Civic Intelligence

Headwaters Capital LLC

Plan context: Headwaters Profit Sharing Plan

EIN 94-3349598 • Sausalito, CA • 11 filings • 2 plans

30 Libertyship Way, Suite 3200Sausalito, CA 94965
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$931

2009 Contributions

$2,910

Historical Graphs

Total Assets Over Time

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

$4,726,775$2,363,388$0200020042008YearValue
$931Latest year 2008

Participants Over Time

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

46230200020032008YearValue
4Latest year 2008

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
200910$0$0-
Headwaters Profit Sharing Plan-0$0--
200814$931$2,910$728iApproximate average salary by contribution assumption: employee only about $18,188 at 4% or $12,125 at 6%; with 50% employer match about $12,125 at 4% or $8,083 at 6%; with 100% employer match about $9,094 at 4% or $6,063 at 6%.
Headwaters Profit Sharing Plan-4$931$2,910$728iApproximate average salary by contribution assumption: employee only about $18,188 at 4% or $12,125 at 6%; with 50% employer match about $12,125 at 4% or $8,083 at 6%; with 100% employer match about $9,094 at 4% or $6,063 at 6%.
200516$3,325,638$211,575$35,263iApproximate average salary by contribution assumption: employee only about $881,563 at 4% or $587,708 at 6%; with 50% employer match about $587,708 at 4% or $391,806 at 6%; with 100% employer match about $440,781 at 4% or $293,854 at 6%.
Headwaters Profit Sharing Plan-6$3,325,638$211,575$35,263iApproximate average salary by contribution assumption: employee only about $881,563 at 4% or $587,708 at 6%; with 50% employer match about $587,708 at 4% or $391,806 at 6%; with 100% employer match about $440,781 at 4% or $293,854 at 6%.
2004134$4,726,775$864,683$25,432iApproximate average salary by contribution assumption: employee only about $635,796 at 4% or $423,864 at 6%; with 50% employer match about $423,864 at 4% or $282,576 at 6%; with 100% employer match about $317,898 at 4% or $211,932 at 6%.
Headwaters Profit Sharing Plan-34$4,726,775$864,683$25,432iApproximate average salary by contribution assumption: employee only about $635,796 at 4% or $423,864 at 6%; with 50% employer match about $423,864 at 4% or $282,576 at 6%; with 100% employer match about $317,898 at 4% or $211,932 at 6%.
2003134$4,478,045$1,021,901$30,056iApproximate average salary by contribution assumption: employee only about $751,398 at 4% or $500,932 at 6%; with 50% employer match about $500,932 at 4% or $333,955 at 6%; with 100% employer match about $375,699 at 4% or $250,466 at 6%.
Headwaters Profit Sharing Plan-34$4,478,045$1,021,901$30,056iApproximate average salary by contribution assumption: employee only about $751,398 at 4% or $500,932 at 6%; with 50% employer match about $500,932 at 4% or $333,955 at 6%; with 100% employer match about $375,699 at 4% or $250,466 at 6%.
2002239$3,439,567$1,258,921$32,280iApproximate average salary by contribution assumption: employee only about $807,001 at 4% or $538,000 at 6%; with 50% employer match about $538,000 at 4% or $358,667 at 6%; with 100% employer match about $403,500 at 4% or $269,000 at 6%.
Headwaters Profit Sharing Plan-39$3,439,567$1,258,921$32,280iApproximate average salary by contribution assumption: employee only about $807,001 at 4% or $538,000 at 6%; with 50% employer match about $538,000 at 4% or $358,667 at 6%; with 100% employer match about $403,500 at 4% or $269,000 at 6%.
Headwaters Money Purchase Pension Plan-0---
2001246$0$0-
Headwaters Money Purchase Pension Plan-46---
Headwaters Profit Sharing Plan-46---
2000230$1,572,825$692,682$23,089iApproximate average salary by contribution assumption: employee only about $577,235 at 4% or $384,823 at 6%; with 50% employer match about $384,823 at 4% or $256,549 at 6%; with 100% employer match about $288,618 at 4% or $192,412 at 6%.
Headwaters Money Purchase Pension Plan-30$799,854$360,139$12,005iApproximate average salary by contribution assumption: employee only about $300,116 at 4% or $200,077 at 6%; with 50% employer match about $200,077 at 4% or $133,385 at 6%; with 100% employer match about $150,058 at 4% or $100,039 at 6%.
Headwaters Profit Sharing Plan-30$772,971$332,543$11,085iApproximate average salary by contribution assumption: employee only about $277,119 at 4% or $184,746 at 6%; with 50% employer match about $184,746 at 4% or $123,164 at 6%; with 100% employer match about $138,560 at 4% or $92,373 at 6%.