Civic Intelligence

Jeffrey M. Frankel

Plan context: FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN

EIN 91-1393822 • Mercer Island, WA • 24 filings • 7 plans

4804 Forest Avenue SEMercer Island, WA 98040
Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$6,853,821

2021 Contributions

$218,265

Historical Graphs

Total Assets Over Time

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

$6,853,821$3,426,911$0199920122020YearValue
$6,853,821Latest year 2020

Participants Over Time

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

1260199920102020YearValue
11Latest year 2020

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
202110$0$0-
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-0$0$0-
2020111$6,853,821$218,265$19,842iApproximate average salary by contribution assumption: employee only about $496,057 at 4% or $330,705 at 6%; with 50% employer match about $330,705 at 4% or $220,470 at 6%; with 100% employer match about $248,028 at 4% or $165,352 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-11$6,853,821$218,265$19,842iApproximate average salary by contribution assumption: employee only about $496,057 at 4% or $330,705 at 6%; with 50% employer match about $330,705 at 4% or $220,470 at 6%; with 100% employer match about $248,028 at 4% or $165,352 at 6%.
2019111$6,296,077$225,107$20,464iApproximate average salary by contribution assumption: employee only about $511,607 at 4% or $341,071 at 6%; with 50% employer match about $341,071 at 4% or $227,381 at 6%; with 100% employer match about $255,803 at 4% or $170,536 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-11$6,296,077$225,107$20,464iApproximate average salary by contribution assumption: employee only about $511,607 at 4% or $341,071 at 6%; with 50% employer match about $341,071 at 4% or $227,381 at 6%; with 100% employer match about $255,803 at 4% or $170,536 at 6%.
2018112$5,235,889$249,562$20,797iApproximate average salary by contribution assumption: employee only about $519,921 at 4% or $346,614 at 6%; with 50% employer match about $346,614 at 4% or $231,076 at 6%; with 100% employer match about $259,960 at 4% or $173,307 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-12$5,235,889$249,562$20,797iApproximate average salary by contribution assumption: employee only about $519,921 at 4% or $346,614 at 6%; with 50% employer match about $346,614 at 4% or $231,076 at 6%; with 100% employer match about $259,960 at 4% or $173,307 at 6%.
2017110$5,324,455$222,108$22,211iApproximate average salary by contribution assumption: employee only about $555,270 at 4% or $370,180 at 6%; with 50% employer match about $370,180 at 4% or $246,787 at 6%; with 100% employer match about $277,635 at 4% or $185,090 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-10$5,324,455$222,108$22,211iApproximate average salary by contribution assumption: employee only about $555,270 at 4% or $370,180 at 6%; with 50% employer match about $370,180 at 4% or $246,787 at 6%; with 100% employer match about $277,635 at 4% or $185,090 at 6%.
201619$4,658,650$202,855$22,539iApproximate average salary by contribution assumption: employee only about $563,486 at 4% or $375,657 at 6%; with 50% employer match about $375,657 at 4% or $250,438 at 6%; with 100% employer match about $281,743 at 4% or $187,829 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-9$4,658,650$202,855$22,539iApproximate average salary by contribution assumption: employee only about $563,486 at 4% or $375,657 at 6%; with 50% employer match about $375,657 at 4% or $250,438 at 6%; with 100% employer match about $281,743 at 4% or $187,829 at 6%.
2015112$4,416,352$234,250$19,521iApproximate average salary by contribution assumption: employee only about $488,021 at 4% or $325,347 at 6%; with 50% employer match about $325,347 at 4% or $216,898 at 6%; with 100% employer match about $244,010 at 4% or $162,674 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-12$4,416,352$234,250$19,521iApproximate average salary by contribution assumption: employee only about $488,021 at 4% or $325,347 at 6%; with 50% employer match about $325,347 at 4% or $216,898 at 6%; with 100% employer match about $244,010 at 4% or $162,674 at 6%.
2014110$4,308,589$225,463$22,546iApproximate average salary by contribution assumption: employee only about $563,658 at 4% or $375,772 at 6%; with 50% employer match about $375,772 at 4% or $250,514 at 6%; with 100% employer match about $281,829 at 4% or $187,886 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-10$4,308,589$225,463$22,546iApproximate average salary by contribution assumption: employee only about $563,658 at 4% or $375,772 at 6%; with 50% employer match about $375,772 at 4% or $250,514 at 6%; with 100% employer match about $281,829 at 4% or $187,886 at 6%.
201319$3,986,864$187,628$20,848iApproximate average salary by contribution assumption: employee only about $521,189 at 4% or $347,459 at 6%; with 50% employer match about $347,459 at 4% or $231,640 at 6%; with 100% employer match about $260,594 at 4% or $173,730 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-9$3,986,864$187,628$20,848iApproximate average salary by contribution assumption: employee only about $521,189 at 4% or $347,459 at 6%; with 50% employer match about $347,459 at 4% or $231,640 at 6%; with 100% employer match about $260,594 at 4% or $173,730 at 6%.
201219$3,517,621$182,848$20,316iApproximate average salary by contribution assumption: employee only about $507,911 at 4% or $338,607 at 6%; with 50% employer match about $338,607 at 4% or $225,738 at 6%; with 100% employer match about $253,956 at 4% or $169,304 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-9$3,517,621$182,848$20,316iApproximate average salary by contribution assumption: employee only about $507,911 at 4% or $338,607 at 6%; with 50% employer match about $338,607 at 4% or $225,738 at 6%; with 100% employer match about $253,956 at 4% or $169,304 at 6%.
2011110$3,043,137$182,630$18,263iApproximate average salary by contribution assumption: employee only about $456,575 at 4% or $304,383 at 6%; with 50% employer match about $304,383 at 4% or $202,922 at 6%; with 100% employer match about $228,288 at 4% or $152,192 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-10$3,043,137$182,630$18,263iApproximate average salary by contribution assumption: employee only about $456,575 at 4% or $304,383 at 6%; with 50% employer match about $304,383 at 4% or $202,922 at 6%; with 100% employer match about $228,288 at 4% or $152,192 at 6%.
2010110$2,974,058$183,504$18,350iApproximate average salary by contribution assumption: employee only about $458,760 at 4% or $305,840 at 6%; with 50% employer match about $305,840 at 4% or $203,893 at 6%; with 100% employer match about $229,380 at 4% or $152,920 at 6%.
FRANKEL, REED AND EVANS 401(K) PROFIT SHARING PLAN-10$2,974,058$183,504$18,350iApproximate average salary by contribution assumption: employee only about $458,760 at 4% or $305,840 at 6%; with 50% employer match about $305,840 at 4% or $203,893 at 6%; with 100% employer match about $229,380 at 4% or $152,920 at 6%.
200918$2,467,100$180,626$22,578iApproximate average salary by contribution assumption: employee only about $564,456 at 4% or $376,304 at 6%; with 50% employer match about $376,304 at 4% or $250,869 at 6%; with 100% employer match about $282,228 at 4% or $188,152 at 6%.
JEFFREY M. FRANKEL, MD 401(K) PROFIT SHARING PLAN-8$2,467,100$180,626$22,578iApproximate average salary by contribution assumption: employee only about $564,456 at 4% or $376,304 at 6%; with 50% employer match about $376,304 at 4% or $250,869 at 6%; with 100% employer match about $282,228 at 4% or $188,152 at 6%.
200818$1,929,514$166,746$20,843iApproximate average salary by contribution assumption: employee only about $521,081 at 4% or $347,388 at 6%; with 50% employer match about $347,388 at 4% or $231,592 at 6%; with 100% employer match about $260,541 at 4% or $173,694 at 6%.
JEFFREY M. FRANKEL, MD 401K PROFIT SHARING PLAN-8$1,929,514$166,746$20,843iApproximate average salary by contribution assumption: employee only about $521,081 at 4% or $347,388 at 6%; with 50% employer match about $347,388 at 4% or $231,592 at 6%; with 100% employer match about $260,541 at 4% or $173,694 at 6%.
200614$904,119$51,641$12,910iApproximate average salary by contribution assumption: employee only about $322,756 at 4% or $215,171 at 6%; with 50% employer match about $215,171 at 4% or $143,447 at 6%; with 100% employer match about $161,378 at 4% or $107,585 at 6%.
JEFFREY M. FRANKEL, MD 401K PROFIT SHARING PLAN-4$904,119$51,641$12,910iApproximate average salary by contribution assumption: employee only about $322,756 at 4% or $215,171 at 6%; with 50% employer match about $215,171 at 4% or $143,447 at 6%; with 100% employer match about $161,378 at 4% or $107,585 at 6%.
200513$748,557$48,571$16,190iApproximate average salary by contribution assumption: employee only about $404,758 at 4% or $269,839 at 6%; with 50% employer match about $269,839 at 4% or $179,893 at 6%; with 100% employer match about $202,379 at 4% or $134,919 at 6%.
JEFFREY M. FRANKEL, MD PROFIT SHARING PLAN-3$748,557$48,571$16,190iApproximate average salary by contribution assumption: employee only about $404,758 at 4% or $269,839 at 6%; with 50% employer match about $269,839 at 4% or $179,893 at 6%; with 100% employer match about $202,379 at 4% or $134,919 at 6%.
200414$0$0-
JEFFREY M. FRANKEL, MD PROFIT SHARING PLAN-4---
200312$597,127$39,852$19,926iApproximate average salary by contribution assumption: employee only about $498,150 at 4% or $332,100 at 6%; with 50% employer match about $332,100 at 4% or $221,400 at 6%; with 100% employer match about $249,075 at 4% or $166,050 at 6%.
JEFFREY M. FRANKEL, MD PROFIT SHARING PLAN-2$597,127$39,852$19,926iApproximate average salary by contribution assumption: employee only about $498,150 at 4% or $332,100 at 6%; with 50% employer match about $332,100 at 4% or $221,400 at 6%; with 100% employer match about $249,075 at 4% or $166,050 at 6%.
200214$0$0-
JEFFREY M. FRANKEL, MD PROFIT SHARING PLAN-4---
200124$0$0-
JEFFREY M. FRANKEL, M.D. PROFIT SHARING PLAN-4---
Jeffrey M. Frankel, MD Money Purchase Pension Plan-4---
200023$532,016$34,429$11,476iApproximate average salary by contribution assumption: employee only about $286,908 at 4% or $191,272 at 6%; with 50% employer match about $191,272 at 4% or $127,515 at 6%; with 100% employer match about $143,454 at 4% or $95,636 at 6%.
Jeffrey M. Frankel, MD Money Purchase Pension Plan-3$350,214$17,959$5,986iApproximate average salary by contribution assumption: employee only about $149,658 at 4% or $99,772 at 6%; with 50% employer match about $99,772 at 4% or $66,515 at 6%; with 100% employer match about $74,829 at 4% or $49,886 at 6%.
JEFFREY M. FRANKEL, MD PROFIT SHARING PLAN-3$181,802$16,470$5,490iApproximate average salary by contribution assumption: employee only about $137,250 at 4% or $91,500 at 6%; with 50% employer match about $91,500 at 4% or $61,000 at 6%; with 100% employer match about $68,625 at 4% or $45,750 at 6%.
199913$1,030,649$16,680$5,560iApproximate average salary by contribution assumption: employee only about $139,000 at 4% or $92,667 at 6%; with 50% employer match about $92,667 at 4% or $61,778 at 6%; with 100% employer match about $69,500 at 4% or $46,333 at 6%.
Jeffrey M. Frankel, MD Money Purchase Pension Plan-3$1,030,649$16,680$5,560iApproximate average salary by contribution assumption: employee only about $139,000 at 4% or $92,667 at 6%; with 50% employer match about $92,667 at 4% or $61,778 at 6%; with 100% employer match about $69,500 at 4% or $46,333 at 6%.