Civic Intelligence

Adam Robert Devone, a Sole Proprietor

Plan context: Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan

EIN 51-0626657 • Lake Forest, CA • 21 filings • 5 plans

23716 Birtcher DriveLake Forest, CA 92630
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$458,123

2018 Contributions

$3,591

Historical Graphs

Total Assets Over Time

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

$1,424,920$712,460$0200620122017YearValue
$458,123Latest year 2017

Participants Over Time

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

530200620122017YearValue
3Latest year 2017

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
201810$0$0-
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-0$0--
201713$458,123$0-
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-3$458,123--
201613$397,600$0-
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-3$397,600--
201513$355,891$3,591$1,197iApproximate average salary by contribution assumption: employee only about $29,925 at 4% or $19,950 at 6%; with 50% employer match about $19,950 at 4% or $13,300 at 6%; with 100% employer match about $14,963 at 4% or $9,975 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-3$355,891$3,591$1,197iApproximate average salary by contribution assumption: employee only about $29,925 at 4% or $19,950 at 6%; with 50% employer match about $19,950 at 4% or $13,300 at 6%; with 100% employer match about $14,963 at 4% or $9,975 at 6%.
201414$368,601$2,743$686iApproximate average salary by contribution assumption: employee only about $17,144 at 4% or $11,429 at 6%; with 50% employer match about $11,429 at 4% or $7,619 at 6%; with 100% employer match about $8,572 at 4% or $5,715 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-4$368,601$2,743$686iApproximate average salary by contribution assumption: employee only about $17,144 at 4% or $11,429 at 6%; with 50% employer match about $11,429 at 4% or $7,619 at 6%; with 100% employer match about $8,572 at 4% or $5,715 at 6%.
201324$1,424,920$255,527$63,882iApproximate average salary by contribution assumption: employee only about $1,597,044 at 4% or $1,064,696 at 6%; with 50% employer match about $1,064,696 at 4% or $709,797 at 6%; with 100% employer match about $798,522 at 4% or $532,348 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-1$1,068,948$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-4$355,972$55,527$13,882iApproximate average salary by contribution assumption: employee only about $347,044 at 4% or $231,363 at 6%; with 50% employer match about $231,363 at 4% or $154,242 at 6%; with 100% employer match about $173,522 at 4% or $115,681 at 6%.
201225$1,091,983$260,829$52,166iApproximate average salary by contribution assumption: employee only about $1,304,145 at 4% or $869,430 at 6%; with 50% employer match about $869,430 at 4% or $579,620 at 6%; with 100% employer match about $652,073 at 4% or $434,715 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-2$839,740$204,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-5$252,243$56,829$11,366iApproximate average salary by contribution assumption: employee only about $284,145 at 4% or $189,430 at 6%; with 50% employer match about $189,430 at 4% or $126,287 at 6%; with 100% employer match about $142,073 at 4% or $94,715 at 6%.
201125$785,460$153,076$30,615iApproximate average salary by contribution assumption: employee only about $765,380 at 4% or $510,253 at 6%; with 50% employer match about $510,253 at 4% or $340,169 at 6%; with 100% employer match about $382,690 at 4% or $255,127 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-2$585,111$115,952$57,976iApproximate average salary by contribution assumption: employee only about $1,449,400 at 4% or $966,267 at 6%; with 50% employer match about $966,267 at 4% or $644,178 at 6%; with 100% employer match about $724,700 at 4% or $483,133 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-5$200,349$37,124$7,425iApproximate average salary by contribution assumption: employee only about $185,620 at 4% or $123,747 at 6%; with 50% employer match about $123,747 at 4% or $82,498 at 6%; with 100% employer match about $92,810 at 4% or $61,873 at 6%.
201024$613,963$144,997$36,249iApproximate average salary by contribution assumption: employee only about $906,231 at 4% or $604,154 at 6%; with 50% employer match about $604,154 at 4% or $402,769 at 6%; with 100% employer match about $453,116 at 4% or $302,077 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-3$438,088$107,218$35,739iApproximate average salary by contribution assumption: employee only about $893,483 at 4% or $595,656 at 6%; with 50% employer match about $595,656 at 4% or $397,104 at 6%; with 100% employer match about $446,742 at 4% or $297,828 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-4$175,875$37,779$9,445iApproximate average salary by contribution assumption: employee only about $236,119 at 4% or $157,413 at 6%; with 50% employer match about $157,413 at 4% or $104,942 at 6%; with 100% employer match about $118,059 at 4% or $78,706 at 6%.
200924$425,356$113,591$28,398iApproximate average salary by contribution assumption: employee only about $709,944 at 4% or $473,296 at 6%; with 50% employer match about $473,296 at 4% or $315,531 at 6%; with 100% employer match about $354,972 at 4% or $236,648 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-4$303,198$75,875$18,969iApproximate average salary by contribution assumption: employee only about $474,219 at 4% or $316,146 at 6%; with 50% employer match about $316,146 at 4% or $210,764 at 6%; with 100% employer match about $237,109 at 4% or $158,073 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-4$122,158$37,716$9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%.
200823$264,522$124,494$41,498iApproximate average salary by contribution assumption: employee only about $1,037,450 at 4% or $691,633 at 6%; with 50% employer match about $691,633 at 4% or $461,089 at 6%; with 100% employer match about $518,725 at 4% or $345,817 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-3$199,466$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-3$65,056$34,494$11,498iApproximate average salary by contribution assumption: employee only about $287,450 at 4% or $191,633 at 6%; with 50% employer match about $191,633 at 4% or $127,756 at 6%; with 100% employer match about $143,725 at 4% or $95,817 at 6%.
200721$174,103$94,997$94,997iApproximate average salary by contribution assumption: employee only about $2,374,925 at 4% or $1,583,283 at 6%; with 50% employer match about $1,583,283 at 4% or $1,055,522 at 6%; with 100% employer match about $1,187,463 at 4% or $791,642 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-1$174,103$94,997$94,997iApproximate average salary by contribution assumption: employee only about $2,374,925 at 4% or $1,583,283 at 6%; with 50% employer match about $1,583,283 at 4% or $1,055,522 at 6%; with 100% employer match about $1,187,463 at 4% or $791,642 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-1---
200622$120,450$120,450$60,225iApproximate average salary by contribution assumption: employee only about $1,505,625 at 4% or $1,003,750 at 6%; with 50% employer match about $1,003,750 at 4% or $669,167 at 6%; with 100% employer match about $752,813 at 4% or $501,875 at 6%.
Adam Robert Devone, a Sole Proprietor Defined Benefit Pension Plan-2$90,808$90,808$45,404iApproximate average salary by contribution assumption: employee only about $1,135,100 at 4% or $756,733 at 6%; with 50% employer match about $756,733 at 4% or $504,489 at 6%; with 100% employer match about $567,550 at 4% or $378,367 at 6%.
Adam Robert Devone, a Sole Proprietor 401(K) Profit Sharing Plan-2$29,642$29,642$14,821iApproximate average salary by contribution assumption: employee only about $370,525 at 4% or $247,017 at 6%; with 50% employer match about $247,017 at 4% or $164,678 at 6%; with 100% employer match about $185,263 at 4% or $123,508 at 6%.