Civic Intelligence

P.M. Investment Company

Plan context: P.M. Investment Company Profit Sharing Plan

EIN 94-6075708 • Menlo Park, CA • 19 filings • 2 plans

800 Menlo Avenue, Suite 200Menlo Park, CA 94025-4732
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$6,127,972

2014 Contributions

$140,992

Historical Graphs

Total Assets Over Time

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

$7,837,637$3,918,819$0199920072013YearValue
$6,127,972Latest year 2013

Participants Over Time

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

420199920062013YearValue
2Latest year 2013

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
201410$0$0-
P.M. Investment Company Profit Sharing Plan-0$0$0-
201312$6,127,972$140,992$70,496iApproximate average salary by contribution assumption: employee only about $1,762,400 at 4% or $1,174,933 at 6%; with 50% employer match about $1,174,933 at 4% or $783,289 at 6%; with 100% employer match about $881,200 at 4% or $587,467 at 6%.
P.M. Investment Company Profit Sharing Plan-2$6,127,972$140,992$70,496iApproximate average salary by contribution assumption: employee only about $1,762,400 at 4% or $1,174,933 at 6%; with 50% employer match about $1,174,933 at 4% or $783,289 at 6%; with 100% employer match about $881,200 at 4% or $587,467 at 6%.
201214$4,389,617$134,870$33,718iApproximate average salary by contribution assumption: employee only about $842,938 at 4% or $561,958 at 6%; with 50% employer match about $561,958 at 4% or $374,639 at 6%; with 100% employer match about $421,469 at 4% or $280,979 at 6%.
P.M. Investment Company Profit Sharing Plan-4$4,389,617$134,870$33,718iApproximate average salary by contribution assumption: employee only about $842,938 at 4% or $561,958 at 6%; with 50% employer match about $561,958 at 4% or $374,639 at 6%; with 100% employer match about $421,469 at 4% or $280,979 at 6%.
201113$3,915,588$118,506$39,502iApproximate average salary by contribution assumption: employee only about $987,550 at 4% or $658,367 at 6%; with 50% employer match about $658,367 at 4% or $438,911 at 6%; with 100% employer match about $493,775 at 4% or $329,183 at 6%.
P.M. Investment Company Profit Sharing Plan-3$3,915,588$118,506$39,502iApproximate average salary by contribution assumption: employee only about $987,550 at 4% or $658,367 at 6%; with 50% employer match about $658,367 at 4% or $438,911 at 6%; with 100% employer match about $493,775 at 4% or $329,183 at 6%.
201013$3,861,293$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
P.M. Investment Company Profit Sharing Plan-3$3,861,293$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
200913$3,097,363$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
P.M. Investment Company Profit Sharing Plan-3$3,097,363$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
200813$2,626,618$124,725$41,575iApproximate average salary by contribution assumption: employee only about $1,039,375 at 4% or $692,917 at 6%; with 50% employer match about $692,917 at 4% or $461,944 at 6%; with 100% employer match about $519,688 at 4% or $346,458 at 6%.
P.M. Investment Company Profit Sharing Plan-3$2,626,618$124,725$41,575iApproximate average salary by contribution assumption: employee only about $1,039,375 at 4% or $692,917 at 6%; with 50% employer match about $692,917 at 4% or $461,944 at 6%; with 100% employer match about $519,688 at 4% or $346,458 at 6%.
200713$7,837,637$102,958$34,319iApproximate average salary by contribution assumption: employee only about $857,983 at 4% or $571,989 at 6%; with 50% employer match about $571,989 at 4% or $381,326 at 6%; with 100% employer match about $428,992 at 4% or $285,994 at 6%.
P.M. Investment Company Profit Sharing Plan-3$7,837,637$102,958$34,319iApproximate average salary by contribution assumption: employee only about $857,983 at 4% or $571,989 at 6%; with 50% employer match about $571,989 at 4% or $381,326 at 6%; with 100% employer match about $428,992 at 4% or $285,994 at 6%.
200613$7,828,978$121,662$40,554iApproximate average salary by contribution assumption: employee only about $1,013,850 at 4% or $675,900 at 6%; with 50% employer match about $675,900 at 4% or $450,600 at 6%; with 100% employer match about $506,925 at 4% or $337,950 at 6%.
P.M. Investment Company Profit Sharing Plan-3$7,828,978$121,662$40,554iApproximate average salary by contribution assumption: employee only about $1,013,850 at 4% or $675,900 at 6%; with 50% employer match about $675,900 at 4% or $450,600 at 6%; with 100% employer match about $506,925 at 4% or $337,950 at 6%.
200513$7,404,517$126,380$42,127iApproximate average salary by contribution assumption: employee only about $1,053,167 at 4% or $702,111 at 6%; with 50% employer match about $702,111 at 4% or $468,074 at 6%; with 100% employer match about $526,583 at 4% or $351,056 at 6%.
P.M. Investment Company Profit Sharing Plan-3$7,404,517$126,380$42,127iApproximate average salary by contribution assumption: employee only about $1,053,167 at 4% or $702,111 at 6%; with 50% employer match about $702,111 at 4% or $468,074 at 6%; with 100% employer match about $526,583 at 4% or $351,056 at 6%.
200414$7,357,696$125,965$31,491iApproximate average salary by contribution assumption: employee only about $787,281 at 4% or $524,854 at 6%; with 50% employer match about $524,854 at 4% or $349,903 at 6%; with 100% employer match about $393,641 at 4% or $262,427 at 6%.
P.M. Investment Company Profit Sharing Plan-4$7,357,696$125,965$31,491iApproximate average salary by contribution assumption: employee only about $787,281 at 4% or $524,854 at 6%; with 50% employer match about $524,854 at 4% or $349,903 at 6%; with 100% employer match about $393,641 at 4% or $262,427 at 6%.
200313$6,909,634$109,678$36,559iApproximate average salary by contribution assumption: employee only about $913,983 at 4% or $609,322 at 6%; with 50% employer match about $609,322 at 4% or $406,215 at 6%; with 100% employer match about $456,992 at 4% or $304,661 at 6%.
P.M. Investment Company Profit Sharing Plan-3$6,909,634$109,678$36,559iApproximate average salary by contribution assumption: employee only about $913,983 at 4% or $609,322 at 6%; with 50% employer match about $609,322 at 4% or $406,215 at 6%; with 100% employer match about $456,992 at 4% or $304,661 at 6%.
200223$5,511,500$4,718,873$1,572,958iApproximate average salary by contribution assumption: employee only about $39,323,942 at 4% or $26,215,961 at 6%; with 50% employer match about $26,215,961 at 4% or $17,477,307 at 6%; with 100% employer match about $19,661,971 at 4% or $13,107,981 at 6%.
P.M. Investment Company Profit Sharing Plan-3$5,511,500$4,718,873$1,572,958iApproximate average salary by contribution assumption: employee only about $39,323,942 at 4% or $26,215,961 at 6%; with 50% employer match about $26,215,961 at 4% or $17,477,307 at 6%; with 100% employer match about $19,661,971 at 4% or $13,107,981 at 6%.
P.M. Investment Company Money Purchase Pension Plan-0---
200123$7,002,360$91,477$30,492iApproximate average salary by contribution assumption: employee only about $762,308 at 4% or $508,206 at 6%; with 50% employer match about $508,206 at 4% or $338,804 at 6%; with 100% employer match about $381,154 at 4% or $254,103 at 6%.
P.M. Investment Company Money Purchase Pension Plan-3$5,850,481$41,841$13,947iApproximate average salary by contribution assumption: employee only about $348,675 at 4% or $232,450 at 6%; with 50% employer match about $232,450 at 4% or $154,967 at 6%; with 100% employer match about $174,338 at 4% or $116,225 at 6%.
P.M. Investment Company Profit Sharing Plan-3$1,151,879$49,636$16,545iApproximate average salary by contribution assumption: employee only about $413,633 at 4% or $275,756 at 6%; with 50% employer match about $275,756 at 4% or $183,837 at 6%; with 100% employer match about $206,817 at 4% or $137,878 at 6%.
200023$0$0-
P.M. Investment Company Profit Sharing Plan-3---
P.M. Investment Company Money Purchase Pension Plan-3---
199913$5,862,972$36,178$12,059iApproximate average salary by contribution assumption: employee only about $301,483 at 4% or $200,989 at 6%; with 50% employer match about $200,989 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,494 at 6%.
P.M. Investment Company Money Purchase Pension Plan-3$5,862,972$36,178$12,059iApproximate average salary by contribution assumption: employee only about $301,483 at 4% or $200,989 at 6%; with 50% employer match about $200,989 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,494 at 6%.