Civic Intelligence

Wayne T Yee, Dds

Plan context: Putnam Investor Services - Profit Sharing Plan

EIN 77-0264803 • Modesto, CA • 20 filings • 4 plans

3125 Coffee Rd Ste 1Modesto, CA 95355-1768
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$5,954

2018 Contributions

$13,633

Historical Graphs

Total Assets Over Time

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

$76,134$38,067$0199920092018YearValue
$5,954Latest year 2018

Participants Over Time

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

320199920092018YearValue
1Latest 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
201811$5,954$0-
Putnam Investor Services - Profit Sharing Plan-1$5,954$0-
201711$7,306$0-
Putnam Investor Services - Profit Sharing Plan-1$7,306$0-
201611$5,428$0-
Putnam Investor Services - Profit Sharing Plan-1$5,428$0-
201512$22,135$0-
Putnam Investor Services - Profit Sharing Plan-2$22,135$0-
201412$21,923$0-
Putnam Investor Services - Profit Sharing Plan-2$21,923$0-
201312$23,356$0-
Putnam Investor Services - Profit Sharing Plan-2$23,356$0-
201211$19,145$0-
Putnam Investor Services - Profit Sharing Plan-1$19,145$0-
201111$15,878$0-
Putnam Investor Services - Profit Sharing Plan-1$15,878--
201011$58,754$0-
Putnam Investor Services - Profit Sharing Plan-1$58,754--
200911$52,414$0-
Putnam Investor Services - Profit Sharing Plan-1$52,414--
200810$37,893$0-
Putnam Investor Services - Profit Sharing Plan-0$37,893--
200711$76,134$0-
Putnam Investor Services - Profit Sharing Plan-1$76,134--
200611$71,102$0-
Putnam Investor Services - Profit Sharing Plan-1$71,102--
200511$56,969$0-
Putnam Investor Services - Profit Sharing Plan-1$56,969--
200411$48,510$0-
Putnam Investor Services - Profit Sharing Plan-1$48,510--
200311$43,267$0-
Putnam Investor Services - Profit Sharing Plan-1$43,267--
200211$32,746$13,633$13,633iApproximate average salary by contribution assumption: employee only about $340,825 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,608 at 6%.
Putnam Investor Services - Profit Sharing Plan-1$32,746$13,633$13,633iApproximate average salary by contribution assumption: employee only about $340,825 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,608 at 6%.
200112$0$0-
Putnam Investor Services - Profit Sharing Plan-2---
200012$33,367$9,476$4,738iApproximate average salary by contribution assumption: employee only about $118,450 at 4% or $78,967 at 6%; with 50% employer match about $78,967 at 4% or $52,644 at 6%; with 100% employer match about $59,225 at 4% or $39,483 at 6%.
Putnam Investor Services - Profit Sharing Plan-2$33,367$9,476$4,738iApproximate average salary by contribution assumption: employee only about $118,450 at 4% or $78,967 at 6%; with 50% employer match about $78,967 at 4% or $52,644 at 6%; with 100% employer match about $59,225 at 4% or $39,483 at 6%.
199913$41,386$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Putnam Investor Services - Profit Sharing Plan-3$41,386$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.