Civic Intelligence

Daniel W. Patterson & Associates

Plan context: Patterson & Karpel PC. Profit Sharing Plan

EIN 84-1325143 • 10 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$445,406

2003 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$463,825$231,913$019992000YearValue
$445,406Latest year 2000

Participants Over Time

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

110199920012002YearValue
1Latest 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
200320$0$0-
Patterson & Karpel PC. Money Purchase Plan-0---
Patterson & Karpel PC. Profit Sharing Plan-0---
200221$0$0-
Patterson & Karpel PC. Money Purchase Plan-1---
Patterson & Karpel PC. Profit Sharing Plan-1---
200121$0$0-
Patterson & Karpel PC. Profit Sharing Plan-1---
Patterson & Karpel PC. Money Purchase Plan-1---
200021$445,406$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Patterson & Karpel PC. Profit Sharing Plan-1$420,249$22,092$22,092iApproximate average salary by contribution assumption: employee only about $552,300 at 4% or $368,200 at 6%; with 50% employer match about $368,200 at 4% or $245,467 at 6%; with 100% employer match about $276,150 at 4% or $184,100 at 6%.
Patterson & Karpel PC. Money Purchase Plan-1$25,157$7,908$7,908iApproximate average salary by contribution assumption: employee only about $197,700 at 4% or $131,800 at 6%; with 50% employer match about $131,800 at 4% or $87,867 at 6%; with 100% employer match about $98,850 at 4% or $65,900 at 6%.
199921$463,825$23,532$23,532iApproximate average salary by contribution assumption: employee only about $588,300 at 4% or $392,200 at 6%; with 50% employer match about $392,200 at 4% or $261,467 at 6%; with 100% employer match about $294,150 at 4% or $196,100 at 6%.
Patterson & Karpel PC. Profit Sharing Plan-1$427,356$16,110$16,110iApproximate average salary by contribution assumption: employee only about $402,750 at 4% or $268,500 at 6%; with 50% employer match about $268,500 at 4% or $179,000 at 6%; with 100% employer match about $201,375 at 4% or $134,250 at 6%.
Patterson & Karpel PC. Money Purchase Plan-1$36,469$7,422$7,422iApproximate average salary by contribution assumption: employee only about $185,550 at 4% or $123,700 at 6%; with 50% employer match about $123,700 at 4% or $82,467 at 6%; with 100% employer match about $92,775 at 4% or $61,850 at 6%.