Civic Intelligence

Terrell & Associates Inc.

Plan context: TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

EIN 59-2489509 • 13 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,234,600

2008 Contributions

$22,500

Historical Graphs

Total Assets Over Time

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

$2,890,585$1,445,293$0199920042008YearValue
$1,234,600Latest year 2008

Participants Over Time

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

420199920042008YearValue
2Latest 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
200812$1,234,600$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-2$1,234,600$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200712$0$0-
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-2---
200613$2,890,585$18,824$6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%.
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-3$2,890,585$18,824$6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%.
200513$2,553,301$126,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
TERRELL & ASSOCIATES INC PROFIT SHARING PLAN TRUST-3$2,553,301$126,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200413$2,077,765$103,750$34,583iApproximate average salary by contribution assumption: employee only about $864,583 at 4% or $576,389 at 6%; with 50% employer match about $576,389 at 4% or $384,259 at 6%; with 100% employer match about $432,292 at 4% or $288,194 at 6%.
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN-3$2,077,765$103,750$34,583iApproximate average salary by contribution assumption: employee only about $864,583 at 4% or $576,389 at 6%; with 50% employer match about $576,389 at 4% or $384,259 at 6%; with 100% employer match about $432,292 at 4% or $288,194 at 6%.
200313$1,749,866$92,500$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN-3$1,749,866$92,500$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
200223$1,238,206$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
TERRELL & ASSOCIATES, INC. PROFIT SHARING PLAN-3$1,238,206$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Terrell & Associates Inc. Money Purchase Pension Plan-0---
200124$0$0-
Terrell & Associates Inc. Money Purchase Pension Plan-0---
TERRELL & ASSOCIATES, INC. PSP PROFIT SHARING PLAN-4---
200024$134,120$23,966$5,992iApproximate average salary by contribution assumption: employee only about $149,788 at 4% or $99,858 at 6%; with 50% employer match about $99,858 at 4% or $66,572 at 6%; with 100% employer match about $74,894 at 4% or $49,929 at 6%.
Terrell & Associates Inc. Money Purchase Pension Plan-4$134,120$23,966$5,992iApproximate average salary by contribution assumption: employee only about $149,788 at 4% or $99,858 at 6%; with 50% employer match about $99,858 at 4% or $66,572 at 6%; with 100% employer match about $74,894 at 4% or $49,929 at 6%.
TERRELL & ASSOCIATES, INC. PSP PROFIT SHARING PLAN-4---
199913$182,271$18,279$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
Terrell & Associates Inc. Money Purchase Pension Plan-3$182,271$18,279$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.