Civic Intelligence

Pacific Diversified Insurance Services Inc.

Plan context: Pdi 401(K) and Profit Sharing Plan

EIN 94-2294669 • Morgan Hill, CA • 21 filings • 6 plans

15005 Concord Circle, Suite 110Morgan Hill, CA 95037
Current Snapshot

Latest Year

2017

2017 Participants

88

2017 Assets

$7,888,726

2017 Contributions

$1,374,873

Historical Graphs

Total Assets Over Time

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

$7,888,726$3,944,363$0200220102016YearValue
$7,888,726Latest year 2016

Participants Over Time

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

88440200020082016YearValue
88Latest 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
201720$0$0-
Pdi 401(K) and Profit Sharing Plan-0$0$0-
PACIFIC DIVERSIFIED INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN-0$0$0-
2016288$7,888,726$1,374,873$15,624iApproximate average salary by contribution assumption: employee only about $390,589 at 4% or $260,393 at 6%; with 50% employer match about $260,393 at 4% or $173,595 at 6%; with 100% employer match about $195,294 at 4% or $130,196 at 6%.
Pdi 401(K) and Profit Sharing Plan-88$6,611,786$737,055$8,376iApproximate average salary by contribution assumption: employee only about $209,391 at 4% or $139,594 at 6%; with 50% employer match about $139,594 at 4% or $93,063 at 6%; with 100% employer match about $104,695 at 4% or $69,797 at 6%.
PACIFIC DIVERSIFIED INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN-47$1,276,940$637,818$13,571iApproximate average salary by contribution assumption: employee only about $339,265 at 4% or $226,177 at 6%; with 50% employer match about $226,177 at 4% or $150,784 at 6%; with 100% employer match about $169,632 at 4% or $113,088 at 6%.
2015284$6,555,198$1,453,520$17,304iApproximate average salary by contribution assumption: employee only about $432,595 at 4% or $288,397 at 6%; with 50% employer match about $288,397 at 4% or $192,265 at 6%; with 100% employer match about $216,298 at 4% or $144,198 at 6%.
Pdi 401(K) and Profit Sharing Plan-84$5,916,177$814,499$9,696iApproximate average salary by contribution assumption: employee only about $242,410 at 4% or $161,607 at 6%; with 50% employer match about $161,607 at 4% or $107,738 at 6%; with 100% employer match about $121,205 at 4% or $80,803 at 6%.
PACIFIC DIVERSIFIED INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN-48$639,021$639,021$13,313iApproximate average salary by contribution assumption: employee only about $332,823 at 4% or $221,882 at 6%; with 50% employer match about $221,882 at 4% or $147,922 at 6%; with 100% employer match about $166,412 at 4% or $110,941 at 6%.
2014182$6,572,951$891,422$10,871iApproximate average salary by contribution assumption: employee only about $271,775 at 4% or $181,183 at 6%; with 50% employer match about $181,183 at 4% or $120,789 at 6%; with 100% employer match about $135,888 at 4% or $90,592 at 6%.
Pdi 401(K) and Profit Sharing Plan-82$6,572,951$891,422$10,871iApproximate average salary by contribution assumption: employee only about $271,775 at 4% or $181,183 at 6%; with 50% employer match about $181,183 at 4% or $120,789 at 6%; with 100% employer match about $135,888 at 4% or $90,592 at 6%.
2013145$4,040,189$471,149$10,470iApproximate average salary by contribution assumption: employee only about $261,749 at 4% or $174,500 at 6%; with 50% employer match about $174,500 at 4% or $116,333 at 6%; with 100% employer match about $130,875 at 4% or $87,250 at 6%.
Pdi 401(K) and Profit Sharing Plan-45$4,040,189$471,149$10,470iApproximate average salary by contribution assumption: employee only about $261,749 at 4% or $174,500 at 6%; with 50% employer match about $174,500 at 4% or $116,333 at 6%; with 100% employer match about $130,875 at 4% or $87,250 at 6%.
2012155$3,312,492$459,162$8,348iApproximate average salary by contribution assumption: employee only about $208,710 at 4% or $139,140 at 6%; with 50% employer match about $139,140 at 4% or $92,760 at 6%; with 100% employer match about $104,355 at 4% or $69,570 at 6%.
Pdi 401(K) and Profit Sharing Plan-55$3,312,492$459,162$8,348iApproximate average salary by contribution assumption: employee only about $208,710 at 4% or $139,140 at 6%; with 50% employer match about $139,140 at 4% or $92,760 at 6%; with 100% employer match about $104,355 at 4% or $69,570 at 6%.
2011154$2,720,649$404,786$7,496iApproximate average salary by contribution assumption: employee only about $187,401 at 4% or $124,934 at 6%; with 50% employer match about $124,934 at 4% or $83,289 at 6%; with 100% employer match about $93,700 at 4% or $62,467 at 6%.
Pdi 401(K) and Profit Sharing Plan-54$2,720,649$404,786$7,496iApproximate average salary by contribution assumption: employee only about $187,401 at 4% or $124,934 at 6%; with 50% employer match about $124,934 at 4% or $83,289 at 6%; with 100% employer match about $93,700 at 4% or $62,467 at 6%.
2010155$2,594,187$387,130$7,039iApproximate average salary by contribution assumption: employee only about $175,968 at 4% or $117,312 at 6%; with 50% employer match about $117,312 at 4% or $78,208 at 6%; with 100% employer match about $87,984 at 4% or $58,656 at 6%.
Pdi 401(K) and Profit Sharing Plan-55$2,594,187$387,130$7,039iApproximate average salary by contribution assumption: employee only about $175,968 at 4% or $117,312 at 6%; with 50% employer match about $117,312 at 4% or $78,208 at 6%; with 100% employer match about $87,984 at 4% or $58,656 at 6%.
2009156$2,262,761$391,929$6,999iApproximate average salary by contribution assumption: employee only about $174,968 at 4% or $116,646 at 6%; with 50% employer match about $116,646 at 4% or $77,764 at 6%; with 100% employer match about $87,484 at 4% or $58,323 at 6%.
Pdi 401(K) and Profit Sharing Plan-56$2,262,761$391,929$6,999iApproximate average salary by contribution assumption: employee only about $174,968 at 4% or $116,646 at 6%; with 50% employer match about $116,646 at 4% or $77,764 at 6%; with 100% employer match about $87,484 at 4% or $58,323 at 6%.
2008138$2,178,624$443,707$11,677iApproximate average salary by contribution assumption: employee only about $291,913 at 4% or $194,608 at 6%; with 50% employer match about $194,608 at 4% or $129,739 at 6%; with 100% employer match about $145,956 at 4% or $97,304 at 6%.
Pdi 401(K) and Profit Sharing Plan-38$2,178,624$443,707$11,677iApproximate average salary by contribution assumption: employee only about $291,913 at 4% or $194,608 at 6%; with 50% employer match about $194,608 at 4% or $129,739 at 6%; with 100% employer match about $145,956 at 4% or $97,304 at 6%.
2007135$0$0-
Pdi 401(K) and Profit Sharing Plan-35---
2006126$2,331,249$119,985$4,615iApproximate average salary by contribution assumption: employee only about $115,370 at 4% or $76,913 at 6%; with 50% employer match about $76,913 at 4% or $51,276 at 6%; with 100% employer match about $57,685 at 4% or $38,457 at 6%.
Pdi 401(K) and Profit Sharing Plan-26$2,331,249$119,985$4,615iApproximate average salary by contribution assumption: employee only about $115,370 at 4% or $76,913 at 6%; with 50% employer match about $76,913 at 4% or $51,276 at 6%; with 100% employer match about $57,685 at 4% or $38,457 at 6%.
2005126$2,052,183$278,068$10,695iApproximate average salary by contribution assumption: employee only about $267,373 at 4% or $178,249 at 6%; with 50% employer match about $178,249 at 4% or $118,832 at 6%; with 100% employer match about $133,687 at 4% or $89,124 at 6%.
Pdi 401(K) and Profit Sharing Plan-26$2,052,183$278,068$10,695iApproximate average salary by contribution assumption: employee only about $267,373 at 4% or $178,249 at 6%; with 50% employer match about $178,249 at 4% or $118,832 at 6%; with 100% employer match about $133,687 at 4% or $89,124 at 6%.
2004128$1,727,793$474,737$16,955iApproximate average salary by contribution assumption: employee only about $423,872 at 4% or $282,582 at 6%; with 50% employer match about $282,582 at 4% or $188,388 at 6%; with 100% employer match about $211,936 at 4% or $141,291 at 6%.
Pdi 401(K) and Profit Sharing Plan-28$1,727,793$474,737$16,955iApproximate average salary by contribution assumption: employee only about $423,872 at 4% or $282,582 at 6%; with 50% employer match about $282,582 at 4% or $188,388 at 6%; with 100% employer match about $211,936 at 4% or $141,291 at 6%.
2003131$1,226,439$273,380$8,819iApproximate average salary by contribution assumption: employee only about $220,468 at 4% or $146,978 at 6%; with 50% employer match about $146,978 at 4% or $97,986 at 6%; with 100% employer match about $110,234 at 4% or $73,489 at 6%.
Pdi 401(K) and Profit Sharing Plan-31$1,226,439$273,380$8,819iApproximate average salary by contribution assumption: employee only about $220,468 at 4% or $146,978 at 6%; with 50% employer match about $146,978 at 4% or $97,986 at 6%; with 100% employer match about $110,234 at 4% or $73,489 at 6%.
2002122$892,628$167,600$7,618iApproximate average salary by contribution assumption: employee only about $190,455 at 4% or $126,970 at 6%; with 50% employer match about $126,970 at 4% or $84,646 at 6%; with 100% employer match about $95,227 at 4% or $63,485 at 6%.
Pdi 401(K) and Profit Sharing Plan-22$892,628$167,600$7,618iApproximate average salary by contribution assumption: employee only about $190,455 at 4% or $126,970 at 6%; with 50% employer match about $126,970 at 4% or $84,646 at 6%; with 100% employer match about $95,227 at 4% or $63,485 at 6%.
2001119$0$0-
Pdi 401(K) and Profit Sharing Plan-19---
2000122$0$0-
Pdi 401(K) and Profit Sharing Plan-22---