Civic Intelligence

Robert E. Williams, an Accountancy Corporation

Plan context: Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan

EIN 95-3374072 • Dana Point, CA • 12 filings • 1 plans

24951 DanamapleDana Point, CA 92629-1148
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,318,983

2018 Contributions

$48,000

Historical Graphs

Total Assets Over Time

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

$1,318,983$659,492$0200720122017YearValue
$1,318,983Latest year 2017

Participants Over Time

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

320200720122017YearValue
1Latest year 2017

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
201810$0$0-
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-0$0$0-
201711$1,318,983$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-1$1,318,983$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
201611$1,153,262$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-1$1,153,262$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201511$1,100,268$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-1$1,100,268$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201411$1,088,858$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-1$1,088,858$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
201311$1,001,672$0-
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-1$1,001,672$0-
201212$1,215,505$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-2$1,215,505$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201112$1,118,609$84,520$42,260iApproximate average salary by contribution assumption: employee only about $1,056,500 at 4% or $704,333 at 6%; with 50% employer match about $704,333 at 4% or $469,556 at 6%; with 100% employer match about $528,250 at 4% or $352,167 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-2$1,118,609$84,520$42,260iApproximate average salary by contribution assumption: employee only about $1,056,500 at 4% or $704,333 at 6%; with 50% employer match about $704,333 at 4% or $469,556 at 6%; with 100% employer match about $528,250 at 4% or $352,167 at 6%.
201013$1,026,037$80,449$26,816iApproximate average salary by contribution assumption: employee only about $670,408 at 4% or $446,939 at 6%; with 50% employer match about $446,939 at 4% or $297,959 at 6%; with 100% employer match about $335,204 at 4% or $223,469 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-3$1,026,037$80,449$26,816iApproximate average salary by contribution assumption: employee only about $670,408 at 4% or $446,939 at 6%; with 50% employer match about $446,939 at 4% or $297,959 at 6%; with 100% employer match about $335,204 at 4% or $223,469 at 6%.
200912$902,006$76,602$38,301iApproximate average salary by contribution assumption: employee only about $957,525 at 4% or $638,350 at 6%; with 50% employer match about $638,350 at 4% or $425,567 at 6%; with 100% employer match about $478,763 at 4% or $319,175 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-2$902,006$76,602$38,301iApproximate average salary by contribution assumption: employee only about $957,525 at 4% or $638,350 at 6%; with 50% employer match about $638,350 at 4% or $425,567 at 6%; with 100% employer match about $478,763 at 4% or $319,175 at 6%.
200812$774,214$147,569$73,785iApproximate average salary by contribution assumption: employee only about $1,844,613 at 4% or $1,229,742 at 6%; with 50% employer match about $1,229,742 at 4% or $819,828 at 6%; with 100% employer match about $922,306 at 4% or $614,871 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-2$774,214$147,569$73,785iApproximate average salary by contribution assumption: employee only about $1,844,613 at 4% or $1,229,742 at 6%; with 50% employer match about $1,229,742 at 4% or $819,828 at 6%; with 100% employer match about $922,306 at 4% or $614,871 at 6%.
200712$650,474$235,803$117,902iApproximate average salary by contribution assumption: employee only about $2,947,538 at 4% or $1,965,025 at 6%; with 50% employer match about $1,965,025 at 4% or $1,310,017 at 6%; with 100% employer match about $1,473,769 at 4% or $982,513 at 6%.
Robert E. Williams, an Accountancy Corporation Defined Benefit Pension Plan-2$650,474$235,803$117,902iApproximate average salary by contribution assumption: employee only about $2,947,538 at 4% or $1,965,025 at 6%; with 50% employer match about $1,965,025 at 4% or $1,310,017 at 6%; with 100% employer match about $1,473,769 at 4% or $982,513 at 6%.