at 6%. |
| James M Puls CPA 401K Plan | - | 3 | $440,174 | $430,833 | $143,611iApproximate average salary by contribution assumption: employee only about $3,590,275 at 4% or $2,393,517 at 6%; with 50% employer match about $2,393,517 at 4% or $1,595,678 at 6%; with 100% employer match about $1,795,138 at 4% or $1,196,758 at 6%. |