Civic Intelligence

Otis P. Heald, a Sole Proprietorship

Plan context: Otis P. Heald, a Sole Proprietorship Profit Sharing Plan

EIN 33-0652616 • Fallbrook, CA • 3 filings • 1 plans

PO Box 1707Fallbrook, CA 92088
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$1,288,119

2012 Contributions

$10,067

Historical Graphs

Total Assets Over Time

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

$1,784,685$892,343$020102011YearValue
$1,288,119Latest year 2011

Participants Over Time

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

32020102011YearValue
3Latest year 2011

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
201210$0$0-
Otis P. Heald, a Sole Proprietorship Profit Sharing Plan-0---
201113$1,288,119$10,067$3,356iApproximate average salary by contribution assumption: employee only about $83,892 at 4% or $55,928 at 6%; with 50% employer match about $55,928 at 4% or $37,285 at 6%; with 100% employer match about $41,946 at 4% or $27,964 at 6%.
Otis P. Heald, a Sole Proprietorship Profit Sharing Plan-3$1,288,119$10,067$3,356iApproximate average salary by contribution assumption: employee only about $83,892 at 4% or $55,928 at 6%; with 50% employer match about $55,928 at 4% or $37,285 at 6%; with 100% employer match about $41,946 at 4% or $27,964 at 6%.
201013$1,784,685$10,113$3,371iApproximate average salary by contribution assumption: employee only about $84,275 at 4% or $56,183 at 6%; with 50% employer match about $56,183 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%.
Otis P. Heald, a Sole Proprietorship Profit Sharing Plan-3$1,784,685$10,113$3,371iApproximate average salary by contribution assumption: employee only about $84,275 at 4% or $56,183 at 6%; with 50% employer match about $56,183 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%.