Civic Intelligence

Robert L. Underwood, P.A.

Plan context: Robert L. Underwood, P.A. Defined Benefit Pension Plan and Trust

EIN 65-0778701 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

9

2002 Assets

$862,558

2002 Contributions

$307,891

Historical Graphs

Total Assets Over Time

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

$862,558$431,279$0199920002002YearValue
$862,558Latest year 2002

Participants Over Time

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

950199920012002YearValue
9Latest year 2002

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
200219$862,558$307,891$34,210iApproximate average salary by contribution assumption: employee only about $855,253 at 4% or $570,169 at 6%; with 50% employer match about $570,169 at 4% or $380,112 at 6%; with 100% employer match about $427,626 at 4% or $285,084 at 6%.
Robert L. Underwood, P.A. Defined Benefit Pension Plan and Trust-9$862,558$307,891$34,210iApproximate average salary by contribution assumption: employee only about $855,253 at 4% or $570,169 at 6%; with 50% employer match about $570,169 at 4% or $380,112 at 6%; with 100% employer match about $427,626 at 4% or $285,084 at 6%.
200117$0$0-
Robert L. Underwood, P.A. Defined Benefit Pension Plan and Trust-7---
200015$394,930$136,391$27,278iApproximate average salary by contribution assumption: employee only about $681,955 at 4% or $454,637 at 6%; with 50% employer match about $454,637 at 4% or $303,091 at 6%; with 100% employer match about $340,978 at 4% or $227,318 at 6%.
Robert L. Underwood, P.A. Defined Benefit Pension Plan and Trust-5$394,930$136,391$27,278iApproximate average salary by contribution assumption: employee only about $681,955 at 4% or $454,637 at 6%; with 50% employer match about $454,637 at 4% or $303,091 at 6%; with 100% employer match about $340,978 at 4% or $227,318 at 6%.
199914$244,610$123,325$30,831iApproximate average salary by contribution assumption: employee only about $770,781 at 4% or $513,854 at 6%; with 50% employer match about $513,854 at 4% or $342,569 at 6%; with 100% employer match about $385,391 at 4% or $256,927 at 6%.
Robert L. Underwood, P.A. Defined Benefit Pension Plan and Trust-4$244,610$123,325$30,831iApproximate average salary by contribution assumption: employee only about $770,781 at 4% or $513,854 at 6%; with 50% employer match about $513,854 at 4% or $342,569 at 6%; with 100% employer match about $385,391 at 4% or $256,927 at 6%.