Civic Intelligence

Bruce Langdon, Clu, Chfc

Plan context: Retirement Plan for Bruce Langdon

EIN 95-3987976 • Oceanside, CA • 21 filings • 4 plans

1732 Yucca RoadOceanside, CA 92054
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$6,196,742

2021 Contributions

$1,106,590

Historical Graphs

Total Assets Over Time

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

$6,196,742$3,098,371$0199920062021YearValue
$6,196,742Latest year 2021

Participants Over Time

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

420199920052021YearValue
4Latest year 2021

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
202114$6,196,742$1,106,590$276,648iApproximate average salary by contribution assumption: employee only about $6,916,188 at 4% or $4,610,792 at 6%; with 50% employer match about $4,610,792 at 4% or $3,073,861 at 6%; with 100% employer match about $3,458,094 at 4% or $2,305,396 at 6%.
Retirement Plan for Bruce Langdon-4$6,196,742$1,106,590$276,648iApproximate average salary by contribution assumption: employee only about $6,916,188 at 4% or $4,610,792 at 6%; with 50% employer match about $4,610,792 at 4% or $3,073,861 at 6%; with 100% employer match about $3,458,094 at 4% or $2,305,396 at 6%.
202014$5,062,460$67,000$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Retirement Plan for Bruce Langdon-4$5,062,460$67,000$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
201914$4,731,422$16,616$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
Retirement Plan for Bruce Langdon-4$4,731,422$16,616$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
201814$4,229,420$2,650,315$662,579iApproximate average salary by contribution assumption: employee only about $16,564,469 at 4% or $11,042,979 at 6%; with 50% employer match about $11,042,979 at 4% or $7,361,986 at 6%; with 100% employer match about $8,282,234 at 4% or $5,521,490 at 6%.
Retirement Plan for Bruce Langdon-4$4,229,420$2,650,315$662,579iApproximate average salary by contribution assumption: employee only about $16,564,469 at 4% or $11,042,979 at 6%; with 50% employer match about $11,042,979 at 4% or $7,361,986 at 6%; with 100% employer match about $8,282,234 at 4% or $5,521,490 at 6%.
201714$1,666,988$11,600$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
Retirement Plan for Bruce Langdon-4$1,666,988$11,600$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
200612$788,474$0-
Retirement Plan for Bruce Langdon-2$788,474--
200522$1,276,257$128,375$64,188iApproximate average salary by contribution assumption: employee only about $1,604,688 at 4% or $1,069,792 at 6%; with 50% employer match about $1,069,792 at 4% or $713,194 at 6%; with 100% employer match about $802,344 at 4% or $534,896 at 6%.
Retirement Plan for Bruce Langdon-1$798,178$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LANGDON INSURANCE SERVICES DEFINED BENEFIT PENSION PLAN-2$478,079$120,875$60,438iApproximate average salary by contribution assumption: employee only about $1,510,938 at 4% or $1,007,292 at 6%; with 50% employer match about $1,007,292 at 4% or $671,528 at 6%; with 100% employer match about $755,469 at 4% or $503,646 at 6%.
200424$1,130,917$129,661$32,415iApproximate average salary by contribution assumption: employee only about $810,381 at 4% or $540,254 at 6%; with 50% employer match about $540,254 at 4% or $360,169 at 6%; with 100% employer match about $405,191 at 4% or $270,127 at 6%.
Retirement Plan for Bruce Langdon-4$782,680$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
LANGDON INSURANCE SERVICES DEFINED BENEFIT PENSION PLAN-2$348,237$119,661$59,831iApproximate average salary by contribution assumption: employee only about $1,495,763 at 4% or $997,175 at 6%; with 50% employer match about $997,175 at 4% or $664,783 at 6%; with 100% employer match about $747,881 at 4% or $498,588 at 6%.
200324$953,901$129,059$32,265iApproximate average salary by contribution assumption: employee only about $806,619 at 4% or $537,746 at 6%; with 50% employer match about $537,746 at 4% or $358,497 at 6%; with 100% employer match about $403,309 at 4% or $268,873 at 6%.
Retirement Plan for Bruce Langdon-4$735,467$9,500$2,375iApproximate average salary by contribution assumption: employee only about $59,375 at 4% or $39,583 at 6%; with 50% employer match about $39,583 at 4% or $26,389 at 6%; with 100% employer match about $29,688 at 4% or $19,792 at 6%.
LANGDON INSURANCE SERVICES DEFINED BENEFIT PENSION PLAN-2$218,434$119,559$59,780iApproximate average salary by contribution assumption: employee only about $1,494,488 at 4% or $996,325 at 6%; with 50% employer match about $996,325 at 4% or $664,217 at 6%; with 100% employer match about $747,244 at 4% or $498,163 at 6%.
200234$690,619$8,400$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Retirement Plan for Bruce Langdon-4$690,619$8,400$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
HR-10 Money Purchase Retirement Plan for Bruce Langdon-0---
LANGDON INSURANCE SERVICES DEFINED BENEFIT PENSION PLAN-2---
200124$0$0-
Retirement Plan for Bruce Langdon-4---
HR-10 Money Purchase Retirement Plan for Bruce Langdon-4---
200024$0$0-
HR-10 Money Purchase Retirement Plan for Bruce Langdon-4---
Retirement Plan for Bruce Langdon-4---
199923$614,672$33,400$11,133iApproximate average salary by contribution assumption: employee only about $278,333 at 4% or $185,556 at 6%; with 50% employer match about $185,556 at 4% or $123,704 at 6%; with 100% employer match about $139,167 at 4% or $92,778 at 6%.
Retirement Plan for Bruce Langdon-3$388,277$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
HR-10 Money Purchase Retirement Plan for Bruce Langdon-3$226,395$6,400$2,133iApproximate average salary by contribution assumption: employee only about $53,333 at 4% or $35,556 at 6%; with 50% employer match about $35,556 at 4% or $23,704 at 6%; with 100% employer match about $26,667 at 4% or $17,778 at 6%.