Civic Intelligence

John D. Beatty

Plan context: Jofre Investments

EIN 74-2799822 • 12 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$401,362

2007 Contributions

$12,828

Historical Graphs

Total Assets Over Time

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

$401,362$200,681$0199920042007YearValue
$401,362Latest year 2007

Participants Over Time

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

210199920032007YearValue
2Latest year 2007

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
200712$401,362$0-
Jofre Investments-2$401,362--
200612$281,312$0-
Jofre Investments-2$281,312--
200512$286,654$0-
Jofre Investments-2$286,654--
200412$223,410$0-
Jofre Investments-2$223,410--
200312$180,708$0-
Jofre Investments-2$180,708--
200212$148,545$0-
Jofre Investments-2$148,545--
200122$0$0-
Jofre Investments-2---
Jofre Investments-0---
200022$52,708$0-
Jofre Investments-2$52,708--
Jofre Investments-2---
199922$97,131$12,828$6,414iApproximate average salary by contribution assumption: employee only about $160,350 at 4% or $106,900 at 6%; with 50% employer match about $106,900 at 4% or $71,267 at 6%; with 100% employer match about $80,175 at 4% or $53,450 at 6%.
Jofre Investments-2$53,892$5,131$2,566iApproximate average salary by contribution assumption: employee only about $64,138 at 4% or $42,758 at 6%; with 50% employer match about $42,758 at 4% or $28,506 at 6%; with 100% employer match about $32,069 at 4% or $21,379 at 6%.
Jofre Investments-2$43,239$7,697$3,849iApproximate average salary by contribution assumption: employee only about $96,213 at 4% or $64,142 at 6%; with 50% employer match about $64,142 at 4% or $42,761 at 6%; with 100% employer match about $48,106 at 4% or $32,071 at 6%.