David B Wolfe Attorney at Law
Plan context: Qualified Retirement Plan - Profit Sharing Keough
EIN 95-3359835 • Riverside, CA • 16 filings • 6 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$1,523,221
2015 Contributions
$19,054
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 1 | $1,523,221 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 1 | $1,523,221 | $0 | - |
| 2014 | 1 | 2 | $1,763,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,763,000 | $0 | - |
| 2013 | 1 | 2 | $1,600,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,600,000 | $0 | - |
| 2012 | 1 | 2 | $1,498,953 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,498,953 | - | - |
| 2011 | 1 | 2 | $1,269,371 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,269,371 | - | - |
| 2010 | 1 | 2 | $1,290,339 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,290,339 | - | - |
| 2009 | 1 | 2 | $1,082,005 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $1,082,005 | - | - |
| 2008 | 1 | 2 | $827,111 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $827,111 | - | - |
| 2007 | 1 | 2 | $919,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $919,000 | - | - |
| 2006 | 1 | 2 | $814,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $814,000 | - | - |
| 2005 | 1 | 2 | $720,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $720,000 | - | - |
| 2004 | 1 | 2 | $670,000 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $670,000 | - | - |
| 2003 | 2 | 3 | $673,054 | $19,054 | $6,351iApproximate average salary by contribution assumption: employee only about $158,783 at 4% or $105,856 at 6%; with 50% employer match about $105,856 at 4% or $70,570 at 6%; with 100% employer match about $79,392 at 4% or $52,928 at 6%. |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $654,000 | - | - |
| DAVID B WOLFE SIMPLE IRA | - | 3 | $19,054 | $19,054 | $6,351iApproximate average salary by contribution assumption: employee only about $158,783 at 4% or $105,856 at 6%; with 50% employer match about $105,856 at 4% or $70,570 at 6%; with 100% employer match about $79,392 at 4% or $52,928 at 6%. |
| 2002 | 1 | 2 | $598,000 | $4,883 | $2,442iApproximate average salary by contribution assumption: employee only about $61,038 at 4% or $40,692 at 6%; with 50% employer match about $40,692 at 4% or $27,128 at 6%; with 100% employer match about $30,519 at 4% or $20,346 at 6%. |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | $598,000 | $4,883 | $2,442iApproximate average salary by contribution assumption: employee only about $61,038 at 4% or $40,692 at 6%; with 50% employer match about $40,692 at 4% or $27,128 at 6%; with 100% employer match about $30,519 at 4% or $20,346 at 6%. |
| 1999 | 1 | 2 | $0 | $0 | - |
| Qualified Retirement Plan - Profit Sharing Keough | - | 2 | - | - | - |