Civic Intelligence

David R Clare and Margaret C C

Plan context: David R Clare and Margaret C C 401 K Profit Sharing Plan Trust

EIN 65-0300004 • Morristown, NJ • 10 filings • 2 plans

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100 Southgate PkwyMorristown, NJ 07960-6465
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,646,617

2024 Contributions

$139,824

Historical Graphs

Total Assets Over Time

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

$1,646,617$823,309$0201520192023YearValue
$1,646,617Latest year 2023

Participants Over Time

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

530201520192023YearValue
5Latest year 2023

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
202410$0$139,824-
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-0$0$139,824-
202315$1,646,617$162,591$32,518iApproximate average salary by contribution assumption: employee only about $812,955 at 4% or $541,970 at 6%; with 50% employer match about $541,970 at 4% or $361,313 at 6%; with 100% employer match about $406,478 at 4% or $270,985 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-5$1,646,617$162,591$32,518iApproximate average salary by contribution assumption: employee only about $812,955 at 4% or $541,970 at 6%; with 50% employer match about $541,970 at 4% or $361,313 at 6%; with 100% employer match about $406,478 at 4% or $270,985 at 6%.
202215$1,254,610$133,156$26,631iApproximate average salary by contribution assumption: employee only about $665,780 at 4% or $443,853 at 6%; with 50% employer match about $443,853 at 4% or $295,902 at 6%; with 100% employer match about $332,890 at 4% or $221,927 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-5$1,254,610$133,156$26,631iApproximate average salary by contribution assumption: employee only about $665,780 at 4% or $443,853 at 6%; with 50% employer match about $443,853 at 4% or $295,902 at 6%; with 100% employer match about $332,890 at 4% or $221,927 at 6%.
202115$1,377,520$138,138$27,628iApproximate average salary by contribution assumption: employee only about $690,690 at 4% or $460,460 at 6%; with 50% employer match about $460,460 at 4% or $306,973 at 6%; with 100% employer match about $345,345 at 4% or $230,230 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-5$1,377,520$138,138$27,628iApproximate average salary by contribution assumption: employee only about $690,690 at 4% or $460,460 at 6%; with 50% employer match about $460,460 at 4% or $306,973 at 6%; with 100% employer match about $345,345 at 4% or $230,230 at 6%.
202015$1,070,490$113,210$22,642iApproximate average salary by contribution assumption: employee only about $566,050 at 4% or $377,367 at 6%; with 50% employer match about $377,367 at 4% or $251,578 at 6%; with 100% employer match about $283,025 at 4% or $188,683 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-5$1,070,490$113,210$22,642iApproximate average salary by contribution assumption: employee only about $566,050 at 4% or $377,367 at 6%; with 50% employer match about $377,367 at 4% or $251,578 at 6%; with 100% employer match about $283,025 at 4% or $188,683 at 6%.
201915$798,318$135,662$27,132iApproximate average salary by contribution assumption: employee only about $678,310 at 4% or $452,207 at 6%; with 50% employer match about $452,207 at 4% or $301,471 at 6%; with 100% employer match about $339,155 at 4% or $226,103 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-5$798,318$135,662$27,132iApproximate average salary by contribution assumption: employee only about $678,310 at 4% or $452,207 at 6%; with 50% employer match about $452,207 at 4% or $301,471 at 6%; with 100% employer match about $339,155 at 4% or $226,103 at 6%.
201814$537,191$126,567$31,642iApproximate average salary by contribution assumption: employee only about $791,044 at 4% or $527,363 at 6%; with 50% employer match about $527,363 at 4% or $351,575 at 6%; with 100% employer match about $395,522 at 4% or $263,681 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-4$537,191$126,567$31,642iApproximate average salary by contribution assumption: employee only about $791,044 at 4% or $527,363 at 6%; with 50% employer match about $527,363 at 4% or $351,575 at 6%; with 100% employer match about $395,522 at 4% or $263,681 at 6%.
201714$28,694$124,987$31,247iApproximate average salary by contribution assumption: employee only about $781,169 at 4% or $520,779 at 6%; with 50% employer match about $520,779 at 4% or $347,186 at 6%; with 100% employer match about $390,584 at 4% or $260,390 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-4$28,694$124,987$31,247iApproximate average salary by contribution assumption: employee only about $781,169 at 4% or $520,779 at 6%; with 50% employer match about $520,779 at 4% or $347,186 at 6%; with 100% employer match about $390,584 at 4% or $260,390 at 6%.
201614$269,382$163,451$40,863iApproximate average salary by contribution assumption: employee only about $1,021,569 at 4% or $681,046 at 6%; with 50% employer match about $681,046 at 4% or $454,031 at 6%; with 100% employer match about $510,784 at 4% or $340,523 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-4$269,382$163,451$40,863iApproximate average salary by contribution assumption: employee only about $1,021,569 at 4% or $681,046 at 6%; with 50% employer match about $681,046 at 4% or $454,031 at 6%; with 100% employer match about $510,784 at 4% or $340,523 at 6%.
201514$90,714$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
David R Clare and Margaret C C 401 K Profit Sharing Plan Trust-4$90,714$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.