Civic Intelligence

Rita J Graham

Plan context: Casey Optical Company Basic Money Purchase Pension Plan

EIN 85-0408633 • 14 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$314,689

2005 Contributions

$4,556

Historical Graphs

Total Assets Over Time

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

$456,148$228,074$0199920022004YearValue
$314,689Latest year 2004

Participants Over Time

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

320199920022004YearValue
2Latest year 2004

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
200520$0$4,556-
Casey Optical Company Basic Profit Sharing Plan-0---
Casey Optical Company Basic Money Purchase Pension Plan-0-$4,556-
200422$314,689$7,406$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,144 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
Casey Optical Company Basic Money Purchase Pension Plan-2$159,776$7,406$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,144 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
Casey Optical Company Basic Profit Sharing Plan-2$154,913--
200322$280,816$8,680$4,340iApproximate average salary by contribution assumption: employee only about $108,500 at 4% or $72,333 at 6%; with 50% employer match about $72,333 at 4% or $48,222 at 6%; with 100% employer match about $54,250 at 4% or $36,167 at 6%.
Casey Optical Company Basic Money Purchase Pension Plan-2$143,687$8,680$4,340iApproximate average salary by contribution assumption: employee only about $108,500 at 4% or $72,333 at 6%; with 50% employer match about $72,333 at 4% or $48,222 at 6%; with 100% employer match about $54,250 at 4% or $36,167 at 6%.
Casey Optical Company Basic Profit Sharing Plan-2$137,129--
200223$211,944$9,001$3,000iApproximate average salary by contribution assumption: employee only about $75,008 at 4% or $50,006 at 6%; with 50% employer match about $50,006 at 4% or $33,337 at 6%; with 100% employer match about $37,504 at 4% or $25,003 at 6%.
Casey Optical Company Basic Profit Sharing Plan-3$106,444--
Casey Optical Company Basic Money Purchase Pension Plan-3$105,500$9,001$3,000iApproximate average salary by contribution assumption: employee only about $75,008 at 4% or $50,006 at 6%; with 50% employer match about $50,006 at 4% or $33,337 at 6%; with 100% employer match about $37,504 at 4% or $25,003 at 6%.
200122$176,409$0-
Casey Optical Company Basic Profit Sharing Plan-2$176,409--
Casey Optical Company Basic Money Purchase Pension Plan-2---
200022$219,530$0-
Casey Optical Company Basic Profit Sharing Plan-2$219,530--
Casey Optical Company Basic Money Purchase Pension Plan-2---
199922$456,148$8,177$4,089iApproximate average salary by contribution assumption: employee only about $102,213 at 4% or $68,142 at 6%; with 50% employer match about $68,142 at 4% or $45,428 at 6%; with 100% employer match about $51,106 at 4% or $34,071 at 6%.
Casey Optical Company Basic Profit Sharing Plan-2$253,327--
Casey Optical Company Basic Money Purchase Pension Plan-2$202,821$8,177$4,089iApproximate average salary by contribution assumption: employee only about $102,213 at 4% or $68,142 at 6%; with 50% employer match about $68,142 at 4% or $45,428 at 6%; with 100% employer match about $51,106 at 4% or $34,071 at 6%.