Civic Intelligence

Tracy P. Allen

Plan context: Tracy P. Allen Profit Sharing Plan Trust

EIN 99-0331040 • Honolulu, HI • 12 filings • 6 plans

C/O Ann Berish, Cpa1003 Bishop St Ste 1410Honolulu, HI 96813-6444
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$486,829

2014 Contributions

$57,886

Historical Graphs

Total Assets Over Time

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

$493,894$246,947$0200320092014YearValue
$486,829Latest year 2014

Participants Over Time

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

210200320092014YearValue
1Latest year 2014

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
201411$486,829$57,886$57,886iApproximate average salary by contribution assumption: employee only about $1,447,150 at 4% or $964,767 at 6%; with 50% employer match about $964,767 at 4% or $643,178 at 6%; with 100% employer match about $723,575 at 4% or $482,383 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-1$486,829$57,886$57,886iApproximate average salary by contribution assumption: employee only about $1,447,150 at 4% or $964,767 at 6%; with 50% employer match about $964,767 at 4% or $643,178 at 6%; with 100% employer match about $723,575 at 4% or $482,383 at 6%.
201312$493,894$91,500$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$493,894$91,500$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
201212$401,352$31,140$15,570iApproximate average salary by contribution assumption: employee only about $389,250 at 4% or $259,500 at 6%; with 50% employer match about $259,500 at 4% or $173,000 at 6%; with 100% employer match about $194,625 at 4% or $129,750 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$401,352$31,140$15,570iApproximate average salary by contribution assumption: employee only about $389,250 at 4% or $259,500 at 6%; with 50% employer match about $259,500 at 4% or $173,000 at 6%; with 100% employer match about $194,625 at 4% or $129,750 at 6%.
201112$370,174$38,764$19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$370,174$38,764$19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%.
201012$303,392$57,885$28,943iApproximate average salary by contribution assumption: employee only about $723,563 at 4% or $482,375 at 6%; with 50% employer match about $482,375 at 4% or $321,583 at 6%; with 100% employer match about $361,781 at 4% or $241,188 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$303,392$57,885$28,943iApproximate average salary by contribution assumption: employee only about $723,563 at 4% or $482,375 at 6%; with 50% employer match about $482,375 at 4% or $321,583 at 6%; with 100% employer match about $361,781 at 4% or $241,188 at 6%.
200912$243,788$7,742$3,871iApproximate average salary by contribution assumption: employee only about $96,775 at 4% or $64,517 at 6%; with 50% employer match about $64,517 at 4% or $43,011 at 6%; with 100% employer match about $48,388 at 4% or $32,258 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$243,788$7,742$3,871iApproximate average salary by contribution assumption: employee only about $96,775 at 4% or $64,517 at 6%; with 50% employer match about $64,517 at 4% or $43,011 at 6%; with 100% employer match about $48,388 at 4% or $32,258 at 6%.
200812$230,643$91,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
Tracy P. Allen Profit Sharing Plan Trust-2$230,643$91,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
200711$0$0-
TRACY L. PFLUEGER PROFIT SHARING PLAN TRUST-1---
200611$87,267$0-
TRACY L. PFLUEGER PROFIT SHARING PLAN TRUST-1$87,267--
200511$83,685$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
TRACY L. PFLUEGER PROFIT SHARING PLAN TRUST-1$83,685$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200411$41,000$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%.
TRACY L PFLUEGER PROFIT SHARING PLAN TRUST-1$41,000$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%.
200311$213,658$199,048$199,048iApproximate average salary by contribution assumption: employee only about $4,976,200 at 4% or $3,317,467 at 6%; with 50% employer match about $3,317,467 at 4% or $2,211,644 at 6%; with 100% employer match about $2,488,100 at 4% or $1,658,733 at 6%.
THE BRYAN 401K PLAN TRUST-1$213,658$199,048$199,048iApproximate average salary by contribution assumption: employee only about $4,976,200 at 4% or $3,317,467 at 6%; with 50% employer match about $3,317,467 at 4% or $2,211,644 at 6%; with 100% employer match about $2,488,100 at 4% or $1,658,733 at 6%.
Tracy P. Allen | EIN 99-0331040 | 2014 Form 5500 Company Profile