Civic Intelligence

W. Patrick Okeefe, Jr. Inc.

Plan context: W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan

EIN 95-3229834 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$2,652,482

2007 Contributions

$197,109

Historical Graphs

Total Assets Over Time

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

$2,652,482$1,326,241$0199920032006YearValue
$2,652,482Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200710$0$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-0---
200612$2,652,482$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$2,652,482--
200512$2,404,557$197,109$98,555iApproximate average salary by contribution assumption: employee only about $2,463,863 at 4% or $1,642,575 at 6%; with 50% employer match about $1,642,575 at 4% or $1,095,050 at 6%; with 100% employer match about $1,231,931 at 4% or $821,288 at 6%.
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$2,404,557$197,109$98,555iApproximate average salary by contribution assumption: employee only about $2,463,863 at 4% or $1,642,575 at 6%; with 50% employer match about $1,642,575 at 4% or $1,095,050 at 6%; with 100% employer match about $1,231,931 at 4% or $821,288 at 6%.
200412$2,123,537$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$2,123,537--
200312$2,096,352$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$2,096,352--
200211$1,847,254$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-1$1,847,254$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200111$1,849,221$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-1$1,849,221--
200012$1,815,087$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$1,815,087--
199912$1,909,365$0-
W. Patrick Okeefe, Jr. Inc. Profit Sharing Plan-2$1,909,365--