M. David Paul Associates
Plan context: M. David Paul & Associates Savings and Investment Plan
EIN 95-2500470 • Santa Monica, CA • 16 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
83
2013 Assets
$4,385,768
2013 Contributions
$315,098
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 83 | $4,385,768 | $315,098 | $3,796iApproximate average salary by contribution assumption: employee only about $94,909 at 4% or $63,273 at 6%; with 50% employer match about $63,273 at 4% or $42,182 at 6%; with 100% employer match about $47,455 at 4% or $31,636 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 83 | $4,385,768 | $315,098 | $3,796iApproximate average salary by contribution assumption: employee only about $94,909 at 4% or $63,273 at 6%; with 50% employer match about $63,273 at 4% or $42,182 at 6%; with 100% employer match about $47,455 at 4% or $31,636 at 6%. |
| 2012 | 1 | 75 | $3,382,387 | $290,173 | $3,869iApproximate average salary by contribution assumption: employee only about $96,724 at 4% or $64,483 at 6%; with 50% employer match about $64,483 at 4% or $42,989 at 6%; with 100% employer match about $48,362 at 4% or $32,241 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 75 | $3,382,387 | $290,173 | $3,869iApproximate average salary by contribution assumption: employee only about $96,724 at 4% or $64,483 at 6%; with 50% employer match about $64,483 at 4% or $42,989 at 6%; with 100% employer match about $48,362 at 4% or $32,241 at 6%. |
| 2011 | 1 | 76 | $2,784,093 | $297,544 | $3,915iApproximate average salary by contribution assumption: employee only about $97,876 at 4% or $65,251 at 6%; with 50% employer match about $65,251 at 4% or $43,501 at 6%; with 100% employer match about $48,938 at 4% or $32,625 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 76 | $2,784,093 | $297,544 | $3,915iApproximate average salary by contribution assumption: employee only about $97,876 at 4% or $65,251 at 6%; with 50% employer match about $65,251 at 4% or $43,501 at 6%; with 100% employer match about $48,938 at 4% or $32,625 at 6%. |
| 2010 | 1 | 68 | $2,592,642 | $318,792 | $4,688iApproximate average salary by contribution assumption: employee only about $117,203 at 4% or $78,135 at 6%; with 50% employer match about $78,135 at 4% or $52,090 at 6%; with 100% employer match about $58,601 at 4% or $39,068 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 68 | $2,592,642 | $318,792 | $4,688iApproximate average salary by contribution assumption: employee only about $117,203 at 4% or $78,135 at 6%; with 50% employer match about $78,135 at 4% or $52,090 at 6%; with 100% employer match about $58,601 at 4% or $39,068 at 6%. |
| 2009 | 1 | 70 | $2,203,195 | $295,781 | $4,225iApproximate average salary by contribution assumption: employee only about $105,636 at 4% or $70,424 at 6%; with 50% employer match about $70,424 at 4% or $46,949 at 6%; with 100% employer match about $52,818 at 4% or $35,212 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 70 | $2,203,195 | $295,781 | $4,225iApproximate average salary by contribution assumption: employee only about $105,636 at 4% or $70,424 at 6%; with 50% employer match about $70,424 at 4% or $46,949 at 6%; with 100% employer match about $52,818 at 4% or $35,212 at 6%. |
| 2008 | 1 | 54 | $1,601,897 | $225,278 | $4,172iApproximate average salary by contribution assumption: employee only about $104,295 at 4% or $69,530 at 6%; with 50% employer match about $69,530 at 4% or $46,353 at 6%; with 100% employer match about $52,148 at 4% or $34,765 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 54 | $1,601,897 | $225,278 | $4,172iApproximate average salary by contribution assumption: employee only about $104,295 at 4% or $69,530 at 6%; with 50% employer match about $69,530 at 4% or $46,353 at 6%; with 100% employer match about $52,148 at 4% or $34,765 at 6%. |
| 2007 | 1 | 47 | $0 | $0 | - |
| M. David Paul & Associates Savings and Investment Plan | - | 47 | - | - | - |
| 2006 | 1 | 43 | $1,911,192 | $198,474 | $4,616iApproximate average salary by contribution assumption: employee only about $115,392 at 4% or $76,928 at 6%; with 50% employer match about $76,928 at 4% or $51,285 at 6%; with 100% employer match about $57,696 at 4% or $38,464 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 43 | $1,911,192 | $198,474 | $4,616iApproximate average salary by contribution assumption: employee only about $115,392 at 4% or $76,928 at 6%; with 50% employer match about $76,928 at 4% or $51,285 at 6%; with 100% employer match about $57,696 at 4% or $38,464 at 6%. |
| 2005 | 1 | 38 | $1,536,221 | $163,827 | $4,311iApproximate average salary by contribution assumption: employee only about $107,781 at 4% or $71,854 at 6%; with 50% employer match about $71,854 at 4% or $47,903 at 6%; with 100% employer match about $53,890 at 4% or $35,927 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 38 | $1,536,221 | $163,827 | $4,311iApproximate average salary by contribution assumption: employee only about $107,781 at 4% or $71,854 at 6%; with 50% employer match about $71,854 at 4% or $47,903 at 6%; with 100% employer match about $53,890 at 4% or $35,927 at 6%. |
| 2004 | 1 | 34 | $1,291,994 | $168,747 | $4,963iApproximate average salary by contribution assumption: employee only about $124,079 at 4% or $82,719 at 6%; with 50% employer match about $82,719 at 4% or $55,146 at 6%; with 100% employer match about $62,039 at 4% or $41,360 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 34 | $1,291,994 | $168,747 | $4,963iApproximate average salary by contribution assumption: employee only about $124,079 at 4% or $82,719 at 6%; with 50% employer match about $82,719 at 4% or $55,146 at 6%; with 100% employer match about $62,039 at 4% or $41,360 at 6%. |
| 2003 | 1 | 40 | $1,191,704 | $166,156 | $4,154iApproximate average salary by contribution assumption: employee only about $103,847 at 4% or $69,232 at 6%; with 50% employer match about $69,232 at 4% or $46,154 at 6%; with 100% employer match about $51,924 at 4% or $34,616 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 40 | $1,191,704 | $166,156 | $4,154iApproximate average salary by contribution assumption: employee only about $103,847 at 4% or $69,232 at 6%; with 50% employer match about $69,232 at 4% or $46,154 at 6%; with 100% employer match about $51,924 at 4% or $34,616 at 6%. |
| 2002 | 2 | 37 | $880,632 | $170,977 | $4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 37 | $880,632 | $170,977 | $4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%. |
| M. DAVID PAUL AND ASSOCIATES CAFETERIA PLAN | - | 0 | - | - | - |
| 2001 | 1 | 36 | $875,456 | $154,335 | $4,287iApproximate average salary by contribution assumption: employee only about $107,177 at 4% or $71,451 at 6%; with 50% employer match about $71,451 at 4% or $47,634 at 6%; with 100% employer match about $53,589 at 4% or $35,726 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 36 | $875,456 | $154,335 | $4,287iApproximate average salary by contribution assumption: employee only about $107,177 at 4% or $71,451 at 6%; with 50% employer match about $71,451 at 4% or $47,634 at 6%; with 100% employer match about $53,589 at 4% or $35,726 at 6%. |
| 2000 | 1 | 36 | $828,407 | $160,014 | $4,445iApproximate average salary by contribution assumption: employee only about $111,121 at 4% or $74,081 at 6%; with 50% employer match about $74,081 at 4% or $49,387 at 6%; with 100% employer match about $55,560 at 4% or $37,040 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 36 | $828,407 | $160,014 | $4,445iApproximate average salary by contribution assumption: employee only about $111,121 at 4% or $74,081 at 6%; with 50% employer match about $74,081 at 4% or $49,387 at 6%; with 100% employer match about $55,560 at 4% or $37,040 at 6%. |
| 1999 | 1 | 26 | $798,329 | $114,926 | $4,420iApproximate average salary by contribution assumption: employee only about $110,506 at 4% or $73,671 at 6%; with 50% employer match about $73,671 at 4% or $49,114 at 6%; with 100% employer match about $55,253 at 4% or $36,835 at 6%. |
| M. David Paul & Associates Savings and Investment Plan | - | 26 | $798,329 | $114,926 | $4,420iApproximate average salary by contribution assumption: employee only about $110,506 at 4% or $73,671 at 6%; with 50% employer match about $73,671 at 4% or $49,114 at 6%; with 100% employer match about $55,253 at 4% or $36,835 at 6%. |