Natale and Associates
Plan context: Natale and Associates 401(K) Plan
EIN 20-1419043 • Napa, CA • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$295,526
2024 Contributions
$2,100
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $295,526 | $0 | - |
| Natale and Associates 401(K) Plan | - | 3 | $295,526 | $0 | - |
| 2023 | 1 | 3 | $256,610 | $2,100 | $700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $256,610 | $2,100 | $700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%. |
| 2022 | 1 | 3 | $241,566 | $1,200 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $241,566 | $1,200 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| 2021 | 1 | 3 | $265,720 | $5,400 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $265,720 | $5,400 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2020 | 1 | 3 | $241,880 | $15,120 | $5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $241,880 | $15,120 | $5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%. |
| 2019 | 1 | 3 | $196,498 | $23,612 | $7,871iApproximate average salary by contribution assumption: employee only about $196,767 at 4% or $131,178 at 6%; with 50% employer match about $131,178 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $196,498 | $23,612 | $7,871iApproximate average salary by contribution assumption: employee only about $196,767 at 4% or $131,178 at 6%; with 50% employer match about $131,178 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%. |
| 2018 | 1 | 2 | $147,709 | $15,580 | $7,790iApproximate average salary by contribution assumption: employee only about $194,750 at 4% or $129,833 at 6%; with 50% employer match about $129,833 at 4% or $86,556 at 6%; with 100% employer match about $97,375 at 4% or $64,917 at 6%. |
| Natale and Associates 401(K) Plan | - | 2 | $147,709 | $15,580 | $7,790iApproximate average salary by contribution assumption: employee only about $194,750 at 4% or $129,833 at 6%; with 50% employer match about $129,833 at 4% or $86,556 at 6%; with 100% employer match about $97,375 at 4% or $64,917 at 6%. |
| 2017 | 1 | 3 | $144,651 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $144,651 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2016 | 1 | 3 | $121,280 | $13,000 | $4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $121,280 | $13,000 | $4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%. |
| 2015 | 1 | 3 | $98,538 | $11,500 | $3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $98,538 | $11,500 | $3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%. |
| 2014 | 1 | 4 | $95,514 | $13,500 | $3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%. |
| Natale and Associates 401(K) Plan | - | 4 | $95,514 | $13,500 | $3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%. |
| 2013 | 1 | 4 | $79,247 | $9,000 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| Natale and Associates 401(K) Plan | - | 4 | $79,247 | $9,000 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| 2012 | 1 | 4 | $63,196 | $20,200 | $5,050iApproximate average salary by contribution assumption: employee only about $126,250 at 4% or $84,167 at 6%; with 50% employer match about $84,167 at 4% or $56,111 at 6%; with 100% employer match about $63,125 at 4% or $42,083 at 6%. |
| Natale and Associates 401(K) Plan | - | 4 | $63,196 | $20,200 | $5,050iApproximate average salary by contribution assumption: employee only about $126,250 at 4% or $84,167 at 6%; with 50% employer match about $84,167 at 4% or $56,111 at 6%; with 100% employer match about $63,125 at 4% or $42,083 at 6%. |
| 2011 | 1 | 3 | $96,983 | $0 | - |
| Natale and Associates 401(K) Plan | - | 3 | $96,983 | $0 | - |
| 2010 | 1 | 3 | $95,722 | $0 | - |
| Natale and Associates 401(K) Plan | - | 3 | $95,722 | $0 | - |
| 2009 | 1 | 3 | $89,622 | $33,492 | $11,164iApproximate average salary by contribution assumption: employee only about $279,100 at 4% or $186,067 at 6%; with 50% employer match about $186,067 at 4% or $124,044 at 6%; with 100% employer match about $139,550 at 4% or $93,033 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $89,622 | $33,492 | $11,164iApproximate average salary by contribution assumption: employee only about $279,100 at 4% or $186,067 at 6%; with 50% employer match about $186,067 at 4% or $124,044 at 6%; with 100% employer match about $139,550 at 4% or $93,033 at 6%. |
| 2008 | 1 | 3 | $37,563 | $43,832 | $14,611iApproximate average salary by contribution assumption: employee only about $365,267 at 4% or $243,511 at 6%; with 50% employer match about $243,511 at 4% or $162,341 at 6%; with 100% employer match about $182,633 at 4% or $121,756 at 6%. |
| Natale and Associates 401(K) Plan | - | 3 | $37,563 | $43,832 | $14,611iApproximate average salary by contribution assumption: employee only about $365,267 at 4% or $243,511 at 6%; with 50% employer match about $243,511 at 4% or $162,341 at 6%; with 100% employer match about $182,633 at 4% or $121,756 at 6%. |