Civic Intelligence

Donna M. Arnold, Cfp LLC

Plan context: Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC

EIN 91-1186701 • Seattle, WA • 12 filings • 5 plans

1200 Westlake Avenue North Ste 608Seattle, WA 98109-3529
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,211,868

2013 Contributions

$65,901

Historical Graphs

Total Assets Over Time

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

$1,211,868$605,934$0200420082012YearValue
$1,211,868Latest year 2012

Participants Over Time

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

210200220072012YearValue
2Latest 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-
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-0$0--
201212$1,211,868$65,901$32,951iApproximate average salary by contribution assumption: employee only about $823,763 at 4% or $549,175 at 6%; with 50% employer match about $549,175 at 4% or $366,117 at 6%; with 100% employer match about $411,881 at 4% or $274,588 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$1,211,868$65,901$32,951iApproximate average salary by contribution assumption: employee only about $823,763 at 4% or $549,175 at 6%; with 50% employer match about $549,175 at 4% or $366,117 at 6%; with 100% employer match about $411,881 at 4% or $274,588 at 6%.
201112$984,569$47,890$23,945iApproximate average salary by contribution assumption: employee only about $598,625 at 4% or $399,083 at 6%; with 50% employer match about $399,083 at 4% or $266,056 at 6%; with 100% employer match about $299,313 at 4% or $199,542 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$984,569$47,890$23,945iApproximate average salary by contribution assumption: employee only about $598,625 at 4% or $399,083 at 6%; with 50% employer match about $399,083 at 4% or $266,056 at 6%; with 100% employer match about $299,313 at 4% or $199,542 at 6%.
201012$979,928$55,072$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$979,928$55,072$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
200912$794,556$42,701$21,351iApproximate average salary by contribution assumption: employee only about $533,763 at 4% or $355,842 at 6%; with 50% employer match about $355,842 at 4% or $237,228 at 6%; with 100% employer match about $266,881 at 4% or $177,921 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$794,556$42,701$21,351iApproximate average salary by contribution assumption: employee only about $533,763 at 4% or $355,842 at 6%; with 50% employer match about $355,842 at 4% or $237,228 at 6%; with 100% employer match about $266,881 at 4% or $177,921 at 6%.
200812$546,648$62,041$31,021iApproximate average salary by contribution assumption: employee only about $775,513 at 4% or $517,008 at 6%; with 50% employer match about $517,008 at 4% or $344,672 at 6%; with 100% employer match about $387,756 at 4% or $258,504 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$546,648$62,041$31,021iApproximate average salary by contribution assumption: employee only about $775,513 at 4% or $517,008 at 6%; with 50% employer match about $517,008 at 4% or $344,672 at 6%; with 100% employer match about $387,756 at 4% or $258,504 at 6%.
200712$902,633$186,820$93,410iApproximate average salary by contribution assumption: employee only about $2,335,250 at 4% or $1,556,833 at 6%; with 50% employer match about $1,556,833 at 4% or $1,037,889 at 6%; with 100% employer match about $1,167,625 at 4% or $778,417 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$902,633$186,820$93,410iApproximate average salary by contribution assumption: employee only about $2,335,250 at 4% or $1,556,833 at 6%; with 50% employer match about $1,556,833 at 4% or $1,037,889 at 6%; with 100% employer match about $1,167,625 at 4% or $778,417 at 6%.
200612$611,474$146,805$73,403iApproximate average salary by contribution assumption: employee only about $1,835,063 at 4% or $1,223,375 at 6%; with 50% employer match about $1,223,375 at 4% or $815,583 at 6%; with 100% employer match about $917,531 at 4% or $611,688 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$611,474$146,805$73,403iApproximate average salary by contribution assumption: employee only about $1,835,063 at 4% or $1,223,375 at 6%; with 50% employer match about $1,223,375 at 4% or $815,583 at 6%; with 100% employer match about $917,531 at 4% or $611,688 at 6%.
200512$379,831$52,058$26,029iApproximate average salary by contribution assumption: employee only about $650,725 at 4% or $433,817 at 6%; with 50% employer match about $433,817 at 4% or $289,211 at 6%; with 100% employer match about $325,363 at 4% or $216,908 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$379,831$52,058$26,029iApproximate average salary by contribution assumption: employee only about $650,725 at 4% or $433,817 at 6%; with 50% employer match about $433,817 at 4% or $289,211 at 6%; with 100% employer match about $325,363 at 4% or $216,908 at 6%.
200412$251,992$160,538$80,269iApproximate average salary by contribution assumption: employee only about $2,006,725 at 4% or $1,337,817 at 6%; with 50% employer match about $1,337,817 at 4% or $891,878 at 6%; with 100% employer match about $1,003,363 at 4% or $668,908 at 6%.
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2$251,992$160,538$80,269iApproximate average salary by contribution assumption: employee only about $2,006,725 at 4% or $1,337,817 at 6%; with 50% employer match about $1,337,817 at 4% or $891,878 at 6%; with 100% employer match about $1,003,363 at 4% or $668,908 at 6%.
200312$0$0-
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2---
200212$0$0-
Profit Sharing/401K Plan of Donna M. Arnold, Cfp LLC-2---
Donna M. Arnold, Cfp LLC | EIN 91-1186701 | 2013 Form 5500 Company Profile