Civic Intelligence

Fred & Linda Kodesch, Mds

Plan context: Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds

EIN 59-2727288 • Titusville, FL • 26 filings • 11 plans

4300 Garden StreetTitusville, FL 32796
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$2,741,904

2011 Contributions

$28,334

Historical Graphs

Total Assets Over Time

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

$2,741,904$1,370,952$0199920062010YearValue
$2,741,904Latest year 2010

Participants Over Time

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

630199920052010YearValue
2Latest year 2010

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
201120$0$0-
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-0---
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-0---
201022$2,741,904$0-
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-2$1,587,444--
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-2$1,154,460--
200926$2,088,434$28,334$4,722iApproximate average salary by contribution assumption: employee only about $118,058 at 4% or $78,706 at 6%; with 50% employer match about $78,706 at 4% or $52,470 at 6%; with 100% employer match about $59,029 at 4% or $39,353 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-6$1,197,357--
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-6$891,077$28,334$4,722iApproximate average salary by contribution assumption: employee only about $118,058 at 4% or $78,706 at 6%; with 50% employer match about $78,706 at 4% or $52,470 at 6%; with 100% employer match about $59,029 at 4% or $39,353 at 6%.
200825$1,750,158$52,085$10,417iApproximate average salary by contribution assumption: employee only about $260,425 at 4% or $173,617 at 6%; with 50% employer match about $173,617 at 4% or $115,744 at 6%; with 100% employer match about $130,213 at 4% or $86,808 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5$1,024,652$25,591$5,118iApproximate average salary by contribution assumption: employee only about $127,955 at 4% or $85,303 at 6%; with 50% employer match about $85,303 at 4% or $56,869 at 6%; with 100% employer match about $63,978 at 4% or $42,652 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5$725,506$26,494$5,299iApproximate average salary by contribution assumption: employee only about $132,470 at 4% or $88,313 at 6%; with 50% employer match about $88,313 at 4% or $58,876 at 6%; with 100% employer match about $66,235 at 4% or $44,157 at 6%.
200726$2,086,984$55,644$9,274iApproximate average salary by contribution assumption: employee only about $231,850 at 4% or $154,567 at 6%; with 50% employer match about $154,567 at 4% or $103,044 at 6%; with 100% employer match about $115,925 at 4% or $77,283 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-6$1,240,496$27,429$4,572iApproximate average salary by contribution assumption: employee only about $114,288 at 4% or $76,192 at 6%; with 50% employer match about $76,192 at 4% or $50,794 at 6%; with 100% employer match about $57,144 at 4% or $38,096 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-6$846,488$28,215$4,703iApproximate average salary by contribution assumption: employee only about $117,563 at 4% or $78,375 at 6%; with 50% employer match about $78,375 at 4% or $52,250 at 6%; with 100% employer match about $58,781 at 4% or $39,188 at 6%.
200626$1,884,761$60,799$10,133iApproximate average salary by contribution assumption: employee only about $253,329 at 4% or $168,886 at 6%; with 50% employer match about $168,886 at 4% or $112,591 at 6%; with 100% employer match about $126,665 at 4% or $84,443 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-6$1,139,216$29,686$4,948iApproximate average salary by contribution assumption: employee only about $123,692 at 4% or $82,461 at 6%; with 50% employer match about $82,461 at 4% or $54,974 at 6%; with 100% employer match about $61,846 at 4% or $41,231 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-6$745,545$31,113$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,425 at 6%; with 50% employer match about $86,425 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
200525$1,687,260$53,385$10,677iApproximate average salary by contribution assumption: employee only about $266,925 at 4% or $177,950 at 6%; with 50% employer match about $177,950 at 4% or $118,633 at 6%; with 100% employer match about $133,463 at 4% or $88,975 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5$1,017,425$26,443$5,289iApproximate average salary by contribution assumption: employee only about $132,215 at 4% or $88,143 at 6%; with 50% employer match about $88,143 at 4% or $58,762 at 6%; with 100% employer match about $66,108 at 4% or $44,072 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5$669,835$26,942$5,388iApproximate average salary by contribution assumption: employee only about $134,710 at 4% or $89,807 at 6%; with 50% employer match about $89,807 at 4% or $59,871 at 6%; with 100% employer match about $67,355 at 4% or $44,903 at 6%.
200425$1,675,163$57,368$11,474iApproximate average salary by contribution assumption: employee only about $286,840 at 4% or $191,227 at 6%; with 50% employer match about $191,227 at 4% or $127,484 at 6%; with 100% employer match about $143,420 at 4% or $95,613 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5$1,001,175$28,248$5,650iApproximate average salary by contribution assumption: employee only about $141,240 at 4% or $94,160 at 6%; with 50% employer match about $94,160 at 4% or $62,773 at 6%; with 100% employer match about $70,620 at 4% or $47,080 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5$673,988$29,120$5,824iApproximate average salary by contribution assumption: employee only about $145,600 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,533 at 6%.
200324$1,414,802$52,338$13,085iApproximate average salary by contribution assumption: employee only about $327,113 at 4% or $218,075 at 6%; with 50% employer match about $218,075 at 4% or $145,383 at 6%; with 100% employer match about $163,556 at 4% or $109,038 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-4$868,923$25,825$6,456iApproximate average salary by contribution assumption: employee only about $161,406 at 4% or $107,604 at 6%; with 50% employer match about $107,604 at 4% or $71,736 at 6%; with 100% employer match about $80,703 at 4% or $53,802 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-4$545,879$26,513$6,628iApproximate average salary by contribution assumption: employee only about $165,706 at 4% or $110,471 at 6%; with 50% employer match about $110,471 at 4% or $73,647 at 6%; with 100% employer match about $82,853 at 4% or $55,235 at 6%.
200225$1,278,380$53,134$10,627iApproximate average salary by contribution assumption: employee only about $265,670 at 4% or $177,113 at 6%; with 50% employer match about $177,113 at 4% or $118,076 at 6%; with 100% employer match about $132,835 at 4% or $88,557 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5$800,541$26,193$5,239iApproximate average salary by contribution assumption: employee only about $130,965 at 4% or $87,310 at 6%; with 50% employer match about $87,310 at 4% or $58,207 at 6%; with 100% employer match about $65,483 at 4% or $43,655 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5$477,839$26,941$5,388iApproximate average salary by contribution assumption: employee only about $134,705 at 4% or $89,803 at 6%; with 50% employer match about $89,803 at 4% or $59,869 at 6%; with 100% employer match about $67,353 at 4% or $44,902 at 6%.
200125$0$0-
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5---
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5---
200026$0$0-
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-6---
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-6---
199925$1,476,999$59,125$11,825iApproximate average salary by contribution assumption: employee only about $295,625 at 4% or $197,083 at 6%; with 50% employer match about $197,083 at 4% or $131,389 at 6%; with 100% employer match about $147,813 at 4% or $98,542 at 6%.
Smith Barney Shearson Prototype Profit Sharing Plan as Adopted by Fred & Linda Kodesch Mds-5$935,517$36,080$7,216iApproximate average salary by contribution assumption: employee only about $180,400 at 4% or $120,267 at 6%; with 50% employer match about $120,267 at 4% or $80,178 at 6%; with 100% employer match about $90,200 at 4% or $60,133 at 6%.
Smith Barney Shearson Prototype Standardized Money Purchase Pension Plan as Adopted by Fred D Linda Kodesch, Mds-5$541,482$23,045$4,609iApproximate average salary by contribution assumption: employee only about $115,225 at 4% or $76,817 at 6%; with 50% employer match about $76,817 at 4% or $51,211 at 6%; with 100% employer match about $57,613 at 4% or $38,408 at 6%.