Civic Intelligence

Philip O. Bergeron Aplc

Plan context: Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust

EIN 72-1285803 • 6 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$630,214

2004 Contributions

$34,493

Historical Graphs

Total Assets Over Time

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

$630,214$315,107$0199920002002YearValue
$630,214Latest year 2002

Participants Over Time

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

110199920012003YearValue
1Latest year 2003

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
200410$0$0-
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-0---
200311$0$0-
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-1---
200211$630,214$34,493$34,493iApproximate average salary by contribution assumption: employee only about $862,325 at 4% or $574,883 at 6%; with 50% employer match about $574,883 at 4% or $383,256 at 6%; with 100% employer match about $431,163 at 4% or $287,442 at 6%.
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-1$630,214$34,493$34,493iApproximate average salary by contribution assumption: employee only about $862,325 at 4% or $574,883 at 6%; with 50% employer match about $574,883 at 4% or $383,256 at 6%; with 100% employer match about $431,163 at 4% or $287,442 at 6%.
200111$0$0-
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-1---
200011$609,123$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-1$609,123$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
199911$587,576$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust-1$587,576$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.