Civic Intelligence

Richard M. Gerry PC.

Plan context: Richard M. Gerry PC. Profit Sharing Plan & Trust

EIN 86-0463978 • 15 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,529,209

2008 Contributions

$143,572

Historical Graphs

Total Assets Over Time

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

$1,529,209$764,605$0199920042006YearValue
$1,529,209Latest year 2006

Participants Over Time

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

320199920042008YearValue
2Latest 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
200812$0$0-
RICHARD M. GERRY, P.C. DEFINED BENEFIT PLAN-2---
200712$0$0-
RICHARD M. GERRY, P.C. DEFINED BENEFIT PLAN-2---
200622$1,529,209$143,572$71,786iApproximate average salary by contribution assumption: employee only about $1,794,650 at 4% or $1,196,433 at 6%; with 50% employer match about $1,196,433 at 4% or $797,622 at 6%; with 100% employer match about $897,325 at 4% or $598,217 at 6%.
Richard M. Gerry PC. Profit Sharing Plan & Trust-2$865,968--
RICHARD M. GERRY, P.C. DEFINED BENEFIT PLAN-2$663,241$143,572$71,786iApproximate average salary by contribution assumption: employee only about $1,794,650 at 4% or $1,196,433 at 6%; with 50% employer match about $1,196,433 at 4% or $797,622 at 6%; with 100% employer match about $897,325 at 4% or $598,217 at 6%.
200522$1,273,090$184,006$92,003iApproximate average salary by contribution assumption: employee only about $2,300,075 at 4% or $1,533,383 at 6%; with 50% employer match about $1,533,383 at 4% or $1,022,256 at 6%; with 100% employer match about $1,150,038 at 4% or $766,692 at 6%.
Richard M. Gerry PC. Profit Sharing Plan & Trust-2$780,982$1,006$503iApproximate average salary by contribution assumption: employee only about $12,575 at 4% or $8,383 at 6%; with 50% employer match about $8,383 at 4% or $5,589 at 6%; with 100% employer match about $6,288 at 4% or $4,192 at 6%.
RICHARD M. GERRY, P.C. PENSION PLAN-2$492,108$183,000$91,500iApproximate average salary by contribution assumption: employee only about $2,287,500 at 4% or $1,525,000 at 6%; with 50% employer match about $1,525,000 at 4% or $1,016,667 at 6%; with 100% employer match about $1,143,750 at 4% or $762,500 at 6%.
200422$1,038,443$308,671$154,336iApproximate average salary by contribution assumption: employee only about $3,858,388 at 4% or $2,572,258 at 6%; with 50% employer match about $2,572,258 at 4% or $1,714,839 at 6%; with 100% employer match about $1,929,194 at 4% or $1,286,129 at 6%.
Richard M. Gerry PC. Profit Sharing Plan & Trust-2$738,206$8,671$4,336iApproximate average salary by contribution assumption: employee only about $108,388 at 4% or $72,258 at 6%; with 50% employer match about $72,258 at 4% or $48,172 at 6%; with 100% employer match about $54,194 at 4% or $36,129 at 6%.
RICHARD M. GERRY, P.C. PENSION PLAN-2$300,237$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
200312$696,411$0-
Richard M. Gerry PC. Profit Sharing Plan & Trust-2$696,411--
200213$0$0-
Richard M. Gerry PC. Profit Sharing Plan & Trust-3---
200113$0$0-
Richard M. Gerry PC. Profit Sharing Plan & Trust-3---
200021$456,041$0-
Richard M. Gerry PC. Profit Sharing Plan & Trust-1$292,944--
Richard M. Gerry PC. Money Purchase Plan & Trust-1$163,097--
199922$468,541$0-
Richard M. Gerry PC. Profit Sharing Plan & Trust-2$316,521--
Richard M. Gerry PC. Money Purchase Plan & Trust-2$152,020--