Civic Intelligence

Seminole Moneytree Inc

Plan context: Seminole Moneytree Retirement Plan and Trust

EIN 59-2731827 • Lake Mary, FL • 18 filings • 1 plans

2882 W. Lake Mary BlvdLake Mary, FL 32746
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$117,775

2017 Contributions

$1,275

Historical Graphs

Total Assets Over Time

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

$298,361$149,181$0200020082016YearValue
$117,775Latest year 2016

Participants Over Time

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

1160200020082016YearValue
2Latest year 2016

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
201710$0$0-
Seminole Moneytree Retirement Plan and Trust-0$0--
201612$117,775$1,275$638iApproximate average salary by contribution assumption: employee only about $15,938 at 4% or $10,625 at 6%; with 50% employer match about $10,625 at 4% or $7,083 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$117,775$1,275$638iApproximate average salary by contribution assumption: employee only about $15,938 at 4% or $10,625 at 6%; with 50% employer match about $10,625 at 4% or $7,083 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%.
201512$96,963$225$113iApproximate average salary by contribution assumption: employee only about $2,813 at 4% or $1,875 at 6%; with 50% employer match about $1,875 at 4% or $1,250 at 6%; with 100% employer match about $1,406 at 4% or $938 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$96,963$225$113iApproximate average salary by contribution assumption: employee only about $2,813 at 4% or $1,875 at 6%; with 50% employer match about $1,875 at 4% or $1,250 at 6%; with 100% employer match about $1,406 at 4% or $938 at 6%.
201412$95,521$900$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$95,521$900$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
201312$109,504$1,443$722iApproximate average salary by contribution assumption: employee only about $18,038 at 4% or $12,025 at 6%; with 50% employer match about $12,025 at 4% or $8,017 at 6%; with 100% employer match about $9,019 at 4% or $6,013 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$109,504$1,443$722iApproximate average salary by contribution assumption: employee only about $18,038 at 4% or $12,025 at 6%; with 50% employer match about $12,025 at 4% or $8,017 at 6%; with 100% employer match about $9,019 at 4% or $6,013 at 6%.
201212$106,838$1,350$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$106,838$1,350$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
201112$93,912$1,350$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
Seminole Moneytree Retirement Plan and Trust-2$93,912$1,350$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
201018$98,074$1,129$141iApproximate average salary by contribution assumption: employee only about $3,528 at 4% or $2,352 at 6%; with 50% employer match about $2,352 at 4% or $1,568 at 6%; with 100% employer match about $1,764 at 4% or $1,176 at 6%.
Seminole Moneytree Retirement Plan and Trust-8$98,074$1,129$141iApproximate average salary by contribution assumption: employee only about $3,528 at 4% or $2,352 at 6%; with 50% employer match about $2,352 at 4% or $1,568 at 6%; with 100% employer match about $1,764 at 4% or $1,176 at 6%.
2009110$87,007$1,180$118iApproximate average salary by contribution assumption: employee only about $2,950 at 4% or $1,967 at 6%; with 50% employer match about $1,967 at 4% or $1,311 at 6%; with 100% employer match about $1,475 at 4% or $983 at 6%.
Seminole Moneytree Retirement Plan and Trust-10$87,007$1,180$118iApproximate average salary by contribution assumption: employee only about $2,950 at 4% or $1,967 at 6%; with 50% employer match about $1,967 at 4% or $1,311 at 6%; with 100% employer match about $1,475 at 4% or $983 at 6%.
2008111$167,072$7,983$726iApproximate average salary by contribution assumption: employee only about $18,143 at 4% or $12,095 at 6%; with 50% employer match about $12,095 at 4% or $8,064 at 6%; with 100% employer match about $9,072 at 4% or $6,048 at 6%.
Seminole Moneytree Retirement Plan and Trust-11$167,072$7,983$726iApproximate average salary by contribution assumption: employee only about $18,143 at 4% or $12,095 at 6%; with 50% employer match about $12,095 at 4% or $8,064 at 6%; with 100% employer match about $9,072 at 4% or $6,048 at 6%.
200715$295,797$27,776$5,555iApproximate average salary by contribution assumption: employee only about $138,880 at 4% or $92,587 at 6%; with 50% employer match about $92,587 at 4% or $61,724 at 6%; with 100% employer match about $69,440 at 4% or $46,293 at 6%.
Seminole Moneytree Retirement Plan and Trust-5$295,797$27,776$5,555iApproximate average salary by contribution assumption: employee only about $138,880 at 4% or $92,587 at 6%; with 50% employer match about $92,587 at 4% or $61,724 at 6%; with 100% employer match about $69,440 at 4% or $46,293 at 6%.
200615$230,455$39,795$7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%.
Seminole Moneytree Retirement Plan and Trust-5$230,455$39,795$7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%.
200519$195,021$41,337$4,593iApproximate average salary by contribution assumption: employee only about $114,825 at 4% or $76,550 at 6%; with 50% employer match about $76,550 at 4% or $51,033 at 6%; with 100% employer match about $57,413 at 4% or $38,275 at 6%.
Seminole Moneytree Retirement Plan and Trust-9$195,021$41,337$4,593iApproximate average salary by contribution assumption: employee only about $114,825 at 4% or $76,550 at 6%; with 50% employer match about $76,550 at 4% or $51,033 at 6%; with 100% employer match about $57,413 at 4% or $38,275 at 6%.
200419$298,361$58,598$6,511iApproximate average salary by contribution assumption: employee only about $162,772 at 4% or $108,515 at 6%; with 50% employer match about $108,515 at 4% or $72,343 at 6%; with 100% employer match about $81,386 at 4% or $54,257 at 6%.
Seminole Moneytree Retirement Plan and Trust-9$298,361$58,598$6,511iApproximate average salary by contribution assumption: employee only about $162,772 at 4% or $108,515 at 6%; with 50% employer match about $108,515 at 4% or $72,343 at 6%; with 100% employer match about $81,386 at 4% or $54,257 at 6%.
200318$206,683$64,390$8,049iApproximate average salary by contribution assumption: employee only about $201,219 at 4% or $134,146 at 6%; with 50% employer match about $134,146 at 4% or $89,431 at 6%; with 100% employer match about $100,609 at 4% or $67,073 at 6%.
Seminole Moneytree Retirement Plan and Trust-8$206,683$64,390$8,049iApproximate average salary by contribution assumption: employee only about $201,219 at 4% or $134,146 at 6%; with 50% employer match about $134,146 at 4% or $89,431 at 6%; with 100% employer match about $100,609 at 4% or $67,073 at 6%.
200217$107,810$62,411$8,916iApproximate average salary by contribution assumption: employee only about $222,896 at 4% or $148,598 at 6%; with 50% employer match about $148,598 at 4% or $99,065 at 6%; with 100% employer match about $111,448 at 4% or $74,299 at 6%.
Seminole Moneytree Retirement Plan and Trust-7$107,810$62,411$8,916iApproximate average salary by contribution assumption: employee only about $222,896 at 4% or $148,598 at 6%; with 50% employer match about $148,598 at 4% or $99,065 at 6%; with 100% employer match about $111,448 at 4% or $74,299 at 6%.
200119$70,169$59,149$6,572iApproximate average salary by contribution assumption: employee only about $164,303 at 4% or $109,535 at 6%; with 50% employer match about $109,535 at 4% or $73,023 at 6%; with 100% employer match about $82,151 at 4% or $54,768 at 6%.
Seminole Moneytree Retirement Plan and Trust-9$70,169$59,149$6,572iApproximate average salary by contribution assumption: employee only about $164,303 at 4% or $109,535 at 6%; with 50% employer match about $109,535 at 4% or $73,023 at 6%; with 100% employer match about $82,151 at 4% or $54,768 at 6%.
200019$20,853$23,662$2,629iApproximate average salary by contribution assumption: employee only about $65,728 at 4% or $43,819 at 6%; with 50% employer match about $43,819 at 4% or $29,212 at 6%; with 100% employer match about $32,864 at 4% or $21,909 at 6%.
Seminole Moneytree Retirement Plan and Trust-9$20,853$23,662$2,629iApproximate average salary by contribution assumption: employee only about $65,728 at 4% or $43,819 at 6%; with 50% employer match about $43,819 at 4% or $29,212 at 6%; with 100% employer match about $32,864 at 4% or $21,909 at 6%.