Civic Intelligence

North & Company, C.P.A.S

Plan context: North & Company, C.P.A.S Profit Sharing Plan

EIN 59-2049096 • Sarasota, FL • 12 filings • 4 plans

1727 Second StreetSarasota, FL 34236
Current Snapshot

Latest Year

2010

2010 Participants

7

2010 Assets

$331,848

2010 Contributions

$61,810

Historical Graphs

Total Assets Over Time

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

$672,194$336,097$0199920052009YearValue
$331,848Latest year 2009

Participants Over Time

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

840199920042008YearValue
7Latest year 2008

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
201010$0$0-
North & Company, C.P.A.S Profit Sharing Plan-0---
200910$331,848$61,810-
North & Company, C.P.A.S Profit Sharing Plan-0$331,848$61,810-
200817$580,809$61,462$8,780iApproximate average salary by contribution assumption: employee only about $219,507 at 4% or $146,338 at 6%; with 50% employer match about $146,338 at 4% or $97,559 at 6%; with 100% employer match about $109,754 at 4% or $73,169 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-7$580,809$61,462$8,780iApproximate average salary by contribution assumption: employee only about $219,507 at 4% or $146,338 at 6%; with 50% employer match about $146,338 at 4% or $97,559 at 6%; with 100% employer match about $109,754 at 4% or $73,169 at 6%.
200718$672,194$90,739$11,342iApproximate average salary by contribution assumption: employee only about $283,559 at 4% or $189,040 at 6%; with 50% employer match about $189,040 at 4% or $126,026 at 6%; with 100% employer match about $141,780 at 4% or $94,520 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-8$672,194$90,739$11,342iApproximate average salary by contribution assumption: employee only about $283,559 at 4% or $189,040 at 6%; with 50% employer match about $189,040 at 4% or $126,026 at 6%; with 100% employer match about $141,780 at 4% or $94,520 at 6%.
200616$571,840$77,848$12,975iApproximate average salary by contribution assumption: employee only about $324,367 at 4% or $216,244 at 6%; with 50% employer match about $216,244 at 4% or $144,163 at 6%; with 100% employer match about $162,183 at 4% or $108,122 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-6$571,840$77,848$12,975iApproximate average salary by contribution assumption: employee only about $324,367 at 4% or $216,244 at 6%; with 50% employer match about $216,244 at 4% or $144,163 at 6%; with 100% employer match about $162,183 at 4% or $108,122 at 6%.
200516$446,243$64,120$10,687iApproximate average salary by contribution assumption: employee only about $267,167 at 4% or $178,111 at 6%; with 50% employer match about $178,111 at 4% or $118,741 at 6%; with 100% employer match about $133,583 at 4% or $89,056 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-6$446,243$64,120$10,687iApproximate average salary by contribution assumption: employee only about $267,167 at 4% or $178,111 at 6%; with 50% employer match about $178,111 at 4% or $118,741 at 6%; with 100% employer match about $133,583 at 4% or $89,056 at 6%.
200415$362,781$51,223$10,245iApproximate average salary by contribution assumption: employee only about $256,115 at 4% or $170,743 at 6%; with 50% employer match about $170,743 at 4% or $113,829 at 6%; with 100% employer match about $128,058 at 4% or $85,372 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-5$362,781$51,223$10,245iApproximate average salary by contribution assumption: employee only about $256,115 at 4% or $170,743 at 6%; with 50% employer match about $170,743 at 4% or $113,829 at 6%; with 100% employer match about $128,058 at 4% or $85,372 at 6%.
200314$293,160$31,293$7,823iApproximate average salary by contribution assumption: employee only about $195,581 at 4% or $130,388 at 6%; with 50% employer match about $130,388 at 4% or $86,925 at 6%; with 100% employer match about $97,791 at 4% or $65,194 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-4$293,160$31,293$7,823iApproximate average salary by contribution assumption: employee only about $195,581 at 4% or $130,388 at 6%; with 50% employer match about $130,388 at 4% or $86,925 at 6%; with 100% employer match about $97,791 at 4% or $65,194 at 6%.
200216$227,924$39,419$6,570iApproximate average salary by contribution assumption: employee only about $164,246 at 4% or $109,497 at 6%; with 50% employer match about $109,497 at 4% or $72,998 at 6%; with 100% employer match about $82,123 at 4% or $54,749 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-6$227,924$39,419$6,570iApproximate average salary by contribution assumption: employee only about $164,246 at 4% or $109,497 at 6%; with 50% employer match about $109,497 at 4% or $72,998 at 6%; with 100% employer match about $82,123 at 4% or $54,749 at 6%.
200116$0$0-
North & Company, C.P.A.S Profit Sharing Plan-6---
200017$204,308$15,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-7$204,308$15,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
199916$217,617$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
North & Company, C.P.A.S Profit Sharing Plan-6$217,617$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.