Civic Intelligence

William a. Steen & Associates

Plan context: William a. Steen & Associates Profit Sharing Plan

EIN 33-0026991 • LA Mesa, CA • 22 filings • 1 plans

8580 LA Mesa Blvd., Suite 2LA Mesa, CA 91942
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$617,463

2020 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,137,855$568,928$0199920112019YearValue
$617,463Latest year 2019

Participants Over Time

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

1050199920092019YearValue
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-
William a. Steen & Associates Profit Sharing Plan-0$0--
201913$617,463$0-
William a. Steen & Associates Profit Sharing Plan-3$617,463$0-
201816$759,948$0-
William a. Steen & Associates Profit Sharing Plan-6$759,948$0-
201716$937,723$0-
William a. Steen & Associates Profit Sharing Plan-6$937,723$0-
201616$868,340$0-
William a. Steen & Associates Profit Sharing Plan-6$868,340$0-
201516$849,997$0-
William a. Steen & Associates Profit Sharing Plan-6$849,997$0-
201417$1,075,031$0-
William a. Steen & Associates Profit Sharing Plan-7$1,075,031$0-
201318$1,137,855$0-
William a. Steen & Associates Profit Sharing Plan-8$1,137,855$0-
201218$1,037,036$0-
William a. Steen & Associates Profit Sharing Plan-8$1,037,036$0-
201118$963,927$0-
William a. Steen & Associates Profit Sharing Plan-8$963,927$0-
201018$1,074,009$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
William a. Steen & Associates Profit Sharing Plan-8$1,074,009$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
200918$988,769$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
William a. Steen & Associates Profit Sharing Plan-8$988,769$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200818$775,452$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
William a. Steen & Associates Profit Sharing Plan-8$775,452$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200718$0$0-
William a. Steen & Associates Profit Sharing Plan-8---
200618$1,113,168$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
William a. Steen & Associates Profit Sharing Plan-8$1,113,168$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
200519$919,187$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
William a. Steen & Associates Profit Sharing Plan-9$919,187$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
200419$818,190$75,000$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%.
William a. Steen & Associates Profit Sharing Plan-9$818,190$75,000$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%.
200318$676,445$0-
William a. Steen & Associates Profit Sharing Plan-8$676,445--
2002110$0$0-
William a. Steen & Associates Profit Sharing Plan-10---
200119$0$0-
William a. Steen & Associates Profit Sharing Plan-9---
200019$685,633$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
William a. Steen & Associates Profit Sharing Plan-9$685,633$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
199919$779,362$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
William a. Steen & Associates Profit Sharing Plan-9$779,362$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.