Civic Intelligence

David Mickelson Insurance Serv

Plan context: David Mickelson 401 K Profit Sharing Plan Trust

EIN 95-4250169 • Oceanside, CA • 6 filings • 1 plans

301 Mission Ave Ste 209Oceanside, CA 92054-2591
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$334,806

2018 Contributions

$20,026

Historical Graphs

Total Assets Over Time

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

$345,482$172,741$0201320162018YearValue
$334,806Latest year 2018

Participants Over Time

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

530201320162018YearValue
3Latest 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
201813$334,806$20,026$6,675iApproximate average salary by contribution assumption: employee only about $166,883 at 4% or $111,256 at 6%; with 50% employer match about $111,256 at 4% or $74,170 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-3$334,806$20,026$6,675iApproximate average salary by contribution assumption: employee only about $166,883 at 4% or $111,256 at 6%; with 50% employer match about $111,256 at 4% or $74,170 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%.
201713$345,482$186,418$62,139iApproximate average salary by contribution assumption: employee only about $1,553,483 at 4% or $1,035,656 at 6%; with 50% employer match about $1,035,656 at 4% or $690,437 at 6%; with 100% employer match about $776,742 at 4% or $517,828 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-3$345,482$186,418$62,139iApproximate average salary by contribution assumption: employee only about $1,553,483 at 4% or $1,035,656 at 6%; with 50% employer match about $1,035,656 at 4% or $690,437 at 6%; with 100% employer match about $776,742 at 4% or $517,828 at 6%.
201615$144,753$27,405$5,481iApproximate average salary by contribution assumption: employee only about $137,025 at 4% or $91,350 at 6%; with 50% employer match about $91,350 at 4% or $60,900 at 6%; with 100% employer match about $68,513 at 4% or $45,675 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-5$144,753$27,405$5,481iApproximate average salary by contribution assumption: employee only about $137,025 at 4% or $91,350 at 6%; with 50% employer match about $91,350 at 4% or $60,900 at 6%; with 100% employer match about $68,513 at 4% or $45,675 at 6%.
201515$110,670$69,900$13,980iApproximate average salary by contribution assumption: employee only about $349,500 at 4% or $233,000 at 6%; with 50% employer match about $233,000 at 4% or $155,333 at 6%; with 100% employer match about $174,750 at 4% or $116,500 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-5$110,670$69,900$13,980iApproximate average salary by contribution assumption: employee only about $349,500 at 4% or $233,000 at 6%; with 50% employer match about $233,000 at 4% or $155,333 at 6%; with 100% employer match about $174,750 at 4% or $116,500 at 6%.
201414$55,646$74,166$18,542iApproximate average salary by contribution assumption: employee only about $463,538 at 4% or $309,025 at 6%; with 50% employer match about $309,025 at 4% or $206,017 at 6%; with 100% employer match about $231,769 at 4% or $154,513 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-4$55,646$74,166$18,542iApproximate average salary by contribution assumption: employee only about $463,538 at 4% or $309,025 at 6%; with 50% employer match about $309,025 at 4% or $206,017 at 6%; with 100% employer match about $231,769 at 4% or $154,513 at 6%.
201315$14,735$14,976$2,995iApproximate average salary by contribution assumption: employee only about $74,880 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.
David Mickelson 401 K Profit Sharing Plan Trust-5$14,735$14,976$2,995iApproximate average salary by contribution assumption: employee only about $74,880 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.