Civic Intelligence

Andersen Jones Partners Inc.

Plan context: Andersen Jones Partners Inc. Profit Sharing Plan

EIN 33-0436160 • San Juan Capistrano, CA • 23 filings • 3 plans

31473 Rancho Viejo Road, Suite 206San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$461,849

2013 Contributions

$16,000

Historical Graphs

Total Assets Over Time

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

$1,307,627$653,814$0199920082012YearValue
$461,849Latest year 2012

Participants Over Time

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

740199920062012YearValue
2Latest 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$0-
Andersen Jones Partners Inc. Profit Sharing Plan-0$0--
201222$461,849$0-
Andersen Jones Partners Inc. Profit Sharing Plan-2$461,849$0-
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-0$0--
201125$1,192,809$0-
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2$658,544$0-
Andersen Jones Partners Inc. Profit Sharing Plan-5$534,265--
201025$1,307,627$0-
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2$742,579$0-
Andersen Jones Partners Inc. Profit Sharing Plan-5$565,048$0-
200925$1,077,852$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2$577,792$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-5$500,060$7,000$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
200824$853,318$0-
Andersen Jones Partners Inc. Profit Sharing Plan-4$438,452--
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2$414,866--
200725$0$0-
Andersen Jones Partners Inc. Profit Sharing Plan-5---
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2---
200622$830,317$216,854$108,427iApproximate average salary by contribution assumption: employee only about $2,710,675 at 4% or $1,807,117 at 6%; with 50% employer match about $1,807,117 at 4% or $1,204,744 at 6%; with 100% employer match about $1,355,338 at 4% or $903,558 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-2$435,432$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
ANDERSEN JONES PARTNERS, INC. DEFINED BENEFIT PENSION PLAN-2$394,885$203,854$101,927iApproximate average salary by contribution assumption: employee only about $2,548,175 at 4% or $1,698,783 at 6%; with 50% employer match about $1,698,783 at 4% or $1,132,522 at 6%; with 100% employer match about $1,274,088 at 4% or $849,392 at 6%.
200523$622,424$195,745$65,248iApproximate average salary by contribution assumption: employee only about $1,631,208 at 4% or $1,087,472 at 6%; with 50% employer match about $1,087,472 at 4% or $724,981 at 6%; with 100% employer match about $815,604 at 4% or $543,736 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-3$442,633$15,954$5,318iApproximate average salary by contribution assumption: employee only about $132,950 at 4% or $88,633 at 6%; with 50% employer match about $88,633 at 4% or $59,089 at 6%; with 100% employer match about $66,475 at 4% or $44,317 at 6%.
ANDERSEN JONES PARTNERS, INC DEFINED BENEFIT PENSION PLAN-2$179,791$179,791$89,896iApproximate average salary by contribution assumption: employee only about $2,247,388 at 4% or $1,498,258 at 6%; with 50% employer match about $1,498,258 at 4% or $998,839 at 6%; with 100% employer match about $1,123,694 at 4% or $749,129 at 6%.
200414$403,553$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-4$403,553$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200315$479,770$468$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-5$479,770$468$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
200216$0$0-
Andersen Jones Partners Inc. Profit Sharing Plan-6---
200117$0$0-
Andersen Jones Partners Inc. Profit Sharing Plan-7---
200017$0$0-
Andersen Jones Partners Inc. Profit Sharing Plan-7---
199916$360,470$80,434$13,406iApproximate average salary by contribution assumption: employee only about $335,142 at 4% or $223,428 at 6%; with 50% employer match about $223,428 at 4% or $148,952 at 6%; with 100% employer match about $167,571 at 4% or $111,714 at 6%.
Andersen Jones Partners Inc. Profit Sharing Plan-6$360,470$80,434$13,406iApproximate average salary by contribution assumption: employee only about $335,142 at 4% or $223,428 at 6%; with 50% employer match about $223,428 at 4% or $148,952 at 6%; with 100% employer match about $167,571 at 4% or $111,714 at 6%.