Civic Intelligence

Cooper, Phillips & Peterson LLP

Plan context: Cooper, Phillips & Peterson LLP Cash Balance Pension Plan

EIN 41-2111797 • Pasadena, CA • 10 filings • 3 plans

600 S Lake Ave Ste 402Pasadena, CA 91106-3955
Current Snapshot

Latest Year

2010

2010 Participants

15

2010 Assets

$25,346

2010 Contributions

$872,177

Historical Graphs

Total Assets Over Time

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

$3,626,959$1,813,480$0200320052009YearValue
$25,346Latest year 2009

Participants Over Time

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

26130200320062009YearValue
15Latest year 2009

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
201010$0$0-
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-0$0$0-
2009115$25,346$0-
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-15$25,346$0-
200713$0$0-
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-3---
2006226$3,626,959$872,177$33,545iApproximate average salary by contribution assumption: employee only about $838,632 at 4% or $559,088 at 6%; with 50% employer match about $559,088 at 4% or $372,725 at 6%; with 100% employer match about $419,316 at 4% or $279,544 at 6%.
COOPER, PHILLIPS & PETERSON LLP 401K PROFIT SHARING PLAN-26$2,704,239$500,766$19,260iApproximate average salary by contribution assumption: employee only about $481,506 at 4% or $321,004 at 6%; with 50% employer match about $321,004 at 4% or $214,003 at 6%; with 100% employer match about $240,753 at 4% or $160,502 at 6%.
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-12$922,720$371,411$30,951iApproximate average salary by contribution assumption: employee only about $773,773 at 4% or $515,849 at 6%; with 50% employer match about $515,849 at 4% or $343,899 at 6%; with 100% employer match about $386,886 at 4% or $257,924 at 6%.
2005224$2,522,590$601,650$25,069iApproximate average salary by contribution assumption: employee only about $626,719 at 4% or $417,813 at 6%; with 50% employer match about $417,813 at 4% or $278,542 at 6%; with 100% employer match about $313,359 at 4% or $208,906 at 6%.
COOPER, PHILLIPS & PETERSON LLP 401K PROFIT SHARING PLAN-24$2,086,414$346,674$14,445iApproximate average salary by contribution assumption: employee only about $361,119 at 4% or $240,746 at 6%; with 50% employer match about $240,746 at 4% or $160,497 at 6%; with 100% employer match about $180,559 at 4% or $120,373 at 6%.
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-14$436,176$254,976$18,213iApproximate average salary by contribution assumption: employee only about $455,314 at 4% or $303,543 at 6%; with 50% employer match about $303,543 at 4% or $202,362 at 6%; with 100% employer match about $227,657 at 4% or $151,771 at 6%.
2004214$1,907,008$401,598$28,686iApproximate average salary by contribution assumption: employee only about $717,139 at 4% or $478,093 at 6%; with 50% employer match about $478,093 at 4% or $318,729 at 6%; with 100% employer match about $358,570 at 4% or $239,046 at 6%.
COOPER, PHILLIPS & PETERSON LLP 401K PROFIT SHARING PLAN-12$1,721,008$215,598$17,967iApproximate average salary by contribution assumption: employee only about $449,163 at 4% or $299,442 at 6%; with 50% employer match about $299,442 at 4% or $199,628 at 6%; with 100% employer match about $224,581 at 4% or $149,721 at 6%.
Cooper, Phillips & Peterson LLP Cash Balance Pension Plan-14$186,000$186,000$13,286iApproximate average salary by contribution assumption: employee only about $332,143 at 4% or $221,429 at 6%; with 50% employer match about $221,429 at 4% or $147,619 at 6%; with 100% employer match about $166,071 at 4% or $110,714 at 6%.
2003122$1,432,078$90,014$4,092iApproximate average salary by contribution assumption: employee only about $102,289 at 4% or $68,192 at 6%; with 50% employer match about $68,192 at 4% or $45,462 at 6%; with 100% employer match about $51,144 at 4% or $34,096 at 6%.
COOPER & PHILLIPS LLP 401K PROFIT SHARING PLAN-22$1,432,078$90,014$4,092iApproximate average salary by contribution assumption: employee only about $102,289 at 4% or $68,192 at 6%; with 50% employer match about $68,192 at 4% or $45,462 at 6%; with 100% employer match about $51,144 at 4% or $34,096 at 6%.