Ward, Damon, Beverly, Tittle & Posner
Plan context: Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan
EIN 65-0230315 • 9 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
10
2008 Assets
$1,459,243
2008 Contributions
$209,613
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 10 | $1,459,243 | $209,613 | $20,961iApproximate average salary by contribution assumption: employee only about $524,033 at 4% or $349,355 at 6%; with 50% employer match about $349,355 at 4% or $232,903 at 6%; with 100% employer match about $262,016 at 4% or $174,678 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 10 | $1,459,243 | $209,613 | $20,961iApproximate average salary by contribution assumption: employee only about $524,033 at 4% or $349,355 at 6%; with 50% employer match about $349,355 at 4% or $232,903 at 6%; with 100% employer match about $262,016 at 4% or $174,678 at 6%. |
| 2007 | 1 | 13 | $1,783,735 | $221,101 | $17,008iApproximate average salary by contribution assumption: employee only about $425,194 at 4% or $283,463 at 6%; with 50% employer match about $283,463 at 4% or $188,975 at 6%; with 100% employer match about $212,597 at 4% or $141,731 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 13 | $1,783,735 | $221,101 | $17,008iApproximate average salary by contribution assumption: employee only about $425,194 at 4% or $283,463 at 6%; with 50% employer match about $283,463 at 4% or $188,975 at 6%; with 100% employer match about $212,597 at 4% or $141,731 at 6%. |
| 2006 | 1 | 14 | $1,488,244 | $183,923 | $13,137iApproximate average salary by contribution assumption: employee only about $328,434 at 4% or $218,956 at 6%; with 50% employer match about $218,956 at 4% or $145,971 at 6%; with 100% employer match about $164,217 at 4% or $109,478 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 14 | $1,488,244 | $183,923 | $13,137iApproximate average salary by contribution assumption: employee only about $328,434 at 4% or $218,956 at 6%; with 50% employer match about $218,956 at 4% or $145,971 at 6%; with 100% employer match about $164,217 at 4% or $109,478 at 6%. |
| 2005 | 1 | 12 | $1,192,763 | $148,060 | $12,338iApproximate average salary by contribution assumption: employee only about $308,458 at 4% or $205,639 at 6%; with 50% employer match about $205,639 at 4% or $137,093 at 6%; with 100% employer match about $154,229 at 4% or $102,819 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 12 | $1,192,763 | $148,060 | $12,338iApproximate average salary by contribution assumption: employee only about $308,458 at 4% or $205,639 at 6%; with 50% employer match about $205,639 at 4% or $137,093 at 6%; with 100% employer match about $154,229 at 4% or $102,819 at 6%. |
| 2003 | 1 | 12 | $725,966 | $70,468 | $5,872iApproximate average salary by contribution assumption: employee only about $146,808 at 4% or $97,872 at 6%; with 50% employer match about $97,872 at 4% or $65,248 at 6%; with 100% employer match about $73,404 at 4% or $48,936 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 12 | $725,966 | $70,468 | $5,872iApproximate average salary by contribution assumption: employee only about $146,808 at 4% or $97,872 at 6%; with 50% employer match about $97,872 at 4% or $65,248 at 6%; with 100% employer match about $73,404 at 4% or $48,936 at 6%. |
| 2002 | 1 | 13 | $514,548 | $209,559 | $16,120iApproximate average salary by contribution assumption: employee only about $402,998 at 4% or $268,665 at 6%; with 50% employer match about $268,665 at 4% or $179,110 at 6%; with 100% employer match about $201,499 at 4% or $134,333 at 6%. |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 13 | $514,548 | $209,559 | $16,120iApproximate average salary by contribution assumption: employee only about $402,998 at 4% or $268,665 at 6%; with 50% employer match about $268,665 at 4% or $179,110 at 6%; with 100% employer match about $201,499 at 4% or $134,333 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 18 | - | - | - |
| 2000 | 1 | 26 | $0 | $0 | - |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 26 | - | - | - |
| 1999 | 1 | 17 | $201,487 | $0 | - |
| Ward, Damon, Beverly, Tittle & Posner, P.A. 401K & Profit Sharing Plan | - | 17 | $201,487 | - | - |