Phil G. Ward, CPA
Plan context: Phil G. Ward, CPA 401K Profit Sharing Plan & Trust
EIN 73-1128402 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
5
2001 Assets
$68,977
2001 Contributions
$18,792
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 | 1 | 5 | $68,977 | $18,792 | $3,758iApproximate average salary by contribution assumption: employee only about $93,960 at 4% or $62,640 at 6%; with 50% employer match about $62,640 at 4% or $41,760 at 6%; with 100% employer match about $46,980 at 4% or $31,320 at 6%. |
| Phil G. Ward, CPA 401K Profit Sharing Plan & Trust | - | 5 | $68,977 | $18,792 | $3,758iApproximate average salary by contribution assumption: employee only about $93,960 at 4% or $62,640 at 6%; with 50% employer match about $62,640 at 4% or $41,760 at 6%; with 100% employer match about $46,980 at 4% or $31,320 at 6%. |
| 2000 | 1 | 4 | $57,310 | $19,668 | $4,917iApproximate average salary by contribution assumption: employee only about $122,925 at 4% or $81,950 at 6%; with 50% employer match about $81,950 at 4% or $54,633 at 6%; with 100% employer match about $61,463 at 4% or $40,975 at 6%. |
| Phil G. Ward, CPA 401K Profit Sharing Plan & Trust | - | 4 | $57,310 | $19,668 | $4,917iApproximate average salary by contribution assumption: employee only about $122,925 at 4% or $81,950 at 6%; with 50% employer match about $81,950 at 4% or $54,633 at 6%; with 100% employer match about $61,463 at 4% or $40,975 at 6%. |
| 1999 | 1 | 5 | $46,420 | $18,949 | $3,790iApproximate average salary by contribution assumption: employee only about $94,745 at 4% or $63,163 at 6%; with 50% employer match about $63,163 at 4% or $42,109 at 6%; with 100% employer match about $47,373 at 4% or $31,582 at 6%. |
| Phil G. Ward, CPA 401K Profit Sharing Plan & Trust | - | 5 | $46,420 | $18,949 | $3,790iApproximate average salary by contribution assumption: employee only about $94,745 at 4% or $63,163 at 6%; with 50% employer match about $63,163 at 4% or $42,109 at 6%; with 100% employer match about $47,373 at 4% or $31,582 at 6%. |