Civic Intelligence

Patrick, Beard, Schulman & Jacoway PC.

Plan context: Patrick, Beard & Richardson, P. C. Profit Sharing Plan

EIN 62-1199433 • 5 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$339

2003 Contributions

$31,778

Historical Graphs

Total Assets Over Time

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

$1,016,752$508,376$0199920002003YearValue
$339Latest year 2003

Participants Over Time

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

1050199920012003YearValue
2Latest year 2003

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
200322$339$31,778$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
Patrick, Beard & Richardson, P. C. Profit Sharing Plan-2$339$31,778$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
Patrick, Beard & Richardson, P. C. Profit Sharing Plan-0---
2001110$0$0-
Patrick, Beard & Richardson, P. C. Profit Sharing Plan-10---
200019$1,016,752$52,183$5,798iApproximate average salary by contribution assumption: employee only about $144,953 at 4% or $96,635 at 6%; with 50% employer match about $96,635 at 4% or $64,423 at 6%; with 100% employer match about $72,476 at 4% or $48,318 at 6%.
Patrick, Beard & Richardson, P. C. Profit Sharing Plan-9$1,016,752$52,183$5,798iApproximate average salary by contribution assumption: employee only about $144,953 at 4% or $96,635 at 6%; with 50% employer match about $96,635 at 4% or $64,423 at 6%; with 100% employer match about $72,476 at 4% or $48,318 at 6%.
199919$799,236$35,979$3,998iApproximate average salary by contribution assumption: employee only about $99,942 at 4% or $66,628 at 6%; with 50% employer match about $66,628 at 4% or $44,419 at 6%; with 100% employer match about $49,971 at 4% or $33,314 at 6%.
Patrick, Beard & Richardson, P. C. Profit Sharing Plan-9$799,236$35,979$3,998iApproximate average salary by contribution assumption: employee only about $99,942 at 4% or $66,628 at 6%; with 50% employer match about $66,628 at 4% or $44,419 at 6%; with 100% employer match about $49,971 at 4% or $33,314 at 6%.