Civic Intelligence

Robert B. Kopleson

Plan context: Robert B. Kopelson Profit Sharing Plan

EIN 77-0202381 • Santa Clara, CA • 24 filings • 2 plans

1364 Bellomy StreetSanta Clara, CA 95050-5437
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$2,024,990

2020 Contributions

$57,000

Historical Graphs

Total Assets Over Time

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

$2,024,990$1,012,495$0199920102020YearValue
$2,024,990Latest year 2020

Participants Over Time

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

320199920102020YearValue
1Latest year 2020

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
202011$2,024,990$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$2,024,990$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201912$1,644,780$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$1,644,780$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201812$1,368,660$63,131$31,566iApproximate average salary by contribution assumption: employee only about $789,138 at 4% or $526,092 at 6%; with 50% employer match about $526,092 at 4% or $350,728 at 6%; with 100% employer match about $394,569 at 4% or $263,046 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$1,368,660$63,131$31,566iApproximate average salary by contribution assumption: employee only about $789,138 at 4% or $526,092 at 6%; with 50% employer match about $526,092 at 4% or $350,728 at 6%; with 100% employer match about $394,569 at 4% or $263,046 at 6%.
201713$1,342,010$58,600$19,533iApproximate average salary by contribution assumption: employee only about $488,333 at 4% or $325,556 at 6%; with 50% employer match about $325,556 at 4% or $217,037 at 6%; with 100% employer match about $244,167 at 4% or $162,778 at 6%.
Robert B. Kopelson Profit Sharing Plan-3$1,342,010$58,600$19,533iApproximate average salary by contribution assumption: employee only about $488,333 at 4% or $325,556 at 6%; with 50% employer match about $325,556 at 4% or $217,037 at 6%; with 100% employer match about $244,167 at 4% or $162,778 at 6%.
201612$1,106,969$57,179$28,590iApproximate average salary by contribution assumption: employee only about $714,738 at 4% or $476,492 at 6%; with 50% employer match about $476,492 at 4% or $317,661 at 6%; with 100% employer match about $357,369 at 4% or $238,246 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$1,106,969$57,179$28,590iApproximate average salary by contribution assumption: employee only about $714,738 at 4% or $476,492 at 6%; with 50% employer match about $476,492 at 4% or $317,661 at 6%; with 100% employer match about $357,369 at 4% or $238,246 at 6%.
201512$991,485$54,968$27,484iApproximate average salary by contribution assumption: employee only about $687,100 at 4% or $458,067 at 6%; with 50% employer match about $458,067 at 4% or $305,378 at 6%; with 100% employer match about $343,550 at 4% or $229,033 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$991,485$54,968$27,484iApproximate average salary by contribution assumption: employee only about $687,100 at 4% or $458,067 at 6%; with 50% employer match about $458,067 at 4% or $305,378 at 6%; with 100% employer match about $343,550 at 4% or $229,033 at 6%.
201411$929,923$42,814$42,814iApproximate average salary by contribution assumption: employee only about $1,070,350 at 4% or $713,567 at 6%; with 50% employer match about $713,567 at 4% or $475,711 at 6%; with 100% employer match about $535,175 at 4% or $356,783 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$929,923$42,814$42,814iApproximate average salary by contribution assumption: employee only about $1,070,350 at 4% or $713,567 at 6%; with 50% employer match about $713,567 at 4% or $475,711 at 6%; with 100% employer match about $535,175 at 4% or $356,783 at 6%.
201312$806,033$43,779$21,890iApproximate average salary by contribution assumption: employee only about $547,238 at 4% or $364,825 at 6%; with 50% employer match about $364,825 at 4% or $243,217 at 6%; with 100% employer match about $273,619 at 4% or $182,413 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$806,033$43,779$21,890iApproximate average salary by contribution assumption: employee only about $547,238 at 4% or $364,825 at 6%; with 50% employer match about $364,825 at 4% or $243,217 at 6%; with 100% employer match about $273,619 at 4% or $182,413 at 6%.
201211$671,247$11,417$11,417iApproximate average salary by contribution assumption: employee only about $285,425 at 4% or $190,283 at 6%; with 50% employer match about $190,283 at 4% or $126,856 at 6%; with 100% employer match about $142,713 at 4% or $95,142 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$671,247$11,417$11,417iApproximate average salary by contribution assumption: employee only about $285,425 at 4% or $190,283 at 6%; with 50% employer match about $190,283 at 4% or $126,856 at 6%; with 100% employer match about $142,713 at 4% or $95,142 at 6%.
201112$625,560$12,340$6,170iApproximate average salary by contribution assumption: employee only about $154,250 at 4% or $102,833 at 6%; with 50% employer match about $102,833 at 4% or $68,556 at 6%; with 100% employer match about $77,125 at 4% or $51,417 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$625,560$12,340$6,170iApproximate average salary by contribution assumption: employee only about $154,250 at 4% or $102,833 at 6%; with 50% employer match about $102,833 at 4% or $68,556 at 6%; with 100% employer match about $77,125 at 4% or $51,417 at 6%.
201012$600,195$18,928$9,464iApproximate average salary by contribution assumption: employee only about $236,600 at 4% or $157,733 at 6%; with 50% employer match about $157,733 at 4% or $105,156 at 6%; with 100% employer match about $118,300 at 4% or $78,867 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$600,195$18,928$9,464iApproximate average salary by contribution assumption: employee only about $236,600 at 4% or $157,733 at 6%; with 50% employer match about $157,733 at 4% or $105,156 at 6%; with 100% employer match about $118,300 at 4% or $78,867 at 6%.
200911$559,844$0-
Robert B. Kopelson Profit Sharing Plan-1$559,844--
200811$553,563$47,201$47,201iApproximate average salary by contribution assumption: employee only about $1,180,025 at 4% or $786,683 at 6%; with 50% employer match about $786,683 at 4% or $524,456 at 6%; with 100% employer match about $590,013 at 4% or $393,342 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$553,563$47,201$47,201iApproximate average salary by contribution assumption: employee only about $1,180,025 at 4% or $786,683 at 6%; with 50% employer match about $786,683 at 4% or $524,456 at 6%; with 100% employer match about $590,013 at 4% or $393,342 at 6%.
200712$0$0-
Robert B. Kopelson Profit Sharing Plan-2---
200611$564,670$11,156$11,156iApproximate average salary by contribution assumption: employee only about $278,900 at 4% or $185,933 at 6%; with 50% employer match about $185,933 at 4% or $123,956 at 6%; with 100% employer match about $139,450 at 4% or $92,967 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$564,670$11,156$11,156iApproximate average salary by contribution assumption: employee only about $278,900 at 4% or $185,933 at 6%; with 50% employer match about $185,933 at 4% or $123,956 at 6%; with 100% employer match about $139,450 at 4% or $92,967 at 6%.
200511$555,664$17,624$17,624iApproximate average salary by contribution assumption: employee only about $440,600 at 4% or $293,733 at 6%; with 50% employer match about $293,733 at 4% or $195,822 at 6%; with 100% employer match about $220,300 at 4% or $146,867 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$555,664$17,624$17,624iApproximate average salary by contribution assumption: employee only about $440,600 at 4% or $293,733 at 6%; with 50% employer match about $293,733 at 4% or $195,822 at 6%; with 100% employer match about $220,300 at 4% or $146,867 at 6%.
200412$542,842$0-
Robert B. Kopelson Profit Sharing Plan-2$542,842--
200312$567,000$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$567,000$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
200212$390,926$12,588$6,294iApproximate average salary by contribution assumption: employee only about $157,350 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,933 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%.
Robert B. Kopelson Profit Sharing Plan-2$390,926$12,588$6,294iApproximate average salary by contribution assumption: employee only about $157,350 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,933 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%.
200121$600,978$20,146$20,146iApproximate average salary by contribution assumption: employee only about $503,650 at 4% or $335,767 at 6%; with 50% employer match about $335,767 at 4% or $223,844 at 6%; with 100% employer match about $251,825 at 4% or $167,883 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$600,978$10,193$10,193iApproximate average salary by contribution assumption: employee only about $254,825 at 4% or $169,883 at 6%; with 50% employer match about $169,883 at 4% or $113,256 at 6%; with 100% employer match about $127,413 at 4% or $84,942 at 6%.
Robert B. Kopelson Pension Plan-0-$9,953-
200021$739,287$15,707$15,707iApproximate average salary by contribution assumption: employee only about $392,675 at 4% or $261,783 at 6%; with 50% employer match about $261,783 at 4% or $174,522 at 6%; with 100% employer match about $196,338 at 4% or $130,892 at 6%.
Robert B. Kopelson Pension Plan-1$429,744$15,707$15,707iApproximate average salary by contribution assumption: employee only about $392,675 at 4% or $261,783 at 6%; with 50% employer match about $261,783 at 4% or $174,522 at 6%; with 100% employer match about $196,338 at 4% or $130,892 at 6%.
Robert B. Kopelson Profit Sharing Plan-1$309,543--
199912$654,826$19,959$9,980iApproximate average salary by contribution assumption: employee only about $249,488 at 4% or $166,325 at 6%; with 50% employer match about $166,325 at 4% or $110,883 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.
Robert B. Kopelson Pension Plan-2$654,826$19,959$9,980iApproximate average salary by contribution assumption: employee only about $249,488 at 4% or $166,325 at 6%; with 50% employer match about $166,325 at 4% or $110,883 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.