Civic Intelligence

Riviera Wealth Management

Plan context: Pension Technology Insurance Services Inc. Profit Sharing Plan

EIN 95-3909151 • Redondo Beach, CA • 21 filings • 3 plans

322 Vista Del MarRedondo Beach, CA 90277
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$2,387,623

2018 Contributions

$122,000

Historical Graphs

Total Assets Over Time

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

$2,387,623$1,193,812$0200420122018YearValue
$2,387,623Latest year 2018

Participants Over Time

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

530200420112018YearValue
2Latest year 2018

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
201812$2,387,623$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-2$2,387,623$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201715$2,361,901$100,000$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%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-5$2,361,901$100,000$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%.
201614$1,915,378$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,915,378$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201514$1,786,914$106,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,786,914$106,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201414$1,679,127$109,204$27,301iApproximate average salary by contribution assumption: employee only about $682,525 at 4% or $455,017 at 6%; with 50% employer match about $455,017 at 4% or $303,344 at 6%; with 100% employer match about $341,263 at 4% or $227,508 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,679,127$109,204$27,301iApproximate average salary by contribution assumption: employee only about $682,525 at 4% or $455,017 at 6%; with 50% employer match about $455,017 at 4% or $303,344 at 6%; with 100% employer match about $341,263 at 4% or $227,508 at 6%.
201314$1,471,676$106,831$26,708iApproximate average salary by contribution assumption: employee only about $667,694 at 4% or $445,129 at 6%; with 50% employer match about $445,129 at 4% or $296,753 at 6%; with 100% employer match about $333,847 at 4% or $222,565 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,471,676$106,831$26,708iApproximate average salary by contribution assumption: employee only about $667,694 at 4% or $445,129 at 6%; with 50% employer match about $445,129 at 4% or $296,753 at 6%; with 100% employer match about $333,847 at 4% or $222,565 at 6%.
201214$1,195,224$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,195,224$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201124$1,022,243$685,936$171,484iApproximate average salary by contribution assumption: employee only about $4,287,100 at 4% or $2,858,067 at 6%; with 50% employer match about $2,858,067 at 4% or $1,905,378 at 6%; with 100% employer match about $2,143,550 at 4% or $1,429,033 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$1,022,243$685,936$171,484iApproximate average salary by contribution assumption: employee only about $4,287,100 at 4% or $2,858,067 at 6%; with 50% employer match about $2,858,067 at 4% or $1,905,378 at 6%; with 100% employer match about $2,143,550 at 4% or $1,429,033 at 6%.
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
201023$910,488$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%.
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$579,266$0-
Pension Technology Insurance Services Inc. Profit Sharing Plan-3$331,222$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%.
200924$824,428$6,553$1,638iApproximate average salary by contribution assumption: employee only about $40,956 at 4% or $27,304 at 6%; with 50% employer match about $27,304 at 4% or $18,203 at 6%; with 100% employer match about $20,478 at 4% or $13,652 at 6%.
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-4$524,632$4,319$1,080iApproximate average salary by contribution assumption: employee only about $26,994 at 4% or $17,996 at 6%; with 50% employer match about $17,996 at 4% or $11,997 at 6%; with 100% employer match about $13,497 at 4% or $8,998 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$299,796$2,234$559iApproximate average salary by contribution assumption: employee only about $13,963 at 4% or $9,308 at 6%; with 50% employer match about $9,308 at 4% or $6,206 at 6%; with 100% employer match about $6,981 at 4% or $4,654 at 6%.
200824$766,958$106,741$26,685iApproximate average salary by contribution assumption: employee only about $667,131 at 4% or $444,754 at 6%; with 50% employer match about $444,754 at 4% or $296,503 at 6%; with 100% employer match about $333,566 at 4% or $222,377 at 6%.
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-2$478,180$20,681$10,341iApproximate average salary by contribution assumption: employee only about $258,513 at 4% or $172,342 at 6%; with 50% employer match about $172,342 at 4% or $114,894 at 6%; with 100% employer match about $129,256 at 4% or $86,171 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$288,778$86,060$21,515iApproximate average salary by contribution assumption: employee only about $537,875 at 4% or $358,583 at 6%; with 50% employer match about $358,583 at 4% or $239,056 at 6%; with 100% employer match about $268,938 at 4% or $179,292 at 6%.
200724$0$0-
Pension Technology Insurance Services Inc. Profit Sharing Plan-4---
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-2---
200624$376,980$212,700$53,175iApproximate average salary by contribution assumption: employee only about $1,329,375 at 4% or $886,250 at 6%; with 50% employer match about $886,250 at 4% or $590,833 at 6%; with 100% employer match about $664,688 at 4% or $443,125 at 6%.
PENSION TECHNOLOGY INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-4$190,540$190,540$47,635iApproximate average salary by contribution assumption: employee only about $1,190,875 at 4% or $793,917 at 6%; with 50% employer match about $793,917 at 4% or $529,278 at 6%; with 100% employer match about $595,438 at 4% or $396,958 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-4$186,440$22,160$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
200512$146,692$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-2$146,692$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200413$52,386$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pension Technology Insurance Services Inc. Profit Sharing Plan-3$52,386$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.