Civic Intelligence

Johnson & Rountree Premium Inc.

Plan context: Johnson & Rountree Premium Inc. Defined Benefit Pension Plan

EIN 33-0627073 • San Diego, CA • 29 filings • 6 plans

9245 Activity Road, Ste 205San Diego, CA 92126
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,401,595

2024 Contributions

$304,297

Historical Graphs

Total Assets Over Time

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

$5,401,595$2,700,798$0200820162024YearValue
$5,401,595Latest year 2024

Participants Over Time

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

103520200820172024YearValue
23Latest 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
2024223$5,401,595$304,297$13,230iApproximate average salary by contribution assumption: employee only about $330,758 at 4% or $220,505 at 6%; with 50% employer match about $220,505 at 4% or $147,003 at 6%; with 100% employer match about $165,379 at 4% or $110,253 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-22$3,745,059$131,570$5,980iApproximate average salary by contribution assumption: employee only about $149,511 at 4% or $99,674 at 6%; with 50% employer match about $99,674 at 4% or $66,449 at 6%; with 100% employer match about $74,756 at 4% or $49,837 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-23$1,656,536$172,727$7,510iApproximate average salary by contribution assumption: employee only about $187,747 at 4% or $125,164 at 6%; with 50% employer match about $125,164 at 4% or $83,443 at 6%; with 100% employer match about $93,873 at 4% or $62,582 at 6%.
2023240$4,835,641$323,646$8,091iApproximate average salary by contribution assumption: employee only about $202,279 at 4% or $134,853 at 6%; with 50% employer match about $134,853 at 4% or $89,902 at 6%; with 100% employer match about $101,139 at 4% or $67,426 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-40$3,431,299$157,445$3,936iApproximate average salary by contribution assumption: employee only about $98,403 at 4% or $65,602 at 6%; with 50% employer match about $65,602 at 4% or $43,735 at 6%; with 100% employer match about $49,202 at 4% or $32,801 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-38$1,404,342$166,201$4,374iApproximate average salary by contribution assumption: employee only about $109,343 at 4% or $72,895 at 6%; with 50% employer match about $72,895 at 4% or $48,597 at 6%; with 100% employer match about $54,671 at 4% or $36,448 at 6%.
2022238$4,157,018$564,948$14,867iApproximate average salary by contribution assumption: employee only about $371,676 at 4% or $247,784 at 6%; with 50% employer match about $247,784 at 4% or $165,189 at 6%; with 100% employer match about $185,838 at 4% or $123,892 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-38$3,050,169$420,000$11,053iApproximate average salary by contribution assumption: employee only about $276,316 at 4% or $184,211 at 6%; with 50% employer match about $184,211 at 4% or $122,807 at 6%; with 100% employer match about $138,158 at 4% or $92,105 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-38$1,106,849$144,948$3,814iApproximate average salary by contribution assumption: employee only about $95,361 at 4% or $63,574 at 6%; with 50% employer match about $63,574 at 4% or $42,382 at 6%; with 100% employer match about $47,680 at 4% or $31,787 at 6%.
2021254$4,365,780$151,044$2,797iApproximate average salary by contribution assumption: employee only about $69,928 at 4% or $46,619 at 6%; with 50% employer match about $46,619 at 4% or $31,079 at 6%; with 100% employer match about $34,964 at 4% or $23,309 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-49$2,944,138$0-
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-54$1,421,642$151,044$2,797iApproximate average salary by contribution assumption: employee only about $69,928 at 4% or $46,619 at 6%; with 50% employer match about $46,619 at 4% or $31,079 at 6%; with 100% employer match about $34,964 at 4% or $23,309 at 6%.
20202103$3,938,349$142,730$1,386iApproximate average salary by contribution assumption: employee only about $34,643 at 4% or $23,095 at 6%; with 50% employer match about $23,095 at 4% or $15,397 at 6%; with 100% employer match about $17,322 at 4% or $11,548 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-47$2,733,285$0-
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-103$1,205,064$142,730$1,386iApproximate average salary by contribution assumption: employee only about $34,643 at 4% or $23,095 at 6%; with 50% employer match about $23,095 at 4% or $15,397 at 6%; with 100% employer match about $17,322 at 4% or $11,548 at 6%.
2019292$3,797,382$600,620$6,528iApproximate average salary by contribution assumption: employee only about $163,212 at 4% or $108,808 at 6%; with 50% employer match about $108,808 at 4% or $72,539 at 6%; with 100% employer match about $81,606 at 4% or $54,404 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-75$2,719,563$442,777$5,904iApproximate average salary by contribution assumption: employee only about $147,592 at 4% or $98,395 at 6%; with 50% employer match about $98,395 at 4% or $65,597 at 6%; with 100% employer match about $73,796 at 4% or $49,197 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-92$1,077,819$157,843$1,716iApproximate average salary by contribution assumption: employee only about $42,892 at 4% or $28,595 at 6%; with 50% employer match about $28,595 at 4% or $19,063 at 6%; with 100% employer match about $21,446 at 4% or $14,297 at 6%.
2018298$3,020,557$836,667$8,537iApproximate average salary by contribution assumption: employee only about $213,435 at 4% or $142,290 at 6%; with 50% employer match about $142,290 at 4% or $94,860 at 6%; with 100% employer match about $106,718 at 4% or $71,145 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-88$2,148,979$599,694$6,815iApproximate average salary by contribution assumption: employee only about $170,368 at 4% or $113,578 at 6%; with 50% employer match about $113,578 at 4% or $75,719 at 6%; with 100% employer match about $85,184 at 4% or $56,789 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-98$871,578$236,973$2,418iApproximate average salary by contribution assumption: employee only about $60,452 at 4% or $40,302 at 6%; with 50% employer match about $40,302 at 4% or $26,868 at 6%; with 100% employer match about $30,226 at 4% or $20,151 at 6%.
2017280$2,307,078$561,905$7,024iApproximate average salary by contribution assumption: employee only about $175,595 at 4% or $117,064 at 6%; with 50% employer match about $117,064 at 4% or $78,042 at 6%; with 100% employer match about $87,798 at 4% or $58,532 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-80$1,611,595$358,408$4,480iApproximate average salary by contribution assumption: employee only about $112,003 at 4% or $74,668 at 6%; with 50% employer match about $74,668 at 4% or $49,779 at 6%; with 100% employer match about $56,001 at 4% or $37,334 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-79$695,483$203,497$2,576iApproximate average salary by contribution assumption: employee only about $64,398 at 4% or $42,932 at 6%; with 50% employer match about $42,932 at 4% or $28,621 at 6%; with 100% employer match about $32,199 at 4% or $21,466 at 6%.
2016246$1,635,599$495,889$10,780iApproximate average salary by contribution assumption: employee only about $269,505 at 4% or $179,670 at 6%; with 50% employer match about $179,670 at 4% or $119,780 at 6%; with 100% employer match about $134,752 at 4% or $89,835 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-42$1,175,205$345,385$8,223iApproximate average salary by contribution assumption: employee only about $205,586 at 4% or $137,058 at 6%; with 50% employer match about $137,058 at 4% or $91,372 at 6%; with 100% employer match about $102,793 at 4% or $68,529 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-46$460,394$150,504$3,272iApproximate average salary by contribution assumption: employee only about $81,796 at 4% or $54,530 at 6%; with 50% employer match about $54,530 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,265 at 6%.
2015229$1,144,131$512,761$17,681iApproximate average salary by contribution assumption: employee only about $442,035 at 4% or $294,690 at 6%; with 50% employer match about $294,690 at 4% or $196,460 at 6%; with 100% employer match about $221,018 at 4% or $147,345 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-29$801,875$347,228$11,973iApproximate average salary by contribution assumption: employee only about $299,334 at 4% or $199,556 at 6%; with 50% employer match about $199,556 at 4% or $133,038 at 6%; with 100% employer match about $149,667 at 4% or $99,778 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-27$342,256$165,533$6,131iApproximate average salary by contribution assumption: employee only about $153,271 at 4% or $102,181 at 6%; with 50% employer match about $102,181 at 4% or $68,121 at 6%; with 100% employer match about $76,636 at 4% or $51,090 at 6%.
2014221$698,642$426,113$20,291iApproximate average salary by contribution assumption: employee only about $507,277 at 4% or $338,185 at 6%; with 50% employer match about $338,185 at 4% or $225,457 at 6%; with 100% employer match about $253,639 at 4% or $169,092 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-21$487,419$306,827$14,611iApproximate average salary by contribution assumption: employee only about $365,270 at 4% or $243,513 at 6%; with 50% employer match about $243,513 at 4% or $162,342 at 6%; with 100% employer match about $182,635 at 4% or $121,757 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-21$211,223$119,286$5,680iApproximate average salary by contribution assumption: employee only about $142,007 at 4% or $94,671 at 6%; with 50% employer match about $94,671 at 4% or $63,114 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%.
2013223$443,838$298,718$12,988iApproximate average salary by contribution assumption: employee only about $324,693 at 4% or $216,462 at 6%; with 50% employer match about $216,462 at 4% or $144,308 at 6%; with 100% employer match about $162,347 at 4% or $108,231 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-23$263,324$118,204$5,139iApproximate average salary by contribution assumption: employee only about $128,483 at 4% or $85,655 at 6%; with 50% employer match about $85,655 at 4% or $57,103 at 6%; with 100% employer match about $64,241 at 4% or $42,828 at 6%.
Johnson & Rountree Premium Inc. Defined Benefit Pension Plan-18$180,514$180,514$10,029iApproximate average salary by contribution assumption: employee only about $250,714 at 4% or $167,143 at 6%; with 50% employer match about $167,143 at 4% or $111,428 at 6%; with 100% employer match about $125,357 at 4% or $83,571 at 6%.
2012183$121,533$11,604$140iApproximate average salary by contribution assumption: employee only about $3,495 at 4% or $2,330 at 6%; with 50% employer match about $2,330 at 4% or $1,553 at 6%; with 100% employer match about $1,748 at 4% or $1,165 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-83$121,533$11,604$140iApproximate average salary by contribution assumption: employee only about $3,495 at 4% or $2,330 at 6%; with 50% employer match about $2,330 at 4% or $1,553 at 6%; with 100% employer match about $1,748 at 4% or $1,165 at 6%.
201110$126,136$16,682-
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-0$126,136$16,682-
2010150$111,818$22,859$457iApproximate average salary by contribution assumption: employee only about $11,430 at 4% or $7,620 at 6%; with 50% employer match about $7,620 at 4% or $5,080 at 6%; with 100% employer match about $5,715 at 4% or $3,810 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-50$111,818$22,859$457iApproximate average salary by contribution assumption: employee only about $11,430 at 4% or $7,620 at 6%; with 50% employer match about $7,620 at 4% or $5,080 at 6%; with 100% employer match about $5,715 at 4% or $3,810 at 6%.
2009110$104,741$44,105$4,411iApproximate average salary by contribution assumption: employee only about $110,263 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,006 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-10$104,741$44,105$4,411iApproximate average salary by contribution assumption: employee only about $110,263 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,006 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%.
2008110$44,631$47,225$4,723iApproximate average salary by contribution assumption: employee only about $118,063 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.
Johnson & Rountree Premium Inc. 401(K) Profit Sharing Plan and Trust-10$44,631$47,225$4,723iApproximate average salary by contribution assumption: employee only about $118,063 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.