Civic Intelligence

Johnson & Wood Insurance Services,

Plan context: Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust

EIN 33-0542413 • Carlsbad, CA • 17 filings • 3 plans

5731 Palmer Way, Suite DCarlsbad, CA 92010
Current Snapshot

Latest Year

2015

2015 Participants

16

2015 Assets

$955,105

2015 Contributions

$129,814

Historical Graphs

Total Assets Over Time

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

$955,105$477,553$0199920082014YearValue
$955,105Latest year 2014

Participants Over Time

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

1790200020072014YearValue
16Latest 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
201510$0$129,814-
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-0$0$129,814-
2014116$955,105$77,150$4,822iApproximate average salary by contribution assumption: employee only about $120,547 at 4% or $80,365 at 6%; with 50% employer match about $80,365 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-16$955,105$77,150$4,822iApproximate average salary by contribution assumption: employee only about $120,547 at 4% or $80,365 at 6%; with 50% employer match about $80,365 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
2013116$829,501$99,210$6,201iApproximate average salary by contribution assumption: employee only about $155,016 at 4% or $103,344 at 6%; with 50% employer match about $103,344 at 4% or $68,896 at 6%; with 100% employer match about $77,508 at 4% or $51,672 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-16$829,501$99,210$6,201iApproximate average salary by contribution assumption: employee only about $155,016 at 4% or $103,344 at 6%; with 50% employer match about $103,344 at 4% or $68,896 at 6%; with 100% employer match about $77,508 at 4% or $51,672 at 6%.
2012117$646,937$93,796$5,517iApproximate average salary by contribution assumption: employee only about $137,935 at 4% or $91,957 at 6%; with 50% employer match about $91,957 at 4% or $61,305 at 6%; with 100% employer match about $68,968 at 4% or $45,978 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-17$646,937$93,796$5,517iApproximate average salary by contribution assumption: employee only about $137,935 at 4% or $91,957 at 6%; with 50% employer match about $91,957 at 4% or $61,305 at 6%; with 100% employer match about $68,968 at 4% or $45,978 at 6%.
2011114$626,851$94,762$6,769iApproximate average salary by contribution assumption: employee only about $169,218 at 4% or $112,812 at 6%; with 50% employer match about $112,812 at 4% or $75,208 at 6%; with 100% employer match about $84,609 at 4% or $56,406 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-14$626,851$94,762$6,769iApproximate average salary by contribution assumption: employee only about $169,218 at 4% or $112,812 at 6%; with 50% employer match about $112,812 at 4% or $75,208 at 6%; with 100% employer match about $84,609 at 4% or $56,406 at 6%.
2010114$544,627$90,189$6,442iApproximate average salary by contribution assumption: employee only about $161,052 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,579 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-14$544,627$90,189$6,442iApproximate average salary by contribution assumption: employee only about $161,052 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,579 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
2009115$529,231$72,181$4,812iApproximate average salary by contribution assumption: employee only about $120,302 at 4% or $80,201 at 6%; with 50% employer match about $80,201 at 4% or $53,467 at 6%; with 100% employer match about $60,151 at 4% or $40,101 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-15$529,231$72,181$4,812iApproximate average salary by contribution assumption: employee only about $120,302 at 4% or $80,201 at 6%; with 50% employer match about $80,201 at 4% or $53,467 at 6%; with 100% employer match about $60,151 at 4% or $40,101 at 6%.
2008116$391,591$82,147$5,134iApproximate average salary by contribution assumption: employee only about $128,355 at 4% or $85,570 at 6%; with 50% employer match about $85,570 at 4% or $57,047 at 6%; with 100% employer match about $64,177 at 4% or $42,785 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-16$391,591$82,147$5,134iApproximate average salary by contribution assumption: employee only about $128,355 at 4% or $85,570 at 6%; with 50% employer match about $85,570 at 4% or $57,047 at 6%; with 100% employer match about $64,177 at 4% or $42,785 at 6%.
2007116$0$0-
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-16---
2006117$380,460$35,624$2,096iApproximate average salary by contribution assumption: employee only about $52,388 at 4% or $34,925 at 6%; with 50% employer match about $34,925 at 4% or $23,284 at 6%; with 100% employer match about $26,194 at 4% or $17,463 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-17$380,460$35,624$2,096iApproximate average salary by contribution assumption: employee only about $52,388 at 4% or $34,925 at 6%; with 50% employer match about $34,925 at 4% or $23,284 at 6%; with 100% employer match about $26,194 at 4% or $17,463 at 6%.
2005114$318,254$37,883$2,706iApproximate average salary by contribution assumption: employee only about $67,648 at 4% or $45,099 at 6%; with 50% employer match about $45,099 at 4% or $30,066 at 6%; with 100% employer match about $33,824 at 4% or $22,549 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-14$318,254$37,883$2,706iApproximate average salary by contribution assumption: employee only about $67,648 at 4% or $45,099 at 6%; with 50% employer match about $45,099 at 4% or $30,066 at 6%; with 100% employer match about $33,824 at 4% or $22,549 at 6%.
2004117$273,254$42,720$2,513iApproximate average salary by contribution assumption: employee only about $62,824 at 4% or $41,882 at 6%; with 50% employer match about $41,882 at 4% or $27,922 at 6%; with 100% employer match about $31,412 at 4% or $20,941 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-17$273,254$42,720$2,513iApproximate average salary by contribution assumption: employee only about $62,824 at 4% or $41,882 at 6%; with 50% employer match about $41,882 at 4% or $27,922 at 6%; with 100% employer match about $31,412 at 4% or $20,941 at 6%.
2003114$204,957$29,713$2,122iApproximate average salary by contribution assumption: employee only about $53,059 at 4% or $35,373 at 6%; with 50% employer match about $35,373 at 4% or $23,582 at 6%; with 100% employer match about $26,529 at 4% or $17,686 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-14$204,957$29,713$2,122iApproximate average salary by contribution assumption: employee only about $53,059 at 4% or $35,373 at 6%; with 50% employer match about $35,373 at 4% or $23,582 at 6%; with 100% employer match about $26,529 at 4% or $17,686 at 6%.
2002112$136,087$18,682$1,557iApproximate average salary by contribution assumption: employee only about $38,921 at 4% or $25,947 at 6%; with 50% employer match about $25,947 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,974 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-12$136,087$18,682$1,557iApproximate average salary by contribution assumption: employee only about $38,921 at 4% or $25,947 at 6%; with 50% employer match about $25,947 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,974 at 6%.
2001113$0$0-
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-13---
2000112$134,985$12,796$1,066iApproximate average salary by contribution assumption: employee only about $26,658 at 4% or $17,772 at 6%; with 50% employer match about $17,772 at 4% or $11,848 at 6%; with 100% employer match about $13,329 at 4% or $8,886 at 6%.
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-12$134,985$12,796$1,066iApproximate average salary by contribution assumption: employee only about $26,658 at 4% or $17,772 at 6%; with 50% employer match about $17,772 at 4% or $11,848 at 6%; with 100% employer match about $13,329 at 4% or $8,886 at 6%.
199910$117,923$13,764-
Johnson & Wood Insurance Services Inc. 401K Profit Sharing Plan and Trust-0$117,923$13,764-