Civic Intelligence

Jesse George, Jr.

Plan context: Jesse George, Jr., CPA 401(K) Plan

EIN 75-2041880 • 9 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$527,238

2010 Contributions

$87,866

Historical Graphs

Total Assets Over Time

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

$527,238$263,619$0200220062010YearValue
$527,238Latest year 2010

Participants Over Time

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

530200220072010YearValue
5Latest year 2010

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
201015$527,238$87,866$17,573iApproximate average salary by contribution assumption: employee only about $439,330 at 4% or $292,887 at 6%; with 50% employer match about $292,887 at 4% or $195,258 at 6%; with 100% employer match about $219,665 at 4% or $146,443 at 6%.
Jesse George, Jr., CPA 401(K) Plan-5$527,238$87,866$17,573iApproximate average salary by contribution assumption: employee only about $439,330 at 4% or $292,887 at 6%; with 50% employer match about $292,887 at 4% or $195,258 at 6%; with 100% employer match about $219,665 at 4% or $146,443 at 6%.
200915$435,016$94,177$18,835iApproximate average salary by contribution assumption: employee only about $470,885 at 4% or $313,923 at 6%; with 50% employer match about $313,923 at 4% or $209,282 at 6%; with 100% employer match about $235,443 at 4% or $156,962 at 6%.
Jesse George, Jr., CPA 401(K) Plan-5$435,016$94,177$18,835iApproximate average salary by contribution assumption: employee only about $470,885 at 4% or $313,923 at 6%; with 50% employer match about $313,923 at 4% or $209,282 at 6%; with 100% employer match about $235,443 at 4% or $156,962 at 6%.
200814$321,496$83,480$20,870iApproximate average salary by contribution assumption: employee only about $521,750 at 4% or $347,833 at 6%; with 50% employer match about $347,833 at 4% or $231,889 at 6%; with 100% employer match about $260,875 at 4% or $173,917 at 6%.
Jesse George, Jr., CPA 401(K) Plan-4$321,496$83,480$20,870iApproximate average salary by contribution assumption: employee only about $521,750 at 4% or $347,833 at 6%; with 50% employer match about $347,833 at 4% or $231,889 at 6%; with 100% employer match about $260,875 at 4% or $173,917 at 6%.
200713$0$0-
Jesse George, Jr., CPA 401(K) Plan-3---
200613$138,306$66,688$22,229iApproximate average salary by contribution assumption: employee only about $555,733 at 4% or $370,489 at 6%; with 50% employer match about $370,489 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,244 at 6%.
Jesse George, Jr., CPA 401(K) Plan-3$138,306$66,688$22,229iApproximate average salary by contribution assumption: employee only about $555,733 at 4% or $370,489 at 6%; with 50% employer match about $370,489 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,244 at 6%.
200524$69,624$69,624$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
Jesse George, Jr., CPA 401(K) Plan-4$69,624$69,624$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
JESSE GEORGE JR SSB KEOGH PROFIT SHARING PLAN-0---
200312$252,705$45,732$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.
JESSE GEORGE JR SSB KEOGH PROFIT SHARING PLAN-2$252,705$45,732$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.
200212$191,394$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
JESSE GEORGE JR SSB KEOGH PROFIT SHARING PLAN-2$191,394$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.