Cruz & Associates Inc.
Plan context: Cruz & Associates Inc. Profit Sharing Plan
EIN 33-0720110 • Upland, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
7
2010 Assets
$795,635
2010 Contributions
$110,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Cruz & Associates Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 7 | $795,635 | $0 | - |
| Cruz & Associates Inc. Profit Sharing Plan | - | 7 | $795,635 | $0 | - |
| 2008 | 1 | 9 | $789,872 | $110,000 | $12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 9 | $789,872 | $110,000 | $12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%. |
| 2007 | 1 | 8 | $1,027,612 | $107,000 | $13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 8 | $1,027,612 | $107,000 | $13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%. |
| 2006 | 1 | 11 | $1,018,108 | $132,000 | $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%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 11 | $1,018,108 | $132,000 | $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%. |
| 2005 | 1 | 9 | $807,849 | $100,381 | $11,153iApproximate average salary by contribution assumption: employee only about $278,836 at 4% or $185,891 at 6%; with 50% employer match about $185,891 at 4% or $123,927 at 6%; with 100% employer match about $139,418 at 4% or $92,945 at 6%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 9 | $807,849 | $100,381 | $11,153iApproximate average salary by contribution assumption: employee only about $278,836 at 4% or $185,891 at 6%; with 50% employer match about $185,891 at 4% or $123,927 at 6%; with 100% employer match about $139,418 at 4% or $92,945 at 6%. |
| 2004 | 1 | 11 | $685,655 | $110,000 | $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%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 11 | $685,655 | $110,000 | $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%. |
| 2003 | 1 | 9 | $532,849 | $121,652 | $13,517iApproximate average salary by contribution assumption: employee only about $337,922 at 4% or $225,281 at 6%; with 50% employer match about $225,281 at 4% or $150,188 at 6%; with 100% employer match about $168,961 at 4% or $112,641 at 6%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 9 | $532,849 | $121,652 | $13,517iApproximate average salary by contribution assumption: employee only about $337,922 at 4% or $225,281 at 6%; with 50% employer match about $225,281 at 4% or $150,188 at 6%; with 100% employer match about $168,961 at 4% or $112,641 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Cruz & Associates Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 0 | $285,745 | $43,660 | - |
| Cruz & Associates Inc. Profit Sharing Plan | - | 0 | $285,745 | $43,660 | - |
| 1999 | 1 | 5 | $273,387 | $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%. |
| Cruz & Associates Inc. Profit Sharing Plan | - | 5 | $273,387 | $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%. |