Civic Intelligence

Source Diversified Inc.

Plan context: Source Diversified Inc. 401K Profit Sharing Plan

EIN 33-0268608 • San Clemente, CA • 16 filings • 2 plans

P. O. Box 74953San Clemente, CA 92673
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$176,143

2014 Contributions

$7,575

Historical Graphs

Total Assets Over Time

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

$358,928$179,464$0199920072014YearValue
$176,143Latest year 2014

Participants Over Time

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

950199920072014YearValue
2Latest year 2014

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
201412$176,143$0-
Source Diversified Inc. 401K Profit Sharing Plan-2$176,143$0-
201313$176,174$0-
Source Diversified Inc. 401K Profit Sharing Plan-3$176,174$0-
201212$193,440$0-
Source Diversified Inc. 401K Profit Sharing Plan-2$193,440--
201113$176,190$0-
Source Diversified Inc. 401K Profit Sharing Plan-3$176,190--
201013$249,188$0-
Source Diversified Inc. 401K Profit Sharing Plan-3$249,188--
200913$229,343$0-
Source Diversified Inc. 401K Profit Sharing Plan-3$229,343--
200813$207,979$7,575$2,525iApproximate average salary by contribution assumption: employee only about $63,125 at 4% or $42,083 at 6%; with 50% employer match about $42,083 at 4% or $28,056 at 6%; with 100% employer match about $31,563 at 4% or $21,042 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-3$207,979$7,575$2,525iApproximate average salary by contribution assumption: employee only about $63,125 at 4% or $42,083 at 6%; with 50% employer match about $42,083 at 4% or $28,056 at 6%; with 100% employer match about $31,563 at 4% or $21,042 at 6%.
200713$358,928$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-3$358,928$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
200613$334,235$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-3$334,235$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
200513$272,251$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-3$272,251$20,200$6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%.
200412$232,708$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-2$232,708$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200317$185,747$20,300$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-7$185,747$20,300$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
200215$0$0-
Source Diversified Inc. 401K Profit Sharing Plan-5---
200115$151,378$2,600$520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-5$151,378$2,600$520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%.
200016$159,466$4,200$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-6$159,466$4,200$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
199919$218,180$29,460$3,273iApproximate average salary by contribution assumption: employee only about $81,833 at 4% or $54,556 at 6%; with 50% employer match about $54,556 at 4% or $36,370 at 6%; with 100% employer match about $40,917 at 4% or $27,278 at 6%.
Source Diversified Inc. 401K Profit Sharing Plan-9$218,180$29,460$3,273iApproximate average salary by contribution assumption: employee only about $81,833 at 4% or $54,556 at 6%; with 50% employer match about $54,556 at 4% or $36,370 at 6%; with 100% employer match about $40,917 at 4% or $27,278 at 6%.