Civic Intelligence

Bert Fields, Jr.

Plan context: Bert Fields, Jr. 401K Profit Sharing Plan

EIN 75-1133852 • Dallas, TX • 19 filings • 4 plans

11835 Preston RoadDallas, TX 75230
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$71,030

2014 Contributions

$18,285

Historical Graphs

Total Assets Over Time

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

$1,330,222$665,111$0199920072014YearValue
$71,030Latest year 2014

Participants Over Time

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

740199920072014YearValue
6Latest year 2014

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
201416$71,030$18,285$3,048iApproximate average salary by contribution assumption: employee only about $76,188 at 4% or $50,792 at 6%; with 50% employer match about $50,792 at 4% or $33,861 at 6%; with 100% employer match about $38,094 at 4% or $25,396 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$71,030$18,285$3,048iApproximate average salary by contribution assumption: employee only about $76,188 at 4% or $50,792 at 6%; with 50% employer match about $50,792 at 4% or $33,861 at 6%; with 100% employer match about $38,094 at 4% or $25,396 at 6%.
201314$51,185$15,935$3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-4$51,185$15,935$3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
201215$38,926$15,353$3,071iApproximate average salary by contribution assumption: employee only about $76,765 at 4% or $51,177 at 6%; with 50% employer match about $51,177 at 4% or $34,118 at 6%; with 100% employer match about $38,383 at 4% or $25,588 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-5$38,926$15,353$3,071iApproximate average salary by contribution assumption: employee only about $76,765 at 4% or $51,177 at 6%; with 50% employer match about $51,177 at 4% or $34,118 at 6%; with 100% employer match about $38,383 at 4% or $25,588 at 6%.
201117$127,311$25,925$3,704iApproximate average salary by contribution assumption: employee only about $92,589 at 4% or $61,726 at 6%; with 50% employer match about $61,726 at 4% or $41,151 at 6%; with 100% employer match about $46,295 at 4% or $30,863 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-7$127,311$25,925$3,704iApproximate average salary by contribution assumption: employee only about $92,589 at 4% or $61,726 at 6%; with 50% employer match about $61,726 at 4% or $41,151 at 6%; with 100% employer match about $46,295 at 4% or $30,863 at 6%.
201017$368,410$29,493$4,213iApproximate average salary by contribution assumption: employee only about $105,332 at 4% or $70,221 at 6%; with 50% employer match about $70,221 at 4% or $46,814 at 6%; with 100% employer match about $52,666 at 4% or $35,111 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-7$368,410$29,493$4,213iApproximate average salary by contribution assumption: employee only about $105,332 at 4% or $70,221 at 6%; with 50% employer match about $70,221 at 4% or $46,814 at 6%; with 100% employer match about $52,666 at 4% or $35,111 at 6%.
200916$352,827$47,282$7,880iApproximate average salary by contribution assumption: employee only about $197,008 at 4% or $131,339 at 6%; with 50% employer match about $131,339 at 4% or $87,559 at 6%; with 100% employer match about $98,504 at 4% or $65,669 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$352,827$47,282$7,880iApproximate average salary by contribution assumption: employee only about $197,008 at 4% or $131,339 at 6%; with 50% employer match about $131,339 at 4% or $87,559 at 6%; with 100% employer match about $98,504 at 4% or $65,669 at 6%.
200815$963,162$58,408$11,682iApproximate average salary by contribution assumption: employee only about $292,040 at 4% or $194,693 at 6%; with 50% employer match about $194,693 at 4% or $129,796 at 6%; with 100% employer match about $146,020 at 4% or $97,347 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-5$963,162$58,408$11,682iApproximate average salary by contribution assumption: employee only about $292,040 at 4% or $194,693 at 6%; with 50% employer match about $194,693 at 4% or $129,796 at 6%; with 100% employer match about $146,020 at 4% or $97,347 at 6%.
200716$1,330,222$69,057$11,510iApproximate average salary by contribution assumption: employee only about $287,738 at 4% or $191,825 at 6%; with 50% employer match about $191,825 at 4% or $127,883 at 6%; with 100% employer match about $143,869 at 4% or $95,913 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$1,330,222$69,057$11,510iApproximate average salary by contribution assumption: employee only about $287,738 at 4% or $191,825 at 6%; with 50% employer match about $191,825 at 4% or $127,883 at 6%; with 100% employer match about $143,869 at 4% or $95,913 at 6%.
200616$1,204,843$68,225$11,371iApproximate average salary by contribution assumption: employee only about $284,271 at 4% or $189,514 at 6%; with 50% employer match about $189,514 at 4% or $126,343 at 6%; with 100% employer match about $142,135 at 4% or $94,757 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$1,204,843$68,225$11,371iApproximate average salary by contribution assumption: employee only about $284,271 at 4% or $189,514 at 6%; with 50% employer match about $189,514 at 4% or $126,343 at 6%; with 100% employer match about $142,135 at 4% or $94,757 at 6%.
200516$1,080,576$60,778$10,130iApproximate average salary by contribution assumption: employee only about $253,242 at 4% or $168,828 at 6%; with 50% employer match about $168,828 at 4% or $112,552 at 6%; with 100% employer match about $126,621 at 4% or $84,414 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$1,080,576$60,778$10,130iApproximate average salary by contribution assumption: employee only about $253,242 at 4% or $168,828 at 6%; with 50% employer match about $168,828 at 4% or $112,552 at 6%; with 100% employer match about $126,621 at 4% or $84,414 at 6%.
200416$990,987$54,437$9,073iApproximate average salary by contribution assumption: employee only about $226,821 at 4% or $151,214 at 6%; with 50% employer match about $151,214 at 4% or $100,809 at 6%; with 100% employer match about $113,410 at 4% or $75,607 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$990,987$54,437$9,073iApproximate average salary by contribution assumption: employee only about $226,821 at 4% or $151,214 at 6%; with 50% employer match about $151,214 at 4% or $100,809 at 6%; with 100% employer match about $113,410 at 4% or $75,607 at 6%.
200316$907,161$48,276$8,046iApproximate average salary by contribution assumption: employee only about $201,150 at 4% or $134,100 at 6%; with 50% employer match about $134,100 at 4% or $89,400 at 6%; with 100% employer match about $100,575 at 4% or $67,050 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-6$907,161$48,276$8,046iApproximate average salary by contribution assumption: employee only about $201,150 at 4% or $134,100 at 6%; with 50% employer match about $134,100 at 4% or $89,400 at 6%; with 100% employer match about $100,575 at 4% or $67,050 at 6%.
200225$1,034,002$50,580$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-5$999,690$39,721$7,944iApproximate average salary by contribution assumption: employee only about $198,605 at 4% or $132,403 at 6%; with 50% employer match about $132,403 at 4% or $88,269 at 6%; with 100% employer match about $99,303 at 4% or $66,202 at 6%.
BERT FIELDS, JR. MONEY PURCHASE PENSION PLAN-5$34,312$10,859$2,172iApproximate average salary by contribution assumption: employee only about $54,295 at 4% or $36,197 at 6%; with 50% employer match about $36,197 at 4% or $24,131 at 6%; with 100% employer match about $27,148 at 4% or $18,098 at 6%.
200127$978,898$29,408$4,201iApproximate average salary by contribution assumption: employee only about $105,029 at 4% or $70,019 at 6%; with 50% employer match about $70,019 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,010 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-7$978,898$29,408$4,201iApproximate average salary by contribution assumption: employee only about $105,029 at 4% or $70,019 at 6%; with 50% employer match about $70,019 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,010 at 6%.
BERT FIELDS, JR. MONEY PURCHASE PENSION PLAN-7---
200027$952,183$49,988$7,141iApproximate average salary by contribution assumption: employee only about $178,529 at 4% or $119,019 at 6%; with 50% employer match about $119,019 at 4% or $79,346 at 6%; with 100% employer match about $89,264 at 4% or $59,510 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-7$937,780$39,385$5,626iApproximate average salary by contribution assumption: employee only about $140,661 at 4% or $93,774 at 6%; with 50% employer match about $93,774 at 4% or $62,516 at 6%; with 100% employer match about $70,330 at 4% or $46,887 at 6%.
BERT FIELDS, JR. MONEY PURCHASE PENSION PLAN-7$14,403$10,603$1,515iApproximate average salary by contribution assumption: employee only about $37,868 at 4% or $25,245 at 6%; with 50% employer match about $25,245 at 4% or $16,830 at 6%; with 100% employer match about $18,934 at 4% or $12,623 at 6%.
199917$880,052$44,488$6,355iApproximate average salary by contribution assumption: employee only about $158,886 at 4% or $105,924 at 6%; with 50% employer match about $105,924 at 4% or $70,616 at 6%; with 100% employer match about $79,443 at 4% or $52,962 at 6%.
Bert Fields, Jr. 401K Profit Sharing Plan-7$880,052$44,488$6,355iApproximate average salary by contribution assumption: employee only about $158,886 at 4% or $105,924 at 6%; with 50% employer match about $105,924 at 4% or $70,616 at 6%; with 100% employer match about $79,443 at 4% or $52,962 at 6%.