Civic Intelligence

System Dynamics, Inc.

Plan context: System Dynamics Inc. 401(K) Profit Sharing Plan

EIN 77-0417549 • Santa Barbara, CA • 16 filings • 3 plans

P.O. Box 6160Santa Barbara, CA 93160-6160
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$2,818,236

2013 Contributions

$23,000

Historical Graphs

Total Assets Over Time

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

$2,818,236$1,409,118$0200620102012YearValue
$2,818,236Latest year 2012

Participants Over Time

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

630200620092012YearValue
4Latest year 2012

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
201320$0$23,000-
System Dynamics Inc. 401(K) Profit Sharing Plan-0-$23,000-
System Dynamics Inc. Cash Balance Pension Plan-0$0--
201224$2,818,236$635,294$158,824iApproximate average salary by contribution assumption: employee only about $3,970,588 at 4% or $2,647,058 at 6%; with 50% employer match about $2,647,058 at 4% or $1,764,706 at 6%; with 100% employer match about $1,985,294 at 4% or $1,323,529 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-4$1,988,606$500,126$125,032iApproximate average salary by contribution assumption: employee only about $3,125,788 at 4% or $2,083,858 at 6%; with 50% employer match about $2,083,858 at 4% or $1,389,239 at 6%; with 100% employer match about $1,562,894 at 4% or $1,041,929 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-1$829,630$135,168$135,168iApproximate average salary by contribution assumption: employee only about $3,379,200 at 4% or $2,252,800 at 6%; with 50% employer match about $2,252,800 at 4% or $1,501,867 at 6%; with 100% employer match about $1,689,600 at 4% or $1,126,400 at 6%.
201126$1,995,835$377,777$62,963iApproximate average salary by contribution assumption: employee only about $1,574,071 at 4% or $1,049,381 at 6%; with 50% employer match about $1,049,381 at 4% or $699,587 at 6%; with 100% employer match about $787,035 at 4% or $524,690 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-4$1,371,560$257,141$64,285iApproximate average salary by contribution assumption: employee only about $1,607,131 at 4% or $1,071,421 at 6%; with 50% employer match about $1,071,421 at 4% or $714,281 at 6%; with 100% employer match about $803,566 at 4% or $535,710 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-6$624,275$120,636$20,106iApproximate average salary by contribution assumption: employee only about $502,650 at 4% or $335,100 at 6%; with 50% employer match about $335,100 at 4% or $223,400 at 6%; with 100% employer match about $251,325 at 4% or $167,550 at 6%.
201026$1,607,834$394,097$65,683iApproximate average salary by contribution assumption: employee only about $1,642,071 at 4% or $1,094,714 at 6%; with 50% employer match about $1,094,714 at 4% or $729,809 at 6%; with 100% employer match about $821,035 at 4% or $547,357 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-4$1,118,841$261,870$65,468iApproximate average salary by contribution assumption: employee only about $1,636,688 at 4% or $1,091,125 at 6%; with 50% employer match about $1,091,125 at 4% or $727,417 at 6%; with 100% employer match about $818,344 at 4% or $545,563 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-6$488,993$132,227$22,038iApproximate average salary by contribution assumption: employee only about $550,946 at 4% or $367,297 at 6%; with 50% employer match about $367,297 at 4% or $244,865 at 6%; with 100% employer match about $275,473 at 4% or $183,649 at 6%.
200926$1,134,564$363,097$60,516iApproximate average salary by contribution assumption: employee only about $1,512,904 at 4% or $1,008,603 at 6%; with 50% employer match about $1,008,603 at 4% or $672,402 at 6%; with 100% employer match about $756,452 at 4% or $504,301 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-3$819,342$246,129$82,043iApproximate average salary by contribution assumption: employee only about $2,051,075 at 4% or $1,367,383 at 6%; with 50% employer match about $1,367,383 at 4% or $911,589 at 6%; with 100% employer match about $1,025,538 at 4% or $683,692 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-6$315,222$116,968$19,495iApproximate average salary by contribution assumption: employee only about $487,367 at 4% or $324,911 at 6%; with 50% employer match about $324,911 at 4% or $216,607 at 6%; with 100% employer match about $243,683 at 4% or $162,456 at 6%.
200825$148,203$88,275$17,655iApproximate average salary by contribution assumption: employee only about $441,375 at 4% or $294,250 at 6%; with 50% employer match about $294,250 at 4% or $196,167 at 6%; with 100% employer match about $220,688 at 4% or $147,125 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-5$148,203$88,275$17,655iApproximate average salary by contribution assumption: employee only about $441,375 at 4% or $294,250 at 6%; with 50% employer match about $294,250 at 4% or $196,167 at 6%; with 100% employer match about $220,688 at 4% or $147,125 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-3---
200724$0$0-
System Dynamics Inc. 401(K) Profit Sharing Plan-4---
System Dynamics Inc. Cash Balance Pension Plan-3---
200623$164,335$164,335$54,778iApproximate average salary by contribution assumption: employee only about $1,369,458 at 4% or $912,972 at 6%; with 50% employer match about $912,972 at 4% or $608,648 at 6%; with 100% employer match about $684,729 at 4% or $456,486 at 6%.
System Dynamics Inc. Cash Balance Pension Plan-2$139,492$139,492$69,746iApproximate average salary by contribution assumption: employee only about $1,743,650 at 4% or $1,162,433 at 6%; with 50% employer match about $1,162,433 at 4% or $774,956 at 6%; with 100% employer match about $871,825 at 4% or $581,217 at 6%.
System Dynamics Inc. 401(K) Profit Sharing Plan-3$24,843$24,843$8,281iApproximate average salary by contribution assumption: employee only about $207,025 at 4% or $138,017 at 6%; with 50% employer match about $138,017 at 4% or $92,011 at 6%; with 100% employer match about $103,513 at 4% or $69,008 at 6%.