Civic Intelligence

Stuart J Poon

Plan context: Stuart J Poon 401 K Profit Sharing Plan Trust

EIN 56-2313766 • Walnut Creek, CA • 16 filings • 3 plans

State Farm Insurance Company2345 Dapplegray LnWalnut Creek, CA 94596-6623
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$154,458

2018 Contributions

$1,944

Historical Graphs

Total Assets Over Time

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

$168,460$84,230$0200320112018YearValue
$154,458Latest year 2018

Participants Over Time

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

420200320112018YearValue
3Latest year 2018

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
201813$154,458$1,944$648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$154,458$1,944$648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%.
201713$168,460$1,788$596iApproximate average salary by contribution assumption: employee only about $14,900 at 4% or $9,933 at 6%; with 50% employer match about $9,933 at 4% or $6,622 at 6%; with 100% employer match about $7,450 at 4% or $4,967 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$168,460$1,788$596iApproximate average salary by contribution assumption: employee only about $14,900 at 4% or $9,933 at 6%; with 50% employer match about $9,933 at 4% or $6,622 at 6%; with 100% employer match about $7,450 at 4% or $4,967 at 6%.
201613$141,926$1,763$588iApproximate average salary by contribution assumption: employee only about $14,692 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,530 at 6%; with 100% employer match about $7,346 at 4% or $4,897 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$141,926$1,763$588iApproximate average salary by contribution assumption: employee only about $14,692 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,530 at 6%; with 100% employer match about $7,346 at 4% or $4,897 at 6%.
201513$129,460$1,627$542iApproximate average salary by contribution assumption: employee only about $13,558 at 4% or $9,039 at 6%; with 50% employer match about $9,039 at 4% or $6,026 at 6%; with 100% employer match about $6,779 at 4% or $4,519 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$129,460$1,627$542iApproximate average salary by contribution assumption: employee only about $13,558 at 4% or $9,039 at 6%; with 50% employer match about $9,039 at 4% or $6,026 at 6%; with 100% employer match about $6,779 at 4% or $4,519 at 6%.
201413$130,586$1,543$514iApproximate average salary by contribution assumption: employee only about $12,858 at 4% or $8,572 at 6%; with 50% employer match about $8,572 at 4% or $5,715 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$130,586$1,543$514iApproximate average salary by contribution assumption: employee only about $12,858 at 4% or $8,572 at 6%; with 50% employer match about $8,572 at 4% or $5,715 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
201313$126,672$1,638$546iApproximate average salary by contribution assumption: employee only about $13,650 at 4% or $9,100 at 6%; with 50% employer match about $9,100 at 4% or $6,067 at 6%; with 100% employer match about $6,825 at 4% or $4,550 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$126,672$1,638$546iApproximate average salary by contribution assumption: employee only about $13,650 at 4% or $9,100 at 6%; with 50% employer match about $9,100 at 4% or $6,067 at 6%; with 100% employer match about $6,825 at 4% or $4,550 at 6%.
201213$99,943$1,551$517iApproximate average salary by contribution assumption: employee only about $12,925 at 4% or $8,617 at 6%; with 50% employer match about $8,617 at 4% or $5,744 at 6%; with 100% employer match about $6,463 at 4% or $4,308 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$99,943$1,551$517iApproximate average salary by contribution assumption: employee only about $12,925 at 4% or $8,617 at 6%; with 50% employer match about $8,617 at 4% or $5,744 at 6%; with 100% employer match about $6,463 at 4% or $4,308 at 6%.
201113$92,718$1,589$530iApproximate average salary by contribution assumption: employee only about $13,242 at 4% or $8,828 at 6%; with 50% employer match about $8,828 at 4% or $5,885 at 6%; with 100% employer match about $6,621 at 4% or $4,414 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$92,718$1,589$530iApproximate average salary by contribution assumption: employee only about $13,242 at 4% or $8,828 at 6%; with 50% employer match about $8,828 at 4% or $5,885 at 6%; with 100% employer match about $6,621 at 4% or $4,414 at 6%.
201013$96,347$1,451$484iApproximate average salary by contribution assumption: employee only about $12,092 at 4% or $8,061 at 6%; with 50% employer match about $8,061 at 4% or $5,374 at 6%; with 100% employer match about $6,046 at 4% or $4,031 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$96,347$1,451$484iApproximate average salary by contribution assumption: employee only about $12,092 at 4% or $8,061 at 6%; with 50% employer match about $8,061 at 4% or $5,374 at 6%; with 100% employer match about $6,046 at 4% or $4,031 at 6%.
200913$86,799$2,878$959iApproximate average salary by contribution assumption: employee only about $23,983 at 4% or $15,989 at 6%; with 50% employer match about $15,989 at 4% or $10,659 at 6%; with 100% employer match about $11,992 at 4% or $7,994 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$86,799$2,878$959iApproximate average salary by contribution assumption: employee only about $23,983 at 4% or $15,989 at 6%; with 50% employer match about $15,989 at 4% or $10,659 at 6%; with 100% employer match about $11,992 at 4% or $7,994 at 6%.
200813$83,587$11,607$3,869iApproximate average salary by contribution assumption: employee only about $96,725 at 4% or $64,483 at 6%; with 50% employer match about $64,483 at 4% or $42,989 at 6%; with 100% employer match about $48,363 at 4% or $32,242 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$83,587$11,607$3,869iApproximate average salary by contribution assumption: employee only about $96,725 at 4% or $64,483 at 6%; with 50% employer match about $64,483 at 4% or $42,989 at 6%; with 100% employer match about $48,363 at 4% or $32,242 at 6%.
200713$107,926$21,612$7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$107,926$21,612$7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%.
200613$79,549$29,456$9,819iApproximate average salary by contribution assumption: employee only about $245,467 at 4% or $163,644 at 6%; with 50% employer match about $163,644 at 4% or $109,096 at 6%; with 100% employer match about $122,733 at 4% or $81,822 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$79,549$29,456$9,819iApproximate average salary by contribution assumption: employee only about $245,467 at 4% or $163,644 at 6%; with 50% employer match about $163,644 at 4% or $109,096 at 6%; with 100% employer match about $122,733 at 4% or $81,822 at 6%.
200512$55,699$17,334$8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-2$55,699$17,334$8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
200414$38,843$29,289$7,322iApproximate average salary by contribution assumption: employee only about $183,056 at 4% or $122,038 at 6%; with 50% employer match about $122,038 at 4% or $81,358 at 6%; with 100% employer match about $91,528 at 4% or $61,019 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-4$38,843$29,289$7,322iApproximate average salary by contribution assumption: employee only about $183,056 at 4% or $122,038 at 6%; with 50% employer match about $122,038 at 4% or $81,358 at 6%; with 100% employer match about $91,528 at 4% or $61,019 at 6%.
200313$8,750$10,066$3,355iApproximate average salary by contribution assumption: employee only about $83,883 at 4% or $55,922 at 6%; with 50% employer match about $55,922 at 4% or $37,281 at 6%; with 100% employer match about $41,942 at 4% or $27,961 at 6%.
Stuart J Poon 401 K Profit Sharing Plan Trust-3$8,750$10,066$3,355iApproximate average salary by contribution assumption: employee only about $83,883 at 4% or $55,922 at 6%; with 50% employer match about $55,922 at 4% or $37,281 at 6%; with 100% employer match about $41,942 at 4% or $27,961 at 6%.