Civic Intelligence

Isaacson, Wood & Associates

Plan context: Isaacson, Wood & Associates Profit Sharing 401K Plan

EIN 68-0083218 • San Jose, CA • 14 filings • 2 plans

1961 The AlamedaSan Jose, CA 95126-1433
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$16,619

2013 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$595,007$297,504$0199920062012YearValue
$16,619Latest year 2012

Participants Over Time

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

420199920062012YearValue
1Latest year 2012

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
201310$0$0-
Isaacson, Wood & Associates Profit Sharing 401K Plan-0$0$0-
201211$16,619$0-
Isaacson, Wood & Associates Profit Sharing 401K Plan-1$16,619--
201112$260,294$0-
Isaacson, Wood & Associates Profit Sharing 401K Plan-2$260,294--
201012$423,643$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-2$423,643$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200912$387,258$10,821$5,411iApproximate average salary by contribution assumption: employee only about $135,263 at 4% or $90,175 at 6%; with 50% employer match about $90,175 at 4% or $60,117 at 6%; with 100% employer match about $67,631 at 4% or $45,088 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-2$387,258$10,821$5,411iApproximate average salary by contribution assumption: employee only about $135,263 at 4% or $90,175 at 6%; with 50% employer match about $90,175 at 4% or $60,117 at 6%; with 100% employer match about $67,631 at 4% or $45,088 at 6%.
200812$304,219$17,810$8,905iApproximate average salary by contribution assumption: employee only about $222,625 at 4% or $148,417 at 6%; with 50% employer match about $148,417 at 4% or $98,944 at 6%; with 100% employer match about $111,313 at 4% or $74,208 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-2$304,219$17,810$8,905iApproximate average salary by contribution assumption: employee only about $222,625 at 4% or $148,417 at 6%; with 50% employer match about $148,417 at 4% or $98,944 at 6%; with 100% employer match about $111,313 at 4% or $74,208 at 6%.
200712$437,401$35,584$17,792iApproximate average salary by contribution assumption: employee only about $444,800 at 4% or $296,533 at 6%; with 50% employer match about $296,533 at 4% or $197,689 at 6%; with 100% employer match about $222,400 at 4% or $148,267 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-2$437,401$35,584$17,792iApproximate average salary by contribution assumption: employee only about $444,800 at 4% or $296,533 at 6%; with 50% employer match about $296,533 at 4% or $197,689 at 6%; with 100% employer match about $222,400 at 4% or $148,267 at 6%.
200613$595,007$39,033$13,011iApproximate average salary by contribution assumption: employee only about $325,275 at 4% or $216,850 at 6%; with 50% employer match about $216,850 at 4% or $144,567 at 6%; with 100% employer match about $162,638 at 4% or $108,425 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-3$595,007$39,033$13,011iApproximate average salary by contribution assumption: employee only about $325,275 at 4% or $216,850 at 6%; with 50% employer match about $216,850 at 4% or $144,567 at 6%; with 100% employer match about $162,638 at 4% or $108,425 at 6%.
200513$493,482$39,390$13,130iApproximate average salary by contribution assumption: employee only about $328,250 at 4% or $218,833 at 6%; with 50% employer match about $218,833 at 4% or $145,889 at 6%; with 100% employer match about $164,125 at 4% or $109,417 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-3$493,482$39,390$13,130iApproximate average salary by contribution assumption: employee only about $328,250 at 4% or $218,833 at 6%; with 50% employer match about $218,833 at 4% or $145,889 at 6%; with 100% employer match about $164,125 at 4% or $109,417 at 6%.
200313$338,062$38,590$12,863iApproximate average salary by contribution assumption: employee only about $321,583 at 4% or $214,389 at 6%; with 50% employer match about $214,389 at 4% or $142,926 at 6%; with 100% employer match about $160,792 at 4% or $107,194 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-3$338,062$38,590$12,863iApproximate average salary by contribution assumption: employee only about $321,583 at 4% or $214,389 at 6%; with 50% employer match about $214,389 at 4% or $142,926 at 6%; with 100% employer match about $160,792 at 4% or $107,194 at 6%.
200213$255,473$20,981$6,994iApproximate average salary by contribution assumption: employee only about $174,842 at 4% or $116,561 at 6%; with 50% employer match about $116,561 at 4% or $77,707 at 6%; with 100% employer match about $87,421 at 4% or $58,281 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-3$255,473$20,981$6,994iApproximate average salary by contribution assumption: employee only about $174,842 at 4% or $116,561 at 6%; with 50% employer match about $116,561 at 4% or $77,707 at 6%; with 100% employer match about $87,421 at 4% or $58,281 at 6%.
200114$285,516$29,233$7,308iApproximate average salary by contribution assumption: employee only about $182,706 at 4% or $121,804 at 6%; with 50% employer match about $121,804 at 4% or $81,203 at 6%; with 100% employer match about $91,353 at 4% or $60,902 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-4$285,516$29,233$7,308iApproximate average salary by contribution assumption: employee only about $182,706 at 4% or $121,804 at 6%; with 50% employer match about $121,804 at 4% or $81,203 at 6%; with 100% employer match about $91,353 at 4% or $60,902 at 6%.
200014$322,753$35,858$8,965iApproximate average salary by contribution assumption: employee only about $224,113 at 4% or $149,408 at 6%; with 50% employer match about $149,408 at 4% or $99,606 at 6%; with 100% employer match about $112,056 at 4% or $74,704 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-4$322,753$35,858$8,965iApproximate average salary by contribution assumption: employee only about $224,113 at 4% or $149,408 at 6%; with 50% employer match about $149,408 at 4% or $99,606 at 6%; with 100% employer match about $112,056 at 4% or $74,704 at 6%.
199914$310,819$32,533$8,133iApproximate average salary by contribution assumption: employee only about $203,331 at 4% or $135,554 at 6%; with 50% employer match about $135,554 at 4% or $90,369 at 6%; with 100% employer match about $101,666 at 4% or $67,777 at 6%.
Isaacson, Wood & Associates Profit Sharing 401K Plan-4$310,819$32,533$8,133iApproximate average salary by contribution assumption: employee only about $203,331 at 4% or $135,554 at 6%; with 50% employer match about $135,554 at 4% or $90,369 at 6%; with 100% employer match about $101,666 at 4% or $67,777 at 6%.