Civic Intelligence

Jule Rawles Financial Inc.

Plan context: Jule Rawles Financial Inc. Profit Sharing Plan

EIN 77-0577708 • Santa Cruz, CA • 17 filings • 2 plans

104 Walnut Ave., Suite 200Santa Cruz, CA 95060
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$773,694

2017 Contributions

$95,921

Historical Graphs

Total Assets Over Time

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

$773,694$386,847$0200220092016YearValue
$773,694Latest year 2016

Participants Over Time

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

740200120092016YearValue
7Latest year 2016

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
201710$0$0-
Jule Rawles Financial Inc. Profit Sharing Plan-0$0--
201617$773,694$95,921$13,703iApproximate average salary by contribution assumption: employee only about $342,575 at 4% or $228,383 at 6%; with 50% employer match about $228,383 at 4% or $152,256 at 6%; with 100% employer match about $171,288 at 4% or $114,192 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-7$773,694$95,921$13,703iApproximate average salary by contribution assumption: employee only about $342,575 at 4% or $228,383 at 6%; with 50% employer match about $228,383 at 4% or $152,256 at 6%; with 100% employer match about $171,288 at 4% or $114,192 at 6%.
201517$695,188$81,966$11,709iApproximate average salary by contribution assumption: employee only about $292,736 at 4% or $195,157 at 6%; with 50% employer match about $195,157 at 4% or $130,105 at 6%; with 100% employer match about $146,368 at 4% or $97,579 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-7$695,188$81,966$11,709iApproximate average salary by contribution assumption: employee only about $292,736 at 4% or $195,157 at 6%; with 50% employer match about $195,157 at 4% or $130,105 at 6%; with 100% employer match about $146,368 at 4% or $97,579 at 6%.
201416$651,132$63,239$10,540iApproximate average salary by contribution assumption: employee only about $263,496 at 4% or $175,664 at 6%; with 50% employer match about $175,664 at 4% or $117,109 at 6%; with 100% employer match about $131,748 at 4% or $87,832 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-6$651,132$63,239$10,540iApproximate average salary by contribution assumption: employee only about $263,496 at 4% or $175,664 at 6%; with 50% employer match about $175,664 at 4% or $117,109 at 6%; with 100% employer match about $131,748 at 4% or $87,832 at 6%.
201315$586,482$54,800$10,960iApproximate average salary by contribution assumption: employee only about $274,000 at 4% or $182,667 at 6%; with 50% employer match about $182,667 at 4% or $121,778 at 6%; with 100% employer match about $137,000 at 4% or $91,333 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-5$586,482$54,800$10,960iApproximate average salary by contribution assumption: employee only about $274,000 at 4% or $182,667 at 6%; with 50% employer match about $182,667 at 4% or $121,778 at 6%; with 100% employer match about $137,000 at 4% or $91,333 at 6%.
201215$425,093$60,300$12,060iApproximate average salary by contribution assumption: employee only about $301,500 at 4% or $201,000 at 6%; with 50% employer match about $201,000 at 4% or $134,000 at 6%; with 100% employer match about $150,750 at 4% or $100,500 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-5$425,093$60,300$12,060iApproximate average salary by contribution assumption: employee only about $301,500 at 4% or $201,000 at 6%; with 50% employer match about $201,000 at 4% or $134,000 at 6%; with 100% employer match about $150,750 at 4% or $100,500 at 6%.
201113$401,335$54,527$18,176iApproximate average salary by contribution assumption: employee only about $454,392 at 4% or $302,928 at 6%; with 50% employer match about $302,928 at 4% or $201,952 at 6%; with 100% employer match about $227,196 at 4% or $151,464 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$401,335$54,527$18,176iApproximate average salary by contribution assumption: employee only about $454,392 at 4% or $302,928 at 6%; with 50% employer match about $302,928 at 4% or $201,952 at 6%; with 100% employer match about $227,196 at 4% or $151,464 at 6%.
201013$350,023$55,967$18,656iApproximate average salary by contribution assumption: employee only about $466,392 at 4% or $310,928 at 6%; with 50% employer match about $310,928 at 4% or $207,285 at 6%; with 100% employer match about $233,196 at 4% or $155,464 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$350,023$55,967$18,656iApproximate average salary by contribution assumption: employee only about $466,392 at 4% or $310,928 at 6%; with 50% employer match about $310,928 at 4% or $207,285 at 6%; with 100% employer match about $233,196 at 4% or $155,464 at 6%.
200913$295,106$41,675$13,892iApproximate average salary by contribution assumption: employee only about $347,292 at 4% or $231,528 at 6%; with 50% employer match about $231,528 at 4% or $154,352 at 6%; with 100% employer match about $173,646 at 4% or $115,764 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$295,106$41,675$13,892iApproximate average salary by contribution assumption: employee only about $347,292 at 4% or $231,528 at 6%; with 50% employer match about $231,528 at 4% or $154,352 at 6%; with 100% employer match about $173,646 at 4% or $115,764 at 6%.
200812$416,980$40,140$20,070iApproximate average salary by contribution assumption: employee only about $501,750 at 4% or $334,500 at 6%; with 50% employer match about $334,500 at 4% or $223,000 at 6%; with 100% employer match about $250,875 at 4% or $167,250 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-2$416,980$40,140$20,070iApproximate average salary by contribution assumption: employee only about $501,750 at 4% or $334,500 at 6%; with 50% employer match about $334,500 at 4% or $223,000 at 6%; with 100% employer match about $250,875 at 4% or $167,250 at 6%.
200712$568,564$50,013$25,007iApproximate average salary by contribution assumption: employee only about $625,163 at 4% or $416,775 at 6%; with 50% employer match about $416,775 at 4% or $277,850 at 6%; with 100% employer match about $312,581 at 4% or $208,388 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-2$568,564$50,013$25,007iApproximate average salary by contribution assumption: employee only about $625,163 at 4% or $416,775 at 6%; with 50% employer match about $416,775 at 4% or $277,850 at 6%; with 100% employer match about $312,581 at 4% or $208,388 at 6%.
200612$451,032$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-2$451,032$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
200513$341,389$47,598$15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$341,389$47,598$15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%.
200413$266,592$46,443$15,481iApproximate average salary by contribution assumption: employee only about $387,025 at 4% or $258,017 at 6%; with 50% employer match about $258,017 at 4% or $172,011 at 6%; with 100% employer match about $193,513 at 4% or $129,008 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$266,592$46,443$15,481iApproximate average salary by contribution assumption: employee only about $387,025 at 4% or $258,017 at 6%; with 50% employer match about $258,017 at 4% or $172,011 at 6%; with 100% employer match about $193,513 at 4% or $129,008 at 6%.
200313$192,672$45,677$15,226iApproximate average salary by contribution assumption: employee only about $380,642 at 4% or $253,761 at 6%; with 50% employer match about $253,761 at 4% or $169,174 at 6%; with 100% employer match about $190,321 at 4% or $126,881 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$192,672$45,677$15,226iApproximate average salary by contribution assumption: employee only about $380,642 at 4% or $253,761 at 6%; with 50% employer match about $253,761 at 4% or $169,174 at 6%; with 100% employer match about $190,321 at 4% or $126,881 at 6%.
200213$116,756$44,873$14,958iApproximate average salary by contribution assumption: employee only about $373,942 at 4% or $249,294 at 6%; with 50% employer match about $249,294 at 4% or $166,196 at 6%; with 100% employer match about $186,971 at 4% or $124,647 at 6%.
Jule Rawles Financial Inc. Profit Sharing Plan-3$116,756$44,873$14,958iApproximate average salary by contribution assumption: employee only about $373,942 at 4% or $249,294 at 6%; with 50% employer match about $249,294 at 4% or $166,196 at 6%; with 100% employer match about $186,971 at 4% or $124,647 at 6%.
200112$0$0-
Jule Rawles Financial Inc. Profit Sharing Plan-2---