Civic Intelligence

Phase II Systems

Plan context: Phase II Systems Profit Sharing Plan

EIN 33-0542454 • Newport Beach, CA • 26 filings • 1 plans

4350 Von Karman Avenue#100Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$32,582,458

2024 Contributions

$1,962,511

Historical Graphs

Total Assets Over Time

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

$32,582,458$16,291,229$0199920132024YearValue
$32,582,458Latest year 2024

Participants Over Time

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

86430199920122024YearValue
86Latest year 2024

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
2024186$32,582,458$1,962,511$22,820iApproximate average salary by contribution assumption: employee only about $570,497 at 4% or $380,332 at 6%; with 50% employer match about $380,332 at 4% or $253,554 at 6%; with 100% employer match about $285,249 at 4% or $190,166 at 6%.
Phase II Systems Profit Sharing Plan-86$32,582,458$1,962,511$22,820iApproximate average salary by contribution assumption: employee only about $570,497 at 4% or $380,332 at 6%; with 50% employer match about $380,332 at 4% or $253,554 at 6%; with 100% employer match about $285,249 at 4% or $190,166 at 6%.
2023183$27,237,093$1,880,180$22,653iApproximate average salary by contribution assumption: employee only about $566,319 at 4% or $377,546 at 6%; with 50% employer match about $377,546 at 4% or $251,697 at 6%; with 100% employer match about $283,160 at 4% or $188,773 at 6%.
Phase II Systems Profit Sharing Plan-83$27,237,093$1,880,180$22,653iApproximate average salary by contribution assumption: employee only about $566,319 at 4% or $377,546 at 6%; with 50% employer match about $377,546 at 4% or $251,697 at 6%; with 100% employer match about $283,160 at 4% or $188,773 at 6%.
2022181$24,132,385$1,726,672$21,317iApproximate average salary by contribution assumption: employee only about $532,923 at 4% or $355,282 at 6%; with 50% employer match about $355,282 at 4% or $236,855 at 6%; with 100% employer match about $266,462 at 4% or $177,641 at 6%.
Phase II Systems Profit Sharing Plan-81$24,132,385$1,726,672$21,317iApproximate average salary by contribution assumption: employee only about $532,923 at 4% or $355,282 at 6%; with 50% employer match about $355,282 at 4% or $236,855 at 6%; with 100% employer match about $266,462 at 4% or $177,641 at 6%.
2021178$27,768,144$1,610,755$20,651iApproximate average salary by contribution assumption: employee only about $516,268 at 4% or $344,178 at 6%; with 50% employer match about $344,178 at 4% or $229,452 at 6%; with 100% employer match about $258,134 at 4% or $172,089 at 6%.
Phase II Systems Profit Sharing Plan-78$27,768,144$1,610,755$20,651iApproximate average salary by contribution assumption: employee only about $516,268 at 4% or $344,178 at 6%; with 50% employer match about $344,178 at 4% or $229,452 at 6%; with 100% employer match about $258,134 at 4% or $172,089 at 6%.
2020174$23,336,736$1,571,506$21,237iApproximate average salary by contribution assumption: employee only about $530,914 at 4% or $353,943 at 6%; with 50% employer match about $353,943 at 4% or $235,962 at 6%; with 100% employer match about $265,457 at 4% or $176,971 at 6%.
Phase II Systems Profit Sharing Plan-74$23,336,736$1,571,506$21,237iApproximate average salary by contribution assumption: employee only about $530,914 at 4% or $353,943 at 6%; with 50% employer match about $353,943 at 4% or $235,962 at 6%; with 100% employer match about $265,457 at 4% or $176,971 at 6%.
2019175$19,516,503$1,519,354$20,258iApproximate average salary by contribution assumption: employee only about $506,451 at 4% or $337,634 at 6%; with 50% employer match about $337,634 at 4% or $225,089 at 6%; with 100% employer match about $253,226 at 4% or $168,817 at 6%.
Phase II Systems Profit Sharing Plan-75$19,516,503$1,519,354$20,258iApproximate average salary by contribution assumption: employee only about $506,451 at 4% or $337,634 at 6%; with 50% employer match about $337,634 at 4% or $225,089 at 6%; with 100% employer match about $253,226 at 4% or $168,817 at 6%.
2018174$14,991,755$1,335,165$18,043iApproximate average salary by contribution assumption: employee only about $451,069 at 4% or $300,713 at 6%; with 50% employer match about $300,713 at 4% or $200,475 at 6%; with 100% employer match about $225,535 at 4% or $150,356 at 6%.
Phase II Systems Profit Sharing Plan-74$14,991,755$1,335,165$18,043iApproximate average salary by contribution assumption: employee only about $451,069 at 4% or $300,713 at 6%; with 50% employer match about $300,713 at 4% or $200,475 at 6%; with 100% employer match about $225,535 at 4% or $150,356 at 6%.
2017172$14,699,312$1,249,605$17,356iApproximate average salary by contribution assumption: employee only about $433,891 at 4% or $289,260 at 6%; with 50% employer match about $289,260 at 4% or $192,840 at 6%; with 100% employer match about $216,945 at 4% or $144,630 at 6%.
Phase II Systems Profit Sharing Plan-72$14,699,312$1,249,605$17,356iApproximate average salary by contribution assumption: employee only about $433,891 at 4% or $289,260 at 6%; with 50% employer match about $289,260 at 4% or $192,840 at 6%; with 100% employer match about $216,945 at 4% or $144,630 at 6%.
2016167$14,743,522$1,443,695$21,548iApproximate average salary by contribution assumption: employee only about $538,692 at 4% or $359,128 at 6%; with 50% employer match about $359,128 at 4% or $239,419 at 6%; with 100% employer match about $269,346 at 4% or $179,564 at 6%.
Phase II Systems Profit Sharing Plan-67$14,743,522$1,443,695$21,548iApproximate average salary by contribution assumption: employee only about $538,692 at 4% or $359,128 at 6%; with 50% employer match about $359,128 at 4% or $239,419 at 6%; with 100% employer match about $269,346 at 4% or $179,564 at 6%.
2015151$12,884,653$1,401,668$27,484iApproximate average salary by contribution assumption: employee only about $687,092 at 4% or $458,061 at 6%; with 50% employer match about $458,061 at 4% or $305,374 at 6%; with 100% employer match about $343,546 at 4% or $229,031 at 6%.
Phase II Systems Profit Sharing Plan-51$12,884,653$1,401,668$27,484iApproximate average salary by contribution assumption: employee only about $687,092 at 4% or $458,061 at 6%; with 50% employer match about $458,061 at 4% or $305,374 at 6%; with 100% employer match about $343,546 at 4% or $229,031 at 6%.
2014157$11,832,274$1,372,153$24,073iApproximate average salary by contribution assumption: employee only about $601,821 at 4% or $401,214 at 6%; with 50% employer match about $401,214 at 4% or $267,476 at 6%; with 100% employer match about $300,911 at 4% or $200,607 at 6%.
Phase II Systems Profit Sharing Plan-57$11,832,274$1,372,153$24,073iApproximate average salary by contribution assumption: employee only about $601,821 at 4% or $401,214 at 6%; with 50% employer match about $401,214 at 4% or $267,476 at 6%; with 100% employer match about $300,911 at 4% or $200,607 at 6%.
2013154$10,005,363$1,299,892$24,072iApproximate average salary by contribution assumption: employee only about $601,802 at 4% or $401,201 at 6%; with 50% employer match about $401,201 at 4% or $267,467 at 6%; with 100% employer match about $300,901 at 4% or $200,601 at 6%.
Phase II Systems Profit Sharing Plan-54$10,005,363$1,299,892$24,072iApproximate average salary by contribution assumption: employee only about $601,802 at 4% or $401,201 at 6%; with 50% employer match about $401,201 at 4% or $267,467 at 6%; with 100% employer match about $300,901 at 4% or $200,601 at 6%.
2012151$7,484,579$1,318,968$25,862iApproximate average salary by contribution assumption: employee only about $646,553 at 4% or $431,035 at 6%; with 50% employer match about $431,035 at 4% or $287,357 at 6%; with 100% employer match about $323,276 at 4% or $215,518 at 6%.
Phase II Systems Profit Sharing Plan-51$7,484,579$1,318,968$25,862iApproximate average salary by contribution assumption: employee only about $646,553 at 4% or $431,035 at 6%; with 50% employer match about $431,035 at 4% or $287,357 at 6%; with 100% employer match about $323,276 at 4% or $215,518 at 6%.
2011153$6,366,611$1,224,435$23,103iApproximate average salary by contribution assumption: employee only about $577,564 at 4% or $385,042 at 6%; with 50% employer match about $385,042 at 4% or $256,695 at 6%; with 100% employer match about $288,782 at 4% or $192,521 at 6%.
Phase II Systems Profit Sharing Plan-53$6,366,611$1,224,435$23,103iApproximate average salary by contribution assumption: employee only about $577,564 at 4% or $385,042 at 6%; with 50% employer match about $385,042 at 4% or $256,695 at 6%; with 100% employer match about $288,782 at 4% or $192,521 at 6%.
2010153$5,390,973$489,092$9,228iApproximate average salary by contribution assumption: employee only about $230,704 at 4% or $153,803 at 6%; with 50% employer match about $153,803 at 4% or $102,535 at 6%; with 100% employer match about $115,352 at 4% or $76,901 at 6%.
Phase II Systems Profit Sharing Plan-53$5,390,973$489,092$9,228iApproximate average salary by contribution assumption: employee only about $230,704 at 4% or $153,803 at 6%; with 50% employer match about $153,803 at 4% or $102,535 at 6%; with 100% employer match about $115,352 at 4% or $76,901 at 6%.
2009149$4,635,571$455,120$9,288iApproximate average salary by contribution assumption: employee only about $232,204 at 4% or $154,803 at 6%; with 50% employer match about $154,803 at 4% or $103,202 at 6%; with 100% employer match about $116,102 at 4% or $77,401 at 6%.
Phase II Systems Profit Sharing Plan-49$4,635,571$455,120$9,288iApproximate average salary by contribution assumption: employee only about $232,204 at 4% or $154,803 at 6%; with 50% employer match about $154,803 at 4% or $103,202 at 6%; with 100% employer match about $116,102 at 4% or $77,401 at 6%.
2008147$0$0-
Phase II Systems Profit Sharing Plan-47---
2007141$0$0-
Phase II Systems Profit Sharing Plan-41---
2006147$4,104,956$519,286$11,049iApproximate average salary by contribution assumption: employee only about $276,216 at 4% or $184,144 at 6%; with 50% employer match about $184,144 at 4% or $122,763 at 6%; with 100% employer match about $138,108 at 4% or $92,072 at 6%.
Phase II Systems Profit Sharing Plan-47$4,104,956$519,286$11,049iApproximate average salary by contribution assumption: employee only about $276,216 at 4% or $184,144 at 6%; with 50% employer match about $184,144 at 4% or $122,763 at 6%; with 100% employer match about $138,108 at 4% or $92,072 at 6%.
2005150$3,291,498$571,680$11,434iApproximate average salary by contribution assumption: employee only about $285,840 at 4% or $190,560 at 6%; with 50% employer match about $190,560 at 4% or $127,040 at 6%; with 100% employer match about $142,920 at 4% or $95,280 at 6%.
Phase II Systems Profit Sharing Plan-50$3,291,498$571,680$11,434iApproximate average salary by contribution assumption: employee only about $285,840 at 4% or $190,560 at 6%; with 50% employer match about $190,560 at 4% or $127,040 at 6%; with 100% employer match about $142,920 at 4% or $95,280 at 6%.
2004142$2,608,954$431,948$10,284iApproximate average salary by contribution assumption: employee only about $257,112 at 4% or $171,408 at 6%; with 50% employer match about $171,408 at 4% or $114,272 at 6%; with 100% employer match about $128,556 at 4% or $85,704 at 6%.
Phase II Systems Profit Sharing Plan-42$2,608,954$431,948$10,284iApproximate average salary by contribution assumption: employee only about $257,112 at 4% or $171,408 at 6%; with 50% employer match about $171,408 at 4% or $114,272 at 6%; with 100% employer match about $128,556 at 4% or $85,704 at 6%.
2003138$2,145,140$278,653$7,333iApproximate average salary by contribution assumption: employee only about $183,324 at 4% or $122,216 at 6%; with 50% employer match about $122,216 at 4% or $81,477 at 6%; with 100% employer match about $91,662 at 4% or $61,108 at 6%.
Phase II Systems Profit Sharing Plan-38$2,145,140$278,653$7,333iApproximate average salary by contribution assumption: employee only about $183,324 at 4% or $122,216 at 6%; with 50% employer match about $122,216 at 4% or $81,477 at 6%; with 100% employer match about $91,662 at 4% or $61,108 at 6%.
2002135$1,688,761$143,208$4,092iApproximate average salary by contribution assumption: employee only about $102,291 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
Phase II Systems Profit Sharing Plan-35$1,688,761$143,208$4,092iApproximate average salary by contribution assumption: employee only about $102,291 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
2001132$1,785,187$85,155$2,661iApproximate average salary by contribution assumption: employee only about $66,527 at 4% or $44,352 at 6%; with 50% employer match about $44,352 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%.
Phase II Systems Profit Sharing Plan-32$1,785,187$85,155$2,661iApproximate average salary by contribution assumption: employee only about $66,527 at 4% or $44,352 at 6%; with 50% employer match about $44,352 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%.
2000130$0$0-
Phase II Systems Profit Sharing Plan-30---
1999129$2,084,691$60,049$2,071iApproximate average salary by contribution assumption: employee only about $51,766 at 4% or $34,511 at 6%; with 50% employer match about $34,511 at 4% or $23,007 at 6%; with 100% employer match about $25,883 at 4% or $17,255 at 6%.
Phase II Systems Profit Sharing Plan-29$2,084,691$60,049$2,071iApproximate average salary by contribution assumption: employee only about $51,766 at 4% or $34,511 at 6%; with 50% employer match about $34,511 at 4% or $23,007 at 6%; with 100% employer match about $25,883 at 4% or $17,255 at 6%.