Civic Intelligence

Kerry a. Greenwald, P.A.

Plan context: Kerry a. Greenwald, P.A. Profit Sharing Trust

EIN 65-0068860 • Boca Raton, FL • 21 filings • 4 plans

350 Camino Gardens BlvdSuite 301Boca Raton, FL 33432
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$491

2010 Contributions

$8,711

Historical Graphs

Total Assets Over Time

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

$367,835$183,918$0199920052009YearValue
$491Latest year 2009

Participants Over Time

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

320199920042009YearValue
2Latest year 2009

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
201010$0$8,711-
Kerry a. Greenwald, P.A. Profit Sharing Trust-0$0$8,711-
200912$491$0-
Kerry a. Greenwald, P.A. Profit Sharing Trust-2$491$0-
200811$303,177$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Kerry a. Greenwald, P.A. Profit Sharing Trust-1$303,177$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200712$0$0-
Kerry a. Greenwald, P.A. Profit Sharing Trust-2---
200621$301,875$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Kerry a. Greenwald, P.A. Profit Sharing Trust-1$301,875$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Kerry a. Greenwald, P.A. Money Purchase Trust-0---
200521$236,522$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kerry a. Greenwald, P.A. Profit Sharing Trust-1$183,354$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kerry a. Greenwald, P.A. Money Purchase Trust-1$53,168--
200422$209,450$0-
Kerry a. Greenwald, P.A. Profit Sharing Trust-2$154,665--
Kerry a. Greenwald, P.A. Money Purchase Trust-2$54,785--
200333$261,930$0-
Kerry a. Greenwald, P.A. Profit Sharing Trust-2$150,808--
Kerry a. Greenwald, P.A. Money Purchase Trust-3$62,464--
Kerry a. Greenwald, P.A. Money Purchase Trust-3$48,658--
200223$0$0-
Kerry a. Greenwald, P.A. Money Purchase Trust-3---
Kerry a. Greenwald, P.A. Profit Sharing Trust-3---
200123$0$0-
Kerry a. Greenwald, P.A. Money Purchase Trust-3---
Kerry a. Greenwald, P.A. Profit Sharing Trust-3---
200022$0$0-
Kerry a. Greenwald, P.A. Money Purchase Trust-2---
Kerry a. Greenwald, P.A. Profit Sharing Trust-2---
199922$367,835$14,389$7,195iApproximate average salary by contribution assumption: employee only about $179,863 at 4% or $119,908 at 6%; with 50% employer match about $119,908 at 4% or $79,939 at 6%; with 100% employer match about $89,931 at 4% or $59,954 at 6%.
Kerry a. Greenwald, P.A. Profit Sharing Trust-2$270,393--
Kerry a. Greenwald, P.A. Money Purchase Trust-2$97,442$14,389$7,195iApproximate average salary by contribution assumption: employee only about $179,863 at 4% or $119,908 at 6%; with 50% employer match about $119,908 at 4% or $79,939 at 6%; with 100% employer match about $89,931 at 4% or $59,954 at 6%.