Civic Intelligence

Phoneby

Plan context: Phoneby 401K Profit Sharing Plan and Trust

EIN 33-0046014 • Costa Mesa, CA • 12 filings • 4 plans

215 E Baker StreetSuite 150Costa Mesa, CA 92626
Current Snapshot

Latest Year

2012

2012 Participants

12

2012 Assets

$571,575

2012 Contributions

$41,963

Historical Graphs

Total Assets Over Time

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

$571,575$285,788$0199920062012YearValue
$571,575Latest year 2012

Participants Over Time

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

28140199920062012YearValue
12Latest year 2012

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
2012112$571,575$41,963$3,497iApproximate average salary by contribution assumption: employee only about $87,423 at 4% or $58,282 at 6%; with 50% employer match about $58,282 at 4% or $38,855 at 6%; with 100% employer match about $43,711 at 4% or $29,141 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-12$571,575$41,963$3,497iApproximate average salary by contribution assumption: employee only about $87,423 at 4% or $58,282 at 6%; with 50% employer match about $58,282 at 4% or $38,855 at 6%; with 100% employer match about $43,711 at 4% or $29,141 at 6%.
2011113$492,768$40,499$3,115iApproximate average salary by contribution assumption: employee only about $77,883 at 4% or $51,922 at 6%; with 50% employer match about $51,922 at 4% or $34,615 at 6%; with 100% employer match about $38,941 at 4% or $25,961 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-13$492,768$40,499$3,115iApproximate average salary by contribution assumption: employee only about $77,883 at 4% or $51,922 at 6%; with 50% employer match about $51,922 at 4% or $34,615 at 6%; with 100% employer match about $38,941 at 4% or $25,961 at 6%.
2010113$464,597$41,418$3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-13$464,597$41,418$3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.
2008124$303,240$26,919$1,122iApproximate average salary by contribution assumption: employee only about $28,041 at 4% or $18,694 at 6%; with 50% employer match about $18,694 at 4% or $12,463 at 6%; with 100% employer match about $14,020 at 4% or $9,347 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-24$303,240$26,919$1,122iApproximate average salary by contribution assumption: employee only about $28,041 at 4% or $18,694 at 6%; with 50% employer match about $18,694 at 4% or $12,463 at 6%; with 100% employer match about $14,020 at 4% or $9,347 at 6%.
2007124$0$0-
Phoneby 401K Profit Sharing Plan and Trust-24---
2006124$324,972$46,206$1,925iApproximate average salary by contribution assumption: employee only about $48,131 at 4% or $32,088 at 6%; with 50% employer match about $32,088 at 4% or $21,392 at 6%; with 100% employer match about $24,066 at 4% or $16,044 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-24$324,972$46,206$1,925iApproximate average salary by contribution assumption: employee only about $48,131 at 4% or $32,088 at 6%; with 50% employer match about $32,088 at 4% or $21,392 at 6%; with 100% employer match about $24,066 at 4% or $16,044 at 6%.
200410$0$32,799-
Phoneby 401K Profit Sharing Plan and Trust-0-$32,799-
2003124$159,898$34,931$1,455iApproximate average salary by contribution assumption: employee only about $36,386 at 4% or $24,258 at 6%; with 50% employer match about $24,258 at 4% or $16,172 at 6%; with 100% employer match about $18,193 at 4% or $12,129 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-24$159,898$34,931$1,455iApproximate average salary by contribution assumption: employee only about $36,386 at 4% or $24,258 at 6%; with 50% employer match about $24,258 at 4% or $16,172 at 6%; with 100% employer match about $18,193 at 4% or $12,129 at 6%.
2002126$156,029$44,727$1,720iApproximate average salary by contribution assumption: employee only about $43,007 at 4% or $28,671 at 6%; with 50% employer match about $28,671 at 4% or $19,114 at 6%; with 100% employer match about $21,503 at 4% or $14,336 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-26$156,029$44,727$1,720iApproximate average salary by contribution assumption: employee only about $43,007 at 4% or $28,671 at 6%; with 50% employer match about $28,671 at 4% or $19,114 at 6%; with 100% employer match about $21,503 at 4% or $14,336 at 6%.
2001123$190,967$50,736$2,206iApproximate average salary by contribution assumption: employee only about $55,148 at 4% or $36,765 at 6%; with 50% employer match about $36,765 at 4% or $24,510 at 6%; with 100% employer match about $27,574 at 4% or $18,383 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-23$190,967$50,736$2,206iApproximate average salary by contribution assumption: employee only about $55,148 at 4% or $36,765 at 6%; with 50% employer match about $36,765 at 4% or $24,510 at 6%; with 100% employer match about $27,574 at 4% or $18,383 at 6%.
2000126$208,394$51,472$1,980iApproximate average salary by contribution assumption: employee only about $49,492 at 4% or $32,995 at 6%; with 50% employer match about $32,995 at 4% or $21,997 at 6%; with 100% employer match about $24,746 at 4% or $16,497 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-26$208,394$51,472$1,980iApproximate average salary by contribution assumption: employee only about $49,492 at 4% or $32,995 at 6%; with 50% employer match about $32,995 at 4% or $21,997 at 6%; with 100% employer match about $24,746 at 4% or $16,497 at 6%.
1999128$174,518$46,685$1,667iApproximate average salary by contribution assumption: employee only about $41,683 at 4% or $27,789 at 6%; with 50% employer match about $27,789 at 4% or $18,526 at 6%; with 100% employer match about $20,842 at 4% or $13,894 at 6%.
Phoneby 401K Profit Sharing Plan and Trust-28$174,518$46,685$1,667iApproximate average salary by contribution assumption: employee only about $41,683 at 4% or $27,789 at 6%; with 50% employer match about $27,789 at 4% or $18,526 at 6%; with 100% employer match about $20,842 at 4% or $13,894 at 6%.