Jonathan Petke, Inc.
Plan context: Jonathan Petke Inc. Profit Sharing Plan Trust
EIN 33-0057257 • Costa Mesa, CA • 12 filings • 5 plans
Current Snapshot
Latest Year
2011
2011 Participants
4
2011 Assets
$1,633,184
2011 Contributions
$57,649
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 0 | - | - | - |
| 2010 | 1 | 4 | $1,633,184 | $0 | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 4 | $1,633,184 | - | - |
| 2009 | 1 | 7 | $1,547,777 | $0 | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 7 | $1,547,777 | - | - |
| 2008 | 1 | 7 | $1,412,464 | $0 | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 7 | $1,412,464 | - | - |
| 2006 | 1 | 6 | $2,063,679 | $57,649 | $9,608iApproximate average salary by contribution assumption: employee only about $240,204 at 4% or $160,136 at 6%; with 50% employer match about $160,136 at 4% or $106,757 at 6%; with 100% employer match about $120,102 at 4% or $80,068 at 6%. |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 6 | $2,063,679 | $57,649 | $9,608iApproximate average salary by contribution assumption: employee only about $240,204 at 4% or $160,136 at 6%; with 50% employer match about $160,136 at 4% or $106,757 at 6%; with 100% employer match about $120,102 at 4% or $80,068 at 6%. |
| 2005 | 1 | 7 | $1,725,289 | $70,991 | $10,142iApproximate average salary by contribution assumption: employee only about $253,539 at 4% or $169,026 at 6%; with 50% employer match about $169,026 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 7 | $1,725,289 | $70,991 | $10,142iApproximate average salary by contribution assumption: employee only about $253,539 at 4% or $169,026 at 6%; with 50% employer match about $169,026 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| 2002 | 2 | 3 | $0 | $0 | - |
| JONATHAN PETKE INC MONEY PURCHASE PENSION PLAN TRUST | - | 0 | - | - | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 3 | - | - | - |
| 2001 | 2 | 4 | $1,723,929 | $50,622 | $12,656iApproximate average salary by contribution assumption: employee only about $316,388 at 4% or $210,925 at 6%; with 50% employer match about $210,925 at 4% or $140,617 at 6%; with 100% employer match about $158,194 at 4% or $105,463 at 6%. |
| JONATHAN PETKE INC MONEY PURCHASE PENSION PLAN TRUST | - | 4 | $1,053,463 | $25,311 | $6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%. |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 4 | $670,466 | $25,311 | $6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%. |
| 2000 | 2 | 4 | $0 | $0 | - |
| Jonathan Petke Inc. Profit Sharing Plan Trust | - | 4 | - | - | - |
| JONATHAN PETKE INC MONEY PURCHASE PENSION PLAN TRUST | - | 4 | - | - | - |