Civic Intelligence

J. David Horspool & Associates Inc.

Plan context: J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

EIN 71-0957777 • Redlands, CA • 29 filings • 3 plans

300 East State StreetSuite 200Redlands, CA 92373
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$301,724

2023 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$902,457$451,229$0200920162022YearValue
$301,724Latest year 2022

Participants Over Time

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

840200320132022YearValue
1Latest year 2022

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
202310$0$12,000-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-0$0$12,000-
202211$301,724$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-1$301,724$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202112$309,775$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-2$309,775--
202012$309,771$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-2$309,771--
201922$639,086$0-
J. David Horspool & Associates Inc. 401K Plan-1$329,316--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-2$309,770$0-
201824$861,802$16,216$4,054iApproximate average salary by contribution assumption: employee only about $101,350 at 4% or $67,567 at 6%; with 50% employer match about $67,567 at 4% or $45,044 at 6%; with 100% employer match about $50,675 at 4% or $33,783 at 6%.
J. David Horspool & Associates Inc. 401K Plan-1$450,955$16,216$16,216iApproximate average salary by contribution assumption: employee only about $405,400 at 4% or $270,267 at 6%; with 50% employer match about $270,267 at 4% or $180,178 at 6%; with 100% employer match about $202,700 at 4% or $135,133 at 6%.
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-4$410,847--
201725$881,515$0-
J. David Horspool & Associates Inc. 401K Plan-1$510,497--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-5$371,018--
201625$902,457$0-
J. David Horspool & Associates Inc. 401K Plan-1$543,348--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-5$359,109--
201525$885,117$0-
J. David Horspool & Associates Inc. 401K Plan-1$527,142--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-5$357,975--
201425$866,627$0-
J. David Horspool & Associates Inc. 401K Plan-1$514,424--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-5$352,203$0-
201326$867,435$0-
J. David Horspool & Associates Inc. 401K Plan-1$501,748--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-6$365,687--
201224$618,838$0-
J. David Horspool & Associates Inc. 401K Plan-1$471,034--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-4$147,804--
201124$573,113$0-
J. David Horspool & Associates Inc. 401K Plan-1$433,668--
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-4$139,445--
201018$180,229$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-8$180,229--
200918$595,428$18,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST-8$595,428$18,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
200718$0$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN-8---
200617$0$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN-7---
200517$0$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN-7---
200416$0$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN-6---
200315$0$0-
J. DAVID HORSPOOL & ASSOCIATES, INC. PROFIT SHARING PLAN-5---