Civic Intelligence

Copeland & Tierman LLP

Plan context: Copeland & Tierman Retirement Plan and Trust

EIN 33-0693103 • San Diego, CA • 16 filings • 3 plans

9988 Hibert Street, Ste. 310San Diego, CA 92131
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,030,952

2014 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,253,547$626,774$0199920062013YearValue
$1,030,952Latest year 2013

Participants Over Time

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

630199920062013YearValue
5Latest year 2013

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
201410$0$0-
Copeland & Tierman Retirement Plan and Trust-0$0$0-
201315$1,030,952$0-
Copeland & Tierman Retirement Plan and Trust-5$1,030,952$0-
201215$793,741$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Copeland & Tierman Retirement Plan and Trust-5$793,741$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201116$1,253,547$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Copeland & Tierman Retirement Plan and Trust-6$1,253,547$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201016$1,152,992$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Copeland & Tierman Retirement Plan and Trust-6$1,152,992$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200916$935,304$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Copeland & Tierman Retirement Plan and Trust-6$935,304$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200816$742,255$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Copeland & Tierman Retirement Plan and Trust-6$742,255$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200716$0$0-
Copeland & Tierman Retirement Plan and Trust-6---
200616$744,779$93,058$15,510iApproximate average salary by contribution assumption: employee only about $387,742 at 4% or $258,494 at 6%; with 50% employer match about $258,494 at 4% or $172,330 at 6%; with 100% employer match about $193,871 at 4% or $129,247 at 6%.
Copeland & Tierman Retirement Plan and Trust-6$744,779$93,058$15,510iApproximate average salary by contribution assumption: employee only about $387,742 at 4% or $258,494 at 6%; with 50% employer match about $258,494 at 4% or $172,330 at 6%; with 100% employer match about $193,871 at 4% or $129,247 at 6%.
200514$609,921$89,262$22,316iApproximate average salary by contribution assumption: employee only about $557,888 at 4% or $371,925 at 6%; with 50% employer match about $371,925 at 4% or $247,950 at 6%; with 100% employer match about $278,944 at 4% or $185,963 at 6%.
Copeland & Tierman Retirement Plan and Trust-4$609,921$89,262$22,316iApproximate average salary by contribution assumption: employee only about $557,888 at 4% or $371,925 at 6%; with 50% employer match about $371,925 at 4% or $247,950 at 6%; with 100% employer match about $278,944 at 4% or $185,963 at 6%.
200415$508,743$88,711$17,742iApproximate average salary by contribution assumption: employee only about $443,555 at 4% or $295,703 at 6%; with 50% employer match about $295,703 at 4% or $197,136 at 6%; with 100% employer match about $221,778 at 4% or $147,852 at 6%.
Copeland & Tierman Retirement Plan and Trust-5$508,743$88,711$17,742iApproximate average salary by contribution assumption: employee only about $443,555 at 4% or $295,703 at 6%; with 50% employer match about $295,703 at 4% or $197,136 at 6%; with 100% employer match about $221,778 at 4% or $147,852 at 6%.
200314$387,268$87,930$21,983iApproximate average salary by contribution assumption: employee only about $549,563 at 4% or $366,375 at 6%; with 50% employer match about $366,375 at 4% or $244,250 at 6%; with 100% employer match about $274,781 at 4% or $183,188 at 6%.
Copeland & Tierman Retirement Plan and Trust-4$387,268$87,930$21,983iApproximate average salary by contribution assumption: employee only about $549,563 at 4% or $366,375 at 6%; with 50% employer match about $366,375 at 4% or $244,250 at 6%; with 100% employer match about $274,781 at 4% or $183,188 at 6%.
200214$252,282$85,200$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
Copeland & Tierman Retirement Plan and Trust-4$252,282$85,200$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
200115$0$0-
Copeland & Tierman Retirement Plan and Trust-5---
200015$173,473$47,461$9,492iApproximate average salary by contribution assumption: employee only about $237,305 at 4% or $158,203 at 6%; with 50% employer match about $158,203 at 4% or $105,469 at 6%; with 100% employer match about $118,653 at 4% or $79,102 at 6%.
Copeland & Tierman Retirement Plan and Trust-5$173,473$47,461$9,492iApproximate average salary by contribution assumption: employee only about $237,305 at 4% or $158,203 at 6%; with 50% employer match about $158,203 at 4% or $105,469 at 6%; with 100% employer match about $118,653 at 4% or $79,102 at 6%.
199915$122,886$64,539$12,908iApproximate average salary by contribution assumption: employee only about $322,695 at 4% or $215,130 at 6%; with 50% employer match about $215,130 at 4% or $143,420 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%.
Copeland & Tierman Retirement Plan and Trust-5$122,886$64,539$12,908iApproximate average salary by contribution assumption: employee only about $322,695 at 4% or $215,130 at 6%; with 50% employer match about $215,130 at 4% or $143,420 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%.
Copeland & Tierman LLP | EIN 33-0693103 | 2014 Form 5500 Company Profile