Civic Intelligence

Joseph L Davidheiser

Plan context: Joseph L Davidheiser Profit Sharing Plan

EIN 95-3671932 • Thousand Oaks, CA • 19 filings • 3 plans

175 E. Wilbur Rd., Suite 102Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$960,380

2017 Contributions

$42,645

Historical Graphs

Total Assets Over Time

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

$960,380$480,190$0200020092016YearValue
$960,380Latest year 2016

Participants Over Time

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

320200020082016YearValue
1Latest year 2016

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
201710$0$0-
Joseph L Davidheiser Profit Sharing Plan-0$0--
201611$960,380$42,645$42,645iApproximate average salary by contribution assumption: employee only about $1,066,125 at 4% or $710,750 at 6%; with 50% employer match about $710,750 at 4% or $473,833 at 6%; with 100% employer match about $533,063 at 4% or $355,375 at 6%.
Joseph L Davidheiser Profit Sharing Plan-1$960,380$42,645$42,645iApproximate average salary by contribution assumption: employee only about $1,066,125 at 4% or $710,750 at 6%; with 50% employer match about $710,750 at 4% or $473,833 at 6%; with 100% employer match about $533,063 at 4% or $355,375 at 6%.
201512$913,508$6,350$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$913,508$6,350$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
201413$947,365$47,719$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,106 at 6%; with 50% employer match about $265,106 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
Joseph L Davidheiser Profit Sharing Plan-3$947,365$47,719$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,106 at 6%; with 50% employer match about $265,106 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
201313$905,000$58,249$19,416iApproximate average salary by contribution assumption: employee only about $485,408 at 4% or $323,606 at 6%; with 50% employer match about $323,606 at 4% or $215,737 at 6%; with 100% employer match about $242,704 at 4% or $161,803 at 6%.
Joseph L Davidheiser Profit Sharing Plan-3$905,000$58,249$19,416iApproximate average salary by contribution assumption: employee only about $485,408 at 4% or $323,606 at 6%; with 50% employer match about $323,606 at 4% or $215,737 at 6%; with 100% employer match about $242,704 at 4% or $161,803 at 6%.
201213$823,831$41,973$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
Joseph L Davidheiser Profit Sharing Plan-3$823,831$41,973$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
201113$638,198$37,802$12,601iApproximate average salary by contribution assumption: employee only about $315,017 at 4% or $210,011 at 6%; with 50% employer match about $210,011 at 4% or $140,007 at 6%; with 100% employer match about $157,508 at 4% or $105,006 at 6%.
Joseph L Davidheiser Profit Sharing Plan-3$638,198$37,802$12,601iApproximate average salary by contribution assumption: employee only about $315,017 at 4% or $210,011 at 6%; with 50% employer match about $210,011 at 4% or $140,007 at 6%; with 100% employer match about $157,508 at 4% or $105,006 at 6%.
201012$617,147$23,565$11,783iApproximate average salary by contribution assumption: employee only about $294,563 at 4% or $196,375 at 6%; with 50% employer match about $196,375 at 4% or $130,917 at 6%; with 100% employer match about $147,281 at 4% or $98,188 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$617,147$23,565$11,783iApproximate average salary by contribution assumption: employee only about $294,563 at 4% or $196,375 at 6%; with 50% employer match about $196,375 at 4% or $130,917 at 6%; with 100% employer match about $147,281 at 4% or $98,188 at 6%.
200922$579,186$23,161$11,581iApproximate average salary by contribution assumption: employee only about $289,513 at 4% or $193,008 at 6%; with 50% employer match about $193,008 at 4% or $128,672 at 6%; with 100% employer match about $144,756 at 4% or $96,504 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$579,186$23,161$11,581iApproximate average salary by contribution assumption: employee only about $289,513 at 4% or $193,008 at 6%; with 50% employer match about $193,008 at 4% or $128,672 at 6%; with 100% employer match about $144,756 at 4% or $96,504 at 6%.
Joseph L Davidheiser Profit Sharing Plan-----
200812$430,670$2,815$1,408iApproximate average salary by contribution assumption: employee only about $35,188 at 4% or $23,458 at 6%; with 50% employer match about $23,458 at 4% or $15,639 at 6%; with 100% employer match about $17,594 at 4% or $11,729 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$430,670$2,815$1,408iApproximate average salary by contribution assumption: employee only about $35,188 at 4% or $23,458 at 6%; with 50% employer match about $23,458 at 4% or $15,639 at 6%; with 100% employer match about $17,594 at 4% or $11,729 at 6%.
200713$0$0-
Joseph L Davidheiser Profit Sharing Plan-3---
200612$564,667$47,866$23,933iApproximate average salary by contribution assumption: employee only about $598,325 at 4% or $398,883 at 6%; with 50% employer match about $398,883 at 4% or $265,922 at 6%; with 100% employer match about $299,163 at 4% or $199,442 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$564,667$47,866$23,933iApproximate average salary by contribution assumption: employee only about $598,325 at 4% or $398,883 at 6%; with 50% employer match about $398,883 at 4% or $265,922 at 6%; with 100% employer match about $299,163 at 4% or $199,442 at 6%.
200511$440,740$38,345$38,345iApproximate average salary by contribution assumption: employee only about $958,625 at 4% or $639,083 at 6%; with 50% employer match about $639,083 at 4% or $426,056 at 6%; with 100% employer match about $479,313 at 4% or $319,542 at 6%.
Joseph L Davidheiser Profit Sharing Plan-1$440,740$38,345$38,345iApproximate average salary by contribution assumption: employee only about $958,625 at 4% or $639,083 at 6%; with 50% employer match about $639,083 at 4% or $426,056 at 6%; with 100% employer match about $479,313 at 4% or $319,542 at 6%.
200411$390,537$43,734$43,734iApproximate average salary by contribution assumption: employee only about $1,093,350 at 4% or $728,900 at 6%; with 50% employer match about $728,900 at 4% or $485,933 at 6%; with 100% employer match about $546,675 at 4% or $364,450 at 6%.
Joseph L Davidheiser Profit Sharing Plan-1$390,537$43,734$43,734iApproximate average salary by contribution assumption: employee only about $1,093,350 at 4% or $728,900 at 6%; with 50% employer match about $728,900 at 4% or $485,933 at 6%; with 100% employer match about $546,675 at 4% or $364,450 at 6%.
200312$340,368$42,818$21,409iApproximate average salary by contribution assumption: employee only about $535,225 at 4% or $356,817 at 6%; with 50% employer match about $356,817 at 4% or $237,878 at 6%; with 100% employer match about $267,613 at 4% or $178,408 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$340,368$42,818$21,409iApproximate average salary by contribution assumption: employee only about $535,225 at 4% or $356,817 at 6%; with 50% employer match about $356,817 at 4% or $237,878 at 6%; with 100% employer match about $267,613 at 4% or $178,408 at 6%.
200211$289,986$35,290$35,290iApproximate average salary by contribution assumption: employee only about $882,250 at 4% or $588,167 at 6%; with 50% employer match about $588,167 at 4% or $392,111 at 6%; with 100% employer match about $441,125 at 4% or $294,083 at 6%.
Joseph L Davidheiser Profit Sharing Plan-1$289,986$35,290$35,290iApproximate average salary by contribution assumption: employee only about $882,250 at 4% or $588,167 at 6%; with 50% employer match about $588,167 at 4% or $392,111 at 6%; with 100% employer match about $441,125 at 4% or $294,083 at 6%.
200112$0$0-
Joseph L Davidheiser Profit Sharing Plan-2---
200012$262,833$21,252$10,626iApproximate average salary by contribution assumption: employee only about $265,650 at 4% or $177,100 at 6%; with 50% employer match about $177,100 at 4% or $118,067 at 6%; with 100% employer match about $132,825 at 4% or $88,550 at 6%.
Joseph L Davidheiser Profit Sharing Plan-2$262,833$21,252$10,626iApproximate average salary by contribution assumption: employee only about $265,650 at 4% or $177,100 at 6%; with 50% employer match about $177,100 at 4% or $118,067 at 6%; with 100% employer match about $132,825 at 4% or $88,550 at 6%.