Civic Intelligence

Stephen M. La Berge

Plan context: Stephen La Berge Profit Sharing Plan

EIN 77-0282091 • Santa Cruz, CA • 23 filings • 2 plans

303 Water Street, Suite 10Santa Cruz, CA 95060-4028
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$2,188,416

2018 Contributions

$43,004

Historical Graphs

Total Assets Over Time

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

$2,212,152$1,106,076$0199920102018YearValue
$2,188,416Latest 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$2,188,416$43,004$43,004iApproximate average salary by contribution assumption: employee only about $1,075,100 at 4% or $716,733 at 6%; with 50% employer match about $716,733 at 4% or $477,822 at 6%; with 100% employer match about $537,550 at 4% or $358,367 at 6%.
Stephen La Berge Profit Sharing Plan-1$2,188,416$43,004$43,004iApproximate average salary by contribution assumption: employee only about $1,075,100 at 4% or $716,733 at 6%; with 50% employer match about $716,733 at 4% or $477,822 at 6%; with 100% employer match about $537,550 at 4% or $358,367 at 6%.
201712$2,212,152$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Stephen La Berge Profit Sharing Plan-2$2,212,152$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201612$1,925,655$38,205$19,103iApproximate average salary by contribution assumption: employee only about $477,563 at 4% or $318,375 at 6%; with 50% employer match about $318,375 at 4% or $212,250 at 6%; with 100% employer match about $238,781 at 4% or $159,188 at 6%.
Stephen La Berge Profit Sharing Plan-2$1,925,655$38,205$19,103iApproximate average salary by contribution assumption: employee only about $477,563 at 4% or $318,375 at 6%; with 50% employer match about $318,375 at 4% or $212,250 at 6%; with 100% employer match about $238,781 at 4% or $159,188 at 6%.
201512$1,732,925$47,071$23,536iApproximate average salary by contribution assumption: employee only about $588,388 at 4% or $392,258 at 6%; with 50% employer match about $392,258 at 4% or $261,506 at 6%; with 100% employer match about $294,194 at 4% or $196,129 at 6%.
Stephen La Berge Profit Sharing Plan-2$1,732,925$47,071$23,536iApproximate average salary by contribution assumption: employee only about $588,388 at 4% or $392,258 at 6%; with 50% employer match about $392,258 at 4% or $261,506 at 6%; with 100% employer match about $294,194 at 4% or $196,129 at 6%.
201413$1,728,823$25,992$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
Stephen La Berge Profit Sharing Plan-3$1,728,823$25,992$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
201313$1,592,959$43,043$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
Stephen La Berge Profit Sharing Plan-3$1,592,959$43,043$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
201213$1,461,244$44,767$14,922iApproximate average salary by contribution assumption: employee only about $373,058 at 4% or $248,706 at 6%; with 50% employer match about $248,706 at 4% or $165,804 at 6%; with 100% employer match about $186,529 at 4% or $124,353 at 6%.
Stephen La Berge Profit Sharing Plan-3$1,461,244$44,767$14,922iApproximate average salary by contribution assumption: employee only about $373,058 at 4% or $248,706 at 6%; with 50% employer match about $248,706 at 4% or $165,804 at 6%; with 100% employer match about $186,529 at 4% or $124,353 at 6%.
201113$1,314,494$37,683$12,561iApproximate average salary by contribution assumption: employee only about $314,025 at 4% or $209,350 at 6%; with 50% employer match about $209,350 at 4% or $139,567 at 6%; with 100% employer match about $157,013 at 4% or $104,675 at 6%.
Stephen La Berge Profit Sharing Plan-3$1,314,494$37,683$12,561iApproximate average salary by contribution assumption: employee only about $314,025 at 4% or $209,350 at 6%; with 50% employer match about $209,350 at 4% or $139,567 at 6%; with 100% employer match about $157,013 at 4% or $104,675 at 6%.
201013$1,255,681$50,797$16,932iApproximate average salary by contribution assumption: employee only about $423,308 at 4% or $282,206 at 6%; with 50% employer match about $282,206 at 4% or $188,137 at 6%; with 100% employer match about $211,654 at 4% or $141,103 at 6%.
Stephen La Berge Profit Sharing Plan-3$1,255,681$50,797$16,932iApproximate average salary by contribution assumption: employee only about $423,308 at 4% or $282,206 at 6%; with 50% employer match about $282,206 at 4% or $188,137 at 6%; with 100% employer match about $211,654 at 4% or $141,103 at 6%.
200912$1,175,848$39,723$19,862iApproximate average salary by contribution assumption: employee only about $496,538 at 4% or $331,025 at 6%; with 50% employer match about $331,025 at 4% or $220,683 at 6%; with 100% employer match about $248,269 at 4% or $165,513 at 6%.
Stephen La Berge Profit Sharing Plan-2$1,175,848$39,723$19,862iApproximate average salary by contribution assumption: employee only about $496,538 at 4% or $331,025 at 6%; with 50% employer match about $331,025 at 4% or $220,683 at 6%; with 100% employer match about $248,269 at 4% or $165,513 at 6%.
200812$0$0-
Stephen La Berge Profit Sharing Plan-2---
200712$0$0-
Stephen La Berge Profit Sharing Plan-2---
200612$1,102,773$46,977$23,489iApproximate average salary by contribution assumption: employee only about $587,213 at 4% or $391,475 at 6%; with 50% employer match about $391,475 at 4% or $260,983 at 6%; with 100% employer match about $293,606 at 4% or $195,738 at 6%.
Stephen La Berge Profit Sharing Plan-2$1,102,773$46,977$23,489iApproximate average salary by contribution assumption: employee only about $587,213 at 4% or $391,475 at 6%; with 50% employer match about $391,475 at 4% or $260,983 at 6%; with 100% employer match about $293,606 at 4% or $195,738 at 6%.
200512$912,844$45,369$22,685iApproximate average salary by contribution assumption: employee only about $567,113 at 4% or $378,075 at 6%; with 50% employer match about $378,075 at 4% or $252,050 at 6%; with 100% employer match about $283,556 at 4% or $189,038 at 6%.
Stephen La Berge Profit Sharing Plan-2$912,844$45,369$22,685iApproximate average salary by contribution assumption: employee only about $567,113 at 4% or $378,075 at 6%; with 50% employer match about $378,075 at 4% or $252,050 at 6%; with 100% employer match about $283,556 at 4% or $189,038 at 6%.
200411$809,956$39,870$39,870iApproximate average salary by contribution assumption: employee only about $996,750 at 4% or $664,500 at 6%; with 50% employer match about $664,500 at 4% or $443,000 at 6%; with 100% employer match about $498,375 at 4% or $332,250 at 6%.
Stephen La Berge Profit Sharing Plan-1$809,956$39,870$39,870iApproximate average salary by contribution assumption: employee only about $996,750 at 4% or $664,500 at 6%; with 50% employer match about $664,500 at 4% or $443,000 at 6%; with 100% employer match about $498,375 at 4% or $332,250 at 6%.
200312$714,723$41,412$20,706iApproximate average salary by contribution assumption: employee only about $517,650 at 4% or $345,100 at 6%; with 50% employer match about $345,100 at 4% or $230,067 at 6%; with 100% employer match about $258,825 at 4% or $172,550 at 6%.
Stephen La Berge Profit Sharing Plan-2$714,723$41,412$20,706iApproximate average salary by contribution assumption: employee only about $517,650 at 4% or $345,100 at 6%; with 50% employer match about $345,100 at 4% or $230,067 at 6%; with 100% employer match about $258,825 at 4% or $172,550 at 6%.
200211$611,476$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Stephen La Berge Profit Sharing Plan-1$611,476$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200122$0$0-
Stephen La Berge Money Purchase Pension Plan-0---
Stephen La Berge Profit Sharing Plan-2---
200022$779,570$31,712$15,856iApproximate average salary by contribution assumption: employee only about $396,400 at 4% or $264,267 at 6%; with 50% employer match about $264,267 at 4% or $176,178 at 6%; with 100% employer match about $198,200 at 4% or $132,133 at 6%.
Stephen La Berge Profit Sharing Plan-2$458,018$13,742$6,871iApproximate average salary by contribution assumption: employee only about $171,775 at 4% or $114,517 at 6%; with 50% employer match about $114,517 at 4% or $76,344 at 6%; with 100% employer match about $85,888 at 4% or $57,258 at 6%.
Stephen La Berge Money Purchase Pension Plan-2$321,552$17,970$8,985iApproximate average salary by contribution assumption: employee only about $224,625 at 4% or $149,750 at 6%; with 50% employer match about $149,750 at 4% or $99,833 at 6%; with 100% employer match about $112,313 at 4% or $74,875 at 6%.
199922$785,502$31,549$15,775iApproximate average salary by contribution assumption: employee only about $394,363 at 4% or $262,908 at 6%; with 50% employer match about $262,908 at 4% or $175,272 at 6%; with 100% employer match about $197,181 at 4% or $131,454 at 6%.
Stephen La Berge Profit Sharing Plan-2$466,639$14,723$7,362iApproximate average salary by contribution assumption: employee only about $184,038 at 4% or $122,692 at 6%; with 50% employer match about $122,692 at 4% or $81,794 at 6%; with 100% employer match about $92,019 at 4% or $61,346 at 6%.
Stephen La Berge Money Purchase Pension Plan-2$318,863$16,826$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.