Civic Intelligence

Jim Bogart

Plan context: Jim Bogart Profit Sharing Plan

EIN 33-0749018 • San Diego, CA • 8 filings • 1 plans

5078 Corte Playa CatalinaSan Diego, CA 92124-1556
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$3,018,364

2014 Contributions

$52,000

Historical Graphs

Total Assets Over Time

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

$3,018,364$1,509,182$0200720112014YearValue
$3,018,364Latest year 2014

Participants Over Time

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

210200720112014YearValue
1Latest year 2014

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
201411$3,018,364$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Jim Bogart Profit Sharing Plan-1$3,018,364$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201312$2,845,285$18,307$9,154iApproximate average salary by contribution assumption: employee only about $228,838 at 4% or $152,558 at 6%; with 50% employer match about $152,558 at 4% or $101,706 at 6%; with 100% employer match about $114,419 at 4% or $76,279 at 6%.
Jim Bogart Profit Sharing Plan-2$2,845,285$18,307$9,154iApproximate average salary by contribution assumption: employee only about $228,838 at 4% or $152,558 at 6%; with 50% employer match about $152,558 at 4% or $101,706 at 6%; with 100% employer match about $114,419 at 4% or $76,279 at 6%.
201212$2,698,497$17,720$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
Jim Bogart Profit Sharing Plan-2$2,698,497$17,720$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
201112$2,459,802$17,741$8,871iApproximate average salary by contribution assumption: employee only about $221,763 at 4% or $147,842 at 6%; with 50% employer match about $147,842 at 4% or $98,561 at 6%; with 100% employer match about $110,881 at 4% or $73,921 at 6%.
Jim Bogart Profit Sharing Plan-2$2,459,802$17,741$8,871iApproximate average salary by contribution assumption: employee only about $221,763 at 4% or $147,842 at 6%; with 50% employer match about $147,842 at 4% or $98,561 at 6%; with 100% employer match about $110,881 at 4% or $73,921 at 6%.
201012$2,343,152$17,379$8,690iApproximate average salary by contribution assumption: employee only about $217,238 at 4% or $144,825 at 6%; with 50% employer match about $144,825 at 4% or $96,550 at 6%; with 100% employer match about $108,619 at 4% or $72,413 at 6%.
Jim Bogart Profit Sharing Plan-2$2,343,152$17,379$8,690iApproximate average salary by contribution assumption: employee only about $217,238 at 4% or $144,825 at 6%; with 50% employer match about $144,825 at 4% or $96,550 at 6%; with 100% employer match about $108,619 at 4% or $72,413 at 6%.
200912$2,144,032$17,300$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
Jim Bogart Profit Sharing Plan-2$2,144,032$17,300$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
200812$1,918,075$23,562$11,781iApproximate average salary by contribution assumption: employee only about $294,525 at 4% or $196,350 at 6%; with 50% employer match about $196,350 at 4% or $130,900 at 6%; with 100% employer match about $147,263 at 4% or $98,175 at 6%.
Jim Bogart Profit Sharing Plan-2$1,918,075$23,562$11,781iApproximate average salary by contribution assumption: employee only about $294,525 at 4% or $196,350 at 6%; with 50% employer match about $196,350 at 4% or $130,900 at 6%; with 100% employer match about $147,263 at 4% or $98,175 at 6%.
200712$2,731,224$29,303$14,652iApproximate average salary by contribution assumption: employee only about $366,288 at 4% or $244,192 at 6%; with 50% employer match about $244,192 at 4% or $162,794 at 6%; with 100% employer match about $183,144 at 4% or $122,096 at 6%.
Jim Bogart Profit Sharing Plan-2$2,731,224$29,303$14,652iApproximate average salary by contribution assumption: employee only about $366,288 at 4% or $244,192 at 6%; with 50% employer match about $244,192 at 4% or $162,794 at 6%; with 100% employer match about $183,144 at 4% or $122,096 at 6%.