Civic Intelligence

Partners Planning and Engineering Inc.

Plan context: Partners 401K Retirement Plan and Trust

EIN 33-0801870 • San Diego, CA • 5 filings • 2 plans

10805 Thornmint RoadSuite 130San Diego, CA 92127
Current Snapshot

Latest Year

2009

2009 Participants

9

2009 Assets

$178,816

2009 Contributions

$40,088

Historical Graphs

Total Assets Over Time

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

$183,697$91,849$0200520072008YearValue
$178,816Latest year 2008

Participants Over Time

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

1050200520062007YearValue
9Latest year 2007

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
200910$0$0-
Partners 401K Retirement Plan and Trust-0$0--
200810$178,816$40,088-
Partners 401K Retirement Plan and Trust-0$178,816$40,088-
200719$183,697$59,549$6,617iApproximate average salary by contribution assumption: employee only about $165,414 at 4% or $110,276 at 6%; with 50% employer match about $110,276 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
Partners 401K Retirement Plan and Trust-9$183,697$59,549$6,617iApproximate average salary by contribution assumption: employee only about $165,414 at 4% or $110,276 at 6%; with 50% employer match about $110,276 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
2006110$118,536$59,934$5,993iApproximate average salary by contribution assumption: employee only about $149,835 at 4% or $99,890 at 6%; with 50% employer match about $99,890 at 4% or $66,593 at 6%; with 100% employer match about $74,918 at 4% or $49,945 at 6%.
Partners 401K Retirement Plan and Trust-10$118,536$59,934$5,993iApproximate average salary by contribution assumption: employee only about $149,835 at 4% or $99,890 at 6%; with 50% employer match about $99,890 at 4% or $66,593 at 6%; with 100% employer match about $74,918 at 4% or $49,945 at 6%.
200516$55,217$55,213$9,202iApproximate average salary by contribution assumption: employee only about $230,054 at 4% or $153,369 at 6%; with 50% employer match about $153,369 at 4% or $102,246 at 6%; with 100% employer match about $115,027 at 4% or $76,685 at 6%.
Partners 401K Retirement Plan and Trust-6$55,217$55,213$9,202iApproximate average salary by contribution assumption: employee only about $230,054 at 4% or $153,369 at 6%; with 50% employer match about $153,369 at 4% or $102,246 at 6%; with 100% employer match about $115,027 at 4% or $76,685 at 6%.