Civic Intelligence

Kaiser Federal

Plan context: Simplicity Bank Employee Stock Ownership Plan

EIN 95-1867697 • 29 filings • 13 plans

Current Snapshot

Latest Year

2015

2015 Participants

121

2015 Assets

$4,197,913

2015 Contributions

$947,658

Historical Graphs

Total Assets Over Time

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

$19,290,640$9,645,320$0200020082014YearValue
$4,197,913Latest year 2014

Participants Over Time

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

128640199920072014YearValue
121Latest year 2014

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
201520$0$0-
Simplicity Bank Welfare Benefits Plan-0---
Simplicity Bank Employee Stock Ownership Plan-0---
20143121$4,197,913$947,658$7,832iApproximate average salary by contribution assumption: employee only about $195,797 at 4% or $130,531 at 6%; with 50% employer match about $130,531 at 4% or $87,021 at 6%; with 100% employer match about $97,899 at 4% or $65,266 at 6%.
Simplicity Bank Employee Stock Ownership Plan-101$4,197,913$221,853$2,197iApproximate average salary by contribution assumption: employee only about $54,914 at 4% or $36,609 at 6%; with 50% employer match about $36,609 at 4% or $24,406 at 6%; with 100% employer match about $27,457 at 4% or $18,305 at 6%.
Simplicity Bank Welfare Benefits Plan-121---
SIMPLICITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN-0-$725,805-
20132115$19,290,640$1,451,110$12,618iApproximate average salary by contribution assumption: employee only about $315,459 at 4% or $210,306 at 6%; with 50% employer match about $210,306 at 4% or $140,204 at 6%; with 100% employer match about $157,729 at 4% or $105,153 at 6%.
Simplicity Bank Employee Stock Ownership Plan-95$11,066,973$440,287$4,635iApproximate average salary by contribution assumption: employee only about $115,865 at 4% or $77,243 at 6%; with 50% employer match about $77,243 at 4% or $51,496 at 6%; with 100% employer match about $57,933 at 4% or $38,622 at 6%.
SIMPLICITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN-115$8,223,667$1,010,823$8,790iApproximate average salary by contribution assumption: employee only about $219,744 at 4% or $146,496 at 6%; with 50% employer match about $146,496 at 4% or $97,664 at 6%; with 100% employer match about $109,872 at 4% or $73,248 at 6%.
20122128$15,983,091$1,675,503$13,090iApproximate average salary by contribution assumption: employee only about $327,247 at 4% or $218,164 at 6%; with 50% employer match about $218,164 at 4% or $145,443 at 6%; with 100% employer match about $163,623 at 4% or $109,082 at 6%.
Simplicity Bank Employee Stock Ownership Plan-108$9,354,284$430,862$3,989iApproximate average salary by contribution assumption: employee only about $99,737 at 4% or $66,491 at 6%; with 50% employer match about $66,491 at 4% or $44,327 at 6%; with 100% employer match about $49,868 at 4% or $33,246 at 6%.
SIMPLICITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN-128$6,628,807$1,244,641$9,724iApproximate average salary by contribution assumption: employee only about $243,094 at 4% or $162,063 at 6%; with 50% employer match about $162,063 at 4% or $108,042 at 6%; with 100% employer match about $121,547 at 4% or $81,031 at 6%.
20112126$15,367,802$1,273,031$10,103iApproximate average salary by contribution assumption: employee only about $252,586 at 4% or $168,390 at 6%; with 50% employer match about $168,390 at 4% or $112,260 at 6%; with 100% employer match about $126,293 at 4% or $84,195 at 6%.
Simplicity Bank Employee Stock Ownership Plan-85$9,943,389$445,567$5,242iApproximate average salary by contribution assumption: employee only about $131,049 at 4% or $87,366 at 6%; with 50% employer match about $87,366 at 4% or $58,244 at 6%; with 100% employer match about $65,525 at 4% or $43,683 at 6%.
KAISER FEDERAL BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN-126$5,424,413$827,464$6,567iApproximate average salary by contribution assumption: employee only about $164,179 at 4% or $109,453 at 6%; with 50% employer match about $109,453 at 4% or $72,969 at 6%; with 100% employer match about $82,090 at 4% or $54,726 at 6%.
20101108$5,566,197$813,009$7,528iApproximate average salary by contribution assumption: employee only about $188,197 at 4% or $125,464 at 6%; with 50% employer match about $125,464 at 4% or $83,643 at 6%; with 100% employer match about $94,098 at 4% or $62,732 at 6%.
KAISER FEDERAL BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN-108$5,566,197$813,009$7,528iApproximate average salary by contribution assumption: employee only about $188,197 at 4% or $125,464 at 6%; with 50% employer match about $125,464 at 4% or $83,643 at 6%; with 100% employer match about $94,098 at 4% or $62,732 at 6%.
2009199$4,493,681$540,817$5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%.
KAISER FEDERAL BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST-99$4,493,681$540,817$5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%.
2008296$3,772,702$562,793$5,862iApproximate average salary by contribution assumption: employee only about $146,561 at 4% or $97,707 at 6%; with 50% employer match about $97,707 at 4% or $65,138 at 6%; with 100% employer match about $73,280 at 4% or $48,854 at 6%.
KAISER FEDERAL BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST-96$3,772,702$562,793$5,862iApproximate average salary by contribution assumption: employee only about $146,561 at 4% or $97,707 at 6%; with 50% employer match about $97,707 at 4% or $65,138 at 6%; with 100% employer match about $73,280 at 4% or $48,854 at 6%.
Simplicity Bank Employee Stock Ownership Plan-79---
2007288$4,037,605$491,138$5,581iApproximate average salary by contribution assumption: employee only about $139,528 at 4% or $93,019 at 6%; with 50% employer match about $93,019 at 4% or $62,012 at 6%; with 100% employer match about $69,764 at 4% or $46,509 at 6%.
KAISER FEDERAL BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST-88$4,037,605$491,138$5,581iApproximate average salary by contribution assumption: employee only about $139,528 at 4% or $93,019 at 6%; with 50% employer match about $93,019 at 4% or $62,012 at 6%; with 100% employer match about $69,764 at 4% or $46,509 at 6%.
Simplicity Bank Employee Stock Ownership Plan-69---
2006286$7,089,431$416,609$4,844iApproximate average salary by contribution assumption: employee only about $121,107 at 4% or $80,738 at 6%; with 50% employer match about $80,738 at 4% or $53,825 at 6%; with 100% employer match about $60,554 at 4% or $40,369 at 6%.
Simplicity Bank Employee Stock Ownership Plan-62$7,089,431$416,609$6,720iApproximate average salary by contribution assumption: employee only about $167,988 at 4% or $111,992 at 6%; with 50% employer match about $111,992 at 4% or $74,661 at 6%; with 100% employer match about $83,994 at 4% or $55,996 at 6%.
KAISER FEDERAL BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST-86---
2005285$10,299,366$1,134,131$13,343iApproximate average salary by contribution assumption: employee only about $333,568 at 4% or $222,379 at 6%; with 50% employer match about $222,379 at 4% or $148,252 at 6%; with 100% employer match about $166,784 at 4% or $111,189 at 6%.
Simplicity Bank Employee Stock Ownership Plan-63$6,603,279$610,497$9,690iApproximate average salary by contribution assumption: employee only about $242,261 at 4% or $161,507 at 6%; with 50% employer match about $161,507 at 4% or $107,671 at 6%; with 100% employer match about $121,130 at 4% or $80,754 at 6%.
KAISER FEDERAL BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST-85$3,696,087$523,634$6,160iApproximate average salary by contribution assumption: employee only about $154,010 at 4% or $102,673 at 6%; with 50% employer match about $102,673 at 4% or $68,449 at 6%; with 100% employer match about $77,005 at 4% or $51,337 at 6%.
2004279$8,064,948$792,749$10,035iApproximate average salary by contribution assumption: employee only about $250,870 at 4% or $167,247 at 6%; with 50% employer match about $167,247 at 4% or $111,498 at 6%; with 100% employer match about $125,435 at 4% or $83,623 at 6%.
Simplicity Bank Employee Stock Ownership Plan-68$5,545,719$481,505$7,081iApproximate average salary by contribution assumption: employee only about $177,024 at 4% or $118,016 at 6%; with 50% employer match about $118,016 at 4% or $78,677 at 6%; with 100% employer match about $88,512 at 4% or $59,008 at 6%.
KAISER FEDERAL BANK EMPLOYEES SAVINGS & PROFIT SHARING PLAN AND TRUST-79$2,519,229$311,244$3,940iApproximate average salary by contribution assumption: employee only about $98,495 at 4% or $65,663 at 6%; with 50% employer match about $65,663 at 4% or $43,776 at 6%; with 100% employer match about $49,247 at 4% or $32,832 at 6%.
2003291$2,136,790$378,494$4,159iApproximate average salary by contribution assumption: employee only about $103,982 at 4% or $69,321 at 6%; with 50% employer match about $69,321 at 4% or $46,214 at 6%; with 100% employer match about $51,991 at 4% or $34,661 at 6%.
KAISER FEDERAL BANK RETIREMENT SAVI NGS PLAN-91$2,136,790$378,494$4,159iApproximate average salary by contribution assumption: employee only about $103,982 at 4% or $69,321 at 6%; with 50% employer match about $69,321 at 4% or $46,214 at 6%; with 100% employer match about $51,991 at 4% or $34,661 at 6%.
Simplicity Bank Employee Stock Ownership Plan-71---
2002173$0$0-
KAISER FEDERAL BANK RETIREMENT SAVINGS PLAN-73---
2001167$0$0-
KAISER FEDERAL RETIREMENT SAVINGS PLAN-67---
2000155$1,471,242$230,183$4,185iApproximate average salary by contribution assumption: employee only about $104,629 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,502 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%.
KAISER FEDERAL RETIREMENT SAVINGS P LAN-55$1,471,242$230,183$4,185iApproximate average salary by contribution assumption: employee only about $104,629 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,502 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%.
1999142$0$0-
Kaiser Federal-42---