Agee & Agee, CPA
Plan context: Agee & Agee, CPA Profit Sharing Plan and Trust
EIN 72-1247231 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
3
2005 Assets
$201,475
2005 Contributions
$13,804
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2004 | 1 | 3 | $201,475 | $0 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 3 | $201,475 | - | - |
| 2003 | 1 | 3 | $182,852 | $0 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 3 | $182,852 | - | - |
| 2002 | 1 | 5 | $137,239 | $13,804 | $2,761iApproximate average salary by contribution assumption: employee only about $69,020 at 4% or $46,013 at 6%; with 50% employer match about $46,013 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 5 | $137,239 | $13,804 | $2,761iApproximate average salary by contribution assumption: employee only about $69,020 at 4% or $46,013 at 6%; with 50% employer match about $46,013 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| 2001 | 1 | 3 | $173,225 | $0 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 3 | $173,225 | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 0 | $171,089 | $6,675 | - |
| Agee & Agee, CPA Profit Sharing Plan and Trust | - | 0 | $171,089 | $6,675 | - |