Civic Intelligence

So-Cal Performance Inc.

Plan context: So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl

EIN 95-4083130 • 7 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$302

2005 Contributions

$10,924

Historical Graphs

Total Assets Over Time

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

$204,633$102,317$0199920022004YearValue
$302Latest year 2004

Participants Over Time

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

420199920022004YearValue
3Latest year 2004

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
200510$0$0-
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-0---
200413$302$0-
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-3$302--
200314$204,633$10,924$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,517 at 6%; with 50% employer match about $45,517 at 4% or $30,344 at 6%; with 100% employer match about $34,138 at 4% or $22,758 at 6%.
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-4$204,633$10,924$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,517 at 6%; with 50% employer match about $45,517 at 4% or $30,344 at 6%; with 100% employer match about $34,138 at 4% or $22,758 at 6%.
200214$196,589$11,413$2,853iApproximate average salary by contribution assumption: employee only about $71,331 at 4% or $47,554 at 6%; with 50% employer match about $47,554 at 4% or $31,703 at 6%; with 100% employer match about $35,666 at 4% or $23,777 at 6%.
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-4$196,589$11,413$2,853iApproximate average salary by contribution assumption: employee only about $71,331 at 4% or $47,554 at 6%; with 50% employer match about $47,554 at 4% or $31,703 at 6%; with 100% employer match about $35,666 at 4% or $23,777 at 6%.
200113$0$0-
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-3---
200013$171,055$19,425$6,475iApproximate average salary by contribution assumption: employee only about $161,875 at 4% or $107,917 at 6%; with 50% employer match about $107,917 at 4% or $71,944 at 6%; with 100% employer match about $80,938 at 4% or $53,958 at 6%.
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-3$171,055$19,425$6,475iApproximate average salary by contribution assumption: employee only about $161,875 at 4% or $107,917 at 6%; with 50% employer match about $107,917 at 4% or $71,944 at 6%; with 100% employer match about $80,938 at 4% or $53,958 at 6%.
199913$143,681$6,380$2,127iApproximate average salary by contribution assumption: employee only about $53,167 at 4% or $35,444 at 6%; with 50% employer match about $35,444 at 4% or $23,630 at 6%; with 100% employer match about $26,583 at 4% or $17,722 at 6%.
So-Cal Performance Ret Pl Lincoln Tr Co Mstr Def Cont Ret Pl-3$143,681$6,380$2,127iApproximate average salary by contribution assumption: employee only about $53,167 at 4% or $35,444 at 6%; with 50% employer match about $35,444 at 4% or $23,630 at 6%; with 100% employer match about $26,583 at 4% or $17,722 at 6%.