Civic Intelligence

Scanlon & Assoc. Ins. Brokers Inc. Brokers Inc.

Plan context: Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan

EIN 95-3935987 • Woodland Hills, CA • 16 filings • 6 plans

21011 Warner Center LaneWoodland Hills, CA 91367
Current Snapshot

Latest Year

2014

2014 Participants

62

2014 Assets

$3,440,346

2014 Contributions

$9,421

Historical Graphs

Total Assets Over Time

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

$3,440,346$1,720,173$0199920082013YearValue
$3,440,346Latest year 2013

Participants Over Time

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

62310199920072013YearValue
62Latest year 2013

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
201410$0$9,421-
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-0$0$9,421-
2013162$3,440,346$222,702$3,592iApproximate average salary by contribution assumption: employee only about $89,799 at 4% or $59,866 at 6%; with 50% employer match about $59,866 at 4% or $39,911 at 6%; with 100% employer match about $44,900 at 4% or $29,933 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-62$3,440,346$222,702$3,592iApproximate average salary by contribution assumption: employee only about $89,799 at 4% or $59,866 at 6%; with 50% employer match about $59,866 at 4% or $39,911 at 6%; with 100% employer match about $44,900 at 4% or $29,933 at 6%.
2012156$2,864,976$197,403$3,525iApproximate average salary by contribution assumption: employee only about $88,126 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-56$2,864,976$197,403$3,525iApproximate average salary by contribution assumption: employee only about $88,126 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
2011155$2,472,924$175,047$3,183iApproximate average salary by contribution assumption: employee only about $79,567 at 4% or $53,045 at 6%; with 50% employer match about $53,045 at 4% or $35,363 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-55$2,472,924$175,047$3,183iApproximate average salary by contribution assumption: employee only about $79,567 at 4% or $53,045 at 6%; with 50% employer match about $53,045 at 4% or $35,363 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%.
2010146$2,379,245$176,521$3,837iApproximate average salary by contribution assumption: employee only about $95,935 at 4% or $63,957 at 6%; with 50% employer match about $63,957 at 4% or $42,638 at 6%; with 100% employer match about $47,968 at 4% or $31,978 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-46$2,379,245$176,521$3,837iApproximate average salary by contribution assumption: employee only about $95,935 at 4% or $63,957 at 6%; with 50% employer match about $63,957 at 4% or $42,638 at 6%; with 100% employer match about $47,968 at 4% or $31,978 at 6%.
2009148$1,954,198$196,843$4,101iApproximate average salary by contribution assumption: employee only about $102,522 at 4% or $68,348 at 6%; with 50% employer match about $68,348 at 4% or $45,566 at 6%; with 100% employer match about $51,261 at 4% or $34,174 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-48$1,954,198$196,843$4,101iApproximate average salary by contribution assumption: employee only about $102,522 at 4% or $68,348 at 6%; with 50% employer match about $68,348 at 4% or $45,566 at 6%; with 100% employer match about $51,261 at 4% or $34,174 at 6%.
2008132$1,437,703$194,133$6,067iApproximate average salary by contribution assumption: employee only about $151,666 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,555 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-32$1,437,703$194,133$6,067iApproximate average salary by contribution assumption: employee only about $151,666 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,555 at 6%.
2007129$0$0-
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-29---
2005141$1,698,012$279,988$6,829iApproximate average salary by contribution assumption: employee only about $170,724 at 4% or $113,816 at 6%; with 50% employer match about $113,816 at 4% or $75,878 at 6%; with 100% employer match about $85,362 at 4% or $56,908 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-41$1,698,012$279,988$6,829iApproximate average salary by contribution assumption: employee only about $170,724 at 4% or $113,816 at 6%; with 50% employer match about $113,816 at 4% or $75,878 at 6%; with 100% employer match about $85,362 at 4% or $56,908 at 6%.
2004145$1,508,008$291,766$6,484iApproximate average salary by contribution assumption: employee only about $162,092 at 4% or $108,061 at 6%; with 50% employer match about $108,061 at 4% or $72,041 at 6%; with 100% employer match about $81,046 at 4% or $54,031 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-45$1,508,008$291,766$6,484iApproximate average salary by contribution assumption: employee only about $162,092 at 4% or $108,061 at 6%; with 50% employer match about $108,061 at 4% or $72,041 at 6%; with 100% employer match about $81,046 at 4% or $54,031 at 6%.
2003147$1,112,911$290,246$6,175iApproximate average salary by contribution assumption: employee only about $154,386 at 4% or $102,924 at 6%; with 50% employer match about $102,924 at 4% or $68,616 at 6%; with 100% employer match about $77,193 at 4% or $51,462 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-47$1,112,911$290,246$6,175iApproximate average salary by contribution assumption: employee only about $154,386 at 4% or $102,924 at 6%; with 50% employer match about $102,924 at 4% or $68,616 at 6%; with 100% employer match about $77,193 at 4% or $51,462 at 6%.
2002134$687,912$164,174$4,829iApproximate average salary by contribution assumption: employee only about $120,716 at 4% or $80,477 at 6%; with 50% employer match about $80,477 at 4% or $53,652 at 6%; with 100% employer match about $60,358 at 4% or $40,239 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-34$687,912$164,174$4,829iApproximate average salary by contribution assumption: employee only about $120,716 at 4% or $80,477 at 6%; with 50% employer match about $80,477 at 4% or $53,652 at 6%; with 100% employer match about $60,358 at 4% or $40,239 at 6%.
2001128$0$0-
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-28---
2000126$581,459$121,101$4,658iApproximate average salary by contribution assumption: employee only about $116,443 at 4% or $77,629 at 6%; with 50% employer match about $77,629 at 4% or $51,753 at 6%; with 100% employer match about $58,222 at 4% or $38,814 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-26$581,459$121,101$4,658iApproximate average salary by contribution assumption: employee only about $116,443 at 4% or $77,629 at 6%; with 50% employer match about $77,629 at 4% or $51,753 at 6%; with 100% employer match about $58,222 at 4% or $38,814 at 6%.
1999226$551,067$159,004$6,116iApproximate average salary by contribution assumption: employee only about $152,888 at 4% or $101,926 at 6%; with 50% employer match about $101,926 at 4% or $67,950 at 6%; with 100% employer match about $76,444 at 4% or $50,963 at 6%.
Scanlon-Guerra-Jacobsen Insurance Brokers Coda Profit Sharing Plan-26$551,067$159,004$6,116iApproximate average salary by contribution assumption: employee only about $152,888 at 4% or $101,926 at 6%; with 50% employer match about $101,926 at 4% or $67,950 at 6%; with 100% employer match about $76,444 at 4% or $50,963 at 6%.
Scanlon & Associates 125 Smart Plan 125-1302-0---