Civic Intelligence

Quantum Investments Inc.

Plan context: Quantum Investments Inc. Defined Benefit Pension Plan

EIN 37-1466420 • Lake Forest, CA • 24 filings • 2 plans

25422 Trabuco Road, Suite 105-323Suite 105-323Lake Forest, CA 92630
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$440,776

2024 Contributions

$9,612

Historical Graphs

Total Assets Over Time

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

$1,096,025$548,013$0201320192024YearValue
$440,776Latest year 2024

Participants Over Time

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

1260201320192024YearValue
3Latest year 2024

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
202423$440,776$0-
Quantum Investments Inc. Defined Benefit Pension Plan-2$402,197--
Quantum Investments Inc. Profit Sharing Plan-3$38,579--
202323$514,439$0-
Quantum Investments Inc. Defined Benefit Pension Plan-2$475,149--
Quantum Investments Inc. Profit Sharing Plan-3$39,290--
202223$1,096,025$9,612$3,204iApproximate average salary by contribution assumption: employee only about $80,100 at 4% or $53,400 at 6%; with 50% employer match about $53,400 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%.
Quantum Investments Inc. Profit Sharing Plan-3$629,604--
Quantum Investments Inc. Defined Benefit Pension Plan-2$466,421$9,612$4,806iApproximate average salary by contribution assumption: employee only about $120,150 at 4% or $80,100 at 6%; with 50% employer match about $80,100 at 4% or $53,400 at 6%; with 100% employer match about $60,075 at 4% or $40,050 at 6%.
202122$1,047,518$0-
Quantum Investments Inc. Profit Sharing Plan-2$532,716--
Quantum Investments Inc. Defined Benefit Pension Plan-2$514,802--
2020210$716,417$0-
Quantum Investments Inc. Defined Benefit Pension Plan-2$608,598--
Quantum Investments Inc. Profit Sharing Plan-10$107,819$0-
201922$990,562$0-
Quantum Investments Inc. Defined Benefit Pension Plan-2$688,896--
Quantum Investments Inc. Profit Sharing Plan-2$301,666--
201823$1,021,095$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Quantum Investments Inc. Defined Benefit Pension Plan-3$701,802$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Quantum Investments Inc. Profit Sharing Plan-3$319,293--
2017211$933,845$0-
Quantum Investments Inc. Defined Benefit Pension Plan-9$604,551$0-
Quantum Investments Inc. Profit Sharing Plan-11$329,294$0-
2016211$903,775$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
Quantum Investments Inc. Defined Benefit Pension Plan-9$588,322$294,935$32,771iApproximate average salary by contribution assumption: employee only about $819,264 at 4% or $546,176 at 6%; with 50% employer match about $546,176 at 4% or $364,117 at 6%; with 100% employer match about $409,632 at 4% or $273,088 at 6%.
Quantum Investments Inc. Profit Sharing Plan-11$315,453$5,065$460iApproximate average salary by contribution assumption: employee only about $11,511 at 4% or $7,674 at 6%; with 50% employer match about $7,674 at 4% or $5,116 at 6%; with 100% employer match about $5,756 at 4% or $3,837 at 6%.
2015212$579,215$8,865$739iApproximate average salary by contribution assumption: employee only about $18,469 at 4% or $12,313 at 6%; with 50% employer match about $12,313 at 4% or $8,208 at 6%; with 100% employer match about $9,234 at 4% or $6,156 at 6%.
Quantum Investments Inc. Profit Sharing Plan-12$300,934$8,865$739iApproximate average salary by contribution assumption: employee only about $18,469 at 4% or $12,313 at 6%; with 50% employer match about $12,313 at 4% or $8,208 at 6%; with 100% employer match about $9,234 at 4% or $6,156 at 6%.
Quantum Investments Inc. Defined Benefit Pension Plan-10$278,281$0-
2014212$589,526$365,912$30,493iApproximate average salary by contribution assumption: employee only about $762,317 at 4% or $508,211 at 6%; with 50% employer match about $508,211 at 4% or $338,807 at 6%; with 100% employer match about $381,158 at 4% or $254,106 at 6%.
Quantum Investments Inc. Profit Sharing Plan-12$304,884$172,418$14,368iApproximate average salary by contribution assumption: employee only about $359,204 at 4% or $239,469 at 6%; with 50% employer match about $239,469 at 4% or $159,646 at 6%; with 100% employer match about $179,602 at 4% or $119,735 at 6%.
Quantum Investments Inc. Defined Benefit Pension Plan-12$284,642$193,494$16,125iApproximate average salary by contribution assumption: employee only about $403,113 at 4% or $268,742 at 6%; with 50% employer match about $268,742 at 4% or $179,161 at 6%; with 100% employer match about $201,556 at 4% or $134,371 at 6%.
2013210$220,405$220,405$22,041iApproximate average salary by contribution assumption: employee only about $551,013 at 4% or $367,342 at 6%; with 50% employer match about $367,342 at 4% or $244,894 at 6%; with 100% employer match about $275,506 at 4% or $183,671 at 6%.
Quantum Investments Inc. Profit Sharing Plan-10$128,278$128,278$12,828iApproximate average salary by contribution assumption: employee only about $320,695 at 4% or $213,797 at 6%; with 50% employer match about $213,797 at 4% or $142,531 at 6%; with 100% employer match about $160,348 at 4% or $106,898 at 6%.
Quantum Investments Inc. Defined Benefit Pension Plan-10$92,127$92,127$9,213iApproximate average salary by contribution assumption: employee only about $230,318 at 4% or $153,545 at 6%; with 50% employer match about $153,545 at 4% or $102,363 at 6%; with 100% employer match about $115,159 at 4% or $76,773 at 6%.