Saddleback Investment Inc
Plan context: Saddleback Investment Inc 401K Profit Sharing Plan Trust
EIN 65-0708608 • 3 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
12
2001 Assets
$28,723
2001 Contributions
$18,467
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 12 | $28,723 | $18,467 | $1,539iApproximate average salary by contribution assumption: employee only about $38,473 at 4% or $25,649 at 6%; with 50% employer match about $25,649 at 4% or $17,099 at 6%; with 100% employer match about $19,236 at 4% or $12,824 at 6%. |
| Saddleback Investment Inc 401K Profit Sharing Plan Trust | - | 12 | $28,723 | $18,467 | $1,539iApproximate average salary by contribution assumption: employee only about $38,473 at 4% or $25,649 at 6%; with 50% employer match about $25,649 at 4% or $17,099 at 6%; with 100% employer match about $19,236 at 4% or $12,824 at 6%. |
| 2000 | 1 | 12 | $13,566 | $11,111 | $926iApproximate average salary by contribution assumption: employee only about $23,148 at 4% or $15,432 at 6%; with 50% employer match about $15,432 at 4% or $10,288 at 6%; with 100% employer match about $11,574 at 4% or $7,716 at 6%. |
| Saddleback Investment Inc 401K Profit Sharing Plan Trust | - | 12 | $13,566 | $11,111 | $926iApproximate average salary by contribution assumption: employee only about $23,148 at 4% or $15,432 at 6%; with 50% employer match about $15,432 at 4% or $10,288 at 6%; with 100% employer match about $11,574 at 4% or $7,716 at 6%. |
| 1999 | 1 | 8 | $4,038 | $5,087 | $636iApproximate average salary by contribution assumption: employee only about $15,897 at 4% or $10,598 at 6%; with 50% employer match about $10,598 at 4% or $7,065 at 6%; with 100% employer match about $7,948 at 4% or $5,299 at 6%. |
| Saddleback Investment Inc 401K Profit Sharing Plan Trust | - | 8 | $4,038 | $5,087 | $636iApproximate average salary by contribution assumption: employee only about $15,897 at 4% or $10,598 at 6%; with 50% employer match about $10,598 at 4% or $7,065 at 6%; with 100% employer match about $7,948 at 4% or $5,299 at 6%. |