Civic Intelligence

Jerry R. Akers

Plan context: American Funds Basic Profit Sharing Plan

EIN 75-1189193 • 11 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$741,500

2009 Contributions

$11,595

Historical Graphs

Total Assets Over Time

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

$1,084,927$542,464$0199920042008YearValue
$741,500Latest year 2008

Participants Over Time

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

420199920032007YearValue
4Latest 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
200910$0$0-
American Funds Basic Profit Sharing Plan-----
200810$741,500$0-
American Funds Basic Profit Sharing Plan-0$741,500--
200714$1,084,927$11,595$2,899iApproximate average salary by contribution assumption: employee only about $72,469 at 4% or $48,313 at 6%; with 50% employer match about $48,313 at 4% or $32,208 at 6%; with 100% employer match about $36,234 at 4% or $24,156 at 6%.
American Funds Basic Profit Sharing Plan-4$1,084,927$11,595$2,899iApproximate average salary by contribution assumption: employee only about $72,469 at 4% or $48,313 at 6%; with 50% employer match about $48,313 at 4% or $32,208 at 6%; with 100% employer match about $36,234 at 4% or $24,156 at 6%.
200614$965,196$12,422$3,106iApproximate average salary by contribution assumption: employee only about $77,638 at 4% or $51,758 at 6%; with 50% employer match about $51,758 at 4% or $34,506 at 6%; with 100% employer match about $38,819 at 4% or $25,879 at 6%.
American Funds Basic Profit Sharing Plan-4$965,196$12,422$3,106iApproximate average salary by contribution assumption: employee only about $77,638 at 4% or $51,758 at 6%; with 50% employer match about $51,758 at 4% or $34,506 at 6%; with 100% employer match about $38,819 at 4% or $25,879 at 6%.
200514$805,389$10,741$2,685iApproximate average salary by contribution assumption: employee only about $67,131 at 4% or $44,754 at 6%; with 50% employer match about $44,754 at 4% or $29,836 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%.
American Funds Basic Profit Sharing Plan-4$805,389$10,741$2,685iApproximate average salary by contribution assumption: employee only about $67,131 at 4% or $44,754 at 6%; with 50% employer match about $44,754 at 4% or $29,836 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%.
200414$753,841$11,112$2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%.
American Funds Basic Profit Sharing Plan-4$753,841$11,112$2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%.
200314$667,496$16,584$4,146iApproximate average salary by contribution assumption: employee only about $103,650 at 4% or $69,100 at 6%; with 50% employer match about $69,100 at 4% or $46,067 at 6%; with 100% employer match about $51,825 at 4% or $34,550 at 6%.
American Funds Basic Profit Sharing Plan-4$667,496$16,584$4,146iApproximate average salary by contribution assumption: employee only about $103,650 at 4% or $69,100 at 6%; with 50% employer match about $69,100 at 4% or $46,067 at 6%; with 100% employer match about $51,825 at 4% or $34,550 at 6%.
200211$549,578$0-
American Funds Basic Profit Sharing Plan-1$549,578--
200111$0$0-
American Funds Basic Profit Sharing Plan-1---
200011$739,832$0-
American Funds Basic Profit Sharing Plan-1$739,832--
199911$763,139$0-
American Funds Basic Profit Sharing Plan-1$763,139--
Jerry R. Akers | EIN 75-1189193 | 2009 Form 5500 Company Profile