Civic Intelligence

David and Jane

Plan context: David and Jane 401(K) Plan

EIN 80-0367587 • Richmond, CA • 6 filings • 1 plans

5327 Jacuzzi Street, Suite 4RRichmond, CA 94804
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$274,371

2015 Contributions

$121,953

Historical Graphs

Total Assets Over Time

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

$274,371$137,186$0201020132015YearValue
$274,371Latest year 2015

Participants Over Time

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

740201020132015YearValue
7Latest year 2015

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
201517$274,371$121,953$17,422iApproximate average salary by contribution assumption: employee only about $435,546 at 4% or $290,364 at 6%; with 50% employer match about $290,364 at 4% or $193,576 at 6%; with 100% employer match about $217,773 at 4% or $145,182 at 6%.
David and Jane 401(K) Plan-7$274,371$121,953$17,422iApproximate average salary by contribution assumption: employee only about $435,546 at 4% or $290,364 at 6%; with 50% employer match about $290,364 at 4% or $193,576 at 6%; with 100% employer match about $217,773 at 4% or $145,182 at 6%.
201417$154,269$17,773$2,539iApproximate average salary by contribution assumption: employee only about $63,475 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,158 at 6%.
David and Jane 401(K) Plan-7$154,269$17,773$2,539iApproximate average salary by contribution assumption: employee only about $63,475 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,158 at 6%.
201317$132,346$28,931$4,133iApproximate average salary by contribution assumption: employee only about $103,325 at 4% or $68,883 at 6%; with 50% employer match about $68,883 at 4% or $45,922 at 6%; with 100% employer match about $51,663 at 4% or $34,442 at 6%.
David and Jane 401(K) Plan-7$132,346$28,931$4,133iApproximate average salary by contribution assumption: employee only about $103,325 at 4% or $68,883 at 6%; with 50% employer match about $68,883 at 4% or $45,922 at 6%; with 100% employer match about $51,663 at 4% or $34,442 at 6%.
201217$86,406$26,037$3,720iApproximate average salary by contribution assumption: employee only about $92,989 at 4% or $61,993 at 6%; with 50% employer match about $61,993 at 4% or $41,329 at 6%; with 100% employer match about $46,495 at 4% or $30,996 at 6%.
David and Jane 401(K) Plan-7$86,406$26,037$3,720iApproximate average salary by contribution assumption: employee only about $92,989 at 4% or $61,993 at 6%; with 50% employer match about $61,993 at 4% or $41,329 at 6%; with 100% employer match about $46,495 at 4% or $30,996 at 6%.
201117$54,529$31,060$4,437iApproximate average salary by contribution assumption: employee only about $110,929 at 4% or $73,952 at 6%; with 50% employer match about $73,952 at 4% or $49,302 at 6%; with 100% employer match about $55,464 at 4% or $36,976 at 6%.
David and Jane 401(K) Plan-7$54,529$31,060$4,437iApproximate average salary by contribution assumption: employee only about $110,929 at 4% or $73,952 at 6%; with 50% employer match about $73,952 at 4% or $49,302 at 6%; with 100% employer match about $55,464 at 4% or $36,976 at 6%.
201017$22,828$22,903$3,272iApproximate average salary by contribution assumption: employee only about $81,796 at 4% or $54,531 at 6%; with 50% employer match about $54,531 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,265 at 6%.
David and Jane 401(K) Plan-7$22,828$22,903$3,272iApproximate average salary by contribution assumption: employee only about $81,796 at 4% or $54,531 at 6%; with 50% employer match about $54,531 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,265 at 6%.