Civic Intelligence

Joel H. Weldon & Associates Inc.

Plan context: Joel H. Weldon & Associates Inc. Employee Benefit Plan

EIN 86-0319717 • 18 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$1,488,723

2013 Contributions

$47,054

Historical Graphs

Total Assets Over Time

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

$2,780,435$1,390,218$0199920062012YearValue
$1,488,723Latest year 2012

Participants Over Time

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

420199920062012YearValue
3Latest year 2012

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
201310$0$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-0---
201213$1,488,723$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$1,488,723--
201113$1,519,072$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$1,519,072--
201013$1,609,911$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$1,609,911--
200913$1,505,674$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$1,505,674--
200813$0$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3---
200713$0$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3---
200613$2,713,910$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$2,713,910--
200513$2,660,302$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$2,660,302--
200413$2,514,455$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3$2,514,455--
200313$0$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-3---
200212$0$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-2---
200122$1,941,267$47,054$23,527iApproximate average salary by contribution assumption: employee only about $588,175 at 4% or $392,117 at 6%; with 50% employer match about $392,117 at 4% or $261,411 at 6%; with 100% employer match about $294,088 at 4% or $196,058 at 6%.
Joel H. Weldon & Associates Inc. Employee Benefit Plan-2$1,941,267$47,054$23,527iApproximate average salary by contribution assumption: employee only about $588,175 at 4% or $392,117 at 6%; with 50% employer match about $392,117 at 4% or $261,411 at 6%; with 100% employer match about $294,088 at 4% or $196,058 at 6%.
Joel H. Weldon & Associates Inc. Employee Money Purchase Plan-0---
200024$0$0-
Joel H. Weldon & Associates Inc. Employee Money Purchase Plan-4---
Joel H. Weldon & Associates Inc. Employee Benefit Plan-4---
199924$2,780,435$0-
Joel H. Weldon & Associates Inc. Employee Benefit Plan-4$2,638,394--
Joel H. Weldon & Associates Inc. Employee Money Purchase Plan-4$142,041--