Civic Intelligence

John P. Wales, CPA

Plan context: John P. Wales, CPA Profit Sharing Plan and Trust

EIN 94-2874326 • 11 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$644,376

2008 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$675,452$337,726$0199920032008YearValue
$644,376Latest year 2008

Participants Over Time

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

320199920022008YearValue
1Latest year 2008

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
200811$644,376$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
John P. Wales, CPA Profit Sharing Plan and Trust-1$644,376$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200411$633,513$33,400$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
John P. Wales, CPA Profit Sharing Plan and Trust-1$633,513$33,400$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
200311$675,452$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
John P. Wales, CPA Profit Sharing Plan and Trust-1$675,452$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200222$514,490$36,010$18,005iApproximate average salary by contribution assumption: employee only about $450,125 at 4% or $300,083 at 6%; with 50% employer match about $300,083 at 4% or $200,056 at 6%; with 100% employer match about $225,063 at 4% or $150,042 at 6%.
John P. Wales, CPA Profit Sharing Plan and Trust-2$514,490$22,286$11,143iApproximate average salary by contribution assumption: employee only about $278,575 at 4% or $185,717 at 6%; with 50% employer match about $185,717 at 4% or $123,811 at 6%; with 100% employer match about $139,288 at 4% or $92,858 at 6%.
John P. Wales, CPA Money Purchase Pension Plan and Trust-0-$13,724-
200123$0$0-
John P. Wales, CPA Profit Sharing Plan and Trust-3---
John P. Wales, CPA Money Purchase Pension Plan and Trust-3---
200022$0$0-
John P. Wales, CPA Profit Sharing Plan and Trust-2---
John P. Wales, CPA Money Purchase Pension Plan and Trust-2---
199922$612,910$41,644$20,822iApproximate average salary by contribution assumption: employee only about $520,550 at 4% or $347,033 at 6%; with 50% employer match about $347,033 at 4% or $231,356 at 6%; with 100% employer match about $260,275 at 4% or $173,517 at 6%.
John P. Wales, CPA Profit Sharing Plan and Trust-2$362,523$21,700$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
John P. Wales, CPA Money Purchase Pension Plan and Trust-2$250,387$19,944$9,972iApproximate average salary by contribution assumption: employee only about $249,300 at 4% or $166,200 at 6%; with 50% employer match about $166,200 at 4% or $110,800 at 6%; with 100% employer match about $124,650 at 4% or $83,100 at 6%.