Civic Intelligence

Stephen D. Adam, Ph.D.

Plan context: Stephen D. Adam, Ph.D. Profit Sharing Plan

EIN 33-0094791 • Newport Beach, CA • 12 filings • 2 plans

901 Dove StreetSuite 250Newport Beach, CA 92660
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$1,092,476

2010 Contributions

$58,652

Historical Graphs

Total Assets Over Time

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

$1,106,399$553,200$0199920052009YearValue
$1,092,476Latest year 2009

Participants Over Time

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

420199920042009YearValue
2Latest year 2009

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
201010$0$0-
Stephen D. Adam, Ph.D. Profit Sharing Plan-0$0--
200912$1,092,476$0-
Stephen D. Adam, Ph.D. Profit Sharing Plan-2$1,092,476--
200812$928,156$58,652$29,326iApproximate average salary by contribution assumption: employee only about $733,150 at 4% or $488,767 at 6%; with 50% employer match about $488,767 at 4% or $325,844 at 6%; with 100% employer match about $366,575 at 4% or $244,383 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-2$928,156$58,652$29,326iApproximate average salary by contribution assumption: employee only about $733,150 at 4% or $488,767 at 6%; with 50% employer match about $488,767 at 4% or $325,844 at 6%; with 100% employer match about $366,575 at 4% or $244,383 at 6%.
200713$1,106,399$37,697$12,566iApproximate average salary by contribution assumption: employee only about $314,142 at 4% or $209,428 at 6%; with 50% employer match about $209,428 at 4% or $139,619 at 6%; with 100% employer match about $157,071 at 4% or $104,714 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-3$1,106,399$37,697$12,566iApproximate average salary by contribution assumption: employee only about $314,142 at 4% or $209,428 at 6%; with 50% employer match about $209,428 at 4% or $139,619 at 6%; with 100% employer match about $157,071 at 4% or $104,714 at 6%.
200614$999,346$58,400$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-4$999,346$58,400$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
200514$844,877$55,200$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-4$844,877$55,200$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
200414$752,605$52,200$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-4$752,605$52,200$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
200314$635,341$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-4$635,341$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200213$489,694$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-3$489,694$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
200113$0$0-
Stephen D. Adam, Ph.D. Profit Sharing Plan-3---
200012$463,798$34,475$17,238iApproximate average salary by contribution assumption: employee only about $430,938 at 4% or $287,292 at 6%; with 50% employer match about $287,292 at 4% or $191,528 at 6%; with 100% employer match about $215,469 at 4% or $143,646 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-2$463,798$34,475$17,238iApproximate average salary by contribution assumption: employee only about $430,938 at 4% or $287,292 at 6%; with 50% employer match about $287,292 at 4% or $191,528 at 6%; with 100% employer match about $215,469 at 4% or $143,646 at 6%.
199912$505,905$33,851$16,926iApproximate average salary by contribution assumption: employee only about $423,138 at 4% or $282,092 at 6%; with 50% employer match about $282,092 at 4% or $188,061 at 6%; with 100% employer match about $211,569 at 4% or $141,046 at 6%.
Stephen D. Adam, Ph.D. Profit Sharing Plan-2$505,905$33,851$16,926iApproximate average salary by contribution assumption: employee only about $423,138 at 4% or $282,092 at 6%; with 50% employer match about $282,092 at 4% or $188,061 at 6%; with 100% employer match about $211,569 at 4% or $141,046 at 6%.