G. Russell Petersen, P.A.
Plan context: G. Russell Petersen, P.A. Profit Sharing Plan and Trust
EIN 59-2288482 • 14 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
4
2008 Assets
$1,149,393
2008 Contributions
$7,437
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $7,437 | - |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 0 | - | $7,437 | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,149,393 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | $1,149,393 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2005 | 1 | 4 | $1,019,808 | $8,952 | $2,238iApproximate average salary by contribution assumption: employee only about $55,950 at 4% or $37,300 at 6%; with 50% employer match about $37,300 at 4% or $24,867 at 6%; with 100% employer match about $27,975 at 4% or $18,650 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | $1,019,808 | $8,952 | $2,238iApproximate average salary by contribution assumption: employee only about $55,950 at 4% or $37,300 at 6%; with 50% employer match about $37,300 at 4% or $24,867 at 6%; with 100% employer match about $27,975 at 4% or $18,650 at 6%. |
| 2004 | 1 | 4 | $940,926 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | $940,926 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2002 | 2 | 2 | $0 | $0 | - |
| G. Russell Petersen, P.A. Defined Benefit Pension Plan and Trust | - | 0 | - | - | - |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2001 | 2 | 4 | $92,315 | $30,193 | $7,548iApproximate average salary by contribution assumption: employee only about $188,706 at 4% or $125,804 at 6%; with 50% employer match about $125,804 at 4% or $83,869 at 6%; with 100% employer match about $94,353 at 4% or $62,902 at 6%. |
| G. Russell Petersen, P.A. Defined Benefit Pension Plan and Trust | - | 4 | $92,315 | $30,193 | $7,548iApproximate average salary by contribution assumption: employee only about $188,706 at 4% or $125,804 at 6%; with 50% employer match about $125,804 at 4% or $83,869 at 6%; with 100% employer match about $94,353 at 4% or $62,902 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 2 | 4 | $97,316 | $89,488 | $22,372iApproximate average salary by contribution assumption: employee only about $559,300 at 4% or $372,867 at 6%; with 50% employer match about $372,867 at 4% or $248,578 at 6%; with 100% employer match about $279,650 at 4% or $186,433 at 6%. |
| G. Russell Petersen, P.A. Defined Benefit Pension Plan and Trust | - | 3 | $97,316 | $89,488 | $29,829iApproximate average salary by contribution assumption: employee only about $745,733 at 4% or $497,156 at 6%; with 50% employer match about $497,156 at 4% or $331,437 at 6%; with 100% employer match about $372,867 at 4% or $248,578 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 1999 | 2 | 5 | $807,015 | $71,556 | $14,311iApproximate average salary by contribution assumption: employee only about $357,780 at 4% or $238,520 at 6%; with 50% employer match about $238,520 at 4% or $159,013 at 6%; with 100% employer match about $178,890 at 4% or $119,260 at 6%. |
| G. Russell Petersen, P.A. Profit Sharing Plan and Trust | - | 5 | $735,453 | - | - |
| G. Russell Petersen, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $71,562 | $71,556 | $35,778iApproximate average salary by contribution assumption: employee only about $894,450 at 4% or $596,300 at 6%; with 50% employer match about $596,300 at 4% or $397,533 at 6%; with 100% employer match about $447,225 at 4% or $298,150 at 6%. |