Civic Intelligence

Pacific Equity Management

Plan context: Pacific Equity Management Employee Money Purchase Plan

EIN 94-2732148 • 14 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$3,834,273

2005 Contributions

$18,846

Historical Graphs

Total Assets Over Time

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

$3,834,273$1,917,137$0199920022004YearValue
$3,834,273Latest year 2004

Participants Over Time

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

420199920022004YearValue
3Latest year 2004

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
200520$0$0-
Pacific Equity Management Employee Profit Sharing Plan-0---
Pacific Equity Management Employee Money Purchase Plan-0---
200423$3,834,273$18,846$6,282iApproximate average salary by contribution assumption: employee only about $157,050 at 4% or $104,700 at 6%; with 50% employer match about $104,700 at 4% or $69,800 at 6%; with 100% employer match about $78,525 at 4% or $52,350 at 6%.
Pacific Equity Management Employee Money Purchase Plan-3$2,340,668$378$126iApproximate average salary by contribution assumption: employee only about $3,150 at 4% or $2,100 at 6%; with 50% employer match about $2,100 at 4% or $1,400 at 6%; with 100% employer match about $1,575 at 4% or $1,050 at 6%.
Pacific Equity Management Employee Profit Sharing Plan-3$1,493,605$18,468$6,156iApproximate average salary by contribution assumption: employee only about $153,900 at 4% or $102,600 at 6%; with 50% employer match about $102,600 at 4% or $68,400 at 6%; with 100% employer match about $76,950 at 4% or $51,300 at 6%.
200323$3,619,355$34,020$11,340iApproximate average salary by contribution assumption: employee only about $283,500 at 4% or $189,000 at 6%; with 50% employer match about $189,000 at 4% or $126,000 at 6%; with 100% employer match about $141,750 at 4% or $94,500 at 6%.
Pacific Equity Management Employee Money Purchase Plan-3$2,220,614--
Pacific Equity Management Employee Profit Sharing Plan-3$1,398,741$34,020$11,340iApproximate average salary by contribution assumption: employee only about $283,500 at 4% or $189,000 at 6%; with 50% employer match about $189,000 at 4% or $126,000 at 6%; with 100% employer match about $141,750 at 4% or $94,500 at 6%.
200224$3,069,217$44,106$11,027iApproximate average salary by contribution assumption: employee only about $275,663 at 4% or $183,775 at 6%; with 50% employer match about $183,775 at 4% or $122,517 at 6%; with 100% employer match about $137,831 at 4% or $91,888 at 6%.
Pacific Equity Management Employee Money Purchase Plan-4$1,900,951--
Pacific Equity Management Employee Profit Sharing Plan-4$1,168,266$44,106$11,027iApproximate average salary by contribution assumption: employee only about $275,663 at 4% or $183,775 at 6%; with 50% employer match about $183,775 at 4% or $122,517 at 6%; with 100% employer match about $137,831 at 4% or $91,888 at 6%.
200124$2,889,348$28,250$7,063iApproximate average salary by contribution assumption: employee only about $176,563 at 4% or $117,708 at 6%; with 50% employer match about $117,708 at 4% or $78,472 at 6%; with 100% employer match about $88,281 at 4% or $58,854 at 6%.
Pacific Equity Management Employee Money Purchase Plan-4$1,815,639--
Pacific Equity Management Employee Profit Sharing Plan-4$1,073,709$28,250$7,063iApproximate average salary by contribution assumption: employee only about $176,563 at 4% or $117,708 at 6%; with 50% employer match about $117,708 at 4% or $78,472 at 6%; with 100% employer match about $88,281 at 4% or $58,854 at 6%.
200024$2,710,301$24,095$6,024iApproximate average salary by contribution assumption: employee only about $150,594 at 4% or $100,396 at 6%; with 50% employer match about $100,396 at 4% or $66,931 at 6%; with 100% employer match about $75,297 at 4% or $50,198 at 6%.
Pacific Equity Management Employee Money Purchase Plan-4$1,719,944--
Pacific Equity Management Employee Profit Sharing Plan-4$990,357$24,095$6,024iApproximate average salary by contribution assumption: employee only about $150,594 at 4% or $100,396 at 6%; with 50% employer match about $100,396 at 4% or $66,931 at 6%; with 100% employer match about $75,297 at 4% or $50,198 at 6%.
199924$2,281,134$7,053$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.
Pacific Equity Management Employee Money Purchase Plan-4$1,460,581--
Pacific Equity Management Employee Profit Sharing Plan-4$820,553$7,053$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.