Civic Intelligence

J.D. Bean & Associates, CPA PC

Plan context: J.D. Bean & Associates 401K Profit Sharing Plan

EIN 91-1889112 • 12 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

20

2007 Assets

$1,849,463

2007 Contributions

$229,113

Historical Graphs

Total Assets Over Time

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

$1,849,463$924,732$0199920042007YearValue
$1,849,463Latest year 2007

Participants Over Time

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

21110199920032007YearValue
20Latest year 2007

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
2007120$1,849,463$229,113$11,456iApproximate average salary by contribution assumption: employee only about $286,391 at 4% or $190,928 at 6%; with 50% employer match about $190,928 at 4% or $127,285 at 6%; with 100% employer match about $143,196 at 4% or $95,464 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-20$1,849,463$229,113$11,456iApproximate average salary by contribution assumption: employee only about $286,391 at 4% or $190,928 at 6%; with 50% employer match about $190,928 at 4% or $127,285 at 6%; with 100% employer match about $143,196 at 4% or $95,464 at 6%.
2006121$1,514,555$220,992$10,523iApproximate average salary by contribution assumption: employee only about $263,086 at 4% or $175,390 at 6%; with 50% employer match about $175,390 at 4% or $116,927 at 6%; with 100% employer match about $131,543 at 4% or $87,695 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-21$1,514,555$220,992$10,523iApproximate average salary by contribution assumption: employee only about $263,086 at 4% or $175,390 at 6%; with 50% employer match about $175,390 at 4% or $116,927 at 6%; with 100% employer match about $131,543 at 4% or $87,695 at 6%.
2005118$1,135,629$187,073$10,393iApproximate average salary by contribution assumption: employee only about $259,824 at 4% or $173,216 at 6%; with 50% employer match about $173,216 at 4% or $115,477 at 6%; with 100% employer match about $129,912 at 4% or $86,608 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-18$1,135,629$187,073$10,393iApproximate average salary by contribution assumption: employee only about $259,824 at 4% or $173,216 at 6%; with 50% employer match about $173,216 at 4% or $115,477 at 6%; with 100% employer match about $129,912 at 4% or $86,608 at 6%.
2004118$915,756$165,451$9,192iApproximate average salary by contribution assumption: employee only about $229,793 at 4% or $153,195 at 6%; with 50% employer match about $153,195 at 4% or $102,130 at 6%; with 100% employer match about $114,897 at 4% or $76,598 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-18$915,756$165,451$9,192iApproximate average salary by contribution assumption: employee only about $229,793 at 4% or $153,195 at 6%; with 50% employer match about $153,195 at 4% or $102,130 at 6%; with 100% employer match about $114,897 at 4% or $76,598 at 6%.
2003115$681,065$145,278$9,685iApproximate average salary by contribution assumption: employee only about $242,130 at 4% or $161,420 at 6%; with 50% employer match about $161,420 at 4% or $107,613 at 6%; with 100% employer match about $121,065 at 4% or $80,710 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-15$681,065$145,278$9,685iApproximate average salary by contribution assumption: employee only about $242,130 at 4% or $161,420 at 6%; with 50% employer match about $161,420 at 4% or $107,613 at 6%; with 100% employer match about $121,065 at 4% or $80,710 at 6%.
2002211$405,527$125,972$11,452iApproximate average salary by contribution assumption: employee only about $286,300 at 4% or $190,867 at 6%; with 50% employer match about $190,867 at 4% or $127,244 at 6%; with 100% employer match about $143,150 at 4% or $95,433 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-11$405,527$125,972$11,452iApproximate average salary by contribution assumption: employee only about $286,300 at 4% or $190,867 at 6%; with 50% employer match about $190,867 at 4% or $127,244 at 6%; with 100% employer match about $143,150 at 4% or $95,433 at 6%.
J.D. Bean & Associates Money Purchase Plan-0---
2001210$366,764$106,282$10,628iApproximate average salary by contribution assumption: employee only about $265,705 at 4% or $177,137 at 6%; with 50% employer match about $177,137 at 4% or $118,091 at 6%; with 100% employer match about $132,853 at 4% or $88,568 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-10$311,339$66,576$6,658iApproximate average salary by contribution assumption: employee only about $166,440 at 4% or $110,960 at 6%; with 50% employer match about $110,960 at 4% or $73,973 at 6%; with 100% employer match about $83,220 at 4% or $55,480 at 6%.
J.D. Bean & Associates Money Purchase Plan-10$55,425$39,706$3,971iApproximate average salary by contribution assumption: employee only about $99,265 at 4% or $66,177 at 6%; with 50% employer match about $66,177 at 4% or $44,118 at 6%; with 100% employer match about $49,633 at 4% or $33,088 at 6%.
200029$0$0-
J.D. Bean & Associates Money Purchase Plan-8---
J.D. Bean & Associates 401K Profit Sharing Plan-9---
1999112$285,093$52,924$4,410iApproximate average salary by contribution assumption: employee only about $110,258 at 4% or $73,506 at 6%; with 50% employer match about $73,506 at 4% or $49,004 at 6%; with 100% employer match about $55,129 at 4% or $36,753 at 6%.
J.D. Bean & Associates 401K Profit Sharing Plan-12$285,093$52,924$4,410iApproximate average salary by contribution assumption: employee only about $110,258 at 4% or $73,506 at 6%; with 50% employer match about $73,506 at 4% or $49,004 at 6%; with 100% employer match about $55,129 at 4% or $36,753 at 6%.