Civic Intelligence

Joseph L. Southwick

Plan context: Joseph L. Southwick Profit Sharing Plan

EIN 33-0617180 • LA Mesa, CA • 18 filings • 3 plans

8310 LA Mesa Blvd.LA Mesa, CA 91942-9218
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$562,305

2017 Contributions

$51,792

Historical Graphs

Total Assets Over Time

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

$562,305$281,153$0200020102017YearValue
$562,305Latest year 2017

Participants Over Time

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

420200020092017YearValue
1Latest year 2017

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
201711$562,305$51,792$51,792iApproximate average salary by contribution assumption: employee only about $1,294,800 at 4% or $863,200 at 6%; with 50% employer match about $863,200 at 4% or $575,467 at 6%; with 100% employer match about $647,400 at 4% or $431,600 at 6%.
Joseph L. Southwick Profit Sharing Plan-1$562,305$51,792$51,792iApproximate average salary by contribution assumption: employee only about $1,294,800 at 4% or $863,200 at 6%; with 50% employer match about $863,200 at 4% or $575,467 at 6%; with 100% employer match about $647,400 at 4% or $431,600 at 6%.
201612$474,076$41,955$20,978iApproximate average salary by contribution assumption: employee only about $524,438 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,219 at 4% or $174,813 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$474,076$41,955$20,978iApproximate average salary by contribution assumption: employee only about $524,438 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,219 at 4% or $174,813 at 6%.
201512$416,445$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$416,445$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201412$405,966$41,029$20,515iApproximate average salary by contribution assumption: employee only about $512,863 at 4% or $341,908 at 6%; with 50% employer match about $341,908 at 4% or $227,939 at 6%; with 100% employer match about $256,431 at 4% or $170,954 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$405,966$41,029$20,515iApproximate average salary by contribution assumption: employee only about $512,863 at 4% or $341,908 at 6%; with 50% employer match about $341,908 at 4% or $227,939 at 6%; with 100% employer match about $256,431 at 4% or $170,954 at 6%.
201312$388,474$51,391$25,696iApproximate average salary by contribution assumption: employee only about $642,388 at 4% or $428,258 at 6%; with 50% employer match about $428,258 at 4% or $285,506 at 6%; with 100% employer match about $321,194 at 4% or $214,129 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$388,474$51,391$25,696iApproximate average salary by contribution assumption: employee only about $642,388 at 4% or $428,258 at 6%; with 50% employer match about $428,258 at 4% or $285,506 at 6%; with 100% employer match about $321,194 at 4% or $214,129 at 6%.
201214$274,561$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Joseph L. Southwick Profit Sharing Plan-4$274,561$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201114$209,697$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Joseph L. Southwick Profit Sharing Plan-4$209,697$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201014$187,536$0-
Joseph L. Southwick Profit Sharing Plan-4$187,536$0-
200912$167,940$0-
Joseph L. Southwick Profit Sharing Plan-2$167,940$0-
200812$147,199$39,606$19,803iApproximate average salary by contribution assumption: employee only about $495,075 at 4% or $330,050 at 6%; with 50% employer match about $330,050 at 4% or $220,033 at 6%; with 100% employer match about $247,538 at 4% or $165,025 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$147,199$39,606$19,803iApproximate average salary by contribution assumption: employee only about $495,075 at 4% or $330,050 at 6%; with 50% employer match about $330,050 at 4% or $220,033 at 6%; with 100% employer match about $247,538 at 4% or $165,025 at 6%.
200713$0$0-
Joseph L. Southwick Profit Sharing Plan-3---
200612$129,856$15,146$7,573iApproximate average salary by contribution assumption: employee only about $189,325 at 4% or $126,217 at 6%; with 50% employer match about $126,217 at 4% or $84,144 at 6%; with 100% employer match about $94,663 at 4% or $63,108 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$129,856$15,146$7,573iApproximate average salary by contribution assumption: employee only about $189,325 at 4% or $126,217 at 6%; with 50% employer match about $126,217 at 4% or $84,144 at 6%; with 100% employer match about $94,663 at 4% or $63,108 at 6%.
200511$95,085$11,932$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
Joseph L. Southwick Profit Sharing Plan-1$95,085$11,932$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
200411$82,179$29,881$29,881iApproximate average salary by contribution assumption: employee only about $747,025 at 4% or $498,017 at 6%; with 50% employer match about $498,017 at 4% or $332,011 at 6%; with 100% employer match about $373,513 at 4% or $249,008 at 6%.
Joseph L. Southwick Profit Sharing Plan-1$82,179$29,881$29,881iApproximate average salary by contribution assumption: employee only about $747,025 at 4% or $498,017 at 6%; with 50% employer match about $498,017 at 4% or $332,011 at 6%; with 100% employer match about $373,513 at 4% or $249,008 at 6%.
200311$47,362$11,151$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
Joseph L. Southwick Profit Sharing Plan-1$47,362$11,151$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
200211$30,599$12,040$12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%.
Joseph L. Southwick Profit Sharing Plan-1$30,599$12,040$12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%.
200111$0$0-
Joseph L. Southwick Profit Sharing Plan-1---
200012$24,562$24,562$12,281iApproximate average salary by contribution assumption: employee only about $307,025 at 4% or $204,683 at 6%; with 50% employer match about $204,683 at 4% or $136,456 at 6%; with 100% employer match about $153,513 at 4% or $102,342 at 6%.
Joseph L. Southwick Profit Sharing Plan-2$24,562$24,562$12,281iApproximate average salary by contribution assumption: employee only about $307,025 at 4% or $204,683 at 6%; with 50% employer match about $204,683 at 4% or $136,456 at 6%; with 100% employer match about $153,513 at 4% or $102,342 at 6%.