Civic Intelligence

Jeffery D. Trowbridge

Plan context: Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust

EIN 27-2874924 • Oakland, CA • 6 filings • 1 plans

1901 Harrison Street, 14th FloorOakland, CA 94612
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,383,573

2019 Contributions

$41,286

Historical Graphs

Total Assets Over Time

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

$1,383,573$691,787$0201420172019YearValue
$1,383,573Latest year 2019

Participants Over Time

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

210201420172019YearValue
2Latest 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
201912$1,383,573$41,286$20,643iApproximate average salary by contribution assumption: employee only about $516,075 at 4% or $344,050 at 6%; with 50% employer match about $344,050 at 4% or $229,367 at 6%; with 100% employer match about $258,038 at 4% or $172,025 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$1,383,573$41,286$20,643iApproximate average salary by contribution assumption: employee only about $516,075 at 4% or $344,050 at 6%; with 50% employer match about $344,050 at 4% or $229,367 at 6%; with 100% employer match about $258,038 at 4% or $172,025 at 6%.
201812$1,112,372$46,012$23,006iApproximate average salary by contribution assumption: employee only about $575,150 at 4% or $383,433 at 6%; with 50% employer match about $383,433 at 4% or $255,622 at 6%; with 100% employer match about $287,575 at 4% or $191,717 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$1,112,372$46,012$23,006iApproximate average salary by contribution assumption: employee only about $575,150 at 4% or $383,433 at 6%; with 50% employer match about $383,433 at 4% or $255,622 at 6%; with 100% employer match about $287,575 at 4% or $191,717 at 6%.
201712$1,169,960$25,453$12,727iApproximate average salary by contribution assumption: employee only about $318,163 at 4% or $212,108 at 6%; with 50% employer match about $212,108 at 4% or $141,406 at 6%; with 100% employer match about $159,081 at 4% or $106,054 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$1,169,960$25,453$12,727iApproximate average salary by contribution assumption: employee only about $318,163 at 4% or $212,108 at 6%; with 50% employer match about $212,108 at 4% or $141,406 at 6%; with 100% employer match about $159,081 at 4% or $106,054 at 6%.
201612$1,022,887$42,956$21,478iApproximate average salary by contribution assumption: employee only about $536,950 at 4% or $357,967 at 6%; with 50% employer match about $357,967 at 4% or $238,644 at 6%; with 100% employer match about $268,475 at 4% or $178,983 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$1,022,887$42,956$21,478iApproximate average salary by contribution assumption: employee only about $536,950 at 4% or $357,967 at 6%; with 50% employer match about $357,967 at 4% or $238,644 at 6%; with 100% employer match about $268,475 at 4% or $178,983 at 6%.
201512$896,058$27,631$13,816iApproximate average salary by contribution assumption: employee only about $345,388 at 4% or $230,258 at 6%; with 50% employer match about $230,258 at 4% or $153,506 at 6%; with 100% employer match about $172,694 at 4% or $115,129 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$896,058$27,631$13,816iApproximate average salary by contribution assumption: employee only about $345,388 at 4% or $230,258 at 6%; with 50% employer match about $230,258 at 4% or $153,506 at 6%; with 100% employer match about $172,694 at 4% or $115,129 at 6%.
201412$902,322$37,280$18,640iApproximate average salary by contribution assumption: employee only about $466,000 at 4% or $310,667 at 6%; with 50% employer match about $310,667 at 4% or $207,111 at 6%; with 100% employer match about $233,000 at 4% or $155,333 at 6%.
Jeffery D. Trowbridge Profit Sharing 401(K) Plan & Trust-2$902,322$37,280$18,640iApproximate average salary by contribution assumption: employee only about $466,000 at 4% or $310,667 at 6%; with 50% employer match about $310,667 at 4% or $207,111 at 6%; with 100% employer match about $233,000 at 4% or $155,333 at 6%.