Civic Intelligence

PHONE WARE, INC.

Plan context: PHONE WARE, INC. CASH BALANCE PENSION PLAN

EIN 95-2868893 • San Diego, CA • 29 filings • 3 plans

8902 Activity Road Suite ASan Diego, CA 92126
Current Snapshot

Latest Year

2020

2020 Participants

16

2020 Assets

$1,944,449

2020 Contributions

$557,500

Historical Graphs

Total Assets Over Time

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

$3,964,706$1,982,353$0199920102019YearValue
$1,944,449Latest year 2019

Participants Over Time

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

91460199920092019YearValue
16Latest year 2019

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
202010$0$0-
PHONE WARE, INC. CASH BALANCE PENSION PLAN-0$0--
2019216$1,944,449$0-
PHONE WARE, INC. CASH BALANCE PENSION PLAN-16$1,944,449--
Phone Ware Inc Profit Sharing Plan-0$0--
2018253$3,515,338$0-
PHONE WARE, INC. CASH BALANCE PENSION PLAN-31$1,915,013--
Phone Ware Inc Profit Sharing Plan-53$1,600,325--
2017276$3,744,961$557,500$7,336iApproximate average salary by contribution assumption: employee only about $183,388 at 4% or $122,259 at 6%; with 50% employer match about $122,259 at 4% or $81,506 at 6%; with 100% employer match about $91,694 at 4% or $61,129 at 6%.
PHONE WARE, INC. CASH BALANCE PENSION PLAN-44$2,008,325$457,500$10,398iApproximate average salary by contribution assumption: employee only about $259,943 at 4% or $173,295 at 6%; with 50% employer match about $173,295 at 4% or $115,530 at 6%; with 100% employer match about $129,972 at 4% or $86,648 at 6%.
Phone Ware Inc Profit Sharing Plan-76$1,736,636$100,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
2016279$3,949,956$10,976$139iApproximate average salary by contribution assumption: employee only about $3,473 at 4% or $2,316 at 6%; with 50% employer match about $2,316 at 4% or $1,544 at 6%; with 100% employer match about $1,737 at 4% or $1,158 at 6%.
Phone Ware Inc Profit Sharing Plan-79$2,456,994--
PHONE WARE, INC. CASH BALANCE PENSION PLAN-52$1,492,962$10,976$211iApproximate average salary by contribution assumption: employee only about $5,277 at 4% or $3,518 at 6%; with 50% employer match about $3,518 at 4% or $2,345 at 6%; with 100% employer match about $2,638 at 4% or $1,759 at 6%.
2015281$3,964,706$800,373$9,881iApproximate average salary by contribution assumption: employee only about $247,029 at 4% or $164,686 at 6%; with 50% employer match about $164,686 at 4% or $109,791 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%.
Phone Ware Inc Profit Sharing Plan-81$2,454,509$248,564$3,069iApproximate average salary by contribution assumption: employee only about $76,717 at 4% or $51,145 at 6%; with 50% employer match about $51,145 at 4% or $34,097 at 6%; with 100% employer match about $38,359 at 4% or $25,572 at 6%.
PHONE WARE, INC. CASH BALANCE PENSION PLAN-60$1,510,197$551,809$9,197iApproximate average salary by contribution assumption: employee only about $229,920 at 4% or $153,280 at 6%; with 50% employer match about $153,280 at 4% or $102,187 at 6%; with 100% employer match about $114,960 at 4% or $76,640 at 6%.
2014291$3,390,930$772,254$8,486iApproximate average salary by contribution assumption: employee only about $212,158 at 4% or $141,438 at 6%; with 50% employer match about $141,438 at 4% or $94,292 at 6%; with 100% employer match about $106,079 at 4% or $70,719 at 6%.
Phone Ware Inc Profit Sharing Plan-91$2,372,059$247,442$2,719iApproximate average salary by contribution assumption: employee only about $67,979 at 4% or $45,319 at 6%; with 50% employer match about $45,319 at 4% or $30,213 at 6%; with 100% employer match about $33,989 at 4% or $22,660 at 6%.
PHONE WARE, INC. CASH BALANCE PENSION PLAN-60$1,018,871$524,812$8,747iApproximate average salary by contribution assumption: employee only about $218,672 at 4% or $145,781 at 6%; with 50% employer match about $145,781 at 4% or $97,187 at 6%; with 100% employer match about $109,336 at 4% or $72,891 at 6%.
2013278$2,564,739$752,390$9,646iApproximate average salary by contribution assumption: employee only about $241,151 at 4% or $160,767 at 6%; with 50% employer match about $160,767 at 4% or $107,178 at 6%; with 100% employer match about $120,575 at 4% or $80,384 at 6%.
Phone Ware Inc Profit Sharing Plan-78$2,068,668$256,319$3,286iApproximate average salary by contribution assumption: employee only about $82,154 at 4% or $54,769 at 6%; with 50% employer match about $54,769 at 4% or $36,513 at 6%; with 100% employer match about $41,077 at 4% or $27,385 at 6%.
PHONE WARE, INC. CASH BALANCE PENSION PLAN-42$496,071$496,071$11,811iApproximate average salary by contribution assumption: employee only about $295,280 at 4% or $196,854 at 6%; with 50% employer match about $196,854 at 4% or $131,236 at 6%; with 100% employer match about $147,640 at 4% or $98,427 at 6%.
2012169$1,647,186$181,192$2,626iApproximate average salary by contribution assumption: employee only about $65,649 at 4% or $43,766 at 6%; with 50% employer match about $43,766 at 4% or $29,177 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
Phone Ware Inc Profit Sharing Plan-69$1,647,186$181,192$2,626iApproximate average salary by contribution assumption: employee only about $65,649 at 4% or $43,766 at 6%; with 50% employer match about $43,766 at 4% or $29,177 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
2011152$1,350,878$150,414$2,893iApproximate average salary by contribution assumption: employee only about $72,314 at 4% or $48,210 at 6%; with 50% employer match about $48,210 at 4% or $32,140 at 6%; with 100% employer match about $36,157 at 4% or $24,105 at 6%.
Phone Ware Inc Profit Sharing Plan-52$1,350,878$150,414$2,893iApproximate average salary by contribution assumption: employee only about $72,314 at 4% or $48,210 at 6%; with 50% employer match about $48,210 at 4% or $32,140 at 6%; with 100% employer match about $36,157 at 4% or $24,105 at 6%.
2010172$1,239,473$175,078$2,432iApproximate average salary by contribution assumption: employee only about $60,791 at 4% or $40,527 at 6%; with 50% employer match about $40,527 at 4% or $27,018 at 6%; with 100% employer match about $30,395 at 4% or $20,264 at 6%.
Phone Ware Inc Profit Sharing Plan-72$1,239,473$175,078$2,432iApproximate average salary by contribution assumption: employee only about $60,791 at 4% or $40,527 at 6%; with 50% employer match about $40,527 at 4% or $27,018 at 6%; with 100% employer match about $30,395 at 4% or $20,264 at 6%.
2009154$997,687$164,611$3,048iApproximate average salary by contribution assumption: employee only about $76,209 at 4% or $50,806 at 6%; with 50% employer match about $50,806 at 4% or $33,871 at 6%; with 100% employer match about $38,104 at 4% or $25,403 at 6%.
Phone Ware Inc Profit Sharing Plan-54$997,687$164,611$3,048iApproximate average salary by contribution assumption: employee only about $76,209 at 4% or $50,806 at 6%; with 50% employer match about $50,806 at 4% or $33,871 at 6%; with 100% employer match about $38,104 at 4% or $25,403 at 6%.
2008136$724,547$141,427$3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,107 at 4% or $32,738 at 6%.
Phone Ware Inc Profit Sharing Plan-36$724,547$141,427$3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,107 at 4% or $32,738 at 6%.
2007136$810,839$138,219$3,839iApproximate average salary by contribution assumption: employee only about $95,985 at 4% or $63,990 at 6%; with 50% employer match about $63,990 at 4% or $42,660 at 6%; with 100% employer match about $47,993 at 4% or $31,995 at 6%.
Phone Ware Inc Profit Sharing Plan-36$810,839$138,219$3,839iApproximate average salary by contribution assumption: employee only about $95,985 at 4% or $63,990 at 6%; with 50% employer match about $63,990 at 4% or $42,660 at 6%; with 100% employer match about $47,993 at 4% or $31,995 at 6%.
2006136$641,127$25,000$694iApproximate average salary by contribution assumption: employee only about $17,361 at 4% or $11,574 at 6%; with 50% employer match about $11,574 at 4% or $7,716 at 6%; with 100% employer match about $8,681 at 4% or $5,787 at 6%.
Phone Ware Inc Profit Sharing Plan-36$641,127$25,000$694iApproximate average salary by contribution assumption: employee only about $17,361 at 4% or $11,574 at 6%; with 50% employer match about $11,574 at 4% or $7,716 at 6%; with 100% employer match about $8,681 at 4% or $5,787 at 6%.
2005139$539,264$0-
Phone Ware Inc Profit Sharing Plan-39$539,264--
2004138$540,352$138,081$3,634iApproximate average salary by contribution assumption: employee only about $90,843 at 4% or $60,562 at 6%; with 50% employer match about $60,562 at 4% or $40,375 at 6%; with 100% employer match about $45,421 at 4% or $30,281 at 6%.
Phone Ware Inc Profit Sharing Plan-38$540,352$138,081$3,634iApproximate average salary by contribution assumption: employee only about $90,843 at 4% or $60,562 at 6%; with 50% employer match about $60,562 at 4% or $40,375 at 6%; with 100% employer match about $45,421 at 4% or $30,281 at 6%.
2003130$365,556$128,692$4,290iApproximate average salary by contribution assumption: employee only about $107,243 at 4% or $71,496 at 6%; with 50% employer match about $71,496 at 4% or $47,664 at 6%; with 100% employer match about $53,622 at 4% or $35,748 at 6%.
Phone Ware Inc Profit Sharing Plan-30$365,556$128,692$4,290iApproximate average salary by contribution assumption: employee only about $107,243 at 4% or $71,496 at 6%; with 50% employer match about $71,496 at 4% or $47,664 at 6%; with 100% employer match about $53,622 at 4% or $35,748 at 6%.
2002116$200,637$100,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Phone Ware Inc Profit Sharing Plan-16$200,637$100,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2001128$117,188$0-
Phone Ware Inc Profit Sharing Plan-28$117,188--
2000134$0$0-
Phone Ware Inc Profit Sharing Plan-34---
1999128$151,472$0-
Phone Ware Inc Profit Sharing Plan-28$151,472--