Civic Intelligence

Ray Bello Insurance

Plan context: Ray Bello Insurance 401(K) Profit Sharing Plan

EIN 95-3021809 • LA Mesa, CA • 9 filings • 2 plans

5464 Baltimore Suite CLA Mesa, CA 91941
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$248,305

2012 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$250,000$125,000$0200420092011YearValue
$248,305Latest year 2011

Participants Over Time

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

210200320082011YearValue
1Latest year 2011

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
201210$0$0-
Ray Bello Insurance 401(K) Profit Sharing Plan-0---
201111$248,305$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ray Bello Insurance 401(K) Profit Sharing Plan-1$248,305$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201011$250,000$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Ray Bello Insurance 401(K) Profit Sharing Plan-1$250,000$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200912$215,513$0-
Ray Bello Insurance 401(K) Profit Sharing Plan-2$215,513--
200812$190,345$3,072$1,536iApproximate average salary by contribution assumption: employee only about $38,400 at 4% or $25,600 at 6%; with 50% employer match about $25,600 at 4% or $17,067 at 6%; with 100% employer match about $19,200 at 4% or $12,800 at 6%.
Ray Bello Insurance 401(K) Profit Sharing Plan-2$190,345$3,072$1,536iApproximate average salary by contribution assumption: employee only about $38,400 at 4% or $25,600 at 6%; with 50% employer match about $25,600 at 4% or $17,067 at 6%; with 100% employer match about $19,200 at 4% or $12,800 at 6%.
200712$0$0-
Ray Bello Insurance 401(K) Profit Sharing Plan-2---
200612$191,760$46,880$23,440iApproximate average salary by contribution assumption: employee only about $586,000 at 4% or $390,667 at 6%; with 50% employer match about $390,667 at 4% or $260,444 at 6%; with 100% employer match about $293,000 at 4% or $195,333 at 6%.
Ray Bello Insurance 401(K) Profit Sharing Plan-2$191,760$46,880$23,440iApproximate average salary by contribution assumption: employee only about $586,000 at 4% or $390,667 at 6%; with 50% employer match about $390,667 at 4% or $260,444 at 6%; with 100% employer match about $293,000 at 4% or $195,333 at 6%.
200412$42,000$0-
Ray Bello Insurance 401(K) Profit Sharing Plan-2$42,000--
200312$0$0-
Ray Bello Insurance 401(K) Profit Sharing Plan-2---