Civic Intelligence

Dowell & Perez, P.A.

Plan context: Dowell & Perez P. a. 401(K) Plan

EIN 59-3083010 • Tampa, FL • 6 filings • 2 plans

201 East Kennedy BoulevardSuite 1950Tampa, FL 33602
Current Snapshot

Latest Year

2013

2013 Participants

14

2013 Assets

$617,490

2013 Contributions

$107,518

Historical Graphs

Total Assets Over Time

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

$617,490$308,745$0200820102012YearValue
$617,490Latest year 2012

Participants Over Time

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

1470200820102012YearValue
14Latest year 2012

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
201310$0$107,518-
Dowell & Perez P. a. 401(K) Plan-0$0$107,518-
2012114$617,490$139,040$9,931iApproximate average salary by contribution assumption: employee only about $248,286 at 4% or $165,524 at 6%; with 50% employer match about $165,524 at 4% or $110,349 at 6%; with 100% employer match about $124,143 at 4% or $82,762 at 6%.
Dowell & Perez P. a. 401(K) Plan-14$617,490$139,040$9,931iApproximate average salary by contribution assumption: employee only about $248,286 at 4% or $165,524 at 6%; with 50% employer match about $165,524 at 4% or $110,349 at 6%; with 100% employer match about $124,143 at 4% or $82,762 at 6%.
2011114$478,807$136,068$9,719iApproximate average salary by contribution assumption: employee only about $242,979 at 4% or $161,986 at 6%; with 50% employer match about $161,986 at 4% or $107,990 at 6%; with 100% employer match about $121,489 at 4% or $80,993 at 6%.
Dowell & Perez P. a. 401(K) Plan-14$478,807$136,068$9,719iApproximate average salary by contribution assumption: employee only about $242,979 at 4% or $161,986 at 6%; with 50% employer match about $161,986 at 4% or $107,990 at 6%; with 100% employer match about $121,489 at 4% or $80,993 at 6%.
2010112$375,271$154,801$12,900iApproximate average salary by contribution assumption: employee only about $322,502 at 4% or $215,001 at 6%; with 50% employer match about $215,001 at 4% or $143,334 at 6%; with 100% employer match about $161,251 at 4% or $107,501 at 6%.
Dowell & Perez P. a. 401(K) Plan-12$375,271$154,801$12,900iApproximate average salary by contribution assumption: employee only about $322,502 at 4% or $215,001 at 6%; with 50% employer match about $215,001 at 4% or $143,334 at 6%; with 100% employer match about $161,251 at 4% or $107,501 at 6%.
2009113$202,438$143,231$11,018iApproximate average salary by contribution assumption: employee only about $275,444 at 4% or $183,629 at 6%; with 50% employer match about $183,629 at 4% or $122,420 at 6%; with 100% employer match about $137,722 at 4% or $91,815 at 6%.
Dowell & Perez P. a. 401(K) Plan-13$202,438$143,231$11,018iApproximate average salary by contribution assumption: employee only about $275,444 at 4% or $183,629 at 6%; with 50% employer match about $183,629 at 4% or $122,420 at 6%; with 100% employer match about $137,722 at 4% or $91,815 at 6%.
2008112$41,565$41,823$3,485iApproximate average salary by contribution assumption: employee only about $87,131 at 4% or $58,088 at 6%; with 50% employer match about $58,088 at 4% or $38,725 at 6%; with 100% employer match about $43,566 at 4% or $29,044 at 6%.
Dowell & Perez P. a. 401(K) Plan-12$41,565$41,823$3,485iApproximate average salary by contribution assumption: employee only about $87,131 at 4% or $58,088 at 6%; with 50% employer match about $58,088 at 4% or $38,725 at 6%; with 100% employer match about $43,566 at 4% or $29,044 at 6%.