Civic Intelligence

Julie Copon D O-A M C

Plan context: Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust

EIN 20-1800409 • Huntington Beach, CA • 14 filings • 3 plans

6656 Montford DrHuntington Beach, CA 92648-6625
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$368,897

2024 Contributions

$16,309

Historical Graphs

Total Assets Over Time

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

$368,897$184,449$0201120182024YearValue
$368,897Latest year 2024

Participants Over Time

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

210201120182024YearValue
2Latest year 2024

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
202412$368,897$16,309$8,155iApproximate average salary by contribution assumption: employee only about $203,863 at 4% or $135,908 at 6%; with 50% employer match about $135,908 at 4% or $90,606 at 6%; with 100% employer match about $101,931 at 4% or $67,954 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$368,897$16,309$8,155iApproximate average salary by contribution assumption: employee only about $203,863 at 4% or $135,908 at 6%; with 50% employer match about $135,908 at 4% or $90,606 at 6%; with 100% employer match about $101,931 at 4% or $67,954 at 6%.
202312$334,579$15,547$7,774iApproximate average salary by contribution assumption: employee only about $194,338 at 4% or $129,558 at 6%; with 50% employer match about $129,558 at 4% or $86,372 at 6%; with 100% employer match about $97,169 at 4% or $64,779 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$334,579$15,547$7,774iApproximate average salary by contribution assumption: employee only about $194,338 at 4% or $129,558 at 6%; with 50% employer match about $129,558 at 4% or $86,372 at 6%; with 100% employer match about $97,169 at 4% or $64,779 at 6%.
202212$294,790$15,368$7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$294,790$15,368$7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%.
202112$315,993$15,206$7,603iApproximate average salary by contribution assumption: employee only about $190,075 at 4% or $126,717 at 6%; with 50% employer match about $126,717 at 4% or $84,478 at 6%; with 100% employer match about $95,038 at 4% or $63,358 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$315,993$15,206$7,603iApproximate average salary by contribution assumption: employee only about $190,075 at 4% or $126,717 at 6%; with 50% employer match about $126,717 at 4% or $84,478 at 6%; with 100% employer match about $95,038 at 4% or $63,358 at 6%.
202012$283,213$10,702$5,351iApproximate average salary by contribution assumption: employee only about $133,775 at 4% or $89,183 at 6%; with 50% employer match about $89,183 at 4% or $59,456 at 6%; with 100% employer match about $66,888 at 4% or $44,592 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$283,213$10,702$5,351iApproximate average salary by contribution assumption: employee only about $133,775 at 4% or $89,183 at 6%; with 50% employer match about $89,183 at 4% or $59,456 at 6%; with 100% employer match about $66,888 at 4% or $44,592 at 6%.
201912$245,666$8,990$4,495iApproximate average salary by contribution assumption: employee only about $112,375 at 4% or $74,917 at 6%; with 50% employer match about $74,917 at 4% or $49,944 at 6%; with 100% employer match about $56,188 at 4% or $37,458 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$245,666$8,990$4,495iApproximate average salary by contribution assumption: employee only about $112,375 at 4% or $74,917 at 6%; with 50% employer match about $74,917 at 4% or $49,944 at 6%; with 100% employer match about $56,188 at 4% or $37,458 at 6%.
201812$206,737$18,755$9,378iApproximate average salary by contribution assumption: employee only about $234,438 at 4% or $156,292 at 6%; with 50% employer match about $156,292 at 4% or $104,194 at 6%; with 100% employer match about $117,219 at 4% or $78,146 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$206,737$18,755$9,378iApproximate average salary by contribution assumption: employee only about $234,438 at 4% or $156,292 at 6%; with 50% employer match about $156,292 at 4% or $104,194 at 6%; with 100% employer match about $117,219 at 4% or $78,146 at 6%.
201712$198,924$25,894$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$198,924$25,894$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
201612$154,261$26,102$13,051iApproximate average salary by contribution assumption: employee only about $326,275 at 4% or $217,517 at 6%; with 50% employer match about $217,517 at 4% or $145,011 at 6%; with 100% employer match about $163,138 at 4% or $108,758 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$154,261$26,102$13,051iApproximate average salary by contribution assumption: employee only about $326,275 at 4% or $217,517 at 6%; with 50% employer match about $217,517 at 4% or $145,011 at 6%; with 100% employer match about $163,138 at 4% or $108,758 at 6%.
201512$121,710$24,403$12,202iApproximate average salary by contribution assumption: employee only about $305,038 at 4% or $203,358 at 6%; with 50% employer match about $203,358 at 4% or $135,572 at 6%; with 100% employer match about $152,519 at 4% or $101,679 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$121,710$24,403$12,202iApproximate average salary by contribution assumption: employee only about $305,038 at 4% or $203,358 at 6%; with 50% employer match about $203,358 at 4% or $135,572 at 6%; with 100% employer match about $152,519 at 4% or $101,679 at 6%.
201412$99,839$23,878$11,939iApproximate average salary by contribution assumption: employee only about $298,475 at 4% or $198,983 at 6%; with 50% employer match about $198,983 at 4% or $132,656 at 6%; with 100% employer match about $149,238 at 4% or $99,492 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$99,839$23,878$11,939iApproximate average salary by contribution assumption: employee only about $298,475 at 4% or $198,983 at 6%; with 50% employer match about $198,983 at 4% or $132,656 at 6%; with 100% employer match about $149,238 at 4% or $99,492 at 6%.
201312$71,876$23,136$11,568iApproximate average salary by contribution assumption: employee only about $289,200 at 4% or $192,800 at 6%; with 50% employer match about $192,800 at 4% or $128,533 at 6%; with 100% employer match about $144,600 at 4% or $96,400 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$71,876$23,136$11,568iApproximate average salary by contribution assumption: employee only about $289,200 at 4% or $192,800 at 6%; with 50% employer match about $192,800 at 4% or $128,533 at 6%; with 100% employer match about $144,600 at 4% or $96,400 at 6%.
201212$42,186$16,393$8,197iApproximate average salary by contribution assumption: employee only about $204,913 at 4% or $136,608 at 6%; with 50% employer match about $136,608 at 4% or $91,072 at 6%; with 100% employer match about $102,456 at 4% or $68,304 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$42,186$16,393$8,197iApproximate average salary by contribution assumption: employee only about $204,913 at 4% or $136,608 at 6%; with 50% employer match about $136,608 at 4% or $91,072 at 6%; with 100% employer match about $102,456 at 4% or $68,304 at 6%.
201112$22,855$22,838$11,419iApproximate average salary by contribution assumption: employee only about $285,475 at 4% or $190,317 at 6%; with 50% employer match about $190,317 at 4% or $126,878 at 6%; with 100% employer match about $142,738 at 4% or $95,158 at 6%.
Julie Copon D O-A M C 401(K) Profit Sharing Plan & Trust-2$22,855$22,838$11,419iApproximate average salary by contribution assumption: employee only about $285,475 at 4% or $190,317 at 6%; with 50% employer match about $190,317 at 4% or $126,878 at 6%; with 100% employer match about $142,738 at 4% or $95,158 at 6%.