Civic Intelligence

Daniel Bank, Dpm

Plan context: Daniel Bank, Dpm Profit Sharing Plan

EIN 13-4247182 • San Clemente, CA • 18 filings • 1 plans

28 MaranaSan Clemente, CA 92673-2743
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,306,211

2020 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$1,306,211$653,106$0200320122019YearValue
$1,306,211Latest year 2019

Participants Over Time

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

320200320112019YearValue
3Latest year 2019

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
202010$0$0-
Daniel Bank, Dpm Profit Sharing Plan-0$0$0-
201913$1,306,211$0-
Daniel Bank, Dpm Profit Sharing Plan-3$1,306,211$0-
201813$1,101,871$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$1,101,871$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201713$1,148,914$47,926$15,975iApproximate average salary by contribution assumption: employee only about $399,383 at 4% or $266,256 at 6%; with 50% employer match about $266,256 at 4% or $177,504 at 6%; with 100% employer match about $199,692 at 4% or $133,128 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$1,148,914$47,926$15,975iApproximate average salary by contribution assumption: employee only about $399,383 at 4% or $266,256 at 6%; with 50% employer match about $266,256 at 4% or $177,504 at 6%; with 100% employer match about $199,692 at 4% or $133,128 at 6%.
201613$953,931$56,566$18,855iApproximate average salary by contribution assumption: employee only about $471,383 at 4% or $314,256 at 6%; with 50% employer match about $314,256 at 4% or $209,504 at 6%; with 100% employer match about $235,692 at 4% or $157,128 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$953,931$56,566$18,855iApproximate average salary by contribution assumption: employee only about $471,383 at 4% or $314,256 at 6%; with 50% employer match about $314,256 at 4% or $209,504 at 6%; with 100% employer match about $235,692 at 4% or $157,128 at 6%.
201513$882,427$53,834$17,945iApproximate average salary by contribution assumption: employee only about $448,617 at 4% or $299,078 at 6%; with 50% employer match about $299,078 at 4% or $199,385 at 6%; with 100% employer match about $224,308 at 4% or $149,539 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$882,427$53,834$17,945iApproximate average salary by contribution assumption: employee only about $448,617 at 4% or $299,078 at 6%; with 50% employer match about $299,078 at 4% or $199,385 at 6%; with 100% employer match about $224,308 at 4% or $149,539 at 6%.
201413$847,035$55,429$18,476iApproximate average salary by contribution assumption: employee only about $461,908 at 4% or $307,939 at 6%; with 50% employer match about $307,939 at 4% or $205,293 at 6%; with 100% employer match about $230,954 at 4% or $153,969 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$847,035$55,429$18,476iApproximate average salary by contribution assumption: employee only about $461,908 at 4% or $307,939 at 6%; with 50% employer match about $307,939 at 4% or $205,293 at 6%; with 100% employer match about $230,954 at 4% or $153,969 at 6%.
201313$769,767$48,500$16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$769,767$48,500$16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%.
201213$640,964$53,187$17,729iApproximate average salary by contribution assumption: employee only about $443,225 at 4% or $295,483 at 6%; with 50% employer match about $295,483 at 4% or $196,989 at 6%; with 100% employer match about $221,613 at 4% or $147,742 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$640,964$53,187$17,729iApproximate average salary by contribution assumption: employee only about $443,225 at 4% or $295,483 at 6%; with 50% employer match about $295,483 at 4% or $196,989 at 6%; with 100% employer match about $221,613 at 4% or $147,742 at 6%.
201113$563,804$50,800$16,933iApproximate average salary by contribution assumption: employee only about $423,333 at 4% or $282,222 at 6%; with 50% employer match about $282,222 at 4% or $188,148 at 6%; with 100% employer match about $211,667 at 4% or $141,111 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$563,804$50,800$16,933iApproximate average salary by contribution assumption: employee only about $423,333 at 4% or $282,222 at 6%; with 50% employer match about $282,222 at 4% or $188,148 at 6%; with 100% employer match about $211,667 at 4% or $141,111 at 6%.
201013$516,944$49,506$16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$516,944$49,506$16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%.
200913$406,844$43,183$14,394iApproximate average salary by contribution assumption: employee only about $359,858 at 4% or $239,906 at 6%; with 50% employer match about $239,906 at 4% or $159,937 at 6%; with 100% employer match about $179,929 at 4% or $119,953 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$406,844$43,183$14,394iApproximate average salary by contribution assumption: employee only about $359,858 at 4% or $239,906 at 6%; with 50% employer match about $239,906 at 4% or $159,937 at 6%; with 100% employer match about $179,929 at 4% or $119,953 at 6%.
200813$0$0-
Daniel Bank, Dpm Profit Sharing Plan-3---
200713$0$0-
Daniel Bank, Dpm Profit Sharing Plan-3---
200612$317,847$42,426$21,213iApproximate average salary by contribution assumption: employee only about $530,325 at 4% or $353,550 at 6%; with 50% employer match about $353,550 at 4% or $235,700 at 6%; with 100% employer match about $265,163 at 4% or $176,775 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-2$317,847$42,426$21,213iApproximate average salary by contribution assumption: employee only about $530,325 at 4% or $353,550 at 6%; with 50% employer match about $353,550 at 4% or $235,700 at 6%; with 100% employer match about $265,163 at 4% or $176,775 at 6%.
200512$251,263$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-2$251,263$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200413$195,017$48,464$16,155iApproximate average salary by contribution assumption: employee only about $403,867 at 4% or $269,244 at 6%; with 50% employer match about $269,244 at 4% or $179,496 at 6%; with 100% employer match about $201,933 at 4% or $134,622 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-3$195,017$48,464$16,155iApproximate average salary by contribution assumption: employee only about $403,867 at 4% or $269,244 at 6%; with 50% employer match about $269,244 at 4% or $179,496 at 6%; with 100% employer match about $201,933 at 4% or $134,622 at 6%.
200312$135,349$33,700$16,850iApproximate average salary by contribution assumption: employee only about $421,250 at 4% or $280,833 at 6%; with 50% employer match about $280,833 at 4% or $187,222 at 6%; with 100% employer match about $210,625 at 4% or $140,417 at 6%.
Daniel Bank, Dpm Profit Sharing Plan-2$135,349$33,700$16,850iApproximate average salary by contribution assumption: employee only about $421,250 at 4% or $280,833 at 6%; with 50% employer match about $280,833 at 4% or $187,222 at 6%; with 100% employer match about $210,625 at 4% or $140,417 at 6%.