Civic Intelligence

Robert Moreno

Plan context: Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno

EIN 95-3516413 • Yorba Linda, CA • 19 filings • 6 plans

22860 Savi Ranch PkwyYorba Linda, CA 92887
Current Snapshot

Latest Year

2020

2020 Participants

32

2020 Assets

$2,044,715

2020 Contributions

$27,680

Historical Graphs

Total Assets Over Time

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

$2,428,608$1,214,304$0200620132019YearValue
$2,044,715Latest year 2019

Participants Over Time

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

98490199920112019YearValue
32Latest year 2019

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
202010$0$0-
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-0$0$0-
2019132$2,044,715$27,680$865iApproximate average salary by contribution assumption: employee only about $21,625 at 4% or $14,417 at 6%; with 50% employer match about $14,417 at 4% or $9,611 at 6%; with 100% employer match about $10,813 at 4% or $7,208 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-32$2,044,715$27,680$865iApproximate average salary by contribution assumption: employee only about $21,625 at 4% or $14,417 at 6%; with 50% employer match about $14,417 at 4% or $9,611 at 6%; with 100% employer match about $10,813 at 4% or $7,208 at 6%.
2018137$1,873,445$60,298$1,630iApproximate average salary by contribution assumption: employee only about $40,742 at 4% or $27,161 at 6%; with 50% employer match about $27,161 at 4% or $18,108 at 6%; with 100% employer match about $20,371 at 4% or $13,581 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-37$1,873,445$60,298$1,630iApproximate average salary by contribution assumption: employee only about $40,742 at 4% or $27,161 at 6%; with 50% employer match about $27,161 at 4% or $18,108 at 6%; with 100% employer match about $20,371 at 4% or $13,581 at 6%.
2017139$2,374,732$65,691$1,684iApproximate average salary by contribution assumption: employee only about $42,110 at 4% or $28,073 at 6%; with 50% employer match about $28,073 at 4% or $18,715 at 6%; with 100% employer match about $21,055 at 4% or $14,037 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-39$2,374,732$65,691$1,684iApproximate average salary by contribution assumption: employee only about $42,110 at 4% or $28,073 at 6%; with 50% employer match about $28,073 at 4% or $18,715 at 6%; with 100% employer match about $21,055 at 4% or $14,037 at 6%.
2016145$2,161,224$68,369$1,519iApproximate average salary by contribution assumption: employee only about $37,983 at 4% or $25,322 at 6%; with 50% employer match about $25,322 at 4% or $16,881 at 6%; with 100% employer match about $18,991 at 4% or $12,661 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-45$2,161,224$68,369$1,519iApproximate average salary by contribution assumption: employee only about $37,983 at 4% or $25,322 at 6%; with 50% employer match about $25,322 at 4% or $16,881 at 6%; with 100% employer match about $18,991 at 4% or $12,661 at 6%.
2015153$2,267,318$79,622$1,502iApproximate average salary by contribution assumption: employee only about $37,558 at 4% or $25,038 at 6%; with 50% employer match about $25,038 at 4% or $16,692 at 6%; with 100% employer match about $18,779 at 4% or $12,519 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-53$2,267,318$79,622$1,502iApproximate average salary by contribution assumption: employee only about $37,558 at 4% or $25,038 at 6%; with 50% employer match about $25,038 at 4% or $16,692 at 6%; with 100% employer match about $18,779 at 4% or $12,519 at 6%.
2014189$2,428,608$109,197$1,227iApproximate average salary by contribution assumption: employee only about $30,673 at 4% or $20,449 at 6%; with 50% employer match about $20,449 at 4% or $13,633 at 6%; with 100% employer match about $15,337 at 4% or $10,224 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-89$2,428,608$109,197$1,227iApproximate average salary by contribution assumption: employee only about $30,673 at 4% or $20,449 at 6%; with 50% employer match about $20,449 at 4% or $13,633 at 6%; with 100% employer match about $15,337 at 4% or $10,224 at 6%.
2013161$2,351,233$241,842$3,965iApproximate average salary by contribution assumption: employee only about $99,116 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,039 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-61$2,351,233$241,842$3,965iApproximate average salary by contribution assumption: employee only about $99,116 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,039 at 6%.
2012198$1,778,716$181,840$1,856iApproximate average salary by contribution assumption: employee only about $46,388 at 4% or $30,925 at 6%; with 50% employer match about $30,925 at 4% or $20,617 at 6%; with 100% employer match about $23,194 at 4% or $15,463 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-98$1,778,716$181,840$1,856iApproximate average salary by contribution assumption: employee only about $46,388 at 4% or $30,925 at 6%; with 50% employer match about $30,925 at 4% or $20,617 at 6%; with 100% employer match about $23,194 at 4% or $15,463 at 6%.
2011164$1,476,948$57,845$904iApproximate average salary by contribution assumption: employee only about $22,596 at 4% or $15,064 at 6%; with 50% employer match about $15,064 at 4% or $10,043 at 6%; with 100% employer match about $11,298 at 4% or $7,532 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-64$1,476,948$57,845$904iApproximate average salary by contribution assumption: employee only about $22,596 at 4% or $15,064 at 6%; with 50% employer match about $15,064 at 4% or $10,043 at 6%; with 100% employer match about $11,298 at 4% or $7,532 at 6%.
2010161$1,505,455$46,383$760iApproximate average salary by contribution assumption: employee only about $19,009 at 4% or $12,673 at 6%; with 50% employer match about $12,673 at 4% or $8,449 at 6%; with 100% employer match about $9,505 at 4% or $6,336 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-61$1,505,455$46,383$760iApproximate average salary by contribution assumption: employee only about $19,009 at 4% or $12,673 at 6%; with 50% employer match about $12,673 at 4% or $8,449 at 6%; with 100% employer match about $9,505 at 4% or $6,336 at 6%.
2009164$1,385,952$53,227$832iApproximate average salary by contribution assumption: employee only about $20,792 at 4% or $13,861 at 6%; with 50% employer match about $13,861 at 4% or $9,241 at 6%; with 100% employer match about $10,396 at 4% or $6,931 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-64$1,385,952$53,227$832iApproximate average salary by contribution assumption: employee only about $20,792 at 4% or $13,861 at 6%; with 50% employer match about $13,861 at 4% or $9,241 at 6%; with 100% employer match about $10,396 at 4% or $6,931 at 6%.
2008183$1,151,220$70,668$851iApproximate average salary by contribution assumption: employee only about $21,286 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,643 at 4% or $7,095 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-83$1,151,220$70,668$851iApproximate average salary by contribution assumption: employee only about $21,286 at 4% or $14,190 at 6%; with 50% employer match about $14,190 at 4% or $9,460 at 6%; with 100% employer match about $10,643 at 4% or $7,095 at 6%.
2007172$1,487,705$66,951$930iApproximate average salary by contribution assumption: employee only about $23,247 at 4% or $15,498 at 6%; with 50% employer match about $15,498 at 4% or $10,332 at 6%; with 100% employer match about $11,623 at 4% or $7,749 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-72$1,487,705$66,951$930iApproximate average salary by contribution assumption: employee only about $23,247 at 4% or $15,498 at 6%; with 50% employer match about $15,498 at 4% or $10,332 at 6%; with 100% employer match about $11,623 at 4% or $7,749 at 6%.
2006180$1,356,747$124,441$1,556iApproximate average salary by contribution assumption: employee only about $38,888 at 4% or $25,925 at 6%; with 50% employer match about $25,925 at 4% or $17,283 at 6%; with 100% employer match about $19,444 at 4% or $12,963 at 6%.
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-80$1,356,747$124,441$1,556iApproximate average salary by contribution assumption: employee only about $38,888 at 4% or $25,925 at 6%; with 50% employer match about $25,925 at 4% or $17,283 at 6%; with 100% employer match about $19,444 at 4% or $12,963 at 6%.
2002171$0$0-
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-71---
2001178$0$0-
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-78---
2000155$0$0-
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-55---
1999164$0$0-
Smith Barney as Keogh Profit Sharing Cust Upo Mr. Robert Moreno-64---