Civic Intelligence

Koeppel Law Group, Pl

Plan context: Joel P. Koeppel, Pa Profit Sharing Plan & Trust

EIN 59-2011169 • West Palm Beach, FL • 25 filings • 3 plans

1515 N Flagler DrSuite 220West Palm Beach, FL 33401
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$333,715

2024 Contributions

$3,142

Historical Graphs

Total Assets Over Time

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

$1,057,521$528,761$0200020142024YearValue
$333,715Latest year 2024

Participants Over Time

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

950200020132024YearValue
3Latest year 2024

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
202413$333,715$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$333,715$0-
202313$325,877$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$325,877$0-
202212$250,062$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-2$250,062$0-
202113$208,053$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$208,053$0-
202013$209,033$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$209,033$0-
201913$195,256$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$195,256$0-
201813$183,512$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$183,512$0-
201713$183,575$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$183,575$0-
201614$191,730$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$191,730$0-
201514$171,680$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$171,680$0-
201414$189,725$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$189,725--
201314$210,475$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$210,475$0-
201213$209,910$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$209,910--
201113$229,585$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$229,585--
201014$308,050$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$308,050$0-
200914$557,448$3,142$786iApproximate average salary by contribution assumption: employee only about $19,638 at 4% or $13,092 at 6%; with 50% employer match about $13,092 at 4% or $8,728 at 6%; with 100% employer match about $9,819 at 4% or $6,546 at 6%.
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4$557,448$3,142$786iApproximate average salary by contribution assumption: employee only about $19,638 at 4% or $13,092 at 6%; with 50% employer match about $13,092 at 4% or $8,728 at 6%; with 100% employer match about $9,819 at 4% or $6,546 at 6%.
200815$607,591$3,218$644iApproximate average salary by contribution assumption: employee only about $16,090 at 4% or $10,727 at 6%; with 50% employer match about $10,727 at 4% or $7,151 at 6%; with 100% employer match about $8,045 at 4% or $5,363 at 6%.
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-5$607,591$3,218$644iApproximate average salary by contribution assumption: employee only about $16,090 at 4% or $10,727 at 6%; with 50% employer match about $10,727 at 4% or $7,151 at 6%; with 100% employer match about $8,045 at 4% or $5,363 at 6%.
200714$0$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-4---
200616$1,057,521$45,271$7,545iApproximate average salary by contribution assumption: employee only about $188,629 at 4% or $125,753 at 6%; with 50% employer match about $125,753 at 4% or $83,835 at 6%; with 100% employer match about $94,315 at 4% or $62,876 at 6%.
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-6$1,057,521$45,271$7,545iApproximate average salary by contribution assumption: employee only about $188,629 at 4% or $125,753 at 6%; with 50% employer match about $125,753 at 4% or $83,835 at 6%; with 100% employer match about $94,315 at 4% or $62,876 at 6%.
200519$921,678$42,209$4,690iApproximate average salary by contribution assumption: employee only about $117,247 at 4% or $78,165 at 6%; with 50% employer match about $78,165 at 4% or $52,110 at 6%; with 100% employer match about $58,624 at 4% or $39,082 at 6%.
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-9$921,678$42,209$4,690iApproximate average salary by contribution assumption: employee only about $117,247 at 4% or $78,165 at 6%; with 50% employer match about $78,165 at 4% or $52,110 at 6%; with 100% employer match about $58,624 at 4% or $39,082 at 6%.
200318$0$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-8---
200229$656,834$19,498$2,166iApproximate average salary by contribution assumption: employee only about $54,161 at 4% or $36,107 at 6%; with 50% employer match about $36,107 at 4% or $24,072 at 6%; with 100% employer match about $27,081 at 4% or $18,054 at 6%.
JOEL P. KOEPPEL, PA PROFIT SHARING PLAN & TRUST-9$656,834$19,498$2,166iApproximate average salary by contribution assumption: employee only about $54,161 at 4% or $36,107 at 6%; with 50% employer match about $36,107 at 4% or $24,072 at 6%; with 100% employer match about $27,081 at 4% or $18,054 at 6%.
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-9---
200113$0$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3---
200013$760,692$0-
Joel P. Koeppel, Pa Profit Sharing Plan & Trust-3$760,692--