Civic Intelligence

Cole, Stone, Stoudemire, Morgan & Dore, Pa

Plan context: Cole, Stone, Stoudemire & Morgan, P.A. Plan

EIN 59-2748399 • 10 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

14

2008 Assets

$4,373,943

2008 Contributions

$198,094

Historical Graphs

Total Assets Over Time

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

$4,760,580$2,380,290$0199920032008YearValue
$4,373,943Latest year 2008

Participants Over Time

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

24120199920042008YearValue
14Latest 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
2008114$4,373,943$198,094$14,150iApproximate average salary by contribution assumption: employee only about $353,739 at 4% or $235,826 at 6%; with 50% employer match about $235,826 at 4% or $157,217 at 6%; with 100% employer match about $176,870 at 4% or $117,913 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-14$4,373,943$198,094$14,150iApproximate average salary by contribution assumption: employee only about $353,739 at 4% or $235,826 at 6%; with 50% employer match about $235,826 at 4% or $157,217 at 6%; with 100% employer match about $176,870 at 4% or $117,913 at 6%.
2007118$0$0-
Cole, Stone, Stoudemire & Morgan, P.A. Plan-18---
2006118$4,760,580$408,393$22,689iApproximate average salary by contribution assumption: employee only about $567,213 at 4% or $378,142 at 6%; with 50% employer match about $378,142 at 4% or $252,094 at 6%; with 100% employer match about $283,606 at 4% or $189,071 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-18$4,760,580$408,393$22,689iApproximate average salary by contribution assumption: employee only about $567,213 at 4% or $378,142 at 6%; with 50% employer match about $378,142 at 4% or $252,094 at 6%; with 100% employer match about $283,606 at 4% or $189,071 at 6%.
2005120$4,328,906$488,515$24,426iApproximate average salary by contribution assumption: employee only about $610,644 at 4% or $407,096 at 6%; with 50% employer match about $407,096 at 4% or $271,397 at 6%; with 100% employer match about $305,322 at 4% or $203,548 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-20$4,328,906$488,515$24,426iApproximate average salary by contribution assumption: employee only about $610,644 at 4% or $407,096 at 6%; with 50% employer match about $407,096 at 4% or $271,397 at 6%; with 100% employer match about $305,322 at 4% or $203,548 at 6%.
2004123$3,700,983$296,730$12,901iApproximate average salary by contribution assumption: employee only about $322,533 at 4% or $215,022 at 6%; with 50% employer match about $215,022 at 4% or $143,348 at 6%; with 100% employer match about $161,266 at 4% or $107,511 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-23$3,700,983$296,730$12,901iApproximate average salary by contribution assumption: employee only about $322,533 at 4% or $215,022 at 6%; with 50% employer match about $215,022 at 4% or $143,348 at 6%; with 100% employer match about $161,266 at 4% or $107,511 at 6%.
2003121$3,070,821$290,612$13,839iApproximate average salary by contribution assumption: employee only about $345,967 at 4% or $230,644 at 6%; with 50% employer match about $230,644 at 4% or $153,763 at 6%; with 100% employer match about $172,983 at 4% or $115,322 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-21$3,070,821$290,612$13,839iApproximate average salary by contribution assumption: employee only about $345,967 at 4% or $230,644 at 6%; with 50% employer match about $230,644 at 4% or $153,763 at 6%; with 100% employer match about $172,983 at 4% or $115,322 at 6%.
2002124$2,403,158$245,766$10,240iApproximate average salary by contribution assumption: employee only about $256,006 at 4% or $170,671 at 6%; with 50% employer match about $170,671 at 4% or $113,781 at 6%; with 100% employer match about $128,003 at 4% or $85,335 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-24$2,403,158$245,766$10,240iApproximate average salary by contribution assumption: employee only about $256,006 at 4% or $170,671 at 6%; with 50% employer match about $170,671 at 4% or $113,781 at 6%; with 100% employer match about $128,003 at 4% or $85,335 at 6%.
2001123$2,568,702$197,770$8,599iApproximate average salary by contribution assumption: employee only about $214,967 at 4% or $143,312 at 6%; with 50% employer match about $143,312 at 4% or $95,541 at 6%; with 100% employer match about $107,484 at 4% or $71,656 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-23$2,568,702$197,770$8,599iApproximate average salary by contribution assumption: employee only about $214,967 at 4% or $143,312 at 6%; with 50% employer match about $143,312 at 4% or $95,541 at 6%; with 100% employer match about $107,484 at 4% or $71,656 at 6%.
2000122$2,624,830$248,370$11,290iApproximate average salary by contribution assumption: employee only about $282,239 at 4% or $188,159 at 6%; with 50% employer match about $188,159 at 4% or $125,439 at 6%; with 100% employer match about $141,119 at 4% or $94,080 at 6%.
Cole, Stone, Stoudemire & Morgan, P.A. Plan-22$2,624,830$248,370$11,290iApproximate average salary by contribution assumption: employee only about $282,239 at 4% or $188,159 at 6%; with 50% employer match about $188,159 at 4% or $125,439 at 6%; with 100% employer match about $141,119 at 4% or $94,080 at 6%.
1999123$2,500,018$106,445$4,628iApproximate average salary by contribution assumption: employee only about $115,701 at 4% or $77,134 at 6%; with 50% employer match about $77,134 at 4% or $51,423 at 6%; with 100% employer match about $57,851 at 4% or $38,567 at 6%.
Cole, Stone, Stoudemire & Morgan 401K Plan-23$2,500,018$106,445$4,628iApproximate average salary by contribution assumption: employee only about $115,701 at 4% or $77,134 at 6%; with 50% employer match about $77,134 at 4% or $51,423 at 6%; with 100% employer match about $57,851 at 4% or $38,567 at 6%.