Civic Intelligence

Chuck White Associates Inc

Plan context: Simplified Standardized Flexible Profit Sharing Plan

EIN 59-3167364 • Jacksonville Beach, FL • 12 filings • 3 plans

104 2nd AvenueJacksonville Beach, FL 32250
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$882,683

2015 Contributions

$77,086

Historical Graphs

Total Assets Over Time

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

$882,683$441,342$0200620112014YearValue
$882,683Latest year 2014

Participants Over Time

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

320200620102013YearValue
3Latest year 2013

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
201510$0$0-
Simplified Standardized Flexible Profit Sharing Plan-0---
201410$882,683$0-
Simplified Standardized Flexible Profit Sharing Plan-0$882,683--
201313$880,314$0-
Simplified Standardized Flexible Profit Sharing Plan-3$880,314--
201213$869,578$0-
Simplified Standardized Flexible Profit Sharing Plan-3$869,578--
201113$794,792$0-
Simplified Standardized Flexible Profit Sharing Plan-3$794,792--
201013$798,431$0-
Simplified Standardized Flexible Profit Sharing Plan-3$798,431--
200913$731,964$77,086$25,695iApproximate average salary by contribution assumption: employee only about $642,383 at 4% or $428,256 at 6%; with 50% employer match about $428,256 at 4% or $285,504 at 6%; with 100% employer match about $321,192 at 4% or $214,128 at 6%.
Simplified Standardized Flexible Profit Sharing Plan-3$731,964$77,086$25,695iApproximate average salary by contribution assumption: employee only about $642,383 at 4% or $428,256 at 6%; with 50% employer match about $428,256 at 4% or $285,504 at 6%; with 100% employer match about $321,192 at 4% or $214,128 at 6%.
200813$546,504$53,500$17,833iApproximate average salary by contribution assumption: employee only about $445,833 at 4% or $297,222 at 6%; with 50% employer match about $297,222 at 4% or $198,148 at 6%; with 100% employer match about $222,917 at 4% or $148,611 at 6%.
Simplified Standardized Flexible Profit Sharing Plan-3$546,504$53,500$17,833iApproximate average salary by contribution assumption: employee only about $445,833 at 4% or $297,222 at 6%; with 50% employer match about $297,222 at 4% or $198,148 at 6%; with 100% employer match about $222,917 at 4% or $148,611 at 6%.
200723$0$0-
Simplified Standardized Flexible Profit Sharing Plan-3---
STANDARDIZED MONEY PURCHASE PENSION PLAN-0---
200623$868,382$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
Simplified Standardized Flexible Profit Sharing Plan-3$542,519$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
STANDARDIZED MONEY PURCHASE PENSION PLAN-3$325,863--