Civic Intelligence

Teresa Omara

Plan context: 401(K) Profit Sharing Plan & Trust

EIN 36-4597717 • Atascadero, CA • 3 filings • 2 plans

8996 LA Linia AveAtascadero, CA 93422
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$4,321

2011 Contributions

$3,851

Historical Graphs

Total Assets Over Time

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

$4,321$2,161$02007YearValue
$4,321Latest year 2007

Participants Over Time

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

53020072008YearValue
5Latest year 2008

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
201110$0$0-
401(K) Profit Sharing Plan & Trust-0---
200815$0$3,851$770iApproximate average salary by contribution assumption: employee only about $19,255 at 4% or $12,837 at 6%; with 50% employer match about $12,837 at 4% or $8,558 at 6%; with 100% employer match about $9,628 at 4% or $6,418 at 6%.
401(K) Profit Sharing Plan & Trust-5-$3,851$770iApproximate average salary by contribution assumption: employee only about $19,255 at 4% or $12,837 at 6%; with 50% employer match about $12,837 at 4% or $8,558 at 6%; with 100% employer match about $9,628 at 4% or $6,418 at 6%.
200714$4,321$4,138$1,035iApproximate average salary by contribution assumption: employee only about $25,863 at 4% or $17,242 at 6%; with 50% employer match about $17,242 at 4% or $11,494 at 6%; with 100% employer match about $12,931 at 4% or $8,621 at 6%.
401(K) Profit Sharing Plan & Trust-4$4,321$4,138$1,035iApproximate average salary by contribution assumption: employee only about $25,863 at 4% or $17,242 at 6%; with 50% employer match about $17,242 at 4% or $11,494 at 6%; with 100% employer match about $12,931 at 4% or $8,621 at 6%.