Civic Intelligence

William Petersen

Plan context: William Petersen Profit Sharing Plan

EIN 95-3809297 • Rancho Mission Viejo, CA • 17 filings • 1 plans

22 BahariRancho Mission Viejo, CA 92694
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$1,487,404

2015 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,487,404$743,702$0199920072014YearValue
$1,487,404Latest year 2014

Participants Over Time

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

320199920072014YearValue
3Latest year 2014

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
201510$0$0-
William Petersen Profit Sharing Plan-0$0$0-
201413$1,487,404$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
William Petersen Profit Sharing Plan-3$1,487,404$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201313$1,371,813$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
William Petersen Profit Sharing Plan-3$1,371,813$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201212$932,459$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
William Petersen Profit Sharing Plan-2$932,459$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201113$820,589$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
William Petersen Profit Sharing Plan-3$820,589$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201013$881,898$0-
William Petersen Profit Sharing Plan-3$881,898$0-
200913$684,986$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
William Petersen Profit Sharing Plan-3$684,986$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200813$477,619$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
William Petersen Profit Sharing Plan-3$477,619$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200713$673,485$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
William Petersen Profit Sharing Plan-3$673,485$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200613$606,965$70,965$23,655iApproximate average salary by contribution assumption: employee only about $591,375 at 4% or $394,250 at 6%; with 50% employer match about $394,250 at 4% or $262,833 at 6%; with 100% employer match about $295,688 at 4% or $197,125 at 6%.
William Petersen Profit Sharing Plan-3$606,965$70,965$23,655iApproximate average salary by contribution assumption: employee only about $591,375 at 4% or $394,250 at 6%; with 50% employer match about $394,250 at 4% or $262,833 at 6%; with 100% employer match about $295,688 at 4% or $197,125 at 6%.
200513$467,077$63,633$21,211iApproximate average salary by contribution assumption: employee only about $530,275 at 4% or $353,517 at 6%; with 50% employer match about $353,517 at 4% or $235,678 at 6%; with 100% employer match about $265,138 at 4% or $176,758 at 6%.
William Petersen Profit Sharing Plan-3$467,077$63,633$21,211iApproximate average salary by contribution assumption: employee only about $530,275 at 4% or $353,517 at 6%; with 50% employer match about $353,517 at 4% or $235,678 at 6%; with 100% employer match about $265,138 at 4% or $176,758 at 6%.
200413$364,182$65,746$21,915iApproximate average salary by contribution assumption: employee only about $547,883 at 4% or $365,256 at 6%; with 50% employer match about $365,256 at 4% or $243,504 at 6%; with 100% employer match about $273,942 at 4% or $182,628 at 6%.
William Petersen Profit Sharing Plan-3$364,182$65,746$21,915iApproximate average salary by contribution assumption: employee only about $547,883 at 4% or $365,256 at 6%; with 50% employer match about $365,256 at 4% or $243,504 at 6%; with 100% employer match about $273,942 at 4% or $182,628 at 6%.
200313$285,112$61,106$20,369iApproximate average salary by contribution assumption: employee only about $509,217 at 4% or $339,478 at 6%; with 50% employer match about $339,478 at 4% or $226,319 at 6%; with 100% employer match about $254,608 at 4% or $169,739 at 6%.
William Petersen Profit Sharing Plan-3$285,112$61,106$20,369iApproximate average salary by contribution assumption: employee only about $509,217 at 4% or $339,478 at 6%; with 50% employer match about $339,478 at 4% or $226,319 at 6%; with 100% employer match about $254,608 at 4% or $169,739 at 6%.
200212$231,192$53,571$26,786iApproximate average salary by contribution assumption: employee only about $669,638 at 4% or $446,425 at 6%; with 50% employer match about $446,425 at 4% or $297,617 at 6%; with 100% employer match about $334,819 at 4% or $223,213 at 6%.
William Petersen Profit Sharing Plan-2$231,192$53,571$26,786iApproximate average salary by contribution assumption: employee only about $669,638 at 4% or $446,425 at 6%; with 50% employer match about $446,425 at 4% or $297,617 at 6%; with 100% employer match about $334,819 at 4% or $223,213 at 6%.
200112$251,259$27,629$13,815iApproximate average salary by contribution assumption: employee only about $345,363 at 4% or $230,242 at 6%; with 50% employer match about $230,242 at 4% or $153,494 at 6%; with 100% employer match about $172,681 at 4% or $115,121 at 6%.
William Petersen Profit Sharing Plan-2$251,259$27,629$13,815iApproximate average salary by contribution assumption: employee only about $345,363 at 4% or $230,242 at 6%; with 50% employer match about $230,242 at 4% or $153,494 at 6%; with 100% employer match about $172,681 at 4% or $115,121 at 6%.
200012$304,180$26,446$13,223iApproximate average salary by contribution assumption: employee only about $330,575 at 4% or $220,383 at 6%; with 50% employer match about $220,383 at 4% or $146,922 at 6%; with 100% employer match about $165,288 at 4% or $110,192 at 6%.
William Petersen Profit Sharing Plan-2$304,180$26,446$13,223iApproximate average salary by contribution assumption: employee only about $330,575 at 4% or $220,383 at 6%; with 50% employer match about $220,383 at 4% or $146,922 at 6%; with 100% employer match about $165,288 at 4% or $110,192 at 6%.
199912$423,220$29,064$14,532iApproximate average salary by contribution assumption: employee only about $363,300 at 4% or $242,200 at 6%; with 50% employer match about $242,200 at 4% or $161,467 at 6%; with 100% employer match about $181,650 at 4% or $121,100 at 6%.
William Petersen Profit Sharing Plan-2$423,220$29,064$14,532iApproximate average salary by contribution assumption: employee only about $363,300 at 4% or $242,200 at 6%; with 50% employer match about $242,200 at 4% or $161,467 at 6%; with 100% employer match about $181,650 at 4% or $121,100 at 6%.