Civic Intelligence

Energi

Plan context: Energi Profit Sharing 401(K) Plan

EIN 33-0781847 • San Juan Capistrano, CA • 8 filings • 1 plans

33302 Valle Road, Suite 250San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$596,709

2020 Contributions

$15,971

Historical Graphs

Total Assets Over Time

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

$596,709$298,355$0201320162019YearValue
$596,709Latest year 2019

Participants Over Time

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

630201320162019YearValue
5Latest year 2019

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
202010$0$15,971-
Energi Profit Sharing 401(K) Plan-0$0$15,971-
201915$596,709$35,905$7,181iApproximate average salary by contribution assumption: employee only about $179,525 at 4% or $119,683 at 6%; with 50% employer match about $119,683 at 4% or $79,789 at 6%; with 100% employer match about $89,763 at 4% or $59,842 at 6%.
Energi Profit Sharing 401(K) Plan-5$596,709$35,905$7,181iApproximate average salary by contribution assumption: employee only about $179,525 at 4% or $119,683 at 6%; with 50% employer match about $119,683 at 4% or $79,789 at 6%; with 100% employer match about $89,763 at 4% or $59,842 at 6%.
201815$463,480$32,375$6,475iApproximate average salary by contribution assumption: employee only about $161,875 at 4% or $107,917 at 6%; with 50% employer match about $107,917 at 4% or $71,944 at 6%; with 100% employer match about $80,938 at 4% or $53,958 at 6%.
Energi Profit Sharing 401(K) Plan-5$463,480$32,375$6,475iApproximate average salary by contribution assumption: employee only about $161,875 at 4% or $107,917 at 6%; with 50% employer match about $107,917 at 4% or $71,944 at 6%; with 100% employer match about $80,938 at 4% or $53,958 at 6%.
201715$464,895$31,781$6,356iApproximate average salary by contribution assumption: employee only about $158,905 at 4% or $105,937 at 6%; with 50% employer match about $105,937 at 4% or $70,624 at 6%; with 100% employer match about $79,453 at 4% or $52,968 at 6%.
Energi Profit Sharing 401(K) Plan-5$464,895$31,781$6,356iApproximate average salary by contribution assumption: employee only about $158,905 at 4% or $105,937 at 6%; with 50% employer match about $105,937 at 4% or $70,624 at 6%; with 100% employer match about $79,453 at 4% or $52,968 at 6%.
201615$381,618$25,192$5,038iApproximate average salary by contribution assumption: employee only about $125,960 at 4% or $83,973 at 6%; with 50% employer match about $83,973 at 4% or $55,982 at 6%; with 100% employer match about $62,980 at 4% or $41,987 at 6%.
Energi Profit Sharing 401(K) Plan-5$381,618$25,192$5,038iApproximate average salary by contribution assumption: employee only about $125,960 at 4% or $83,973 at 6%; with 50% employer match about $83,973 at 4% or $55,982 at 6%; with 100% employer match about $62,980 at 4% or $41,987 at 6%.
201516$339,530$18,402$3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%.
Energi Profit Sharing 401(K) Plan-6$339,530$18,402$3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%.
201415$331,749$9,235$1,847iApproximate average salary by contribution assumption: employee only about $46,175 at 4% or $30,783 at 6%; with 50% employer match about $30,783 at 4% or $20,522 at 6%; with 100% employer match about $23,088 at 4% or $15,392 at 6%.
Energi Profit Sharing 401(K) Plan-5$331,749$9,235$1,847iApproximate average salary by contribution assumption: employee only about $46,175 at 4% or $30,783 at 6%; with 50% employer match about $30,783 at 4% or $20,522 at 6%; with 100% employer match about $23,088 at 4% or $15,392 at 6%.
201315$318,382$7,708$1,542iApproximate average salary by contribution assumption: employee only about $38,540 at 4% or $25,693 at 6%; with 50% employer match about $25,693 at 4% or $17,129 at 6%; with 100% employer match about $19,270 at 4% or $12,847 at 6%.
Energi Profit Sharing 401(K) Plan-5$318,382$7,708$1,542iApproximate average salary by contribution assumption: employee only about $38,540 at 4% or $25,693 at 6%; with 50% employer match about $25,693 at 4% or $17,129 at 6%; with 100% employer match about $19,270 at 4% or $12,847 at 6%.