Civic Intelligence

John Lyn Bevis

Plan context: John L. Bevis 401(K) Profit Sharing Plan & Trust

EIN 59-2620021 • Punta Gorda, FL • 26 filings • 5 plans

1133 Bal Harbor BlvdSuite 1129Punta Gorda, FL 33950-6500
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$3,977,134

2019 Contributions

$8,400

Historical Graphs

Total Assets Over Time

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

$6,421,562$3,210,781$0200020112019YearValue
$3,977,134Latest year 2019

Participants Over Time

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

210200020102019YearValue
1Latest year 2019

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
201911$3,977,134$8,400$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$3,977,134$8,400$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
201811$4,555,735$6,028$6,028iApproximate average salary by contribution assumption: employee only about $150,700 at 4% or $100,467 at 6%; with 50% employer match about $100,467 at 4% or $66,978 at 6%; with 100% employer match about $75,350 at 4% or $50,233 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,555,735$6,028$6,028iApproximate average salary by contribution assumption: employee only about $150,700 at 4% or $100,467 at 6%; with 50% employer match about $100,467 at 4% or $66,978 at 6%; with 100% employer match about $75,350 at 4% or $50,233 at 6%.
201711$4,448,755$8,100$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,448,755$8,100$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
201611$4,226,416$0-
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,226,416--
201511$5,920,728$5,422$5,422iApproximate average salary by contribution assumption: employee only about $135,550 at 4% or $90,367 at 6%; with 50% employer match about $90,367 at 4% or $60,244 at 6%; with 100% employer match about $67,775 at 4% or $45,183 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$5,920,728$5,422$5,422iApproximate average salary by contribution assumption: employee only about $135,550 at 4% or $90,367 at 6%; with 50% employer match about $90,367 at 4% or $60,244 at 6%; with 100% employer match about $67,775 at 4% or $45,183 at 6%.
201411$6,421,562$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$6,421,562$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201312$4,390,001$4,761$2,381iApproximate average salary by contribution assumption: employee only about $59,513 at 4% or $39,675 at 6%; with 50% employer match about $39,675 at 4% or $26,450 at 6%; with 100% employer match about $29,756 at 4% or $19,838 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$4,390,001$4,761$2,381iApproximate average salary by contribution assumption: employee only about $59,513 at 4% or $39,675 at 6%; with 50% employer match about $39,675 at 4% or $26,450 at 6%; with 100% employer match about $29,756 at 4% or $19,838 at 6%.
201211$4,431,728$2,137$2,137iApproximate average salary by contribution assumption: employee only about $53,425 at 4% or $35,617 at 6%; with 50% employer match about $35,617 at 4% or $23,744 at 6%; with 100% employer match about $26,713 at 4% or $17,808 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,431,728$2,137$2,137iApproximate average salary by contribution assumption: employee only about $53,425 at 4% or $35,617 at 6%; with 50% employer match about $35,617 at 4% or $23,744 at 6%; with 100% employer match about $26,713 at 4% or $17,808 at 6%.
201111$4,043,899$4,700$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,043,899$4,700$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.
201011$4,179,407$1,312$1,312iApproximate average salary by contribution assumption: employee only about $32,800 at 4% or $21,867 at 6%; with 50% employer match about $21,867 at 4% or $14,578 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,179,407$1,312$1,312iApproximate average salary by contribution assumption: employee only about $32,800 at 4% or $21,867 at 6%; with 50% employer match about $21,867 at 4% or $14,578 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%.
200911$4,544,483$3,364$3,364iApproximate average salary by contribution assumption: employee only about $84,100 at 4% or $56,067 at 6%; with 50% employer match about $56,067 at 4% or $37,378 at 6%; with 100% employer match about $42,050 at 4% or $28,033 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-1$4,544,483$3,364$3,364iApproximate average salary by contribution assumption: employee only about $84,100 at 4% or $56,067 at 6%; with 50% employer match about $56,067 at 4% or $37,378 at 6%; with 100% employer match about $42,050 at 4% or $28,033 at 6%.
200811$0$0-
John L. Bevis 401(K) Profit Sharing Plan & Trust-1---
200711$0$0-
John L. Bevis 401(K) Profit Sharing Plan & Trust-1---
200612$4,290,420$69,335$34,668iApproximate average salary by contribution assumption: employee only about $866,688 at 4% or $577,792 at 6%; with 50% employer match about $577,792 at 4% or $385,194 at 6%; with 100% employer match about $433,344 at 4% or $288,896 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$4,290,420$69,335$34,668iApproximate average salary by contribution assumption: employee only about $866,688 at 4% or $577,792 at 6%; with 50% employer match about $577,792 at 4% or $385,194 at 6%; with 100% employer match about $433,344 at 4% or $288,896 at 6%.
200522$3,772,600$72,263$36,132iApproximate average salary by contribution assumption: employee only about $903,288 at 4% or $602,192 at 6%; with 50% employer match about $602,192 at 4% or $401,461 at 6%; with 100% employer match about $451,644 at 4% or $301,096 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$3,772,600$72,263$36,132iApproximate average salary by contribution assumption: employee only about $903,288 at 4% or $602,192 at 6%; with 50% employer match about $602,192 at 4% or $401,461 at 6%; with 100% employer match about $451,644 at 4% or $301,096 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-0---
200422$3,392,430$288,510$144,255iApproximate average salary by contribution assumption: employee only about $3,606,375 at 4% or $2,404,250 at 6%; with 50% employer match about $2,404,250 at 4% or $1,602,833 at 6%; with 100% employer match about $1,803,188 at 4% or $1,202,125 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$3,101,686$288,510$144,255iApproximate average salary by contribution assumption: employee only about $3,606,375 at 4% or $2,404,250 at 6%; with 50% employer match about $2,404,250 at 4% or $1,602,833 at 6%; with 100% employer match about $1,803,188 at 4% or $1,202,125 at 6%.
JOHN L. BEVIS MONEY PURCHASE PENSION PLAN & TRUST-1$290,744--
200322$1,136,755$59,362$29,681iApproximate average salary by contribution assumption: employee only about $742,025 at 4% or $494,683 at 6%; with 50% employer match about $494,683 at 4% or $329,789 at 6%; with 100% employer match about $371,013 at 4% or $247,342 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$1,136,755$59,362$29,681iApproximate average salary by contribution assumption: employee only about $742,025 at 4% or $494,683 at 6%; with 50% employer match about $494,683 at 4% or $329,789 at 6%; with 100% employer match about $371,013 at 4% or $247,342 at 6%.
JOHN L. BEVIS MONEY PURCHASE PENSION PLAN & TRUST-2---
200222$1,270,029$57,024$28,512iApproximate average salary by contribution assumption: employee only about $712,800 at 4% or $475,200 at 6%; with 50% employer match about $475,200 at 4% or $316,800 at 6%; with 100% employer match about $356,400 at 4% or $237,600 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$781,541$57,024$28,512iApproximate average salary by contribution assumption: employee only about $712,800 at 4% or $475,200 at 6%; with 50% employer match about $475,200 at 4% or $316,800 at 6%; with 100% employer match about $356,400 at 4% or $237,600 at 6%.
JOHN L. BEVIS MONEY PURCHASE PENSION PLAN & TRUST-2$488,488--
200122$0$0-
JOHN L. BEVIS MONEY PURCHASE PENSION PLAN & TRUST-2---
John L. Bevis 401(K) Profit Sharing Plan & Trust-2---
200022$275,809$17,459$8,730iApproximate average salary by contribution assumption: employee only about $218,238 at 4% or $145,492 at 6%; with 50% employer match about $145,492 at 4% or $96,994 at 6%; with 100% employer match about $109,119 at 4% or $72,746 at 6%.
John L. Bevis 401(K) Profit Sharing Plan & Trust-2$275,809$17,459$8,730iApproximate average salary by contribution assumption: employee only about $218,238 at 4% or $145,492 at 6%; with 50% employer match about $145,492 at 4% or $96,994 at 6%; with 100% employer match about $109,119 at 4% or $72,746 at 6%.
JOHN L. BEVIS MONEY PURCHASE PENSION PLAN & TRUST-2---