Civic Intelligence

Winston Spivey, CPA

Plan context: Winston Spivey CPA Employees Profit Sharing Plan & Trust

EIN 93-0947040 • 10 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$519,707

2004 Contributions

$49,053

Historical Graphs

Total Assets Over Time

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

$1,196,150$598,075$0199920012003YearValue
$519,707Latest year 2003

Participants Over Time

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

320199920012003YearValue
2Latest year 2003

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
200410$0$0-
Winston Spivey CPA Employees Profit Sharing Plan & Trust-0---
200312$519,707$49,053$24,527iApproximate average salary by contribution assumption: employee only about $613,163 at 4% or $408,775 at 6%; with 50% employer match about $408,775 at 4% or $272,517 at 6%; with 100% employer match about $306,581 at 4% or $204,388 at 6%.
Winston Spivey CPA Employees Profit Sharing Plan & Trust-2$519,707$49,053$24,527iApproximate average salary by contribution assumption: employee only about $613,163 at 4% or $408,775 at 6%; with 50% employer match about $408,775 at 4% or $272,517 at 6%; with 100% employer match about $306,581 at 4% or $204,388 at 6%.
200212$324,624$48,273$24,137iApproximate average salary by contribution assumption: employee only about $603,413 at 4% or $402,275 at 6%; with 50% employer match about $402,275 at 4% or $268,183 at 6%; with 100% employer match about $301,706 at 4% or $201,138 at 6%.
Winston Spivey CPA Employees Profit Sharing Plan & Trust-2$324,624$48,273$24,137iApproximate average salary by contribution assumption: employee only about $603,413 at 4% or $402,275 at 6%; with 50% employer match about $402,275 at 4% or $268,183 at 6%; with 100% employer match about $301,706 at 4% or $201,138 at 6%.
200122$474,513$43,293$21,647iApproximate average salary by contribution assumption: employee only about $541,163 at 4% or $360,775 at 6%; with 50% employer match about $360,775 at 4% or $240,517 at 6%; with 100% employer match about $270,581 at 4% or $180,388 at 6%.
Winston Spivey CPA Employees Profit Sharing Plan & Trust-2$474,513$43,293$21,647iApproximate average salary by contribution assumption: employee only about $541,163 at 4% or $360,775 at 6%; with 50% employer match about $360,775 at 4% or $240,517 at 6%; with 100% employer match about $270,581 at 4% or $180,388 at 6%.
Winston Spivey, CPA Employees Keogh Pension Plan-0---
200022$742,825$36,930$18,465iApproximate average salary by contribution assumption: employee only about $461,625 at 4% or $307,750 at 6%; with 50% employer match about $307,750 at 4% or $205,167 at 6%; with 100% employer match about $230,813 at 4% or $153,875 at 6%.
Winston Spivey CPA Employees Profit Sharing Plan & Trust-2$553,310$19,169$9,585iApproximate average salary by contribution assumption: employee only about $239,613 at 4% or $159,742 at 6%; with 50% employer match about $159,742 at 4% or $106,494 at 6%; with 100% employer match about $119,806 at 4% or $79,871 at 6%.
Winston Spivey, CPA Employees Keogh Pension Plan-2$189,515$17,761$8,881iApproximate average salary by contribution assumption: employee only about $222,013 at 4% or $148,008 at 6%; with 50% employer match about $148,008 at 4% or $98,672 at 6%; with 100% employer match about $111,006 at 4% or $74,004 at 6%.
199933$1,196,150$58,314$19,438iApproximate average salary by contribution assumption: employee only about $485,950 at 4% or $323,967 at 6%; with 50% employer match about $323,967 at 4% or $215,978 at 6%; with 100% employer match about $242,975 at 4% or $161,983 at 6%.
Winston Spivey CPA Employees Profit Sharing Plan & Trust-3$609,880$22,518$7,506iApproximate average salary by contribution assumption: employee only about $187,650 at 4% or $125,100 at 6%; with 50% employer match about $125,100 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%.
Winston Spivey, CPA Employees Keogh Pension Plan-0$293,135$17,898-
Winston Spivey, CPA Employees Keogh Pension Plan-0$293,135$17,898-