Civic Intelligence

The Collaborative West Inc.

Plan context: The Collaborative West Inc. 401K Profit Sharing Plan and Trust

EIN 33-0249057 • San Clemente, CA • 15 filings • 2 plans

100 Avenida MiramarSan Clemente, CA 92672-4780
Current Snapshot

Latest Year

2013

2013 Participants

20

2013 Assets

$1,066,649

2013 Contributions

$7,937

Historical Graphs

Total Assets Over Time

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

$2,450,390$1,225,195$0199920062012YearValue
$1,066,649Latest year 2012

Participants Over Time

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

35180199920062012YearValue
20Latest 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
201310$0$7,937-
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-0$0$7,937-
2012120$1,066,649$63,744$3,187iApproximate average salary by contribution assumption: employee only about $79,680 at 4% or $53,120 at 6%; with 50% employer match about $53,120 at 4% or $35,413 at 6%; with 100% employer match about $39,840 at 4% or $26,560 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-20$1,066,649$63,744$3,187iApproximate average salary by contribution assumption: employee only about $79,680 at 4% or $53,120 at 6%; with 50% employer match about $53,120 at 4% or $35,413 at 6%; with 100% employer match about $39,840 at 4% or $26,560 at 6%.
2011124$1,124,510$0-
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-24$1,124,510$0-
2010131$2,025,628$45,910$1,481iApproximate average salary by contribution assumption: employee only about $37,024 at 4% or $24,683 at 6%; with 50% employer match about $24,683 at 4% or $16,455 at 6%; with 100% employer match about $18,512 at 4% or $12,341 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-31$2,025,628$45,910$1,481iApproximate average salary by contribution assumption: employee only about $37,024 at 4% or $24,683 at 6%; with 50% employer match about $24,683 at 4% or $16,455 at 6%; with 100% employer match about $18,512 at 4% or $12,341 at 6%.
2009134$2,077,740$61,139$1,798iApproximate average salary by contribution assumption: employee only about $44,955 at 4% or $29,970 at 6%; with 50% employer match about $29,970 at 4% or $19,980 at 6%; with 100% employer match about $22,478 at 4% or $14,985 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-34$2,077,740$61,139$1,798iApproximate average salary by contribution assumption: employee only about $44,955 at 4% or $29,970 at 6%; with 50% employer match about $29,970 at 4% or $19,980 at 6%; with 100% employer match about $22,478 at 4% or $14,985 at 6%.
2008116$1,909,860$220,208$13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-16$1,909,860$220,208$13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%.
2007135$0$0-
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-35---
2006133$2,450,390$477,203$14,461iApproximate average salary by contribution assumption: employee only about $361,517 at 4% or $241,012 at 6%; with 50% employer match about $241,012 at 4% or $160,674 at 6%; with 100% employer match about $180,759 at 4% or $120,506 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-33$2,450,390$477,203$14,461iApproximate average salary by contribution assumption: employee only about $361,517 at 4% or $241,012 at 6%; with 50% employer match about $241,012 at 4% or $160,674 at 6%; with 100% employer match about $180,759 at 4% or $120,506 at 6%.
2005133$1,889,879$425,412$12,891iApproximate average salary by contribution assumption: employee only about $322,282 at 4% or $214,855 at 6%; with 50% employer match about $214,855 at 4% or $143,236 at 6%; with 100% employer match about $161,141 at 4% or $107,427 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-33$1,889,879$425,412$12,891iApproximate average salary by contribution assumption: employee only about $322,282 at 4% or $214,855 at 6%; with 50% employer match about $214,855 at 4% or $143,236 at 6%; with 100% employer match about $161,141 at 4% or $107,427 at 6%.
2004129$1,389,561$324,574$11,192iApproximate average salary by contribution assumption: employee only about $279,805 at 4% or $186,537 at 6%; with 50% employer match about $186,537 at 4% or $124,358 at 6%; with 100% employer match about $139,903 at 4% or $93,268 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-29$1,389,561$324,574$11,192iApproximate average salary by contribution assumption: employee only about $279,805 at 4% or $186,537 at 6%; with 50% employer match about $186,537 at 4% or $124,358 at 6%; with 100% employer match about $139,903 at 4% or $93,268 at 6%.
2003125$996,822$275,569$11,023iApproximate average salary by contribution assumption: employee only about $275,569 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,475 at 6%; with 100% employer match about $137,785 at 4% or $91,856 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-25$996,822$275,569$11,023iApproximate average salary by contribution assumption: employee only about $275,569 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,475 at 6%; with 100% employer match about $137,785 at 4% or $91,856 at 6%.
2002120$610,874$270,660$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-20$610,874$270,660$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
2001122$0$0-
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-22---
2000121$294,067$167,476$7,975iApproximate average salary by contribution assumption: employee only about $199,376 at 4% or $132,917 at 6%; with 50% employer match about $132,917 at 4% or $88,612 at 6%; with 100% employer match about $99,688 at 4% or $66,459 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-21$294,067$167,476$7,975iApproximate average salary by contribution assumption: employee only about $199,376 at 4% or $132,917 at 6%; with 50% employer match about $132,917 at 4% or $88,612 at 6%; with 100% employer match about $99,688 at 4% or $66,459 at 6%.
1999118$183,883$112,496$6,250iApproximate average salary by contribution assumption: employee only about $156,244 at 4% or $104,163 at 6%; with 50% employer match about $104,163 at 4% or $69,442 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%.
The Collaborative West Inc. 401K Profit Sharing Plan and Trust-18$183,883$112,496$6,250iApproximate average salary by contribution assumption: employee only about $156,244 at 4% or $104,163 at 6%; with 50% employer match about $104,163 at 4% or $69,442 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%.