JOHN R. EDMONDS DBA COASTAL FINANCIAL GROUP
Plan context: John R. Edmonds Profit Sharing Plan and Trust
EIN 95-4306355 • El Segundo, CA • 27 filings • 11 plans
Current Snapshot
Latest Year
2022
2022 Participants
5
2022 Assets
$4,558,520
2022 Contributions
$102,297
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 5 | $4,558,520 | $102,297 | $20,459iApproximate average salary by contribution assumption: employee only about $511,485 at 4% or $340,990 at 6%; with 50% employer match about $340,990 at 4% or $227,327 at 6%; with 100% employer match about $255,743 at 4% or $170,495 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $4,558,520 | $102,297 | $20,459iApproximate average salary by contribution assumption: employee only about $511,485 at 4% or $340,990 at 6%; with 50% employer match about $340,990 at 4% or $227,327 at 6%; with 100% employer match about $255,743 at 4% or $170,495 at 6%. |
| 2021 | 1 | 5 | $5,641,689 | $130,536 | $26,107iApproximate average salary by contribution assumption: employee only about $652,680 at 4% or $435,120 at 6%; with 50% employer match about $435,120 at 4% or $290,080 at 6%; with 100% employer match about $326,340 at 4% or $217,560 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $5,641,689 | $130,536 | $26,107iApproximate average salary by contribution assumption: employee only about $652,680 at 4% or $435,120 at 6%; with 50% employer match about $435,120 at 4% or $290,080 at 6%; with 100% employer match about $326,340 at 4% or $217,560 at 6%. |
| 2020 | 1 | 5 | $4,702,882 | $96,749 | $19,350iApproximate average salary by contribution assumption: employee only about $483,745 at 4% or $322,497 at 6%; with 50% employer match about $322,497 at 4% or $214,998 at 6%; with 100% employer match about $241,873 at 4% or $161,248 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $4,702,882 | $96,749 | $19,350iApproximate average salary by contribution assumption: employee only about $483,745 at 4% or $322,497 at 6%; with 50% employer match about $322,497 at 4% or $214,998 at 6%; with 100% employer match about $241,873 at 4% or $161,248 at 6%. |
| 2019 | 1 | 5 | $3,794,916 | $87,207 | $17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $3,794,916 | $87,207 | $17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%. |
| 2018 | 1 | 5 | $2,943,020 | $74,706 | $14,941iApproximate average salary by contribution assumption: employee only about $373,530 at 4% or $249,020 at 6%; with 50% employer match about $249,020 at 4% or $166,013 at 6%; with 100% employer match about $186,765 at 4% or $124,510 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $2,943,020 | $74,706 | $14,941iApproximate average salary by contribution assumption: employee only about $373,530 at 4% or $249,020 at 6%; with 50% employer match about $249,020 at 4% or $166,013 at 6%; with 100% employer match about $186,765 at 4% or $124,510 at 6%. |
| 2017 | 1 | 6 | $3,058,240 | $48,652 | $8,109iApproximate average salary by contribution assumption: employee only about $202,717 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 6 | $3,058,240 | $48,652 | $8,109iApproximate average salary by contribution assumption: employee only about $202,717 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%. |
| 2016 | 1 | 6 | $2,461,625 | $162,192 | $27,032iApproximate average salary by contribution assumption: employee only about $675,800 at 4% or $450,533 at 6%; with 50% employer match about $450,533 at 4% or $300,356 at 6%; with 100% employer match about $337,900 at 4% or $225,267 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 6 | $2,461,625 | $162,192 | $27,032iApproximate average salary by contribution assumption: employee only about $675,800 at 4% or $450,533 at 6%; with 50% employer match about $450,533 at 4% or $300,356 at 6%; with 100% employer match about $337,900 at 4% or $225,267 at 6%. |
| 2015 | 1 | 5 | $2,210,163 | $55,360 | $11,072iApproximate average salary by contribution assumption: employee only about $276,800 at 4% or $184,533 at 6%; with 50% employer match about $184,533 at 4% or $123,022 at 6%; with 100% employer match about $138,400 at 4% or $92,267 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $2,210,163 | $55,360 | $11,072iApproximate average salary by contribution assumption: employee only about $276,800 at 4% or $184,533 at 6%; with 50% employer match about $184,533 at 4% or $123,022 at 6%; with 100% employer match about $138,400 at 4% or $92,267 at 6%. |
| 2014 | 1 | 5 | $2,133,063 | $65,662 | $13,132iApproximate average salary by contribution assumption: employee only about $328,310 at 4% or $218,873 at 6%; with 50% employer match about $218,873 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $2,133,063 | $65,662 | $13,132iApproximate average salary by contribution assumption: employee only about $328,310 at 4% or $218,873 at 6%; with 50% employer match about $218,873 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%. |
| 2013 | 2 | 6 | $2,551,364 | $307,731 | $51,289iApproximate average salary by contribution assumption: employee only about $1,282,213 at 4% or $854,808 at 6%; with 50% employer match about $854,808 at 4% or $569,872 at 6%; with 100% employer match about $641,106 at 4% or $427,404 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 6 | $2,064,772 | $98,004 | $16,334iApproximate average salary by contribution assumption: employee only about $408,350 at 4% or $272,233 at 6%; with 50% employer match about $272,233 at 4% or $181,489 at 6%; with 100% employer match about $204,175 at 4% or $136,117 at 6%. |
| EDMONDS INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $486,592 | $209,727 | $69,909iApproximate average salary by contribution assumption: employee only about $1,747,725 at 4% or $1,165,150 at 6%; with 50% employer match about $1,165,150 at 4% or $776,767 at 6%; with 100% employer match about $873,863 at 4% or $582,575 at 6%. |
| 2012 | 1 | 6 | $1,571,152 | $108,725 | $18,121iApproximate average salary by contribution assumption: employee only about $453,021 at 4% or $302,014 at 6%; with 50% employer match about $302,014 at 4% or $201,343 at 6%; with 100% employer match about $226,510 at 4% or $151,007 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 6 | $1,571,152 | $108,725 | $18,121iApproximate average salary by contribution assumption: employee only about $453,021 at 4% or $302,014 at 6%; with 50% employer match about $302,014 at 4% or $201,343 at 6%; with 100% employer match about $226,510 at 4% or $151,007 at 6%. |
| 2011 | 2 | 5 | $1,423,088 | $274,660 | $54,932iApproximate average salary by contribution assumption: employee only about $1,373,300 at 4% or $915,533 at 6%; with 50% employer match about $915,533 at 4% or $610,356 at 6%; with 100% employer match about $686,650 at 4% or $457,767 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $1,246,645 | $98,217 | $19,643iApproximate average salary by contribution assumption: employee only about $491,085 at 4% or $327,390 at 6%; with 50% employer match about $327,390 at 4% or $218,260 at 6%; with 100% employer match about $245,543 at 4% or $163,695 at 6%. |
| JOHN R. EDMONDS DBA COASTAL FINANCIAL GROUP DEFINED BENEFIT PENSION PLAN | - | 5 | $176,443 | $176,443 | $35,289iApproximate average salary by contribution assumption: employee only about $882,215 at 4% or $588,143 at 6%; with 50% employer match about $588,143 at 4% or $392,096 at 6%; with 100% employer match about $441,108 at 4% or $294,072 at 6%. |
| 2010 | 1 | 5 | $1,207,325 | $150,857 | $30,171iApproximate average salary by contribution assumption: employee only about $754,285 at 4% or $502,857 at 6%; with 50% employer match about $502,857 at 4% or $335,238 at 6%; with 100% employer match about $377,143 at 4% or $251,428 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $1,207,325 | $150,857 | $30,171iApproximate average salary by contribution assumption: employee only about $754,285 at 4% or $502,857 at 6%; with 50% employer match about $502,857 at 4% or $335,238 at 6%; with 100% employer match about $377,143 at 4% or $251,428 at 6%. |
| 2009 | 1 | 5 | $897,787 | $150,046 | $30,009iApproximate average salary by contribution assumption: employee only about $750,230 at 4% or $500,153 at 6%; with 50% employer match about $500,153 at 4% or $333,436 at 6%; with 100% employer match about $375,115 at 4% or $250,077 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 5 | $897,787 | $150,046 | $30,009iApproximate average salary by contribution assumption: employee only about $750,230 at 4% or $500,153 at 6%; with 50% employer match about $500,153 at 4% or $333,436 at 6%; with 100% employer match about $375,115 at 4% or $250,077 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $704,973 | $103,381 | $34,460iApproximate average salary by contribution assumption: employee only about $861,508 at 4% or $574,339 at 6%; with 50% employer match about $574,339 at 4% or $382,893 at 6%; with 100% employer match about $430,754 at 4% or $287,169 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | $704,973 | $103,381 | $34,460iApproximate average salary by contribution assumption: employee only about $861,508 at 4% or $574,339 at 6%; with 50% employer match about $574,339 at 4% or $382,893 at 6%; with 100% employer match about $430,754 at 4% or $287,169 at 6%. |
| 2005 | 1 | 3 | $537,761 | $83,848 | $27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | $537,761 | $83,848 | $27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%. |
| 2004 | 1 | 3 | $426,565 | $74,431 | $24,810iApproximate average salary by contribution assumption: employee only about $620,258 at 4% or $413,506 at 6%; with 50% employer match about $413,506 at 4% or $275,670 at 6%; with 100% employer match about $310,129 at 4% or $206,753 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | $426,565 | $74,431 | $24,810iApproximate average salary by contribution assumption: employee only about $620,258 at 4% or $413,506 at 6%; with 50% employer match about $413,506 at 4% or $275,670 at 6%; with 100% employer match about $310,129 at 4% or $206,753 at 6%. |
| 2003 | 1 | 2 | $320,123 | $64,397 | $32,199iApproximate average salary by contribution assumption: employee only about $804,963 at 4% or $536,642 at 6%; with 50% employer match about $536,642 at 4% or $357,761 at 6%; with 100% employer match about $402,481 at 4% or $268,321 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 2 | $320,123 | $64,397 | $32,199iApproximate average salary by contribution assumption: employee only about $804,963 at 4% or $536,642 at 6%; with 50% employer match about $536,642 at 4% or $357,761 at 6%; with 100% employer match about $402,481 at 4% or $268,321 at 6%. |
| 2002 | 1 | 2 | $220,870 | $141,373 | $70,687iApproximate average salary by contribution assumption: employee only about $1,767,163 at 4% or $1,178,108 at 6%; with 50% employer match about $1,178,108 at 4% or $785,406 at 6%; with 100% employer match about $883,581 at 4% or $589,054 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 2 | $220,870 | $141,373 | $70,687iApproximate average salary by contribution assumption: employee only about $1,767,163 at 4% or $1,178,108 at 6%; with 50% employer match about $1,178,108 at 4% or $785,406 at 6%; with 100% employer match about $883,581 at 4% or $589,054 at 6%. |
| 2000 | 2 | 2 | $0 | $0 | - |
| John R. Edmonds Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| John R. Edmonds Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 2 | 3 | $54,925 | $54,925 | $18,308iApproximate average salary by contribution assumption: employee only about $457,708 at 4% or $305,139 at 6%; with 50% employer match about $305,139 at 4% or $203,426 at 6%; with 100% employer match about $228,854 at 4% or $152,569 at 6%. |
| John R. Edmonds Profit Sharing Plan and Trust | - | 3 | $30,020 | $30,020 | $10,007iApproximate average salary by contribution assumption: employee only about $250,167 at 4% or $166,778 at 6%; with 50% employer match about $166,778 at 4% or $111,185 at 6%; with 100% employer match about $125,083 at 4% or $83,389 at 6%. |
| John R. Edmonds Money Purchase Pension Plan and Trust | - | 3 | $24,905 | $24,905 | $8,302iApproximate average salary by contribution assumption: employee only about $207,542 at 4% or $138,361 at 6%; with 50% employer match about $138,361 at 4% or $92,241 at 6%; with 100% employer match about $103,771 at 4% or $69,181 at 6%. |