Civic Intelligence

David a. Rees

Plan context: David a. Rees Age-Weighted Profit Sharing Plan

EIN 95-3202332 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$208,343

2003 Contributions

$19,936

Historical Graphs

Total Assets Over Time

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

$208,343$104,172$0199920012002YearValue
$208,343Latest year 2002

Participants Over Time

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

320199920012002YearValue
1Latest year 2002

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
200310$0$0-
David a. Rees Age-Weighted Profit Sharing Plan-0---
200211$208,343$19,936$19,936iApproximate average salary by contribution assumption: employee only about $498,400 at 4% or $332,267 at 6%; with 50% employer match about $332,267 at 4% or $221,511 at 6%; with 100% employer match about $249,200 at 4% or $166,133 at 6%.
David a. Rees Age-Weighted Profit Sharing Plan-1$208,343$19,936$19,936iApproximate average salary by contribution assumption: employee only about $498,400 at 4% or $332,267 at 6%; with 50% employer match about $332,267 at 4% or $221,511 at 6%; with 100% employer match about $249,200 at 4% or $166,133 at 6%.
200111$203,307$32,550$32,550iApproximate average salary by contribution assumption: employee only about $813,750 at 4% or $542,500 at 6%; with 50% employer match about $542,500 at 4% or $361,667 at 6%; with 100% employer match about $406,875 at 4% or $271,250 at 6%.
David a. Rees Age-Weighted Profit Sharing Plan-1$203,307$32,550$32,550iApproximate average salary by contribution assumption: employee only about $813,750 at 4% or $542,500 at 6%; with 50% employer match about $542,500 at 4% or $361,667 at 6%; with 100% employer match about $406,875 at 4% or $271,250 at 6%.
200013$206,374$32,365$10,788iApproximate average salary by contribution assumption: employee only about $269,708 at 4% or $179,806 at 6%; with 50% employer match about $179,806 at 4% or $119,870 at 6%; with 100% employer match about $134,854 at 4% or $89,903 at 6%.
David a. Rees Age-Weighted Profit Sharing Plan-3$206,374$32,365$10,788iApproximate average salary by contribution assumption: employee only about $269,708 at 4% or $179,806 at 6%; with 50% employer match about $179,806 at 4% or $119,870 at 6%; with 100% employer match about $134,854 at 4% or $89,903 at 6%.
199913$180,731$32,608$10,869iApproximate average salary by contribution assumption: employee only about $271,733 at 4% or $181,156 at 6%; with 50% employer match about $181,156 at 4% or $120,770 at 6%; with 100% employer match about $135,867 at 4% or $90,578 at 6%.
David a. Rees Age-Weighted Profit Sharing Plan-3$180,731$32,608$10,869iApproximate average salary by contribution assumption: employee only about $271,733 at 4% or $181,156 at 6%; with 50% employer match about $181,156 at 4% or $120,770 at 6%; with 100% employer match about $135,867 at 4% or $90,578 at 6%.