Civic Intelligence

Jack W. Leroy

Plan context: Profit Sharing 401(K)

EIN 93-1327918 • Milwaukie, OR • 9 filings • 2 plans

4506 SE King RdMilwaukie, OR 97222
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$2,587

2009 Contributions

$1,579

Historical Graphs

Total Assets Over Time

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

$127,014$63,507$0200320052008YearValue
$2,587Latest year 2008

Participants Over Time

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

420200120052009YearValue
1Latest 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
200911$0$1,579$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
Profit Sharing 401(K)-1-$1,579$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
200811$2,587$1,579$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
Profit Sharing 401(K)-1$2,587$1,579$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
200711$0$0-
Profit Sharing 401(K)-1---
200612$7,077$0-
Profit Sharing 401(K)-2$7,077--
200512$7,885$13,154$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
Profit Sharing 401(K)-2$7,885$13,154$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
200413$127,014$20,204$6,735iApproximate average salary by contribution assumption: employee only about $168,367 at 4% or $112,244 at 6%; with 50% employer match about $112,244 at 4% or $74,830 at 6%; with 100% employer match about $84,183 at 4% or $56,122 at 6%.
Profit Sharing 401(K)-3$127,014$20,204$6,735iApproximate average salary by contribution assumption: employee only about $168,367 at 4% or $112,244 at 6%; with 50% employer match about $112,244 at 4% or $74,830 at 6%; with 100% employer match about $84,183 at 4% or $56,122 at 6%.
200313$98,042$17,142$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
Profit Sharing 401(K)-3$98,042$17,142$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
200213$0$0-
Profit Sharing 401(K)-3---
200114$0$0-
Profit Sharing 401(K)-4---
Jack W. Leroy | EIN 93-1327918 | 2009 Form 5500 Company Profile