Civic Intelligence

James G. Mckelvie

Plan context: JAMES G. MCKELVIE PROFIT SHARING PLAN

EIN 77-0189808 • 9 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$212,234

2003 Contributions

$175,916

Historical Graphs

Total Assets Over Time

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

$215,058$107,529$0199920002002YearValue
$212,234Latest year 2002

Participants Over Time

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

210199920012002YearValue
2Latest year 2002

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
200310$0$0-
JAMES G. MCKELVIE PROFIT SHARING PLAN-0---
200222$212,234$175,916$87,958iApproximate average salary by contribution assumption: employee only about $2,198,950 at 4% or $1,465,967 at 6%; with 50% employer match about $1,465,967 at 4% or $977,311 at 6%; with 100% employer match about $1,099,475 at 4% or $732,983 at 6%.
JAMES G. MCKELVIE PROFIT SHARING PLAN-2$212,234$175,916$87,958iApproximate average salary by contribution assumption: employee only about $2,198,950 at 4% or $1,465,967 at 6%; with 50% employer match about $1,465,967 at 4% or $977,311 at 6%; with 100% employer match about $1,099,475 at 4% or $732,983 at 6%.
JAMES G. MCKELVIE MONEY PURCHASE PLAN-0---
200132$0$0-
JAMES G. MCKELVIE MONEY PURCHASE PLAN-2---
JAMES G. MCKELVIE PROFIT SHARING PLAN-2---
James G. Mckelvie Pension Plan and Trust-0---
200022$38,092$38,092$19,046iApproximate average salary by contribution assumption: employee only about $476,150 at 4% or $317,433 at 6%; with 50% employer match about $317,433 at 4% or $211,622 at 6%; with 100% employer match about $238,075 at 4% or $158,717 at 6%.
JAMES G. MCKELVIE MONEY PURCHASE PLAN-2$19,046$19,046$9,523iApproximate average salary by contribution assumption: employee only about $238,075 at 4% or $158,717 at 6%; with 50% employer match about $158,717 at 4% or $105,811 at 6%; with 100% employer match about $119,038 at 4% or $79,358 at 6%.
JAMES G. MCKELVIE PROFIT SHARING PLAN-2$19,046$19,046$9,523iApproximate average salary by contribution assumption: employee only about $238,075 at 4% or $158,717 at 6%; with 50% employer match about $158,717 at 4% or $105,811 at 6%; with 100% employer match about $119,038 at 4% or $79,358 at 6%.
199912$215,058$54,173$27,087iApproximate average salary by contribution assumption: employee only about $677,163 at 4% or $451,442 at 6%; with 50% employer match about $451,442 at 4% or $300,961 at 6%; with 100% employer match about $338,581 at 4% or $225,721 at 6%.
James G. Mckelvie Pension Plan and Trust-2$215,058$54,173$27,087iApproximate average salary by contribution assumption: employee only about $677,163 at 4% or $451,442 at 6%; with 50% employer match about $451,442 at 4% or $300,961 at 6%; with 100% employer match about $338,581 at 4% or $225,721 at 6%.