Civic Intelligence

Fox, Bowman & Duarte

Plan context: The Firm Retirement Plan

EIN 91-2058383 • Bellevue, WA • 8 filings • 2 plans

1621 114th Ave. SE, Suite 210Bellevue, WA 98004
Current Snapshot

Latest Year

2010

2010 Participants

12

2010 Assets

$1,009,246

2010 Contributions

$108,698

Historical Graphs

Total Assets Over Time

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

$1,009,246$504,623$0200320082009YearValue
$1,009,246Latest year 2009

Participants Over Time

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

1260200320072009YearValue
12Latest year 2009

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
201010$0$0-
The Firm Retirement Plan-0$0$0-
2009112$1,009,246$108,698$9,058iApproximate average salary by contribution assumption: employee only about $226,454 at 4% or $150,969 at 6%; with 50% employer match about $150,969 at 4% or $100,646 at 6%; with 100% employer match about $113,227 at 4% or $75,485 at 6%.
The Firm Retirement Plan-12$1,009,246$108,698$9,058iApproximate average salary by contribution assumption: employee only about $226,454 at 4% or $150,969 at 6%; with 50% employer match about $150,969 at 4% or $100,646 at 6%; with 100% employer match about $113,227 at 4% or $75,485 at 6%.
200818$773,016$112,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
The Firm Retirement Plan-8$773,016$112,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200715$0$0-
The Firm Retirement Plan-5---
200618$0$0-
The Firm Retirement Plan-8---
200519$691,778$56,814$6,313iApproximate average salary by contribution assumption: employee only about $157,817 at 4% or $105,211 at 6%; with 50% employer match about $105,211 at 4% or $70,141 at 6%; with 100% employer match about $78,908 at 4% or $52,606 at 6%.
The Firm Retirement Plan-9$691,778$56,814$6,313iApproximate average salary by contribution assumption: employee only about $157,817 at 4% or $105,211 at 6%; with 50% employer match about $105,211 at 4% or $70,141 at 6%; with 100% employer match about $78,908 at 4% or $52,606 at 6%.
200410$0$0-
The Firm Retirement Plan-0---
200319$493,539$99,003$11,000iApproximate average salary by contribution assumption: employee only about $275,008 at 4% or $183,339 at 6%; with 50% employer match about $183,339 at 4% or $122,226 at 6%; with 100% employer match about $137,504 at 4% or $91,669 at 6%.
The Firm Retirement Plan-9$493,539$99,003$11,000iApproximate average salary by contribution assumption: employee only about $275,008 at 4% or $183,339 at 6%; with 50% employer match about $183,339 at 4% or $122,226 at 6%; with 100% employer match about $137,504 at 4% or $91,669 at 6%.