Civic Intelligence

Peterson Milaney Insurance

Plan context: Peterson-Milaney Profit Sharing Plan and Trust

EIN 95-3468297 • Westlake Village, CA • 12 filings • 3 plans

2659 Townsgate Road, Suite 225Westlake Village, CA 91361-5740
Current Snapshot

Latest Year

2010

2010 Participants

11

2010 Assets

$242,444

2010 Contributions

$3,862

Historical Graphs

Total Assets Over Time

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

$810,757$405,379$0199920062010YearValue
$242,444Latest year 2010

Participants Over Time

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

1370199920052010YearValue
11Latest year 2010

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
2010211$242,444$3,862$351iApproximate average salary by contribution assumption: employee only about $8,777 at 4% or $5,852 at 6%; with 50% employer match about $5,852 at 4% or $3,901 at 6%; with 100% employer match about $4,389 at 4% or $2,926 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-11$242,444$2,619$238iApproximate average salary by contribution assumption: employee only about $5,952 at 4% or $3,968 at 6%; with 50% employer match about $3,968 at 4% or $2,645 at 6%; with 100% employer match about $2,976 at 4% or $1,984 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-0$0$1,243-
2009112$216,068$6,152$513iApproximate average salary by contribution assumption: employee only about $12,817 at 4% or $8,544 at 6%; with 50% employer match about $8,544 at 4% or $5,696 at 6%; with 100% employer match about $6,408 at 4% or $4,272 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-12$216,068$6,152$513iApproximate average salary by contribution assumption: employee only about $12,817 at 4% or $8,544 at 6%; with 50% employer match about $8,544 at 4% or $5,696 at 6%; with 100% employer match about $6,408 at 4% or $4,272 at 6%.
2008113$591,765$4,669$359iApproximate average salary by contribution assumption: employee only about $8,979 at 4% or $5,986 at 6%; with 50% employer match about $5,986 at 4% or $3,991 at 6%; with 100% employer match about $4,489 at 4% or $2,993 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-13$591,765$4,669$359iApproximate average salary by contribution assumption: employee only about $8,979 at 4% or $5,986 at 6%; with 50% employer match about $5,986 at 4% or $3,991 at 6%; with 100% employer match about $4,489 at 4% or $2,993 at 6%.
2007110$810,757$66,532$6,653iApproximate average salary by contribution assumption: employee only about $166,330 at 4% or $110,887 at 6%; with 50% employer match about $110,887 at 4% or $73,924 at 6%; with 100% employer match about $83,165 at 4% or $55,443 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-10$810,757$66,532$6,653iApproximate average salary by contribution assumption: employee only about $166,330 at 4% or $110,887 at 6%; with 50% employer match about $110,887 at 4% or $73,924 at 6%; with 100% employer match about $83,165 at 4% or $55,443 at 6%.
2006111$655,159$55,467$5,042iApproximate average salary by contribution assumption: employee only about $126,061 at 4% or $84,041 at 6%; with 50% employer match about $84,041 at 4% or $56,027 at 6%; with 100% employer match about $63,031 at 4% or $42,020 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-11$655,159$55,467$5,042iApproximate average salary by contribution assumption: employee only about $126,061 at 4% or $84,041 at 6%; with 50% employer match about $84,041 at 4% or $56,027 at 6%; with 100% employer match about $63,031 at 4% or $42,020 at 6%.
2005110$528,158$66,136$6,614iApproximate average salary by contribution assumption: employee only about $165,340 at 4% or $110,227 at 6%; with 50% employer match about $110,227 at 4% or $73,484 at 6%; with 100% employer match about $82,670 at 4% or $55,113 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-10$528,158$66,136$6,614iApproximate average salary by contribution assumption: employee only about $165,340 at 4% or $110,227 at 6%; with 50% employer match about $110,227 at 4% or $73,484 at 6%; with 100% employer match about $82,670 at 4% or $55,113 at 6%.
2004113$427,594$63,492$4,884iApproximate average salary by contribution assumption: employee only about $122,100 at 4% or $81,400 at 6%; with 50% employer match about $81,400 at 4% or $54,267 at 6%; with 100% employer match about $61,050 at 4% or $40,700 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-13$427,594$63,492$4,884iApproximate average salary by contribution assumption: employee only about $122,100 at 4% or $81,400 at 6%; with 50% employer match about $81,400 at 4% or $54,267 at 6%; with 100% employer match about $61,050 at 4% or $40,700 at 6%.
200219$0$0-
Peterson-Milaney Profit Sharing Plan and Trust-9---
2001111$0$0-
Peterson-Milaney Profit Sharing Plan and Trust-11---
200019$255,046$10,300$1,144iApproximate average salary by contribution assumption: employee only about $28,611 at 4% or $19,074 at 6%; with 50% employer match about $19,074 at 4% or $12,716 at 6%; with 100% employer match about $14,306 at 4% or $9,537 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-9$255,046$10,300$1,144iApproximate average salary by contribution assumption: employee only about $28,611 at 4% or $19,074 at 6%; with 50% employer match about $19,074 at 4% or $12,716 at 6%; with 100% employer match about $14,306 at 4% or $9,537 at 6%.
199917$264,619$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Peterson-Milaney Profit Sharing Plan and Trust-7$264,619$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.