Civic Intelligence

Travis, Mortara, Brooks, Bean & Kiefer, Psc

Plan context: Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan

EIN 61-0705889 • Lexington, KY • 21 filings • 8 plans

1401 Harrodsburg Road Suite B485Lexington, KY 40504
Current Snapshot

Latest Year

2012

2012 Participants

30

2012 Assets

$9,369,068

2012 Contributions

$382,375

Historical Graphs

Total Assets Over Time

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

$26,511,265$13,255,633$0199920052011YearValue
$9,369,068Latest year 2011

Participants Over Time

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

34170199920052011YearValue
30Latest year 2011

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
201210$0$0-
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-0$0--
2011130$9,369,068$382,375$12,746iApproximate average salary by contribution assumption: employee only about $318,646 at 4% or $212,431 at 6%; with 50% employer match about $212,431 at 4% or $141,620 at 6%; with 100% employer match about $159,323 at 4% or $106,215 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-30$9,369,068$382,375$12,746iApproximate average salary by contribution assumption: employee only about $318,646 at 4% or $212,431 at 6%; with 50% employer match about $212,431 at 4% or $141,620 at 6%; with 100% employer match about $159,323 at 4% or $106,215 at 6%.
2010134$8,855,512$401,350$11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-34$8,855,512$401,350$11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%.
2009128$7,533,952$365,078$13,039iApproximate average salary by contribution assumption: employee only about $325,963 at 4% or $217,308 at 6%; with 50% employer match about $217,308 at 4% or $144,872 at 6%; with 100% employer match about $162,981 at 4% or $108,654 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-28$7,533,952$365,078$13,039iApproximate average salary by contribution assumption: employee only about $325,963 at 4% or $217,308 at 6%; with 50% employer match about $217,308 at 4% or $144,872 at 6%; with 100% employer match about $162,981 at 4% or $108,654 at 6%.
2008127$6,531,044$358,273$13,269iApproximate average salary by contribution assumption: employee only about $331,734 at 4% or $221,156 at 6%; with 50% employer match about $221,156 at 4% or $147,437 at 6%; with 100% employer match about $165,867 at 4% or $110,578 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-27$6,531,044$358,273$13,269iApproximate average salary by contribution assumption: employee only about $331,734 at 4% or $221,156 at 6%; with 50% employer match about $221,156 at 4% or $147,437 at 6%; with 100% employer match about $165,867 at 4% or $110,578 at 6%.
2007122$0$0-
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-22---
2006126$7,182,196$403,374$15,514iApproximate average salary by contribution assumption: employee only about $387,860 at 4% or $258,573 at 6%; with 50% employer match about $258,573 at 4% or $172,382 at 6%; with 100% employer match about $193,930 at 4% or $129,287 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-26$7,182,196$403,374$15,514iApproximate average salary by contribution assumption: employee only about $387,860 at 4% or $258,573 at 6%; with 50% employer match about $258,573 at 4% or $172,382 at 6%; with 100% employer match about $193,930 at 4% or $129,287 at 6%.
2005225$5,835,626$320,437$12,817iApproximate average salary by contribution assumption: employee only about $320,437 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,416 at 6%; with 100% employer match about $160,219 at 4% or $106,812 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-25$5,835,626$320,437$12,817iApproximate average salary by contribution assumption: employee only about $320,437 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,416 at 6%; with 100% employer match about $160,219 at 4% or $106,812 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-0---
2004222$5,492,044$294,592$13,391iApproximate average salary by contribution assumption: employee only about $334,764 at 4% or $223,176 at 6%; with 50% employer match about $223,176 at 4% or $148,784 at 6%; with 100% employer match about $167,382 at 4% or $111,588 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-22$4,091,821$138,214$6,282iApproximate average salary by contribution assumption: employee only about $157,061 at 4% or $104,708 at 6%; with 50% employer match about $104,708 at 4% or $69,805 at 6%; with 100% employer match about $78,531 at 4% or $52,354 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-22$1,400,223$156,378$7,108iApproximate average salary by contribution assumption: employee only about $177,702 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,979 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
2003222$4,810,917$292,010$13,273iApproximate average salary by contribution assumption: employee only about $331,830 at 4% or $221,220 at 6%; with 50% employer match about $221,220 at 4% or $147,480 at 6%; with 100% employer match about $165,915 at 4% or $110,610 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-22$3,652,932$137,230$6,238iApproximate average salary by contribution assumption: employee only about $155,943 at 4% or $103,962 at 6%; with 50% employer match about $103,962 at 4% or $69,308 at 6%; with 100% employer match about $77,972 at 4% or $51,981 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-22$1,157,985$154,780$7,035iApproximate average salary by contribution assumption: employee only about $175,886 at 4% or $117,258 at 6%; with 50% employer match about $117,258 at 4% or $78,172 at 6%; with 100% employer match about $87,943 at 4% or $58,629 at 6%.
2002224$3,940,371$120,485$5,020iApproximate average salary by contribution assumption: employee only about $125,505 at 4% or $83,670 at 6%; with 50% employer match about $83,670 at 4% or $55,780 at 6%; with 100% employer match about $62,753 at 4% or $41,835 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-24$3,061,864$71,051$2,960iApproximate average salary by contribution assumption: employee only about $74,011 at 4% or $49,341 at 6%; with 50% employer match about $49,341 at 4% or $32,894 at 6%; with 100% employer match about $37,006 at 4% or $24,670 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-24$878,507$49,434$2,060iApproximate average salary by contribution assumption: employee only about $51,494 at 4% or $34,329 at 6%; with 50% employer match about $34,329 at 4% or $22,886 at 6%; with 100% employer match about $25,747 at 4% or $17,165 at 6%.
2001223$0$0-
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-23---
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-23---
2000215$4,266,132$144,784$9,652iApproximate average salary by contribution assumption: employee only about $241,307 at 4% or $160,871 at 6%; with 50% employer match about $160,871 at 4% or $107,247 at 6%; with 100% employer match about $120,653 at 4% or $80,436 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-15$3,412,414$79,529$5,302iApproximate average salary by contribution assumption: employee only about $132,548 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,910 at 6%; with 100% employer match about $66,274 at 4% or $44,183 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-15$853,718$65,255$4,350iApproximate average salary by contribution assumption: employee only about $108,758 at 4% or $72,506 at 6%; with 50% employer match about $72,506 at 4% or $48,337 at 6%; with 100% employer match about $54,379 at 4% or $36,253 at 6%.
1999214$26,511,265$188,509$13,465iApproximate average salary by contribution assumption: employee only about $336,623 at 4% or $224,415 at 6%; with 50% employer match about $224,415 at 4% or $149,610 at 6%; with 100% employer match about $168,312 at 4% or $112,208 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, Psc Savings & Profit Sharing Plan-14$13,745,582$71,486$5,106iApproximate average salary by contribution assumption: employee only about $127,654 at 4% or $85,102 at 6%; with 50% employer match about $85,102 at 4% or $56,735 at 6%; with 100% employer match about $63,827 at 4% or $42,551 at 6%.
Travis, Mortara, Brooks, Bean & Kiefer, P.S.C. Money Purchase Pension Plan-14$12,765,683$117,023$8,359iApproximate average salary by contribution assumption: employee only about $208,970 at 4% or $139,313 at 6%; with 50% employer match about $139,313 at 4% or $92,875 at 6%; with 100% employer match about $104,485 at 4% or $69,657 at 6%.