Civic Intelligence

Kathryn R. Posten, CPA

Plan context: Kathryn R. Posten Retirement Plan and Trust

EIN 65-0375172 • South Miami, FL • 7 filings • 1 plans

PO Box 430933South Miami, FL 33243-0933
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$279,001

2016 Contributions

$61,749

Historical Graphs

Total Assets Over Time

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

$279,001$139,501$0201020132015YearValue
$279,001Latest year 2015

Participants Over Time

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

320201020132015YearValue
2Latest year 2015

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
201610$0$61,749-
Kathryn R. Posten Retirement Plan and Trust-0$0$61,749-
201512$279,001$52,238$26,119iApproximate average salary by contribution assumption: employee only about $652,975 at 4% or $435,317 at 6%; with 50% employer match about $435,317 at 4% or $290,211 at 6%; with 100% employer match about $326,488 at 4% or $217,658 at 6%.
Kathryn R. Posten Retirement Plan and Trust-2$279,001$52,238$26,119iApproximate average salary by contribution assumption: employee only about $652,975 at 4% or $435,317 at 6%; with 50% employer match about $435,317 at 4% or $290,211 at 6%; with 100% employer match about $326,488 at 4% or $217,658 at 6%.
201412$247,381$49,804$24,902iApproximate average salary by contribution assumption: employee only about $622,550 at 4% or $415,033 at 6%; with 50% employer match about $415,033 at 4% or $276,689 at 6%; with 100% employer match about $311,275 at 4% or $207,517 at 6%.
Kathryn R. Posten Retirement Plan and Trust-2$247,381$49,804$24,902iApproximate average salary by contribution assumption: employee only about $622,550 at 4% or $415,033 at 6%; with 50% employer match about $415,033 at 4% or $276,689 at 6%; with 100% employer match about $311,275 at 4% or $207,517 at 6%.
201312$202,112$55,715$27,858iApproximate average salary by contribution assumption: employee only about $696,438 at 4% or $464,292 at 6%; with 50% employer match about $464,292 at 4% or $309,528 at 6%; with 100% employer match about $348,219 at 4% or $232,146 at 6%.
Kathryn R. Posten Retirement Plan and Trust-2$202,112$55,715$27,858iApproximate average salary by contribution assumption: employee only about $696,438 at 4% or $464,292 at 6%; with 50% employer match about $464,292 at 4% or $309,528 at 6%; with 100% employer match about $348,219 at 4% or $232,146 at 6%.
201212$157,418$56,218$28,109iApproximate average salary by contribution assumption: employee only about $702,725 at 4% or $468,483 at 6%; with 50% employer match about $468,483 at 4% or $312,322 at 6%; with 100% employer match about $351,363 at 4% or $234,242 at 6%.
Kathryn R. Posten Retirement Plan and Trust-2$157,418$56,218$28,109iApproximate average salary by contribution assumption: employee only about $702,725 at 4% or $468,483 at 6%; with 50% employer match about $468,483 at 4% or $312,322 at 6%; with 100% employer match about $351,363 at 4% or $234,242 at 6%.
201112$111,853$46,870$23,435iApproximate average salary by contribution assumption: employee only about $585,875 at 4% or $390,583 at 6%; with 50% employer match about $390,583 at 4% or $260,389 at 6%; with 100% employer match about $292,938 at 4% or $195,292 at 6%.
Kathryn R. Posten Retirement Plan and Trust-2$111,853$46,870$23,435iApproximate average salary by contribution assumption: employee only about $585,875 at 4% or $390,583 at 6%; with 50% employer match about $390,583 at 4% or $260,389 at 6%; with 100% employer match about $292,938 at 4% or $195,292 at 6%.
201013$77,696$77,696$25,899iApproximate average salary by contribution assumption: employee only about $647,467 at 4% or $431,644 at 6%; with 50% employer match about $431,644 at 4% or $287,763 at 6%; with 100% employer match about $323,733 at 4% or $215,822 at 6%.
Kathryn R. Posten Retirement Plan and Trust-3$77,696$77,696$25,899iApproximate average salary by contribution assumption: employee only about $647,467 at 4% or $431,644 at 6%; with 50% employer match about $431,644 at 4% or $287,763 at 6%; with 100% employer match about $323,733 at 4% or $215,822 at 6%.