Civic Intelligence

Paxton and Miller Cpas LLC

Plan context: P and M 401K Plan

EIN 93-1257015 • Portland, OR • 5 filings • 3 plans

10220 SW Greenburg Road, Suite 540Portland, OR 97223
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$402,581

2012 Contributions

$60,178

Historical Graphs

Total Assets Over Time

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

$402,581$201,291$0200820102011YearValue
$402,581Latest year 2011

Participants Over Time

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

530200820102011YearValue
5Latest 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$60,178-
P and M 401K Plan-0$0$60,178-
201115$402,581$69,246$13,849iApproximate average salary by contribution assumption: employee only about $346,230 at 4% or $230,820 at 6%; with 50% employer match about $230,820 at 4% or $153,880 at 6%; with 100% employer match about $173,115 at 4% or $115,410 at 6%.
P and M 401K Plan-5$402,581$69,246$13,849iApproximate average salary by contribution assumption: employee only about $346,230 at 4% or $230,820 at 6%; with 50% employer match about $230,820 at 4% or $153,880 at 6%; with 100% employer match about $173,115 at 4% or $115,410 at 6%.
201015$343,298$128,149$25,630iApproximate average salary by contribution assumption: employee only about $640,745 at 4% or $427,163 at 6%; with 50% employer match about $427,163 at 4% or $284,776 at 6%; with 100% employer match about $320,373 at 4% or $213,582 at 6%.
P and M 401K Plan-5$343,298$128,149$25,630iApproximate average salary by contribution assumption: employee only about $640,745 at 4% or $427,163 at 6%; with 50% employer match about $427,163 at 4% or $284,776 at 6%; with 100% employer match about $320,373 at 4% or $213,582 at 6%.
200915$193,878$106,317$21,263iApproximate average salary by contribution assumption: employee only about $531,585 at 4% or $354,390 at 6%; with 50% employer match about $354,390 at 4% or $236,260 at 6%; with 100% employer match about $265,793 at 4% or $177,195 at 6%.
P and M 401K Plan-5$193,878$106,317$21,263iApproximate average salary by contribution assumption: employee only about $531,585 at 4% or $354,390 at 6%; with 50% employer match about $354,390 at 4% or $236,260 at 6%; with 100% employer match about $265,793 at 4% or $177,195 at 6%.
200815$54,136$67,725$13,545iApproximate average salary by contribution assumption: employee only about $338,625 at 4% or $225,750 at 6%; with 50% employer match about $225,750 at 4% or $150,500 at 6%; with 100% employer match about $169,313 at 4% or $112,875 at 6%.
P and M 401K Plan-5$54,136$67,725$13,545iApproximate average salary by contribution assumption: employee only about $338,625 at 4% or $225,750 at 6%; with 50% employer match about $225,750 at 4% or $150,500 at 6%; with 100% employer match about $169,313 at 4% or $112,875 at 6%.