Civic Intelligence

James J. Warner

Plan context: James J. Warner Profit Sharing Plan

EIN 33-0439902 • San Diego, CA • 17 filings • 2 plans

3233 Third AvenueSan Diego, CA 92103
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$621,131

2014 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$2,045,992$1,022,996$0199920062013YearValue
$621,131Latest year 2013

Participants Over Time

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

530199920062013YearValue
3Latest year 2013

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
201410$0$0-
James J. Warner Profit Sharing Plan-0$0$0-
201313$621,131$0-
James J. Warner Profit Sharing Plan-3$621,131$0-
201213$510,741$0-
James J. Warner Profit Sharing Plan-3$510,741$0-
201113$491,308$0-
James J. Warner Profit Sharing Plan-3$491,308$0-
201012$501,687$0-
James J. Warner Profit Sharing Plan-2$501,687$0-
200915$465,457$0-
James J. Warner Profit Sharing Plan-5$465,457$0-
200812$0$0-
James J. Warner Profit Sharing Plan-2---
200712$0$0-
James J. Warner Profit Sharing Plan-2---
200612$890,817$0-
James J. Warner Profit Sharing Plan-2$890,817--
200513$794,173$0-
James J. Warner Profit Sharing Plan-3$794,173--
200414$775,189$0-
James J. Warner Profit Sharing Plan-4$775,189--
200314$745,357$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
James J. Warner Profit Sharing Plan-4$745,357$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
200215$609,722$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James J. Warner Profit Sharing Plan-5$609,722$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200115$0$0-
James J. Warner Profit Sharing Plan-5---
200013$887,868$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
James J. Warner Profit Sharing Plan-3$887,868$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
199922$2,045,992$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
James J. Warner Profit Sharing Plan-2$1,022,996$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
James J. Warner Profit Sharing Plan-2$1,022,996$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.