Gearheart and Otis
Plan context: Gearheart & Otis Profit Sharing Plan
EIN 68-0370277 • Pleasant Hill, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
7
2014 Assets
$2,365,227
2014 Contributions
$130,829
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 7 | $2,365,227 | $130,829 | $18,690iApproximate average salary by contribution assumption: employee only about $467,246 at 4% or $311,498 at 6%; with 50% employer match about $311,498 at 4% or $207,665 at 6%; with 100% employer match about $233,623 at 4% or $155,749 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $2,365,227 | $130,829 | $18,690iApproximate average salary by contribution assumption: employee only about $467,246 at 4% or $311,498 at 6%; with 50% employer match about $311,498 at 4% or $207,665 at 6%; with 100% employer match about $233,623 at 4% or $155,749 at 6%. |
| 2013 | 1 | 7 | $2,185,191 | $127,189 | $18,170iApproximate average salary by contribution assumption: employee only about $454,246 at 4% or $302,831 at 6%; with 50% employer match about $302,831 at 4% or $201,887 at 6%; with 100% employer match about $227,123 at 4% or $151,415 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $2,185,191 | $127,189 | $18,170iApproximate average salary by contribution assumption: employee only about $454,246 at 4% or $302,831 at 6%; with 50% employer match about $302,831 at 4% or $201,887 at 6%; with 100% employer match about $227,123 at 4% or $151,415 at 6%. |
| 2012 | 1 | 7 | $1,948,506 | $122,088 | $17,441iApproximate average salary by contribution assumption: employee only about $436,029 at 4% or $290,686 at 6%; with 50% employer match about $290,686 at 4% or $193,790 at 6%; with 100% employer match about $218,014 at 4% or $145,343 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $1,948,506 | $122,088 | $17,441iApproximate average salary by contribution assumption: employee only about $436,029 at 4% or $290,686 at 6%; with 50% employer match about $290,686 at 4% or $193,790 at 6%; with 100% employer match about $218,014 at 4% or $145,343 at 6%. |
| 2011 | 1 | 8 | $1,723,869 | $120,406 | $15,051iApproximate average salary by contribution assumption: employee only about $376,269 at 4% or $250,846 at 6%; with 50% employer match about $250,846 at 4% or $167,231 at 6%; with 100% employer match about $188,134 at 4% or $125,423 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 8 | $1,723,869 | $120,406 | $15,051iApproximate average salary by contribution assumption: employee only about $376,269 at 4% or $250,846 at 6%; with 50% employer match about $250,846 at 4% or $167,231 at 6%; with 100% employer match about $188,134 at 4% or $125,423 at 6%. |
| 2010 | 1 | 7 | $1,628,125 | $122,202 | $17,457iApproximate average salary by contribution assumption: employee only about $436,436 at 4% or $290,957 at 6%; with 50% employer match about $290,957 at 4% or $193,971 at 6%; with 100% employer match about $218,218 at 4% or $145,479 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $1,628,125 | $122,202 | $17,457iApproximate average salary by contribution assumption: employee only about $436,436 at 4% or $290,957 at 6%; with 50% employer match about $290,957 at 4% or $193,971 at 6%; with 100% employer match about $218,218 at 4% or $145,479 at 6%. |
| 2009 | 2 | 7 | $1,445,248 | $555,112 | $79,302iApproximate average salary by contribution assumption: employee only about $1,982,543 at 4% or $1,321,695 at 6%; with 50% employer match about $1,321,695 at 4% or $881,130 at 6%; with 100% employer match about $991,271 at 4% or $660,848 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $1,445,248 | $555,112 | $79,302iApproximate average salary by contribution assumption: employee only about $1,982,543 at 4% or $1,321,695 at 6%; with 50% employer match about $1,321,695 at 4% or $881,130 at 6%; with 100% employer match about $991,271 at 4% or $660,848 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2008 | 2 | 6 | $426,259 | $33,595 | $5,599iApproximate average salary by contribution assumption: employee only about $139,979 at 4% or $93,319 at 6%; with 50% employer match about $93,319 at 4% or $62,213 at 6%; with 100% employer match about $69,990 at 4% or $46,660 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $426,259 | $33,595 | $33,595iApproximate average salary by contribution assumption: employee only about $839,875 at 4% or $559,917 at 6%; with 50% employer match about $559,917 at 4% or $373,278 at 6%; with 100% employer match about $419,938 at 4% or $279,958 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 6 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| Gearheart & Otis Profit Sharing Plan | - | 1 | - | - | - |
| Gearheart & Otis Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 2 | 6 | $1,213,623 | $86,290 | $14,382iApproximate average salary by contribution assumption: employee only about $359,542 at 4% or $239,694 at 6%; with 50% employer match about $239,694 at 4% or $159,796 at 6%; with 100% employer match about $179,771 at 4% or $119,847 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 6 | $755,256 | $55,645 | $9,274iApproximate average salary by contribution assumption: employee only about $231,854 at 4% or $154,569 at 6%; with 50% employer match about $154,569 at 4% or $103,046 at 6%; with 100% employer match about $115,927 at 4% or $77,285 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $458,367 | $30,645 | $30,645iApproximate average salary by contribution assumption: employee only about $766,125 at 4% or $510,750 at 6%; with 50% employer match about $510,750 at 4% or $340,500 at 6%; with 100% employer match about $383,063 at 4% or $255,375 at 6%. |
| 2005 | 2 | 7 | $1,039,590 | $82,208 | $11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 7 | $644,544 | $53,600 | $7,657iApproximate average salary by contribution assumption: employee only about $191,429 at 4% or $127,619 at 6%; with 50% employer match about $127,619 at 4% or $85,079 at 6%; with 100% employer match about $95,714 at 4% or $63,810 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $395,046 | $28,608 | $28,608iApproximate average salary by contribution assumption: employee only about $715,200 at 4% or $476,800 at 6%; with 50% employer match about $476,800 at 4% or $317,867 at 6%; with 100% employer match about $357,600 at 4% or $238,400 at 6%. |
| 2004 | 2 | 8 | $926,498 | $29,826 | $3,728iApproximate average salary by contribution assumption: employee only about $93,206 at 4% or $62,138 at 6%; with 50% employer match about $62,138 at 4% or $41,425 at 6%; with 100% employer match about $46,603 at 4% or $31,069 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 8 | $579,795 | $19,913 | $2,489iApproximate average salary by contribution assumption: employee only about $62,228 at 4% or $41,485 at 6%; with 50% employer match about $41,485 at 4% or $27,657 at 6%; with 100% employer match about $31,114 at 4% or $20,743 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $346,703 | $9,913 | $9,913iApproximate average salary by contribution assumption: employee only about $247,825 at 4% or $165,217 at 6%; with 50% employer match about $165,217 at 4% or $110,144 at 6%; with 100% employer match about $123,913 at 4% or $82,608 at 6%. |
| 2003 | 2 | 8 | $857,215 | $0 | - |
| Gearheart & Otis Profit Sharing Plan | - | 8 | $539,452 | - | - |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $317,763 | - | - |
| 2002 | 2 | 8 | $766,625 | $58,060 | $7,258iApproximate average salary by contribution assumption: employee only about $181,438 at 4% or $120,958 at 6%; with 50% employer match about $120,958 at 4% or $80,639 at 6%; with 100% employer match about $90,719 at 4% or $60,479 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 8 | $504,802 | $38,060 | $4,758iApproximate average salary by contribution assumption: employee only about $118,938 at 4% or $79,292 at 6%; with 50% employer match about $79,292 at 4% or $52,861 at 6%; with 100% employer match about $59,469 at 4% or $39,646 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $261,823 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2001 | 2 | 8 | $0 | $0 | - |
| Gearheart & Otis Profit Sharing Plan | - | 8 | - | - | - |
| Gearheart & Otis Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Gearheart & Otis Profit Sharing Plan | - | 6 | - | - | - |
| Gearheart & Otis Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 2 | 4 | $577,115 | $64,152 | $16,038iApproximate average salary by contribution assumption: employee only about $400,950 at 4% or $267,300 at 6%; with 50% employer match about $267,300 at 4% or $178,200 at 6%; with 100% employer match about $200,475 at 4% or $133,650 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 4 | $499,029 | $40,152 | $10,038iApproximate average salary by contribution assumption: employee only about $250,950 at 4% or $167,300 at 6%; with 50% employer match about $167,300 at 4% or $111,533 at 6%; with 100% employer match about $125,475 at 4% or $83,650 at 6%. |
| Gearheart & Otis Profit Sharing Plan | - | 1 | $78,086 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |