Civic Intelligence

J. P. Allocca & Associates Inc.

Plan context: Allocca & Brunett Inc. 401K Profit Sharing Plan

EIN 85-0282110 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$154,145

2008 Contributions

$42,617

Historical Graphs

Total Assets Over Time

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

$1,405,531$702,766$0199920052008YearValue
$154,145Latest year 2008

Participants Over Time

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

630199920042008YearValue
6Latest year 2008

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
200816$154,145$42,617$7,103iApproximate average salary by contribution assumption: employee only about $177,571 at 4% or $118,381 at 6%; with 50% employer match about $118,381 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
Allocca & Brunett Inc. 401K Profit Sharing Plan-6$154,145$42,617$7,103iApproximate average salary by contribution assumption: employee only about $177,571 at 4% or $118,381 at 6%; with 50% employer match about $118,381 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
200715$207,354$99,988$19,998iApproximate average salary by contribution assumption: employee only about $499,940 at 4% or $333,293 at 6%; with 50% employer match about $333,293 at 4% or $222,196 at 6%; with 100% employer match about $249,970 at 4% or $166,647 at 6%.
Allocca & Brunett Inc. 401K Profit Sharing Plan-5$207,354$99,988$19,998iApproximate average salary by contribution assumption: employee only about $499,940 at 4% or $333,293 at 6%; with 50% employer match about $333,293 at 4% or $222,196 at 6%; with 100% employer match about $249,970 at 4% or $166,647 at 6%.
200615$104,460$63,206$12,641iApproximate average salary by contribution assumption: employee only about $316,030 at 4% or $210,687 at 6%; with 50% employer match about $210,687 at 4% or $140,458 at 6%; with 100% employer match about $158,015 at 4% or $105,343 at 6%.
Allocca & Brunett Inc. 401K Profit Sharing Plan-5$104,460$63,206$12,641iApproximate average salary by contribution assumption: employee only about $316,030 at 4% or $210,687 at 6%; with 50% employer match about $210,687 at 4% or $140,458 at 6%; with 100% employer match about $158,015 at 4% or $105,343 at 6%.
200515$30,680$29,663$5,933iApproximate average salary by contribution assumption: employee only about $148,315 at 4% or $98,877 at 6%; with 50% employer match about $98,877 at 4% or $65,918 at 6%; with 100% employer match about $74,158 at 4% or $49,438 at 6%.
Allocca & Brunett Inc. 401K Profit Sharing Plan-5$30,680$29,663$5,933iApproximate average salary by contribution assumption: employee only about $148,315 at 4% or $98,877 at 6%; with 50% employer match about $98,877 at 4% or $65,918 at 6%; with 100% employer match about $74,158 at 4% or $49,438 at 6%.
200414$1,405,531$284,021$71,005iApproximate average salary by contribution assumption: employee only about $1,775,131 at 4% or $1,183,421 at 6%; with 50% employer match about $1,183,421 at 4% or $788,947 at 6%; with 100% employer match about $887,566 at 4% or $591,710 at 6%.
J. P. Allocca & Associates Inc. Defined Benefit Plan-4$1,405,531$284,021$71,005iApproximate average salary by contribution assumption: employee only about $1,775,131 at 4% or $1,183,421 at 6%; with 50% employer match about $1,183,421 at 4% or $788,947 at 6%; with 100% employer match about $887,566 at 4% or $591,710 at 6%.
200315$0$0-
J. P. Allocca & Associates Inc. Defined Benefit Plan-5---
200216$617,948$241,389$40,232iApproximate average salary by contribution assumption: employee only about $1,005,788 at 4% or $670,525 at 6%; with 50% employer match about $670,525 at 4% or $447,017 at 6%; with 100% employer match about $502,894 at 4% or $335,263 at 6%.
J. P. Allocca & Associates Inc. Defined Benefit Plan-6$617,948$241,389$40,232iApproximate average salary by contribution assumption: employee only about $1,005,788 at 4% or $670,525 at 6%; with 50% employer match about $670,525 at 4% or $447,017 at 6%; with 100% employer match about $502,894 at 4% or $335,263 at 6%.
200113$0$0-
J. P. Allocca & Associates Inc. Defined Benefit Plan-3---
200014$0$0-
J. P. Allocca & Associates Inc. Defined Benefit Plan-4---
199915$235,730$109,716$21,943iApproximate average salary by contribution assumption: employee only about $548,580 at 4% or $365,720 at 6%; with 50% employer match about $365,720 at 4% or $243,813 at 6%; with 100% employer match about $274,290 at 4% or $182,860 at 6%.
J. P. Allocca & Associates Inc. Defined Benefit Plan-5$235,730$109,716$21,943iApproximate average salary by contribution assumption: employee only about $548,580 at 4% or $365,720 at 6%; with 50% employer match about $365,720 at 4% or $243,813 at 6%; with 100% employer match about $274,290 at 4% or $182,860 at 6%.