Civic Intelligence

Wilson, Sowards, Polites & Mcqueen

Plan context: Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan

EIN 61-1320685 • Lexington, KY • 14 filings • 4 plans

309 North BroadwayLexington, KY 40508
Current Snapshot

Latest Year

2011

2011 Participants

11

2011 Assets

$952,296

2011 Contributions

$7,000

Historical Graphs

Total Assets Over Time

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

$1,438,206$719,103$0199920052010YearValue
$952,296Latest year 2010

Participants Over Time

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

1470199920052010YearValue
11Latest year 2010

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
201110$0$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-0$0--
2010111$952,296$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-11$952,296--
2009112$841,935$7,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-12$841,935$7,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.
200818$633,568$10,500$1,313iApproximate average salary by contribution assumption: employee only about $32,813 at 4% or $21,875 at 6%; with 50% employer match about $21,875 at 4% or $14,583 at 6%; with 100% employer match about $16,406 at 4% or $10,938 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-8$633,568$10,500$1,313iApproximate average salary by contribution assumption: employee only about $32,813 at 4% or $21,875 at 6%; with 50% employer match about $21,875 at 4% or $14,583 at 6%; with 100% employer match about $16,406 at 4% or $10,938 at 6%.
2007110$1,072,048$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-10$1,072,048--
2006110$979,093$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-10$979,093--
2005110$880,234$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-10$880,234--
2004112$856,079$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-12$856,079$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
2003113$928,564$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-13$928,564--
2002113$721,173$0-
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-13$721,173--
2001114$934,512$10,000$714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-14$934,512$10,000$714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%.
2000112$1,140,379$457,368$38,114iApproximate average salary by contribution assumption: employee only about $952,850 at 4% or $635,233 at 6%; with 50% employer match about $635,233 at 4% or $423,489 at 6%; with 100% employer match about $476,425 at 4% or $317,617 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-12$1,140,379$457,368$38,114iApproximate average salary by contribution assumption: employee only about $952,850 at 4% or $635,233 at 6%; with 50% employer match about $635,233 at 4% or $423,489 at 6%; with 100% employer match about $476,425 at 4% or $317,617 at 6%.
1999211$1,438,206$28,709$2,610iApproximate average salary by contribution assumption: employee only about $65,248 at 4% or $43,498 at 6%; with 50% employer match about $43,498 at 4% or $28,999 at 6%; with 100% employer match about $32,624 at 4% or $21,749 at 6%.
Wilson, Sowards, Polites & Mcqueen Profit Sharing Plan-11$980,838--
Wilson, Sowards, Polites & Mcqueen Money Purchase Plan-11$457,368$28,709$2,610iApproximate average salary by contribution assumption: employee only about $65,248 at 4% or $43,498 at 6%; with 50% employer match about $43,498 at 4% or $28,999 at 6%; with 100% employer match about $32,624 at 4% or $21,749 at 6%.