Civic Intelligence

David R Wilson, CPA

Plan context: David R Wilson CPA Profit Sharing Plan

EIN 76-0326792 • 10 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$188,490

2004 Contributions

$42,300

Historical Graphs

Total Assets Over Time

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

$188,490$94,245$0200220032004YearValue
$188,490Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200412$188,490$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
David R Wilson CPA Profit Sharing Plan-2$188,490$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
200312$144,681$45,200$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
David R Wilson CPA Profit Sharing Plan-2$144,681$45,200$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
200222$97,469$5,274$2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%.
David R Wilson CPA Profit Sharing Plan-2$97,469$5,274$2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%.
David R Wilson, CPA Money Purchase Pension Plan-2---
200122$0$0-
David R Wilson, CPA Money Purchase Pension Plan-2---
David R Wilson CPA Profit Sharing Plan-2---
200022$0$0-
David R Wilson CPA Profit Sharing Plan-2---
David R Wilson, CPA Money Purchase Pension Plan-2---
199922$0$0-
David R Wilson CPA Profit Sharing Plan-2---
David R Wilson, CPA Money Purchase Pension Plan-2---