Civic Intelligence

Edelman Management Corp.

Plan context: Profit Sharing Plan & Trust of David Edelman, CPA

EIN 95-3127974 • Boynton Beach, FL • 3 filings • 1 plans

6236 Copper Lake CourtBoynton Beach, FL 33437-5503
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$4,021,963

2009 Contributions

$54,500

Historical Graphs

Total Assets Over Time

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

$4,588,361$2,294,181$0200620072009YearValue
$4,021,963Latest year 2009

Participants Over Time

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

110200620072009YearValue
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$4,021,963$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Profit Sharing Plan & Trust of David Edelman, CPA-1$4,021,963$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
200711$4,314,214$0-
Profit Sharing Plan & Trust of David Edelman, CPA-1$4,314,214--
200611$4,588,361$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Profit Sharing Plan & Trust of David Edelman, CPA-1$4,588,361$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.