Civic Intelligence

Suzanne H. Christian, Cfp

Plan context: SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN

EIN 95-4012318 • Claremont, CA • 15 filings • 3 plans

419 Yale AvenueClaremont, CA 91711
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$266,071

2013 Contributions

$55,703

Historical Graphs

Total Assets Over Time

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

$1,007,433$503,717$0199920052013YearValue
$266,071Latest year 2013

Participants Over Time

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

420199920062013YearValue
4Latest 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
201314$266,071$55,703$13,926iApproximate average salary by contribution assumption: employee only about $348,144 at 4% or $232,096 at 6%; with 50% employer match about $232,096 at 4% or $154,731 at 6%; with 100% employer match about $174,072 at 4% or $116,048 at 6%.
SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN-4$266,071$55,703$13,926iApproximate average salary by contribution assumption: employee only about $348,144 at 4% or $232,096 at 6%; with 50% employer match about $232,096 at 4% or $154,731 at 6%; with 100% employer match about $174,072 at 4% or $116,048 at 6%.
201214$199,660$54,504$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN-4$199,660$54,504$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
201114$144,392$51,045$12,761iApproximate average salary by contribution assumption: employee only about $319,031 at 4% or $212,688 at 6%; with 50% employer match about $212,688 at 4% or $141,792 at 6%; with 100% employer match about $159,516 at 4% or $106,344 at 6%.
SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN-4$144,392$51,045$12,761iApproximate average salary by contribution assumption: employee only about $319,031 at 4% or $212,688 at 6%; with 50% employer match about $212,688 at 4% or $141,792 at 6%; with 100% employer match about $159,516 at 4% or $106,344 at 6%.
201024$104,783$51,470$12,868iApproximate average salary by contribution assumption: employee only about $321,688 at 4% or $214,458 at 6%; with 50% employer match about $214,458 at 4% or $142,972 at 6%; with 100% employer match about $160,844 at 4% or $107,229 at 6%.
SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN-4$104,783$51,470$12,868iApproximate average salary by contribution assumption: employee only about $321,688 at 4% or $214,458 at 6%; with 50% employer match about $214,458 at 4% or $142,972 at 6%; with 100% employer match about $160,844 at 4% or $107,229 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-0$0$0-
200914$53,916$53,916$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
SUZANNE H. CHRISTIAN, CFP COMPARABILITY PROFIT SHARING PLAN-4$53,916$53,916$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
200711$0$0-
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-1---
200611$1,007,433$150,247$150,247iApproximate average salary by contribution assumption: employee only about $3,756,175 at 4% or $2,504,117 at 6%; with 50% employer match about $2,504,117 at 4% or $1,669,411 at 6%; with 100% employer match about $1,878,088 at 4% or $1,252,058 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-1$1,007,433$150,247$150,247iApproximate average salary by contribution assumption: employee only about $3,756,175 at 4% or $2,504,117 at 6%; with 50% employer match about $2,504,117 at 4% or $1,669,411 at 6%; with 100% employer match about $1,878,088 at 4% or $1,252,058 at 6%.
200512$780,830$142,846$71,423iApproximate average salary by contribution assumption: employee only about $1,785,575 at 4% or $1,190,383 at 6%; with 50% employer match about $1,190,383 at 4% or $793,589 at 6%; with 100% employer match about $892,788 at 4% or $595,192 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$780,830$142,846$71,423iApproximate average salary by contribution assumption: employee only about $1,785,575 at 4% or $1,190,383 at 6%; with 50% employer match about $1,190,383 at 4% or $793,589 at 6%; with 100% employer match about $892,788 at 4% or $595,192 at 6%.
200412$599,996$170,679$85,340iApproximate average salary by contribution assumption: employee only about $2,133,488 at 4% or $1,422,325 at 6%; with 50% employer match about $1,422,325 at 4% or $948,217 at 6%; with 100% employer match about $1,066,744 at 4% or $711,163 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$599,996$170,679$85,340iApproximate average salary by contribution assumption: employee only about $2,133,488 at 4% or $1,422,325 at 6%; with 50% employer match about $1,422,325 at 4% or $948,217 at 6%; with 100% employer match about $1,066,744 at 4% or $711,163 at 6%.
200312$464,670$40,000$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%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$464,670$40,000$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%.
200211$348,925$40,694$40,694iApproximate average salary by contribution assumption: employee only about $1,017,350 at 4% or $678,233 at 6%; with 50% employer match about $678,233 at 4% or $452,156 at 6%; with 100% employer match about $508,675 at 4% or $339,117 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-1$348,925$40,694$40,694iApproximate average salary by contribution assumption: employee only about $1,017,350 at 4% or $678,233 at 6%; with 50% employer match about $678,233 at 4% or $452,156 at 6%; with 100% employer match about $508,675 at 4% or $339,117 at 6%.
200112$372,346$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$372,346$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200012$350,150$155,000$77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$350,150$155,000$77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%.
199912$203,703$82,429$41,215iApproximate average salary by contribution assumption: employee only about $1,030,363 at 4% or $686,908 at 6%; with 50% employer match about $686,908 at 4% or $457,939 at 6%; with 100% employer match about $515,181 at 4% or $343,454 at 6%.
Suzanne H. Christian, Cfp Defined Benefit Plan & Trust-2$203,703$82,429$41,215iApproximate average salary by contribution assumption: employee only about $1,030,363 at 4% or $686,908 at 6%; with 50% employer match about $686,908 at 4% or $457,939 at 6%; with 100% employer match about $515,181 at 4% or $343,454 at 6%.