Civic Intelligence

Dee J Wolfe CPA PC

Plan context: Paul and Company Cpas PC 401K Profit Sharing Plan

EIN 93-0796918 • 13 filings • 6 plans

Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$112,980

2012 Contributions

$11,000

Historical Graphs

Total Assets Over Time

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

$205,920$102,960$0200020052011YearValue
$112,980Latest year 2011

Participants Over Time

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

420200020062011YearValue
2Latest year 2011

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
201210$0$11,000-
Paul and Company Cpas PC 401K Profit Sharing Plan---$11,000-
201112$112,980$14,350$7,175iApproximate average salary by contribution assumption: employee only about $179,375 at 4% or $119,583 at 6%; with 50% employer match about $119,583 at 4% or $79,722 at 6%; with 100% employer match about $89,688 at 4% or $59,792 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-2$112,980$14,350$7,175iApproximate average salary by contribution assumption: employee only about $179,375 at 4% or $119,583 at 6%; with 50% employer match about $119,583 at 4% or $79,722 at 6%; with 100% employer match about $89,688 at 4% or $59,792 at 6%.
201012$205,920$35,200$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-2$205,920$35,200$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
200912$165,735$40,100$20,050iApproximate average salary by contribution assumption: employee only about $501,250 at 4% or $334,167 at 6%; with 50% employer match about $334,167 at 4% or $222,778 at 6%; with 100% employer match about $250,625 at 4% or $167,083 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-2$165,735$40,100$20,050iApproximate average salary by contribution assumption: employee only about $501,250 at 4% or $334,167 at 6%; with 50% employer match about $334,167 at 4% or $222,778 at 6%; with 100% employer match about $250,625 at 4% or $167,083 at 6%.
200812$101,581$33,700$16,850iApproximate average salary by contribution assumption: employee only about $421,250 at 4% or $280,833 at 6%; with 50% employer match about $280,833 at 4% or $187,222 at 6%; with 100% employer match about $210,625 at 4% or $140,417 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-2$101,581$33,700$16,850iApproximate average salary by contribution assumption: employee only about $421,250 at 4% or $280,833 at 6%; with 50% employer match about $280,833 at 4% or $187,222 at 6%; with 100% employer match about $210,625 at 4% or $140,417 at 6%.
200712$0$0-
Paul and Company Cpas PC 401K Profit Sharing Plan-2---
200613$203,976$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-3$203,976$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
200513$159,286$28,900$9,633iApproximate average salary by contribution assumption: employee only about $240,833 at 4% or $160,556 at 6%; with 50% employer match about $160,556 at 4% or $107,037 at 6%; with 100% employer match about $120,417 at 4% or $80,278 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-3$159,286$28,900$9,633iApproximate average salary by contribution assumption: employee only about $240,833 at 4% or $160,556 at 6%; with 50% employer match about $160,556 at 4% or $107,037 at 6%; with 100% employer match about $120,417 at 4% or $80,278 at 6%.
200410$119,409$28,600-
Paul and Company Cpas PC 401K Profit Sharing Plan-0$119,409$28,600-
200312$98,535$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-2$98,535$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
200214$52,242$18,625$4,656iApproximate average salary by contribution assumption: employee only about $116,406 at 4% or $77,604 at 6%; with 50% employer match about $77,604 at 4% or $51,736 at 6%; with 100% employer match about $58,203 at 4% or $38,802 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-4$52,242$18,625$4,656iApproximate average salary by contribution assumption: employee only about $116,406 at 4% or $77,604 at 6%; with 50% employer match about $77,604 at 4% or $51,736 at 6%; with 100% employer match about $58,203 at 4% or $38,802 at 6%.
200114$45,113$25,305$6,326iApproximate average salary by contribution assumption: employee only about $158,156 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,078 at 4% or $52,719 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-4$45,113$25,305$6,326iApproximate average salary by contribution assumption: employee only about $158,156 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,078 at 4% or $52,719 at 6%.
200014$23,375$24,720$6,180iApproximate average salary by contribution assumption: employee only about $154,500 at 4% or $103,000 at 6%; with 50% employer match about $103,000 at 4% or $68,667 at 6%; with 100% employer match about $77,250 at 4% or $51,500 at 6%.
Paul and Company Cpas PC 401K Profit Sharing Plan-4$23,375$24,720$6,180iApproximate average salary by contribution assumption: employee only about $154,500 at 4% or $103,000 at 6%; with 50% employer match about $103,000 at 4% or $68,667 at 6%; with 100% employer match about $77,250 at 4% or $51,500 at 6%.