Joe P Poe
Plan context: Joe P Poe Employee Profit Sharing Plan
EIN 64-0508611 • The Villages, FL • 35 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$122,181
2016 Contributions
$37,819
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 2 | 0 | $0 | $0 | - |
| Joe P Poe Employee Money Purchase Pension Plan | - | 0 | $0 | - | - |
| Joe P Poe Employee Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 2 | 2 | $122,181 | $37,819 | $18,910iApproximate average salary by contribution assumption: employee only about $472,738 at 4% or $315,158 at 6%; with 50% employer match about $315,158 at 4% or $210,106 at 6%; with 100% employer match about $236,369 at 4% or $157,579 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $121,181 | $22,691 | $11,346iApproximate average salary by contribution assumption: employee only about $283,638 at 4% or $189,092 at 6%; with 50% employer match about $189,092 at 4% or $126,061 at 6%; with 100% employer match about $141,819 at 4% or $94,546 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 1 | $1,000 | $15,128 | $15,128iApproximate average salary by contribution assumption: employee only about $378,200 at 4% or $252,133 at 6%; with 50% employer match about $252,133 at 4% or $168,089 at 6%; with 100% employer match about $189,100 at 4% or $126,067 at 6%. |
| 2014 | 2 | 2 | $145,361 | $54,160 | $27,080iApproximate average salary by contribution assumption: employee only about $677,000 at 4% or $451,333 at 6%; with 50% employer match about $451,333 at 4% or $300,889 at 6%; with 100% employer match about $338,500 at 4% or $225,667 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $141,574 | $32,496 | $16,248iApproximate average salary by contribution assumption: employee only about $406,200 at 4% or $270,800 at 6%; with 50% employer match about $270,800 at 4% or $180,533 at 6%; with 100% employer match about $203,100 at 4% or $135,400 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $3,787 | $21,664 | $10,832iApproximate average salary by contribution assumption: employee only about $270,800 at 4% or $180,533 at 6%; with 50% employer match about $180,533 at 4% or $120,356 at 6%; with 100% employer match about $135,400 at 4% or $90,267 at 6%. |
| 2013 | 2 | 2 | $145,070 | $40,482 | $20,241iApproximate average salary by contribution assumption: employee only about $506,025 at 4% or $337,350 at 6%; with 50% employer match about $337,350 at 4% or $224,900 at 6%; with 100% employer match about $253,013 at 4% or $168,675 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $125,801 | $24,289 | $12,145iApproximate average salary by contribution assumption: employee only about $303,613 at 4% or $202,408 at 6%; with 50% employer match about $202,408 at 4% or $134,939 at 6%; with 100% employer match about $151,806 at 4% or $101,204 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $19,269 | $16,193 | $8,097iApproximate average salary by contribution assumption: employee only about $202,413 at 4% or $134,942 at 6%; with 50% employer match about $134,942 at 4% or $89,961 at 6%; with 100% employer match about $101,206 at 4% or $67,471 at 6%. |
| 2012 | 2 | 2 | $775,001 | $27,262 | $13,631iApproximate average salary by contribution assumption: employee only about $340,775 at 4% or $227,183 at 6%; with 50% employer match about $227,183 at 4% or $151,456 at 6%; with 100% employer match about $170,388 at 4% or $113,592 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $532,825 | $16,357 | $8,179iApproximate average salary by contribution assumption: employee only about $204,463 at 4% or $136,308 at 6%; with 50% employer match about $136,308 at 4% or $90,872 at 6%; with 100% employer match about $102,231 at 4% or $68,154 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $242,176 | $10,905 | $5,453iApproximate average salary by contribution assumption: employee only about $136,313 at 4% or $90,875 at 6%; with 50% employer match about $90,875 at 4% or $60,583 at 6%; with 100% employer match about $68,156 at 4% or $45,438 at 6%. |
| 2011 | 2 | 2 | $699,749 | $22,678 | $11,339iApproximate average salary by contribution assumption: employee only about $283,475 at 4% or $188,983 at 6%; with 50% employer match about $188,983 at 4% or $125,989 at 6%; with 100% employer match about $141,738 at 4% or $94,492 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $467,055 | $13,606 | $6,803iApproximate average salary by contribution assumption: employee only about $170,075 at 4% or $113,383 at 6%; with 50% employer match about $113,383 at 4% or $75,589 at 6%; with 100% employer match about $85,038 at 4% or $56,692 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $232,694 | $9,072 | $4,536iApproximate average salary by contribution assumption: employee only about $113,400 at 4% or $75,600 at 6%; with 50% employer match about $75,600 at 4% or $50,400 at 6%; with 100% employer match about $56,700 at 4% or $37,800 at 6%. |
| 2010 | 2 | 2 | $711,232 | $18,609 | $9,305iApproximate average salary by contribution assumption: employee only about $232,613 at 4% or $155,075 at 6%; with 50% employer match about $155,075 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,538 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $476,757 | $10,459 | $5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,158 at 6%; with 50% employer match about $87,158 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $234,475 | $8,150 | $4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%. |
| 2009 | 2 | 2 | $613,489 | $19,109 | $9,555iApproximate average salary by contribution assumption: employee only about $238,863 at 4% or $159,242 at 6%; with 50% employer match about $159,242 at 4% or $106,161 at 6%; with 100% employer match about $119,431 at 4% or $79,621 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $452,142 | $10,181 | $5,091iApproximate average salary by contribution assumption: employee only about $127,263 at 4% or $84,842 at 6%; with 50% employer match about $84,842 at 4% or $56,561 at 6%; with 100% employer match about $63,631 at 4% or $42,421 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $161,347 | $8,928 | $4,464iApproximate average salary by contribution assumption: employee only about $111,600 at 4% or $74,400 at 6%; with 50% employer match about $74,400 at 4% or $49,600 at 6%; with 100% employer match about $55,800 at 4% or $37,200 at 6%. |
| 2008 | 1 | 2 | $171,072 | $10,657 | $5,329iApproximate average salary by contribution assumption: employee only about $133,213 at 4% or $88,808 at 6%; with 50% employer match about $88,808 at 4% or $59,206 at 6%; with 100% employer match about $66,606 at 4% or $44,404 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $171,072 | $10,657 | $5,329iApproximate average salary by contribution assumption: employee only about $133,213 at 4% or $88,808 at 6%; with 50% employer match about $88,808 at 4% or $59,206 at 6%; with 100% employer match about $66,606 at 4% or $44,404 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | - | - | - |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $702,137 | $15,681 | $7,841iApproximate average salary by contribution assumption: employee only about $196,013 at 4% or $130,675 at 6%; with 50% employer match about $130,675 at 4% or $87,117 at 6%; with 100% employer match about $98,006 at 4% or $65,338 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $471,381 | $10,254 | $5,127iApproximate average salary by contribution assumption: employee only about $128,175 at 4% or $85,450 at 6%; with 50% employer match about $85,450 at 4% or $56,967 at 6%; with 100% employer match about $64,088 at 4% or $42,725 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $230,756 | $5,427 | $2,714iApproximate average salary by contribution assumption: employee only about $67,838 at 4% or $45,225 at 6%; with 50% employer match about $45,225 at 4% or $30,150 at 6%; with 100% employer match about $33,919 at 4% or $22,613 at 6%. |
| 2005 | 2 | 2 | $608,759 | $23,700 | $11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $406,337 | $15,800 | $7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $202,422 | $7,900 | $3,950iApproximate average salary by contribution assumption: employee only about $98,750 at 4% or $65,833 at 6%; with 50% employer match about $65,833 at 4% or $43,889 at 6%; with 100% employer match about $49,375 at 4% or $32,917 at 6%. |
| 2004 | 2 | 2 | $571,210 | $19,832 | $9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $380,548 | $13,222 | $6,611iApproximate average salary by contribution assumption: employee only about $165,275 at 4% or $110,183 at 6%; with 50% employer match about $110,183 at 4% or $73,456 at 6%; with 100% employer match about $82,638 at 4% or $55,092 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $190,662 | $6,610 | $3,305iApproximate average salary by contribution assumption: employee only about $82,625 at 4% or $55,083 at 6%; with 50% employer match about $55,083 at 4% or $36,722 at 6%; with 100% employer match about $41,313 at 4% or $27,542 at 6%. |
| 2003 | 2 | 2 | $511,473 | $3,862 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $340,883 | - | - |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $170,590 | $3,862 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |
| 2002 | 2 | 2 | $420,620 | $9,855 | $4,928iApproximate average salary by contribution assumption: employee only about $123,188 at 4% or $82,125 at 6%; with 50% employer match about $82,125 at 4% or $54,750 at 6%; with 100% employer match about $61,594 at 4% or $41,063 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $282,808 | $6,570 | $3,285iApproximate average salary by contribution assumption: employee only about $82,125 at 4% or $54,750 at 6%; with 50% employer match about $54,750 at 4% or $36,500 at 6%; with 100% employer match about $41,063 at 4% or $27,375 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $137,812 | $3,285 | $1,643iApproximate average salary by contribution assumption: employee only about $41,063 at 4% or $27,375 at 6%; with 50% employer match about $27,375 at 4% or $18,250 at 6%; with 100% employer match about $20,531 at 4% or $13,688 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | - | - | - |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | - | - | - |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $533,726 | $7,359 | $3,680iApproximate average salary by contribution assumption: employee only about $91,988 at 4% or $61,325 at 6%; with 50% employer match about $61,325 at 4% or $40,883 at 6%; with 100% employer match about $45,994 at 4% or $30,663 at 6%. |
| Joe P Poe Employee Profit Sharing Plan | - | 2 | $356,024 | $7,359 | $3,680iApproximate average salary by contribution assumption: employee only about $91,988 at 4% or $61,325 at 6%; with 50% employer match about $61,325 at 4% or $40,883 at 6%; with 100% employer match about $45,994 at 4% or $30,663 at 6%. |
| Joe P Poe Employee Money Purchase Pension Plan | - | 2 | $177,702 | - | - |