Civic Intelligence

Clifton Douglas LLP

Plan context: CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN

EIN 74-3114050 • San Jose, CA • 19 filings • 3 plans

84 South First Street, Third FloorSan Jose, CA 95113
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$11,756

2019 Contributions

$328,176

Historical Graphs

Total Assets Over Time

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

$2,826,738$1,413,369$0200920142018YearValue
$11,756Latest year 2018

Participants Over Time

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

25130200820132018YearValue
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
201910$0$0-
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-0$0$0-
201813$11,756$0-
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-3$11,756--
201721$6,997$0-
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-1$6,997--
Clifton Douglas LLP 401(K) Plan-0$0--
2016225$2,826,738$328,176$13,127iApproximate average salary by contribution assumption: employee only about $328,176 at 4% or $218,784 at 6%; with 50% employer match about $218,784 at 4% or $145,856 at 6%; with 100% employer match about $164,088 at 4% or $109,392 at 6%.
Clifton Douglas LLP 401(K) Plan-25$1,858,061$221,779$8,871iApproximate average salary by contribution assumption: employee only about $221,779 at 4% or $147,853 at 6%; with 50% employer match about $147,853 at 4% or $98,568 at 6%; with 100% employer match about $110,890 at 4% or $73,926 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-17$968,677$106,397$6,259iApproximate average salary by contribution assumption: employee only about $156,466 at 4% or $104,311 at 6%; with 50% employer match about $104,311 at 4% or $69,541 at 6%; with 100% employer match about $78,233 at 4% or $52,155 at 6%.
2015218$2,282,826$463,198$25,733iApproximate average salary by contribution assumption: employee only about $643,331 at 4% or $428,887 at 6%; with 50% employer match about $428,887 at 4% or $285,925 at 6%; with 100% employer match about $321,665 at 4% or $214,444 at 6%.
Clifton Douglas LLP 401(K) Plan-18$1,464,436$207,427$11,524iApproximate average salary by contribution assumption: employee only about $288,093 at 4% or $192,062 at 6%; with 50% employer match about $192,062 at 4% or $128,041 at 6%; with 100% employer match about $144,047 at 4% or $96,031 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-11$818,390$255,771$23,252iApproximate average salary by contribution assumption: employee only about $581,298 at 4% or $387,532 at 6%; with 50% employer match about $387,532 at 4% or $258,355 at 6%; with 100% employer match about $290,649 at 4% or $193,766 at 6%.
2014215$2,306,347$503,881$33,592iApproximate average salary by contribution assumption: employee only about $839,802 at 4% or $559,868 at 6%; with 50% employer match about $559,868 at 4% or $373,245 at 6%; with 100% employer match about $419,901 at 4% or $279,934 at 6%.
Clifton Douglas LLP 401(K) Plan-15$1,327,845$231,503$15,434iApproximate average salary by contribution assumption: employee only about $385,838 at 4% or $257,226 at 6%; with 50% employer match about $257,226 at 4% or $171,484 at 6%; with 100% employer match about $192,919 at 4% or $128,613 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-12$978,502$272,378$22,698iApproximate average salary by contribution assumption: employee only about $567,454 at 4% or $378,303 at 6%; with 50% employer match about $378,303 at 4% or $252,202 at 6%; with 100% employer match about $283,727 at 4% or $189,151 at 6%.
2013216$1,842,175$442,874$27,680iApproximate average salary by contribution assumption: employee only about $691,991 at 4% or $461,327 at 6%; with 50% employer match about $461,327 at 4% or $307,551 at 6%; with 100% employer match about $345,995 at 4% or $230,664 at 6%.
Clifton Douglas LLP 401(K) Plan-16$1,138,896$196,417$12,276iApproximate average salary by contribution assumption: employee only about $306,902 at 4% or $204,601 at 6%; with 50% employer match about $204,601 at 4% or $136,401 at 6%; with 100% employer match about $153,451 at 4% or $102,301 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-11$703,279$246,457$22,405iApproximate average salary by contribution assumption: employee only about $560,130 at 4% or $373,420 at 6%; with 50% employer match about $373,420 at 4% or $248,946 at 6%; with 100% employer match about $280,065 at 4% or $186,710 at 6%.
2012210$1,296,527$420,129$42,013iApproximate average salary by contribution assumption: employee only about $1,050,323 at 4% or $700,215 at 6%; with 50% employer match about $700,215 at 4% or $466,810 at 6%; with 100% employer match about $525,161 at 4% or $350,108 at 6%.
Clifton Douglas LLP 401(K) Plan-10$836,008$195,784$19,578iApproximate average salary by contribution assumption: employee only about $489,460 at 4% or $326,307 at 6%; with 50% employer match about $326,307 at 4% or $217,538 at 6%; with 100% employer match about $244,730 at 4% or $163,153 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-7$460,519$224,345$32,049iApproximate average salary by contribution assumption: employee only about $801,232 at 4% or $534,155 at 6%; with 50% employer match about $534,155 at 4% or $356,103 at 6%; with 100% employer match about $400,616 at 4% or $267,077 at 6%.
2011210$1,041,935$417,045$41,705iApproximate average salary by contribution assumption: employee only about $1,042,613 at 4% or $695,075 at 6%; with 50% employer match about $695,075 at 4% or $463,383 at 6%; with 100% employer match about $521,306 at 4% or $347,538 at 6%.
Clifton Douglas LLP 401(K) Plan-10$821,587$197,221$19,722iApproximate average salary by contribution assumption: employee only about $493,052 at 4% or $328,702 at 6%; with 50% employer match about $328,702 at 4% or $219,134 at 6%; with 100% employer match about $246,526 at 4% or $164,351 at 6%.
CLIFTON DOUGLAS, LLP CASH BALANCE PENSION PLAN-6$220,348$219,824$36,637iApproximate average salary by contribution assumption: employee only about $915,933 at 4% or $610,622 at 6%; with 50% employer match about $610,622 at 4% or $407,081 at 6%; with 100% employer match about $457,967 at 4% or $305,311 at 6%.
201019$651,886$180,402$20,045iApproximate average salary by contribution assumption: employee only about $501,117 at 4% or $334,078 at 6%; with 50% employer match about $334,078 at 4% or $222,719 at 6%; with 100% employer match about $250,558 at 4% or $167,039 at 6%.
Clifton Douglas LLP 401(K) Plan-9$651,886$180,402$20,045iApproximate average salary by contribution assumption: employee only about $501,117 at 4% or $334,078 at 6%; with 50% employer match about $334,078 at 4% or $222,719 at 6%; with 100% employer match about $250,558 at 4% or $167,039 at 6%.
200918$401,786$138,580$17,323iApproximate average salary by contribution assumption: employee only about $433,063 at 4% or $288,708 at 6%; with 50% employer match about $288,708 at 4% or $192,472 at 6%; with 100% employer match about $216,531 at 4% or $144,354 at 6%.
Clifton Douglas LLP 401(K) Plan-8$401,786$138,580$17,323iApproximate average salary by contribution assumption: employee only about $433,063 at 4% or $288,708 at 6%; with 50% employer match about $288,708 at 4% or $192,472 at 6%; with 100% employer match about $216,531 at 4% or $144,354 at 6%.
200814$0$0-
Clifton Douglas LLP 401(K) Plan-4---