Civic Intelligence

Northshore Investment Group

Plan context: Northshore Investment Group Defined Benefit Pension Plan

EIN 33-0913265 • Escondido, CA • 23 filings • 2 plans

555 W Country Club Lane, Suite C319Escondido, CA 92026
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$69,142

2024 Contributions

$59,741

Historical Graphs

Total Assets Over Time

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

$901,744$450,872$0201220182023YearValue
$69,142Latest year 2023

Participants Over Time

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

530201220182023YearValue
3Latest year 2023

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
202410$0$0-
Northshore Investment Group Defined Benefit Pension Plan-0$0$0-
202313$69,142$0-
Northshore Investment Group Defined Benefit Pension Plan-3$69,142$0-
202213$385,669$0-
Northshore Investment Group Defined Benefit Pension Plan-3$385,669$0-
202122$493,920$0-
Northshore Investment Group Defined Benefit Pension Plan-2$469,090$0-
Northshore Investment Group 401(K) Plan-2$24,830$0-
202024$502,975$59,741$14,935iApproximate average salary by contribution assumption: employee only about $373,381 at 4% or $248,921 at 6%; with 50% employer match about $248,921 at 4% or $165,947 at 6%; with 100% employer match about $186,691 at 4% or $124,460 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-3$465,882$59,741$19,914iApproximate average salary by contribution assumption: employee only about $497,842 at 4% or $331,894 at 6%; with 50% employer match about $331,894 at 4% or $221,263 at 6%; with 100% employer match about $248,921 at 4% or $165,947 at 6%.
Northshore Investment Group 401(K) Plan-4$37,093$0-
201924$678,879$20,882$5,221iApproximate average salary by contribution assumption: employee only about $130,513 at 4% or $87,008 at 6%; with 50% employer match about $87,008 at 4% or $58,006 at 6%; with 100% employer match about $65,256 at 4% or $43,504 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-4$566,485$20,882$5,221iApproximate average salary by contribution assumption: employee only about $130,513 at 4% or $87,008 at 6%; with 50% employer match about $87,008 at 4% or $58,006 at 6%; with 100% employer match about $65,256 at 4% or $43,504 at 6%.
Northshore Investment Group 401(K) Plan-3$112,394$0-
201824$758,328$14,786$3,697iApproximate average salary by contribution assumption: employee only about $92,413 at 4% or $61,608 at 6%; with 50% employer match about $61,608 at 4% or $41,072 at 6%; with 100% employer match about $46,206 at 4% or $30,804 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-4$642,496$14,786$3,697iApproximate average salary by contribution assumption: employee only about $92,413 at 4% or $61,608 at 6%; with 50% employer match about $61,608 at 4% or $41,072 at 6%; with 100% employer match about $46,206 at 4% or $30,804 at 6%.
Northshore Investment Group 401(K) Plan-4$115,832$0-
201725$812,374$7,343$1,469iApproximate average salary by contribution assumption: employee only about $36,715 at 4% or $24,477 at 6%; with 50% employer match about $24,477 at 4% or $16,318 at 6%; with 100% employer match about $18,358 at 4% or $12,238 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-5$665,811$7,343$1,469iApproximate average salary by contribution assumption: employee only about $36,715 at 4% or $24,477 at 6%; with 50% employer match about $24,477 at 4% or $16,318 at 6%; with 100% employer match about $18,358 at 4% or $12,238 at 6%.
Northshore Investment Group 401(K) Plan-5$146,563$0-
201625$854,991$7,367$1,473iApproximate average salary by contribution assumption: employee only about $36,835 at 4% or $24,557 at 6%; with 50% employer match about $24,557 at 4% or $16,371 at 6%; with 100% employer match about $18,418 at 4% or $12,278 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-5$623,109$7,367$1,473iApproximate average salary by contribution assumption: employee only about $36,835 at 4% or $24,557 at 6%; with 50% employer match about $24,557 at 4% or $16,371 at 6%; with 100% employer match about $18,418 at 4% or $12,278 at 6%.
Northshore Investment Group 401(K) Plan-5$231,882$0-
201525$805,309$3,969$794iApproximate average salary by contribution assumption: employee only about $19,845 at 4% or $13,230 at 6%; with 50% employer match about $13,230 at 4% or $8,820 at 6%; with 100% employer match about $9,923 at 4% or $6,615 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-5$585,849$3,873$775iApproximate average salary by contribution assumption: employee only about $19,365 at 4% or $12,910 at 6%; with 50% employer match about $12,910 at 4% or $8,607 at 6%; with 100% employer match about $9,683 at 4% or $6,455 at 6%.
Northshore Investment Group 401(K) Plan-5$219,460$96$19iApproximate average salary by contribution assumption: employee only about $480 at 4% or $320 at 6%; with 50% employer match about $320 at 4% or $213 at 6%; with 100% employer match about $240 at 4% or $160 at 6%.
201425$901,744$378,476$75,695iApproximate average salary by contribution assumption: employee only about $1,892,380 at 4% or $1,261,587 at 6%; with 50% employer match about $1,261,587 at 4% or $841,058 at 6%; with 100% employer match about $946,190 at 4% or $630,793 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-5$595,905$280,747$56,149iApproximate average salary by contribution assumption: employee only about $1,403,735 at 4% or $935,823 at 6%; with 50% employer match about $935,823 at 4% or $623,882 at 6%; with 100% employer match about $701,868 at 4% or $467,912 at 6%.
Northshore Investment Group 401(K) Plan-5$305,839$97,729$19,546iApproximate average salary by contribution assumption: employee only about $488,645 at 4% or $325,763 at 6%; with 50% employer match about $325,763 at 4% or $217,176 at 6%; with 100% employer match about $244,323 at 4% or $162,882 at 6%.
201325$508,745$165,490$33,098iApproximate average salary by contribution assumption: employee only about $827,450 at 4% or $551,633 at 6%; with 50% employer match about $551,633 at 4% or $367,756 at 6%; with 100% employer match about $413,725 at 4% or $275,817 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-5$302,210$45,424$9,085iApproximate average salary by contribution assumption: employee only about $227,120 at 4% or $151,413 at 6%; with 50% employer match about $151,413 at 4% or $100,942 at 6%; with 100% employer match about $113,560 at 4% or $75,707 at 6%.
Northshore Investment Group 401(K) Plan-5$206,535$120,066$24,013iApproximate average salary by contribution assumption: employee only about $600,330 at 4% or $400,220 at 6%; with 50% employer match about $400,220 at 4% or $266,813 at 6%; with 100% employer match about $300,165 at 4% or $200,110 at 6%.
201224$325,895$325,895$81,474iApproximate average salary by contribution assumption: employee only about $2,036,844 at 4% or $1,357,896 at 6%; with 50% employer match about $1,357,896 at 4% or $905,264 at 6%; with 100% employer match about $1,018,422 at 4% or $678,948 at 6%.
Northshore Investment Group Defined Benefit Pension Plan-4$246,895$246,895$61,724iApproximate average salary by contribution assumption: employee only about $1,543,094 at 4% or $1,028,729 at 6%; with 50% employer match about $1,028,729 at 4% or $685,819 at 6%; with 100% employer match about $771,547 at 4% or $514,365 at 6%.
Northshore Investment Group 401(K) Plan-4$79,000$79,000$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.