Civic Intelligence

Daniel, Thom & Katzman PC.

Plan context: Daniel & Thom PC. Profit Sharing Plan

EIN 84-1015491 • Colorado Springs, CO • 24 filings • 5 plans

320 S. Nevada AveColorado Springs, CO 80903
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,035,581

2020 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$4,988,791$2,494,396$0200020102019YearValue
$1,035,581Latest year 2019

Participants Over Time

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

530200020102019YearValue
3Latest year 2019

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
202010$0$0-
Daniel & Thom PC. Profit Sharing Plan-0$0--
201913$1,035,581$0-
Daniel & Thom PC. Profit Sharing Plan-3$1,035,581--
201813$1,024,218$0-
Daniel & Thom PC. Profit Sharing Plan-3$1,024,218--
201713$1,346,601$0-
Daniel & Thom PC. Profit Sharing Plan-3$1,346,601--
201613$1,510,451$0-
Daniel & Thom PC. Profit Sharing Plan-3$1,510,451--
201513$1,537,274$0-
Daniel & Thom PC. Profit Sharing Plan-3$1,537,274--
201414$2,046,086$0-
Daniel & Thom PC. Profit Sharing Plan-4$2,046,086--
201314$2,042,018$0-
Daniel & Thom PC. Profit Sharing Plan-4$2,042,018--
201214$1,835,734$0-
Daniel & Thom PC. Profit Sharing Plan-4$1,835,734--
201114$1,879,824$0-
Daniel & Thom PC. Profit Sharing Plan-4$1,879,824--
201014$1,840,955$0-
Daniel & Thom PC. Profit Sharing Plan-4$1,840,955--
200915$1,724,915$0-
Daniel & Thom PC. Profit Sharing Plan-5$1,724,915--
200814$1,349,454$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Daniel & Thom PC. Profit Sharing Plan-4$1,349,454$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200715$3,843,881$19,800$3,960iApproximate average salary by contribution assumption: employee only about $99,000 at 4% or $66,000 at 6%; with 50% employer match about $66,000 at 4% or $44,000 at 6%; with 100% employer match about $49,500 at 4% or $33,000 at 6%.
Daniel & Thom PC. Profit Sharing Plan-5$3,843,881$19,800$3,960iApproximate average salary by contribution assumption: employee only about $99,000 at 4% or $66,000 at 6%; with 50% employer match about $66,000 at 4% or $44,000 at 6%; with 100% employer match about $49,500 at 4% or $33,000 at 6%.
200615$4,988,791$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Daniel & Thom PC. Profit Sharing Plan-5$4,988,791$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200515$4,183,556$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Daniel & Thom PC. Profit Sharing Plan-5$4,183,556$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200415$3,730,842$44,000$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Daniel & Thom PC. Profit Sharing Plan-5$3,730,842$44,000$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
200313$3,056,179$72,668$24,223iApproximate average salary by contribution assumption: employee only about $605,567 at 4% or $403,711 at 6%; with 50% employer match about $403,711 at 4% or $269,141 at 6%; with 100% employer match about $302,783 at 4% or $201,856 at 6%.
Daniel & Thom PC. Profit Sharing Plan-3$3,056,179$72,668$24,223iApproximate average salary by contribution assumption: employee only about $605,567 at 4% or $403,711 at 6%; with 50% employer match about $403,711 at 4% or $269,141 at 6%; with 100% employer match about $302,783 at 4% or $201,856 at 6%.
200220$2,240,267$1,139,538-
Daniel & Thom PC. Profit Sharing Plan-0$2,240,267$1,139,538-
Daniel & Thom PC. Money Purchase Pension Plan-0---
200125$2,535,036$30,015$6,003iApproximate average salary by contribution assumption: employee only about $150,075 at 4% or $100,050 at 6%; with 50% employer match about $100,050 at 4% or $66,700 at 6%; with 100% employer match about $75,038 at 4% or $50,025 at 6%.
Daniel & Thom PC. Profit Sharing Plan-4$1,430,484$2,480$620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%.
Daniel & Thom PC. Money Purchase Pension Plan-5$1,104,552$27,535$5,507iApproximate average salary by contribution assumption: employee only about $137,675 at 4% or $91,783 at 6%; with 50% employer match about $91,783 at 4% or $61,189 at 6%; with 100% employer match about $68,838 at 4% or $45,892 at 6%.
200025$2,399,171$19,160$3,832iApproximate average salary by contribution assumption: employee only about $95,800 at 4% or $63,867 at 6%; with 50% employer match about $63,867 at 4% or $42,578 at 6%; with 100% employer match about $47,900 at 4% or $31,933 at 6%.
Daniel & Thom PC. Profit Sharing Plan-4$1,372,102--
Daniel & Thom PC. Money Purchase Pension Plan-5$1,027,069$19,160$3,832iApproximate average salary by contribution assumption: employee only about $95,800 at 4% or $63,867 at 6%; with 50% employer match about $63,867 at 4% or $42,578 at 6%; with 100% employer match about $47,900 at 4% or $31,933 at 6%.