Civic Intelligence

Rosemary H Perry

Plan context: Keogh Profit Sharing

EIN 75-2828570 • 3 filings • 1 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$366,446

2001 Contributions

$94,835

Historical Graphs

Total Assets Over Time

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

$3,690,963$1,845,482$019992000YearValue
$366,446Latest year 2000

Participants Over Time

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

840199920002001YearValue
1Latest year 2001

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
200111$0$0-
Keogh Profit Sharing-1---
200014$366,446$94,835$23,709iApproximate average salary by contribution assumption: employee only about $592,719 at 4% or $395,146 at 6%; with 50% employer match about $395,146 at 4% or $263,431 at 6%; with 100% employer match about $296,359 at 4% or $197,573 at 6%.
Keogh Profit Sharing-4$366,446$94,835$23,709iApproximate average salary by contribution assumption: employee only about $592,719 at 4% or $395,146 at 6%; with 50% employer match about $395,146 at 4% or $263,431 at 6%; with 100% employer match about $296,359 at 4% or $197,573 at 6%.
199918$3,690,963$126,103$15,763iApproximate average salary by contribution assumption: employee only about $394,072 at 4% or $262,715 at 6%; with 50% employer match about $262,715 at 4% or $175,143 at 6%; with 100% employer match about $197,036 at 4% or $131,357 at 6%.
Keogh Profit Sharing-8$3,690,963$126,103$15,763iApproximate average salary by contribution assumption: employee only about $394,072 at 4% or $262,715 at 6%; with 50% employer match about $262,715 at 4% or $175,143 at 6%; with 100% employer match about $197,036 at 4% or $131,357 at 6%.