Civic Intelligence

Palm Desert Investments

Plan context: Palm Desert Investments Employee Stock Ownership Plan and Trust

EIN 33-0401457 • 14 filings • 2 plans

Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$1,608,464

2012 Contributions

$623,329

Historical Graphs

Total Assets Over Time

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

$8,431,357$4,215,679$0199920052010YearValue
$1,608,464Latest year 2010

Participants Over Time

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

2041020199920052011YearValue
1Latest year 2011

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
201210$0$623,329-
Palm Desert Investments Employee Stock Ownership Plan and Trust-0-$623,329-
201111$0$6,724$6,724iApproximate average salary by contribution assumption: employee only about $168,100 at 4% or $112,067 at 6%; with 50% employer match about $112,067 at 4% or $74,711 at 6%; with 100% employer match about $84,050 at 4% or $56,033 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-1-$6,724$6,724iApproximate average salary by contribution assumption: employee only about $168,100 at 4% or $112,067 at 6%; with 50% employer match about $112,067 at 4% or $74,711 at 6%; with 100% employer match about $84,050 at 4% or $56,033 at 6%.
2010167$1,608,464$0-
Palm Desert Investments Employee Stock Ownership Plan and Trust-67$1,608,464--
2009185$1,926,755$0-
Palm Desert Investments Employee Stock Ownership Plan and Trust-85$1,926,755--
20081174$4,048,186$0-
Palm Desert Investments Employee Stock Ownership Plan and Trust-174$4,048,186--
20071163$8,391,692$215,000$1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,984 at 6%; with 50% employer match about $21,984 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-163$8,391,692$215,000$1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,984 at 6%; with 50% employer match about $21,984 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%.
20061143$8,431,357$262,800$1,838iApproximate average salary by contribution assumption: employee only about $45,944 at 4% or $30,629 at 6%; with 50% employer match about $30,629 at 4% or $20,420 at 6%; with 100% employer match about $22,972 at 4% or $15,315 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-143$8,431,357$262,800$1,838iApproximate average salary by contribution assumption: employee only about $45,944 at 4% or $30,629 at 6%; with 50% employer match about $30,629 at 4% or $20,420 at 6%; with 100% employer match about $22,972 at 4% or $15,315 at 6%.
20051164$6,784,202$350,000$2,134iApproximate average salary by contribution assumption: employee only about $53,354 at 4% or $35,569 at 6%; with 50% employer match about $35,569 at 4% or $23,713 at 6%; with 100% employer match about $26,677 at 4% or $17,785 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-164$6,784,202$350,000$2,134iApproximate average salary by contribution assumption: employee only about $53,354 at 4% or $35,569 at 6%; with 50% employer match about $35,569 at 4% or $23,713 at 6%; with 100% employer match about $26,677 at 4% or $17,785 at 6%.
20041204$5,238,335$356,191$1,746iApproximate average salary by contribution assumption: employee only about $43,651 at 4% or $29,101 at 6%; with 50% employer match about $29,101 at 4% or $19,400 at 6%; with 100% employer match about $21,825 at 4% or $14,550 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-204$5,238,335$356,191$1,746iApproximate average salary by contribution assumption: employee only about $43,651 at 4% or $29,101 at 6%; with 50% employer match about $29,101 at 4% or $19,400 at 6%; with 100% employer match about $21,825 at 4% or $14,550 at 6%.
20031172$3,824,164$276,208$1,606iApproximate average salary by contribution assumption: employee only about $40,147 at 4% or $26,764 at 6%; with 50% employer match about $26,764 at 4% or $17,843 at 6%; with 100% employer match about $20,073 at 4% or $13,382 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-172$3,824,164$276,208$1,606iApproximate average salary by contribution assumption: employee only about $40,147 at 4% or $26,764 at 6%; with 50% employer match about $26,764 at 4% or $17,843 at 6%; with 100% employer match about $20,073 at 4% or $13,382 at 6%.
20021139$3,122,542$225,000$1,619iApproximate average salary by contribution assumption: employee only about $40,468 at 4% or $26,978 at 6%; with 50% employer match about $26,978 at 4% or $17,986 at 6%; with 100% employer match about $20,234 at 4% or $13,489 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-139$3,122,542$225,000$1,619iApproximate average salary by contribution assumption: employee only about $40,468 at 4% or $26,978 at 6%; with 50% employer match about $26,978 at 4% or $17,986 at 6%; with 100% employer match about $20,234 at 4% or $13,489 at 6%.
2001187$0$0-
Palm Desert Investments Employee Stock Ownership Plan and Trust-87---
2000175$1,887,921$144,000$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-75$1,887,921$144,000$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
1999163$1,474,849$120,816$1,918iApproximate average salary by contribution assumption: employee only about $47,943 at 4% or $31,962 at 6%; with 50% employer match about $31,962 at 4% or $21,308 at 6%; with 100% employer match about $23,971 at 4% or $15,981 at 6%.
Palm Desert Investments Employee Stock Ownership Plan and Trust-63$1,474,849$120,816$1,918iApproximate average salary by contribution assumption: employee only about $47,943 at 4% or $31,962 at 6%; with 50% employer match about $31,962 at 4% or $21,308 at 6%; with 100% employer match about $23,971 at 4% or $15,981 at 6%.