Civic Intelligence

Montgomery, Copley and Associates Inc.

Plan context: Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.

EIN 59-2472096 • Jacksonville, FL • 18 filings • 8 plans

1812 Atlantic BoulevardJacksonville, FL 32207-3404
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$492,587

2013 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$657,736$328,868$0199920062013YearValue
$492,587Latest year 2013

Participants Over Time

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

210199920052013YearValue
2Latest 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
201312$492,587$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$492,587--
201212$485,005$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$485,005--
201112$457,085$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$457,085--
201012$449,532$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$449,532--
200910$0$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-----
200712$0$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2---
200612$657,736$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$657,736$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200512$588,921$33,153$16,577iApproximate average salary by contribution assumption: employee only about $414,413 at 4% or $276,275 at 6%; with 50% employer match about $276,275 at 4% or $184,183 at 6%; with 100% employer match about $207,206 at 4% or $138,138 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$588,921$33,153$16,577iApproximate average salary by contribution assumption: employee only about $414,413 at 4% or $276,275 at 6%; with 50% employer match about $276,275 at 4% or $184,183 at 6%; with 100% employer match about $207,206 at 4% or $138,138 at 6%.
200412$532,008$24,026$12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$532,008$24,026$12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%.
200312$0$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2---
200222$351,609$29,156$14,578iApproximate average salary by contribution assumption: employee only about $364,450 at 4% or $242,967 at 6%; with 50% employer match about $242,967 at 4% or $161,978 at 6%; with 100% employer match about $182,225 at 4% or $121,483 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$351,609$29,156$14,578iApproximate average salary by contribution assumption: employee only about $364,450 at 4% or $242,967 at 6%; with 50% employer match about $242,967 at 4% or $161,978 at 6%; with 100% employer match about $182,225 at 4% or $121,483 at 6%.
Montgomery, Copley and Associates Inc. Money Purchase Pension Plan-0---
200122$0$0-
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2---
Montgomery, Copley and Associates Inc. Money Purchase Pension Plan-2---
200022$407,906$35,831$17,916iApproximate average salary by contribution assumption: employee only about $447,888 at 4% or $298,592 at 6%; with 50% employer match about $298,592 at 4% or $199,061 at 6%; with 100% employer match about $223,944 at 4% or $149,296 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$325,976$18,957$9,479iApproximate average salary by contribution assumption: employee only about $236,963 at 4% or $157,975 at 6%; with 50% employer match about $157,975 at 4% or $105,317 at 6%; with 100% employer match about $118,481 at 4% or $78,988 at 6%.
Montgomery, Copley and Associates Inc. Money Purchase Pension Plan-2$81,930$16,874$8,437iApproximate average salary by contribution assumption: employee only about $210,925 at 4% or $140,617 at 6%; with 50% employer match about $140,617 at 4% or $93,744 at 6%; with 100% employer match about $105,463 at 4% or $70,308 at 6%.
199922$389,898$33,185$16,593iApproximate average salary by contribution assumption: employee only about $414,813 at 4% or $276,542 at 6%; with 50% employer match about $276,542 at 4% or $184,361 at 6%; with 100% employer match about $207,406 at 4% or $138,271 at 6%.
Profit Sharing Plan and Trust of Montgomery, Copley and Associates Inc.-2$326,352$15,925$7,963iApproximate average salary by contribution assumption: employee only about $199,063 at 4% or $132,708 at 6%; with 50% employer match about $132,708 at 4% or $88,472 at 6%; with 100% employer match about $99,531 at 4% or $66,354 at 6%.
Montgomery, Copley and Associates Inc. Money Purchase Pension Plan-2$63,546$17,260$8,630iApproximate average salary by contribution assumption: employee only about $215,750 at 4% or $143,833 at 6%; with 50% employer match about $143,833 at 4% or $95,889 at 6%; with 100% employer match about $107,875 at 4% or $71,917 at 6%.