Civic Intelligence

R. George & Associates Inc.

Plan context: R. George & Associates Inc. 401(K) Plan

EIN 59-2954122 • Ponce Inlet, FL • 21 filings • 3 plans

4630 Harbour Village BlvdPonce Inlet, FL 32127
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,026,850

2019 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$2,109,087$1,054,544$0200020102018YearValue
$1,026,850Latest year 2018

Participants Over Time

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

740200020092018YearValue
5Latest year 2018

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
201910$0$0-
R. George & Associates Inc. 401(K) Plan-0$0$0-
201815$1,026,850$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
R. George & Associates Inc. 401(K) Plan-5$1,026,850$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
201715$1,087,905$37,600$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
R. George & Associates Inc. 401(K) Plan-5$1,087,905$37,600$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
201615$904,742$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
R. George & Associates Inc. 401(K) Plan-5$904,742$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
201515$852,665$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
R. George & Associates Inc. 401(K) Plan-5$852,665$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
201415$861,220$128,618$25,724iApproximate average salary by contribution assumption: employee only about $643,090 at 4% or $428,727 at 6%; with 50% employer match about $428,727 at 4% or $285,818 at 6%; with 100% employer match about $321,545 at 4% or $214,363 at 6%.
R. George & Associates Inc. 401(K) Plan-5$861,220$128,618$25,724iApproximate average salary by contribution assumption: employee only about $643,090 at 4% or $428,727 at 6%; with 50% employer match about $428,727 at 4% or $285,818 at 6%; with 100% employer match about $321,545 at 4% or $214,363 at 6%.
201315$682,545$50,608$10,122iApproximate average salary by contribution assumption: employee only about $253,040 at 4% or $168,693 at 6%; with 50% employer match about $168,693 at 4% or $112,462 at 6%; with 100% employer match about $126,520 at 4% or $84,347 at 6%.
R. George & Associates Inc. 401(K) Plan-5$682,545$50,608$10,122iApproximate average salary by contribution assumption: employee only about $253,040 at 4% or $168,693 at 6%; with 50% employer match about $168,693 at 4% or $112,462 at 6%; with 100% employer match about $126,520 at 4% or $84,347 at 6%.
201216$536,464$10,132$1,689iApproximate average salary by contribution assumption: employee only about $42,217 at 4% or $28,144 at 6%; with 50% employer match about $28,144 at 4% or $18,763 at 6%; with 100% employer match about $21,108 at 4% or $14,072 at 6%.
R. George & Associates Inc. 401(K) Plan-6$536,464$10,132$1,689iApproximate average salary by contribution assumption: employee only about $42,217 at 4% or $28,144 at 6%; with 50% employer match about $28,144 at 4% or $18,763 at 6%; with 100% employer match about $21,108 at 4% or $14,072 at 6%.
201117$479,915$58,465$8,352iApproximate average salary by contribution assumption: employee only about $208,804 at 4% or $139,202 at 6%; with 50% employer match about $139,202 at 4% or $92,802 at 6%; with 100% employer match about $104,402 at 4% or $69,601 at 6%.
R. George & Associates Inc. 401(K) Plan-7$479,915$58,465$8,352iApproximate average salary by contribution assumption: employee only about $208,804 at 4% or $139,202 at 6%; with 50% employer match about $139,202 at 4% or $92,802 at 6%; with 100% employer match about $104,402 at 4% or $69,601 at 6%.
201016$435,974$123,125$20,521iApproximate average salary by contribution assumption: employee only about $513,021 at 4% or $342,014 at 6%; with 50% employer match about $342,014 at 4% or $228,009 at 6%; with 100% employer match about $256,510 at 4% or $171,007 at 6%.
R. George & Associates Inc. 401(K) Plan-6$435,974$123,125$20,521iApproximate average salary by contribution assumption: employee only about $513,021 at 4% or $342,014 at 6%; with 50% employer match about $342,014 at 4% or $228,009 at 6%; with 100% employer match about $256,510 at 4% or $171,007 at 6%.
200916$297,125$126,290$21,048iApproximate average salary by contribution assumption: employee only about $526,208 at 4% or $350,806 at 6%; with 50% employer match about $350,806 at 4% or $233,870 at 6%; with 100% employer match about $263,104 at 4% or $175,403 at 6%.
R. George & Associates Inc. 401(K) Plan-6$297,125$126,290$21,048iApproximate average salary by contribution assumption: employee only about $526,208 at 4% or $350,806 at 6%; with 50% employer match about $350,806 at 4% or $233,870 at 6%; with 100% employer match about $263,104 at 4% or $175,403 at 6%.
200824$135,255$137,238$34,310iApproximate average salary by contribution assumption: employee only about $857,738 at 4% or $571,825 at 6%; with 50% employer match about $571,825 at 4% or $381,217 at 6%; with 100% employer match about $428,869 at 4% or $285,913 at 6%.
R. George & Associates Inc. 401(K) Plan-4$135,255$137,238$34,310iApproximate average salary by contribution assumption: employee only about $857,738 at 4% or $571,825 at 6%; with 50% employer match about $571,825 at 4% or $381,217 at 6%; with 100% employer match about $428,869 at 4% or $285,913 at 6%.
R. George & Associates Inc. Defined Benefit Plan-0---
200714$2,109,087$264,668$66,167iApproximate average salary by contribution assumption: employee only about $1,654,175 at 4% or $1,102,783 at 6%; with 50% employer match about $1,102,783 at 4% or $735,189 at 6%; with 100% employer match about $827,088 at 4% or $551,392 at 6%.
R. George & Associates Inc. Defined Benefit Plan-4$2,109,087$264,668$66,167iApproximate average salary by contribution assumption: employee only about $1,654,175 at 4% or $1,102,783 at 6%; with 50% employer match about $1,102,783 at 4% or $735,189 at 6%; with 100% employer match about $827,088 at 4% or $551,392 at 6%.
200614$1,849,469$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
R. George & Associates Inc. Defined Benefit Plan-4$1,849,469$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
200514$1,323,793$399,379$99,845iApproximate average salary by contribution assumption: employee only about $2,496,119 at 4% or $1,664,079 at 6%; with 50% employer match about $1,664,079 at 4% or $1,109,386 at 6%; with 100% employer match about $1,248,059 at 4% or $832,040 at 6%.
R. George & Associates Inc. Defined Benefit Plan-4$1,323,793$399,379$99,845iApproximate average salary by contribution assumption: employee only about $2,496,119 at 4% or $1,664,079 at 6%; with 50% employer match about $1,664,079 at 4% or $1,109,386 at 6%; with 100% employer match about $1,248,059 at 4% or $832,040 at 6%.
200413$902,580$212,000$70,667iApproximate average salary by contribution assumption: employee only about $1,766,667 at 4% or $1,177,778 at 6%; with 50% employer match about $1,177,778 at 4% or $785,185 at 6%; with 100% employer match about $883,333 at 4% or $588,889 at 6%.
R. George & Associates Inc. Defined Benefit Plan-3$902,580$212,000$70,667iApproximate average salary by contribution assumption: employee only about $1,766,667 at 4% or $1,177,778 at 6%; with 50% employer match about $1,177,778 at 4% or $785,185 at 6%; with 100% employer match about $883,333 at 4% or $588,889 at 6%.
200313$638,210$122,000$40,667iApproximate average salary by contribution assumption: employee only about $1,016,667 at 4% or $677,778 at 6%; with 50% employer match about $677,778 at 4% or $451,852 at 6%; with 100% employer match about $508,333 at 4% or $338,889 at 6%.
R. George & Associates Inc. Defined Benefit Plan-3$638,210$122,000$40,667iApproximate average salary by contribution assumption: employee only about $1,016,667 at 4% or $677,778 at 6%; with 50% employer match about $677,778 at 4% or $451,852 at 6%; with 100% employer match about $508,333 at 4% or $338,889 at 6%.
200213$426,078$121,510$40,503iApproximate average salary by contribution assumption: employee only about $1,012,583 at 4% or $675,056 at 6%; with 50% employer match about $675,056 at 4% or $450,037 at 6%; with 100% employer match about $506,292 at 4% or $337,528 at 6%.
R. George & Associates Inc. Defined Benefit Plan-3$426,078$121,510$40,503iApproximate average salary by contribution assumption: employee only about $1,012,583 at 4% or $675,056 at 6%; with 50% employer match about $675,056 at 4% or $450,037 at 6%; with 100% employer match about $506,292 at 4% or $337,528 at 6%.
200113$0$0-
R. George & Associates Inc. Defined Benefit Plan-3---
200013$248,686$95,078$31,693iApproximate average salary by contribution assumption: employee only about $792,317 at 4% or $528,211 at 6%; with 50% employer match about $528,211 at 4% or $352,141 at 6%; with 100% employer match about $396,158 at 4% or $264,106 at 6%.
R. George & Associates Inc. Defined Benefit Plan-3$248,686$95,078$31,693iApproximate average salary by contribution assumption: employee only about $792,317 at 4% or $528,211 at 6%; with 50% employer match about $528,211 at 4% or $352,141 at 6%; with 100% employer match about $396,158 at 4% or $264,106 at 6%.