Civic Intelligence

Kenneth L.Peterson

Plan context: Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp

EIN 95-3131669 • San Pedro, CA • 9 filings • 5 plans

2066 Mount Shasta DrSan Pedro, CA 90732-1323
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,491,887

2021 Contributions

$39,419

Historical Graphs

Total Assets Over Time

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

$2,491,887$1,245,944$0201320172021YearValue
$2,491,887Latest year 2021

Participants Over Time

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

110201320172021YearValue
1Latest year 2021

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
202111$2,491,887$39,419$39,419iApproximate average salary by contribution assumption: employee only about $985,475 at 4% or $656,983 at 6%; with 50% employer match about $656,983 at 4% or $437,989 at 6%; with 100% employer match about $492,738 at 4% or $328,492 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$2,491,887$39,419$39,419iApproximate average salary by contribution assumption: employee only about $985,475 at 4% or $656,983 at 6%; with 50% employer match about $656,983 at 4% or $437,989 at 6%; with 100% employer match about $492,738 at 4% or $328,492 at 6%.
202011$2,225,609$39,299$39,299iApproximate average salary by contribution assumption: employee only about $982,475 at 4% or $654,983 at 6%; with 50% employer match about $654,983 at 4% or $436,656 at 6%; with 100% employer match about $491,238 at 4% or $327,492 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$2,225,609$39,299$39,299iApproximate average salary by contribution assumption: employee only about $982,475 at 4% or $654,983 at 6%; with 50% employer match about $654,983 at 4% or $436,656 at 6%; with 100% employer match about $491,238 at 4% or $327,492 at 6%.
201911$2,059,407$45,320$45,320iApproximate average salary by contribution assumption: employee only about $1,133,000 at 4% or $755,333 at 6%; with 50% employer match about $755,333 at 4% or $503,556 at 6%; with 100% employer match about $566,500 at 4% or $377,667 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$2,059,407$45,320$45,320iApproximate average salary by contribution assumption: employee only about $1,133,000 at 4% or $755,333 at 6%; with 50% employer match about $755,333 at 4% or $503,556 at 6%; with 100% employer match about $566,500 at 4% or $377,667 at 6%.
201811$1,727,580$37,933$37,933iApproximate average salary by contribution assumption: employee only about $948,325 at 4% or $632,217 at 6%; with 50% employer match about $632,217 at 4% or $421,478 at 6%; with 100% employer match about $474,163 at 4% or $316,108 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,727,580$37,933$37,933iApproximate average salary by contribution assumption: employee only about $948,325 at 4% or $632,217 at 6%; with 50% employer match about $632,217 at 4% or $421,478 at 6%; with 100% employer match about $474,163 at 4% or $316,108 at 6%.
201711$1,829,526$30,320$30,320iApproximate average salary by contribution assumption: employee only about $758,000 at 4% or $505,333 at 6%; with 50% employer match about $505,333 at 4% or $336,889 at 6%; with 100% employer match about $379,000 at 4% or $252,667 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,829,526$30,320$30,320iApproximate average salary by contribution assumption: employee only about $758,000 at 4% or $505,333 at 6%; with 50% employer match about $505,333 at 4% or $336,889 at 6%; with 100% employer match about $379,000 at 4% or $252,667 at 6%.
201611$1,661,672$36,537$36,537iApproximate average salary by contribution assumption: employee only about $913,425 at 4% or $608,950 at 6%; with 50% employer match about $608,950 at 4% or $405,967 at 6%; with 100% employer match about $456,713 at 4% or $304,475 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,661,672$36,537$36,537iApproximate average salary by contribution assumption: employee only about $913,425 at 4% or $608,950 at 6%; with 50% employer match about $608,950 at 4% or $405,967 at 6%; with 100% employer match about $456,713 at 4% or $304,475 at 6%.
201511$1,566,980$31,456$31,456iApproximate average salary by contribution assumption: employee only about $786,400 at 4% or $524,267 at 6%; with 50% employer match about $524,267 at 4% or $349,511 at 6%; with 100% employer match about $393,200 at 4% or $262,133 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,566,980$31,456$31,456iApproximate average salary by contribution assumption: employee only about $786,400 at 4% or $524,267 at 6%; with 50% employer match about $524,267 at 4% or $349,511 at 6%; with 100% employer match about $393,200 at 4% or $262,133 at 6%.
201411$1,507,677$36,032$36,032iApproximate average salary by contribution assumption: employee only about $900,800 at 4% or $600,533 at 6%; with 50% employer match about $600,533 at 4% or $400,356 at 6%; with 100% employer match about $450,400 at 4% or $300,267 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,507,677$36,032$36,032iApproximate average salary by contribution assumption: employee only about $900,800 at 4% or $600,533 at 6%; with 50% employer match about $600,533 at 4% or $400,356 at 6%; with 100% employer match about $450,400 at 4% or $300,267 at 6%.
201311$1,403,465$33,170$33,170iApproximate average salary by contribution assumption: employee only about $829,250 at 4% or $552,833 at 6%; with 50% employer match about $552,833 at 4% or $368,556 at 6%; with 100% employer match about $414,625 at 4% or $276,417 at 6%.
Qualified Standardized Profit Sharing Plan Sponsored by Donaldson, Lufkin and Jentette Securities Corp-1$1,403,465$33,170$33,170iApproximate average salary by contribution assumption: employee only about $829,250 at 4% or $552,833 at 6%; with 50% employer match about $552,833 at 4% or $368,556 at 6%; with 100% employer match about $414,625 at 4% or $276,417 at 6%.