Rick M Loftis CPA Pa
Plan context: RICK M LOFTIS CPA PA PROFIT SHARING PLAN
EIN 65-0602503 • 4 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$69,109
2001 Contributions
$33,750
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 2 | $0 | $33,750 | $16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%. |
| RICK M LOFTIS CPA PA PROFIT SHARING PLAN | - | 2 | - | $20,250 | $10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%. |
| Rick M Loftis CPA Pa Money Purchase Plan | - | 2 | - | $13,500 | $6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%. |
| 2000 | 1 | 2 | $69,109 | $16,052 | $8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%. |
| RICK M LOFTIS CPA PA PROFIT SHARING PLAN | - | 2 | $69,109 | $16,052 | $8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%. |
| 1999 | 1 | 2 | $90,781 | $10,729 | $5,365iApproximate average salary by contribution assumption: employee only about $134,113 at 4% or $89,408 at 6%; with 50% employer match about $89,408 at 4% or $59,606 at 6%; with 100% employer match about $67,056 at 4% or $44,704 at 6%. |
| Rick M Loftis CPA Pa Money Purchase Plan | - | 2 | $90,781 | $10,729 | $5,365iApproximate average salary by contribution assumption: employee only about $134,113 at 4% or $89,408 at 6%; with 50% employer match about $89,408 at 4% or $59,606 at 6%; with 100% employer match about $67,056 at 4% or $44,704 at 6%. |