Civic Intelligence

M. P. Caulfield Associates

Plan context: M. P. Caulfield Associates Defined Benefit Pension Plan

EIN 26-1783420 • Oceanside, CA • 7 filings • 3 plans

2023 South Pacific StreetOceanside, CA 92054
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$2,303,487

2014 Contributions

$110,000

Historical Graphs

Total Assets Over Time

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

$2,455,677$1,227,839$0200820112014YearValue
$2,303,487Latest year 2014

Participants Over Time

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

320200820112014YearValue
3Latest 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
201413$2,303,487$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-3$2,303,487$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
201313$2,455,677$79,000$26,333iApproximate average salary by contribution assumption: employee only about $658,333 at 4% or $438,889 at 6%; with 50% employer match about $438,889 at 4% or $292,593 at 6%; with 100% employer match about $329,167 at 4% or $219,444 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-3$2,455,677$79,000$26,333iApproximate average salary by contribution assumption: employee only about $658,333 at 4% or $438,889 at 6%; with 50% employer match about $438,889 at 4% or $292,593 at 6%; with 100% employer match about $329,167 at 4% or $219,444 at 6%.
201212$2,114,315$79,932$39,966iApproximate average salary by contribution assumption: employee only about $999,150 at 4% or $666,100 at 6%; with 50% employer match about $666,100 at 4% or $444,067 at 6%; with 100% employer match about $499,575 at 4% or $333,050 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-2$2,114,315$79,932$39,966iApproximate average salary by contribution assumption: employee only about $999,150 at 4% or $666,100 at 6%; with 50% employer match about $666,100 at 4% or $444,067 at 6%; with 100% employer match about $499,575 at 4% or $333,050 at 6%.
201112$1,965,280$128,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-2$1,965,280$128,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
201012$2,290,705$138,298$69,149iApproximate average salary by contribution assumption: employee only about $1,728,725 at 4% or $1,152,483 at 6%; with 50% employer match about $1,152,483 at 4% or $768,322 at 6%; with 100% employer match about $864,363 at 4% or $576,242 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-2$2,290,705$138,298$69,149iApproximate average salary by contribution assumption: employee only about $1,728,725 at 4% or $1,152,483 at 6%; with 50% employer match about $1,152,483 at 4% or $768,322 at 6%; with 100% employer match about $864,363 at 4% or $576,242 at 6%.
200912$2,120,852$106,630$53,315iApproximate average salary by contribution assumption: employee only about $1,332,875 at 4% or $888,583 at 6%; with 50% employer match about $888,583 at 4% or $592,389 at 6%; with 100% employer match about $666,438 at 4% or $444,292 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-2$2,120,852$106,630$53,315iApproximate average salary by contribution assumption: employee only about $1,332,875 at 4% or $888,583 at 6%; with 50% employer match about $888,583 at 4% or $592,389 at 6%; with 100% employer match about $666,438 at 4% or $444,292 at 6%.
200812$1,767,449$210,845$105,423iApproximate average salary by contribution assumption: employee only about $2,635,563 at 4% or $1,757,042 at 6%; with 50% employer match about $1,757,042 at 4% or $1,171,361 at 6%; with 100% employer match about $1,317,781 at 4% or $878,521 at 6%.
M. P. Caulfield Associates Defined Benefit Pension Plan-2$1,767,449$210,845$105,423iApproximate average salary by contribution assumption: employee only about $2,635,563 at 4% or $1,757,042 at 6%; with 50% employer match about $1,757,042 at 4% or $1,171,361 at 6%; with 100% employer match about $1,317,781 at 4% or $878,521 at 6%.