Civic Intelligence

James B Stack

Plan context: Investech Profit Sharing

EIN 81-0404274 • 16 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

11

2007 Assets

$2,096,617

2007 Contributions

$260,470

Historical Graphs

Total Assets Over Time

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

$2,096,617$1,048,309$0199920032006YearValue
$2,096,617Latest year 2006

Participants Over Time

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

1160199920032007YearValue
11Latest 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
2007111$0$0-
Investech Profit Sharing-11---
200619$2,096,617$260,470$28,941iApproximate average salary by contribution assumption: employee only about $723,528 at 4% or $482,352 at 6%; with 50% employer match about $482,352 at 4% or $321,568 at 6%; with 100% employer match about $361,764 at 4% or $241,176 at 6%.
Investech Profit Sharing-9$2,096,617$260,470$28,941iApproximate average salary by contribution assumption: employee only about $723,528 at 4% or $482,352 at 6%; with 50% employer match about $482,352 at 4% or $321,568 at 6%; with 100% employer match about $361,764 at 4% or $241,176 at 6%.
200529$1,759,282$298,057$33,117iApproximate average salary by contribution assumption: employee only about $827,936 at 4% or $551,957 at 6%; with 50% employer match about $551,957 at 4% or $367,972 at 6%; with 100% employer match about $413,968 at 4% or $275,979 at 6%.
Investech Profit Sharing-9$1,759,282$298,057$33,117iApproximate average salary by contribution assumption: employee only about $827,936 at 4% or $551,957 at 6%; with 50% employer match about $551,957 at 4% or $367,972 at 6%; with 100% employer match about $413,968 at 4% or $275,979 at 6%.
Investech Money Purchase-0---
200428$1,374,202$103,217$12,902iApproximate average salary by contribution assumption: employee only about $322,553 at 4% or $215,035 at 6%; with 50% employer match about $215,035 at 4% or $143,357 at 6%; with 100% employer match about $161,277 at 4% or $107,518 at 6%.
Investech Money Purchase-8$735,688$41,507$5,188iApproximate average salary by contribution assumption: employee only about $129,709 at 4% or $86,473 at 6%; with 50% employer match about $86,473 at 4% or $57,649 at 6%; with 100% employer match about $64,855 at 4% or $43,236 at 6%.
Investech Profit Sharing-8$638,514$61,710$7,714iApproximate average salary by contribution assumption: employee only about $192,844 at 4% or $128,563 at 6%; with 50% employer match about $128,563 at 4% or $85,708 at 6%; with 100% employer match about $96,422 at 4% or $64,281 at 6%.
200328$1,140,497$98,148$12,269iApproximate average salary by contribution assumption: employee only about $306,713 at 4% or $204,475 at 6%; with 50% employer match about $204,475 at 4% or $136,317 at 6%; with 100% employer match about $153,356 at 4% or $102,238 at 6%.
Investech Money Purchase-8$600,234$39,764$4,971iApproximate average salary by contribution assumption: employee only about $124,263 at 4% or $82,842 at 6%; with 50% employer match about $82,842 at 4% or $55,228 at 6%; with 100% employer match about $62,131 at 4% or $41,421 at 6%.
Investech Profit Sharing-8$540,263$58,384$7,298iApproximate average salary by contribution assumption: employee only about $182,450 at 4% or $121,633 at 6%; with 50% employer match about $121,633 at 4% or $81,089 at 6%; with 100% employer match about $91,225 at 4% or $60,817 at 6%.
200227$800,478$92,242$13,177iApproximate average salary by contribution assumption: employee only about $329,436 at 4% or $219,624 at 6%; with 50% employer match about $219,624 at 4% or $146,416 at 6%; with 100% employer match about $164,718 at 4% or $109,812 at 6%.
Investech Profit Sharing-7$406,892$59,904$8,558iApproximate average salary by contribution assumption: employee only about $213,943 at 4% or $142,629 at 6%; with 50% employer match about $142,629 at 4% or $95,086 at 6%; with 100% employer match about $106,971 at 4% or $71,314 at 6%.
Investech Money Purchase-7$393,586$32,338$4,620iApproximate average salary by contribution assumption: employee only about $115,493 at 4% or $76,995 at 6%; with 50% employer match about $76,995 at 4% or $51,330 at 6%; with 100% employer match about $57,746 at 4% or $38,498 at 6%.
200127$0$0-
Investech Profit Sharing-7---
Investech Money Purchase-7---
200027$675,655$59,639$8,520iApproximate average salary by contribution assumption: employee only about $212,996 at 4% or $141,998 at 6%; with 50% employer match about $141,998 at 4% or $94,665 at 6%; with 100% employer match about $106,498 at 4% or $70,999 at 6%.
Investech Money Purchase-7$367,259$28,540$4,077iApproximate average salary by contribution assumption: employee only about $101,929 at 4% or $67,952 at 6%; with 50% employer match about $67,952 at 4% or $45,302 at 6%; with 100% employer match about $50,964 at 4% or $33,976 at 6%.
Investech Profit Sharing-7$308,396$31,099$4,443iApproximate average salary by contribution assumption: employee only about $111,068 at 4% or $74,045 at 6%; with 50% employer match about $74,045 at 4% or $49,363 at 6%; with 100% employer match about $55,534 at 4% or $37,023 at 6%.
199928$616,967$65,253$8,157iApproximate average salary by contribution assumption: employee only about $203,916 at 4% or $135,944 at 6%; with 50% employer match about $135,944 at 4% or $90,629 at 6%; with 100% employer match about $101,958 at 4% or $67,972 at 6%.
Investech Money Purchase-8$334,657$28,678$3,585iApproximate average salary by contribution assumption: employee only about $89,619 at 4% or $59,746 at 6%; with 50% employer match about $59,746 at 4% or $39,831 at 6%; with 100% employer match about $44,809 at 4% or $29,873 at 6%.
Investech Profit Sharing-8$282,310$36,575$4,572iApproximate average salary by contribution assumption: employee only about $114,297 at 4% or $76,198 at 6%; with 50% employer match about $76,198 at 4% or $50,799 at 6%; with 100% employer match about $57,148 at 4% or $38,099 at 6%.