Civic Intelligence

Disability Management Employer

Plan context: Disability Management Employer 401 K Profit Sharing Plan Trust

EIN 33-0647853 • San Diego, CA • 9 filings • 4 plans

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5173 Waring Rd, Ste 134San Diego, CA 92120
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$637,444

2024 Contributions

$176,815

Historical Graphs

Total Assets Over Time

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

$697,318$348,659$0201620202024YearValue
$637,444Latest year 2024

Participants Over Time

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

1890201620202024YearValue
18Latest 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
2024118$637,444$176,815$9,823iApproximate average salary by contribution assumption: employee only about $245,576 at 4% or $163,718 at 6%; with 50% employer match about $163,718 at 4% or $109,145 at 6%; with 100% employer match about $122,788 at 4% or $81,859 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-18$637,444$176,815$9,823iApproximate average salary by contribution assumption: employee only about $245,576 at 4% or $163,718 at 6%; with 50% employer match about $163,718 at 4% or $109,145 at 6%; with 100% employer match about $122,788 at 4% or $81,859 at 6%.
2023115$509,672$234,449$15,630iApproximate average salary by contribution assumption: employee only about $390,748 at 4% or $260,499 at 6%; with 50% employer match about $260,499 at 4% or $173,666 at 6%; with 100% employer match about $195,374 at 4% or $130,249 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-15$509,672$234,449$15,630iApproximate average salary by contribution assumption: employee only about $390,748 at 4% or $260,499 at 6%; with 50% employer match about $260,499 at 4% or $173,666 at 6%; with 100% employer match about $195,374 at 4% or $130,249 at 6%.
2022116$697,318$167,926$10,495iApproximate average salary by contribution assumption: employee only about $262,384 at 4% or $174,923 at 6%; with 50% employer match about $174,923 at 4% or $116,615 at 6%; with 100% employer match about $131,192 at 4% or $87,461 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-16$697,318$167,926$10,495iApproximate average salary by contribution assumption: employee only about $262,384 at 4% or $174,923 at 6%; with 50% employer match about $174,923 at 4% or $116,615 at 6%; with 100% employer match about $131,192 at 4% or $87,461 at 6%.
2021112$665,008$137,372$11,448iApproximate average salary by contribution assumption: employee only about $286,192 at 4% or $190,794 at 6%; with 50% employer match about $190,794 at 4% or $127,196 at 6%; with 100% employer match about $143,096 at 4% or $95,397 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-12$665,008$137,372$11,448iApproximate average salary by contribution assumption: employee only about $286,192 at 4% or $190,794 at 6%; with 50% employer match about $190,794 at 4% or $127,196 at 6%; with 100% employer match about $143,096 at 4% or $95,397 at 6%.
2020112$531,925$131,169$10,931iApproximate average salary by contribution assumption: employee only about $273,269 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,090 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-12$531,925$131,169$10,931iApproximate average salary by contribution assumption: employee only about $273,269 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,090 at 6%.
2019111$340,475$110,505$10,046iApproximate average salary by contribution assumption: employee only about $251,148 at 4% or $167,432 at 6%; with 50% employer match about $167,432 at 4% or $111,621 at 6%; with 100% employer match about $125,574 at 4% or $83,716 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-11$340,475$110,505$10,046iApproximate average salary by contribution assumption: employee only about $251,148 at 4% or $167,432 at 6%; with 50% employer match about $167,432 at 4% or $111,621 at 6%; with 100% employer match about $125,574 at 4% or $83,716 at 6%.
2018112$240,528$82,863$6,905iApproximate average salary by contribution assumption: employee only about $172,631 at 4% or $115,088 at 6%; with 50% employer match about $115,088 at 4% or $76,725 at 6%; with 100% employer match about $86,316 at 4% or $57,544 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-12$240,528$82,863$6,905iApproximate average salary by contribution assumption: employee only about $172,631 at 4% or $115,088 at 6%; with 50% employer match about $115,088 at 4% or $76,725 at 6%; with 100% employer match about $86,316 at 4% or $57,544 at 6%.
2017113$208,086$70,305$5,408iApproximate average salary by contribution assumption: employee only about $135,202 at 4% or $90,135 at 6%; with 50% employer match about $90,135 at 4% or $60,090 at 6%; with 100% employer match about $67,601 at 4% or $45,067 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-13$208,086$70,305$5,408iApproximate average salary by contribution assumption: employee only about $135,202 at 4% or $90,135 at 6%; with 50% employer match about $90,135 at 4% or $60,090 at 6%; with 100% employer match about $67,601 at 4% or $45,067 at 6%.
2016110$115,959$106,428$10,643iApproximate average salary by contribution assumption: employee only about $266,070 at 4% or $177,380 at 6%; with 50% employer match about $177,380 at 4% or $118,253 at 6%; with 100% employer match about $133,035 at 4% or $88,690 at 6%.
Disability Management Employer 401 K Profit Sharing Plan Trust-10$115,959$106,428$10,643iApproximate average salary by contribution assumption: employee only about $266,070 at 4% or $177,380 at 6%; with 50% employer match about $177,380 at 4% or $118,253 at 6%; with 100% employer match about $133,035 at 4% or $88,690 at 6%.