Civic Intelligence

John R. Pelton, P.A.

Plan context: John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust

EIN 65-0808840 • Sarasota, FL • 14 filings • 4 plans

3400 S. Tamiami Trail, Suite 301Sarasota, FL 34239-6093
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$849,047

2016 Contributions

$56,796

Historical Graphs

Total Assets Over Time

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

$858,669$429,335$0200420102015YearValue
$849,047Latest year 2015

Participants Over Time

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

740200420102015YearValue
7Latest 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$0-
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-0$0$0-
201517$849,047$56,796$8,114iApproximate average salary by contribution assumption: employee only about $202,843 at 4% or $135,229 at 6%; with 50% employer match about $135,229 at 4% or $90,152 at 6%; with 100% employer match about $101,421 at 4% or $67,614 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-7$849,047$56,796$8,114iApproximate average salary by contribution assumption: employee only about $202,843 at 4% or $135,229 at 6%; with 50% employer match about $135,229 at 4% or $90,152 at 6%; with 100% employer match about $101,421 at 4% or $67,614 at 6%.
201416$858,669$58,235$9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$858,669$58,235$9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%.
201315$738,873$57,827$11,565iApproximate average salary by contribution assumption: employee only about $289,135 at 4% or $192,757 at 6%; with 50% employer match about $192,757 at 4% or $128,504 at 6%; with 100% employer match about $144,568 at 4% or $96,378 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-5$738,873$57,827$11,565iApproximate average salary by contribution assumption: employee only about $289,135 at 4% or $192,757 at 6%; with 50% employer match about $192,757 at 4% or $128,504 at 6%; with 100% employer match about $144,568 at 4% or $96,378 at 6%.
201216$553,836$57,987$9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$553,836$57,987$9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%.
201116$430,664$53,221$8,870iApproximate average salary by contribution assumption: employee only about $221,754 at 4% or $147,836 at 6%; with 50% employer match about $147,836 at 4% or $98,557 at 6%; with 100% employer match about $110,877 at 4% or $73,918 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$430,664$53,221$8,870iApproximate average salary by contribution assumption: employee only about $221,754 at 4% or $147,836 at 6%; with 50% employer match about $147,836 at 4% or $98,557 at 6%; with 100% employer match about $110,877 at 4% or $73,918 at 6%.
201016$378,690$50,023$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,953 at 6%; with 50% employer match about $138,953 at 4% or $92,635 at 6%; with 100% employer match about $104,215 at 4% or $69,476 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$378,690$50,023$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,953 at 6%; with 50% employer match about $138,953 at 4% or $92,635 at 6%; with 100% employer match about $104,215 at 4% or $69,476 at 6%.
200927$626,253$151,137$21,591iApproximate average salary by contribution assumption: employee only about $539,775 at 4% or $359,850 at 6%; with 50% employer match about $359,850 at 4% or $239,900 at 6%; with 100% employer match about $269,888 at 4% or $179,925 at 6%.
JOHN R. PELTON, P.A. 401K PROFIT SHARING PLAN AND TRUST-7$330,639$95,563$13,652iApproximate average salary by contribution assumption: employee only about $341,296 at 4% or $227,531 at 6%; with 50% employer match about $227,531 at 4% or $151,687 at 6%; with 100% employer match about $170,648 at 4% or $113,765 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-7$295,614$55,574$7,939iApproximate average salary by contribution assumption: employee only about $198,479 at 4% or $132,319 at 6%; with 50% employer match about $132,319 at 4% or $88,213 at 6%; with 100% employer match about $99,239 at 4% or $66,160 at 6%.
200817$188,081$53,672$7,667iApproximate average salary by contribution assumption: employee only about $191,686 at 4% or $127,790 at 6%; with 50% employer match about $127,790 at 4% or $85,194 at 6%; with 100% employer match about $95,843 at 4% or $63,895 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-7$188,081$53,672$7,667iApproximate average salary by contribution assumption: employee only about $191,686 at 4% or $127,790 at 6%; with 50% employer match about $127,790 at 4% or $85,194 at 6%; with 100% employer match about $95,843 at 4% or $63,895 at 6%.
200716$180,391$48,044$8,007iApproximate average salary by contribution assumption: employee only about $200,183 at 4% or $133,456 at 6%; with 50% employer match about $133,456 at 4% or $88,970 at 6%; with 100% employer match about $100,092 at 4% or $66,728 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$180,391$48,044$8,007iApproximate average salary by contribution assumption: employee only about $200,183 at 4% or $133,456 at 6%; with 50% employer match about $133,456 at 4% or $88,970 at 6%; with 100% employer match about $100,092 at 4% or $66,728 at 6%.
200616$125,860$43,805$7,301iApproximate average salary by contribution assumption: employee only about $182,521 at 4% or $121,681 at 6%; with 50% employer match about $121,681 at 4% or $81,120 at 6%; with 100% employer match about $91,260 at 4% or $60,840 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-6$125,860$43,805$7,301iApproximate average salary by contribution assumption: employee only about $182,521 at 4% or $121,681 at 6%; with 50% employer match about $121,681 at 4% or $81,120 at 6%; with 100% employer match about $91,260 at 4% or $60,840 at 6%.
200515$82,385$43,755$8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-5$82,385$43,755$8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%.
200413$35,049$35,049$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.
John R. Pelton, P.A. 401(K) Profit Sharing Plan and Trust-3$35,049$35,049$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.