Cox & Lucy, Cpas, P.S. Inc.
Plan context: COX & LUCY RETIREMENT PLAN
EIN 91-1132767 • Port Orchard, WA • 7 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
10
2009 Assets
$1,605,361
2009 Contributions
$97,139
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 10 | $1,605,361 | $97,139 | $9,714iApproximate average salary by contribution assumption: employee only about $242,848 at 4% or $161,898 at 6%; with 50% employer match about $161,898 at 4% or $107,932 at 6%; with 100% employer match about $121,424 at 4% or $80,949 at 6%. |
| COX & LUCY RETIREMENT PLAN | - | 10 | $1,605,361 | $97,139 | $9,714iApproximate average salary by contribution assumption: employee only about $242,848 at 4% or $161,898 at 6%; with 50% employer match about $161,898 at 4% or $107,932 at 6%; with 100% employer match about $121,424 at 4% or $80,949 at 6%. |
| 2008 | 1 | 9 | $1,193,921 | $212,736 | $23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%. |
| COX & LUCY RETIREMENT PLAN | - | 9 | $1,193,921 | $212,736 | $23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| COX & LUCY RETIREMENT PLAN | - | 13 | - | - | - |
| 2006 | 1 | 13 | $1,382,019 | $214,338 | $16,488iApproximate average salary by contribution assumption: employee only about $412,188 at 4% or $274,792 at 6%; with 50% employer match about $274,792 at 4% or $183,195 at 6%; with 100% employer match about $206,094 at 4% or $137,396 at 6%. |
| COX & LUCY RETIREMENT PLAN | - | 13 | $1,382,019 | $214,338 | $16,488iApproximate average salary by contribution assumption: employee only about $412,188 at 4% or $274,792 at 6%; with 50% employer match about $274,792 at 4% or $183,195 at 6%; with 100% employer match about $206,094 at 4% or $137,396 at 6%. |
| 2005 | 1 | 11 | $977,669 | $896,809 | $81,528iApproximate average salary by contribution assumption: employee only about $2,038,202 at 4% or $1,358,802 at 6%; with 50% employer match about $1,358,802 at 4% or $905,868 at 6%; with 100% employer match about $1,019,101 at 4% or $679,401 at 6%. |
| COX & LUCY RETIREMENT PLAN | - | 11 | $977,669 | $896,809 | $81,528iApproximate average salary by contribution assumption: employee only about $2,038,202 at 4% or $1,358,802 at 6%; with 50% employer match about $1,358,802 at 4% or $905,868 at 6%; with 100% employer match about $1,019,101 at 4% or $679,401 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Cox & Lucy, Cpas, P.S. Inc. Self Directed Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 1 | 7 | $545,235 | $52,367 | $7,481iApproximate average salary by contribution assumption: employee only about $187,025 at 4% or $124,683 at 6%; with 50% employer match about $124,683 at 4% or $83,122 at 6%; with 100% employer match about $93,513 at 4% or $62,342 at 6%. |
| Cox & Lucy, Cpas, P.S. Inc. Self Directed Profit Sharing Plan | - | 7 | $545,235 | $52,367 | $7,481iApproximate average salary by contribution assumption: employee only about $187,025 at 4% or $124,683 at 6%; with 50% employer match about $124,683 at 4% or $83,122 at 6%; with 100% employer match about $93,513 at 4% or $62,342 at 6%. |