Civic Intelligence

Palmer Capital Inc

Plan context: Palmer Capital Inc 401(K) Profit Sharing Plan & Trust

EIN 20-1526264 • Granite Bay, CA • 20 filings • 5 plans

6342 Calle Montalvo CirGranite Bay, CA 95746-5821
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,700,141

2024 Contributions

$237,075

Historical Graphs

Total Assets Over Time

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

$5,700,141$2,850,071$0200520152024YearValue
$5,700,141Latest year 2024

Participants Over Time

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

31160200520152024YearValue
16Latest year 2024

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
2024116$5,700,141$237,075$14,817iApproximate average salary by contribution assumption: employee only about $370,430 at 4% or $246,953 at 6%; with 50% employer match about $246,953 at 4% or $164,635 at 6%; with 100% employer match about $185,215 at 4% or $123,477 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-16$5,700,141$237,075$14,817iApproximate average salary by contribution assumption: employee only about $370,430 at 4% or $246,953 at 6%; with 50% employer match about $246,953 at 4% or $164,635 at 6%; with 100% employer match about $185,215 at 4% or $123,477 at 6%.
2023116$4,647,038$254,204$15,888iApproximate average salary by contribution assumption: employee only about $397,194 at 4% or $264,796 at 6%; with 50% employer match about $264,796 at 4% or $176,531 at 6%; with 100% employer match about $198,597 at 4% or $132,398 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-16$4,647,038$254,204$15,888iApproximate average salary by contribution assumption: employee only about $397,194 at 4% or $264,796 at 6%; with 50% employer match about $264,796 at 4% or $176,531 at 6%; with 100% employer match about $198,597 at 4% or $132,398 at 6%.
2022117$4,063,941$222,490$13,088iApproximate average salary by contribution assumption: employee only about $327,191 at 4% or $218,127 at 6%; with 50% employer match about $218,127 at 4% or $145,418 at 6%; with 100% employer match about $163,596 at 4% or $109,064 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-17$4,063,941$222,490$13,088iApproximate average salary by contribution assumption: employee only about $327,191 at 4% or $218,127 at 6%; with 50% employer match about $218,127 at 4% or $145,418 at 6%; with 100% employer match about $163,596 at 4% or $109,064 at 6%.
2021119$4,869,574$224,581$11,820iApproximate average salary by contribution assumption: employee only about $295,501 at 4% or $197,001 at 6%; with 50% employer match about $197,001 at 4% or $131,334 at 6%; with 100% employer match about $147,751 at 4% or $98,500 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-19$4,869,574$224,581$11,820iApproximate average salary by contribution assumption: employee only about $295,501 at 4% or $197,001 at 6%; with 50% employer match about $197,001 at 4% or $131,334 at 6%; with 100% employer match about $147,751 at 4% or $98,500 at 6%.
2020119$4,264,329$249,723$13,143iApproximate average salary by contribution assumption: employee only about $328,583 at 4% or $219,055 at 6%; with 50% employer match about $219,055 at 4% or $146,037 at 6%; with 100% employer match about $164,291 at 4% or $109,528 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-19$4,264,329$249,723$13,143iApproximate average salary by contribution assumption: employee only about $328,583 at 4% or $219,055 at 6%; with 50% employer match about $219,055 at 4% or $146,037 at 6%; with 100% employer match about $164,291 at 4% or $109,528 at 6%.
2019121$3,613,050$261,669$12,460iApproximate average salary by contribution assumption: employee only about $311,511 at 4% or $207,674 at 6%; with 50% employer match about $207,674 at 4% or $138,449 at 6%; with 100% employer match about $155,755 at 4% or $103,837 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-21$3,613,050$261,669$12,460iApproximate average salary by contribution assumption: employee only about $311,511 at 4% or $207,674 at 6%; with 50% employer match about $207,674 at 4% or $138,449 at 6%; with 100% employer match about $155,755 at 4% or $103,837 at 6%.
2018121$2,908,010$273,786$13,037iApproximate average salary by contribution assumption: employee only about $325,936 at 4% or $217,290 at 6%; with 50% employer match about $217,290 at 4% or $144,860 at 6%; with 100% employer match about $162,968 at 4% or $108,645 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-21$2,908,010$273,786$13,037iApproximate average salary by contribution assumption: employee only about $325,936 at 4% or $217,290 at 6%; with 50% employer match about $217,290 at 4% or $144,860 at 6%; with 100% employer match about $162,968 at 4% or $108,645 at 6%.
2017121$3,232,202$248,828$11,849iApproximate average salary by contribution assumption: employee only about $296,224 at 4% or $197,483 at 6%; with 50% employer match about $197,483 at 4% or $131,655 at 6%; with 100% employer match about $148,112 at 4% or $98,741 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-21$3,232,202$248,828$11,849iApproximate average salary by contribution assumption: employee only about $296,224 at 4% or $197,483 at 6%; with 50% employer match about $197,483 at 4% or $131,655 at 6%; with 100% employer match about $148,112 at 4% or $98,741 at 6%.
2016116$2,532,976$176,406$11,025iApproximate average salary by contribution assumption: employee only about $275,634 at 4% or $183,756 at 6%; with 50% employer match about $183,756 at 4% or $122,504 at 6%; with 100% employer match about $137,817 at 4% or $91,878 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-16$2,532,976$176,406$11,025iApproximate average salary by contribution assumption: employee only about $275,634 at 4% or $183,756 at 6%; with 50% employer match about $183,756 at 4% or $122,504 at 6%; with 100% employer match about $137,817 at 4% or $91,878 at 6%.
2015119$2,338,144$191,379$10,073iApproximate average salary by contribution assumption: employee only about $251,814 at 4% or $167,876 at 6%; with 50% employer match about $167,876 at 4% or $111,918 at 6%; with 100% employer match about $125,907 at 4% or $83,938 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-19$2,338,144$191,379$10,073iApproximate average salary by contribution assumption: employee only about $251,814 at 4% or $167,876 at 6%; with 50% employer match about $167,876 at 4% or $111,918 at 6%; with 100% employer match about $125,907 at 4% or $83,938 at 6%.
2014125$2,314,364$202,693$8,108iApproximate average salary by contribution assumption: employee only about $202,693 at 4% or $135,129 at 6%; with 50% employer match about $135,129 at 4% or $90,086 at 6%; with 100% employer match about $101,347 at 4% or $67,564 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-25$2,314,364$202,693$8,108iApproximate average salary by contribution assumption: employee only about $202,693 at 4% or $135,129 at 6%; with 50% employer match about $135,129 at 4% or $90,086 at 6%; with 100% employer match about $101,347 at 4% or $67,564 at 6%.
2013128$2,000,969$207,229$7,401iApproximate average salary by contribution assumption: employee only about $185,026 at 4% or $123,351 at 6%; with 50% employer match about $123,351 at 4% or $82,234 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-28$2,000,969$207,229$7,401iApproximate average salary by contribution assumption: employee only about $185,026 at 4% or $123,351 at 6%; with 50% employer match about $123,351 at 4% or $82,234 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%.
201210$0$0-
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-0$0--
2011130$1,252,845$174,425$5,814iApproximate average salary by contribution assumption: employee only about $145,354 at 4% or $96,903 at 6%; with 50% employer match about $96,903 at 4% or $64,602 at 6%; with 100% employer match about $72,677 at 4% or $48,451 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-30$1,252,845$174,425$5,814iApproximate average salary by contribution assumption: employee only about $145,354 at 4% or $96,903 at 6%; with 50% employer match about $96,903 at 4% or $64,602 at 6%; with 100% employer match about $72,677 at 4% or $48,451 at 6%.
2010131$1,265,978$186,360$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-31$1,265,978$186,360$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
2009129$982,704$187,529$6,467iApproximate average salary by contribution assumption: employee only about $161,663 at 4% or $107,775 at 6%; with 50% employer match about $107,775 at 4% or $71,850 at 6%; with 100% employer match about $80,831 at 4% or $53,888 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-29$982,704$187,529$6,467iApproximate average salary by contribution assumption: employee only about $161,663 at 4% or $107,775 at 6%; with 50% employer match about $107,775 at 4% or $71,850 at 6%; with 100% employer match about $80,831 at 4% or $53,888 at 6%.
2008126$660,927$363,095$13,965iApproximate average salary by contribution assumption: employee only about $349,130 at 4% or $232,753 at 6%; with 50% employer match about $232,753 at 4% or $155,169 at 6%; with 100% employer match about $174,565 at 4% or $116,377 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-26$660,927$363,095$13,965iApproximate average salary by contribution assumption: employee only about $349,130 at 4% or $232,753 at 6%; with 50% employer match about $232,753 at 4% or $155,169 at 6%; with 100% employer match about $174,565 at 4% or $116,377 at 6%.
2007125$656,204$283,166$11,327iApproximate average salary by contribution assumption: employee only about $283,166 at 4% or $188,777 at 6%; with 50% employer match about $188,777 at 4% or $125,852 at 6%; with 100% employer match about $141,583 at 4% or $94,389 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-25$656,204$283,166$11,327iApproximate average salary by contribution assumption: employee only about $283,166 at 4% or $188,777 at 6%; with 50% employer match about $188,777 at 4% or $125,852 at 6%; with 100% employer match about $141,583 at 4% or $94,389 at 6%.
2006120$401,200$274,082$13,704iApproximate average salary by contribution assumption: employee only about $342,603 at 4% or $228,402 at 6%; with 50% employer match about $228,402 at 4% or $152,268 at 6%; with 100% employer match about $171,301 at 4% or $114,201 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-20$401,200$274,082$13,704iApproximate average salary by contribution assumption: employee only about $342,603 at 4% or $228,402 at 6%; with 50% employer match about $228,402 at 4% or $152,268 at 6%; with 100% employer match about $171,301 at 4% or $114,201 at 6%.
2005121$158,186$150,860$7,184iApproximate average salary by contribution assumption: employee only about $179,595 at 4% or $119,730 at 6%; with 50% employer match about $119,730 at 4% or $79,820 at 6%; with 100% employer match about $89,798 at 4% or $59,865 at 6%.
Palmer Capital Inc 401(K) Profit Sharing Plan & Trust-21$158,186$150,860$7,184iApproximate average salary by contribution assumption: employee only about $179,595 at 4% or $119,730 at 6%; with 50% employer match about $119,730 at 4% or $79,820 at 6%; with 100% employer match about $89,798 at 4% or $59,865 at 6%.