Civic Intelligence

THE AVALON ACADEMY

Plan context: AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-1651912 • Burlingame, CA • 16 filings • 5 plans

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818 Mahler RdBurlingame, CA 94010
Current Snapshot

Latest Year

2023

2023 Participants

38

2023 Assets

$1,549,695

2023 Contributions

$215,903

Historical Graphs

Total Assets Over Time

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

$1,640,142$820,071$0200820162023YearValue
$1,549,695Latest year 2023

Participants Over Time

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

41210200820162023YearValue
38Latest year 2023

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
2023138$1,549,695$215,903$5,682iApproximate average salary by contribution assumption: employee only about $142,041 at 4% or $94,694 at 6%; with 50% employer match about $94,694 at 4% or $63,130 at 6%; with 100% employer match about $71,021 at 4% or $47,347 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-38$1,549,695$215,903$5,682iApproximate average salary by contribution assumption: employee only about $142,041 at 4% or $94,694 at 6%; with 50% employer match about $94,694 at 4% or $63,130 at 6%; with 100% employer match about $71,021 at 4% or $47,347 at 6%.
2022139$1,212,436$155,189$3,979iApproximate average salary by contribution assumption: employee only about $99,480 at 4% or $66,320 at 6%; with 50% employer match about $66,320 at 4% or $44,213 at 6%; with 100% employer match about $49,740 at 4% or $33,160 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-39$1,212,436$155,189$3,979iApproximate average salary by contribution assumption: employee only about $99,480 at 4% or $66,320 at 6%; with 50% employer match about $66,320 at 4% or $44,213 at 6%; with 100% employer match about $49,740 at 4% or $33,160 at 6%.
2021141$1,640,142$346,704$8,456iApproximate average salary by contribution assumption: employee only about $211,405 at 4% or $140,937 at 6%; with 50% employer match about $140,937 at 4% or $93,958 at 6%; with 100% employer match about $105,702 at 4% or $70,468 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-41$1,640,142$346,704$8,456iApproximate average salary by contribution assumption: employee only about $211,405 at 4% or $140,937 at 6%; with 50% employer match about $140,937 at 4% or $93,958 at 6%; with 100% employer match about $105,702 at 4% or $70,468 at 6%.
2020138$1,339,795$148,305$3,903iApproximate average salary by contribution assumption: employee only about $97,569 at 4% or $65,046 at 6%; with 50% employer match about $65,046 at 4% or $43,364 at 6%; with 100% employer match about $48,785 at 4% or $32,523 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-38$1,339,795$148,305$3,903iApproximate average salary by contribution assumption: employee only about $97,569 at 4% or $65,046 at 6%; with 50% employer match about $65,046 at 4% or $43,364 at 6%; with 100% employer match about $48,785 at 4% or $32,523 at 6%.
2019137$1,019,238$193,715$5,236iApproximate average salary by contribution assumption: employee only about $130,889 at 4% or $87,259 at 6%; with 50% employer match about $87,259 at 4% or $58,173 at 6%; with 100% employer match about $65,444 at 4% or $43,630 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-37$1,019,238$193,715$5,236iApproximate average salary by contribution assumption: employee only about $130,889 at 4% or $87,259 at 6%; with 50% employer match about $87,259 at 4% or $58,173 at 6%; with 100% employer match about $65,444 at 4% or $43,630 at 6%.
2018137$706,808$158,348$4,280iApproximate average salary by contribution assumption: employee only about $106,992 at 4% or $71,328 at 6%; with 50% employer match about $71,328 at 4% or $47,552 at 6%; with 100% employer match about $53,496 at 4% or $35,664 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-37$706,808$158,348$4,280iApproximate average salary by contribution assumption: employee only about $106,992 at 4% or $71,328 at 6%; with 50% employer match about $71,328 at 4% or $47,552 at 6%; with 100% employer match about $53,496 at 4% or $35,664 at 6%.
2017132$611,668$139,693$4,365iApproximate average salary by contribution assumption: employee only about $109,135 at 4% or $72,757 at 6%; with 50% employer match about $72,757 at 4% or $48,505 at 6%; with 100% employer match about $54,568 at 4% or $36,378 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-32$611,668$139,693$4,365iApproximate average salary by contribution assumption: employee only about $109,135 at 4% or $72,757 at 6%; with 50% employer match about $72,757 at 4% or $48,505 at 6%; with 100% employer match about $54,568 at 4% or $36,378 at 6%.
2016130$398,145$132,082$4,403iApproximate average salary by contribution assumption: employee only about $110,068 at 4% or $73,379 at 6%; with 50% employer match about $73,379 at 4% or $48,919 at 6%; with 100% employer match about $55,034 at 4% or $36,689 at 6%.
AVALON ACADEMY 401(K) PROFIT SHARING PLAN & TRUST-30$398,145$132,082$4,403iApproximate average salary by contribution assumption: employee only about $110,068 at 4% or $73,379 at 6%; with 50% employer match about $73,379 at 4% or $48,919 at 6%; with 100% employer match about $55,034 at 4% or $36,689 at 6%.
2015123$253,054$105,726$4,597iApproximate average salary by contribution assumption: employee only about $114,920 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,307 at 6%.
AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-23$253,054$105,726$4,597iApproximate average salary by contribution assumption: employee only about $114,920 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,307 at 6%.
2014121$152,891$52,622$2,506iApproximate average salary by contribution assumption: employee only about $62,645 at 4% or $41,763 at 6%; with 50% employer match about $41,763 at 4% or $27,842 at 6%; with 100% employer match about $31,323 at 4% or $20,882 at 6%.
THE AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-21$152,891$52,622$2,506iApproximate average salary by contribution assumption: employee only about $62,645 at 4% or $41,763 at 6%; with 50% employer match about $41,763 at 4% or $27,842 at 6%; with 100% employer match about $31,323 at 4% or $20,882 at 6%.
201313$93,430$15,048$5,016iApproximate average salary by contribution assumption: employee only about $125,400 at 4% or $83,600 at 6%; with 50% employer match about $83,600 at 4% or $55,733 at 6%; with 100% employer match about $62,700 at 4% or $41,800 at 6%.
THE AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-3$93,430$15,048$5,016iApproximate average salary by contribution assumption: employee only about $125,400 at 4% or $83,600 at 6%; with 50% employer match about $83,600 at 4% or $55,733 at 6%; with 100% employer match about $62,700 at 4% or $41,800 at 6%.
201213$60,401$16,501$5,500iApproximate average salary by contribution assumption: employee only about $137,508 at 4% or $91,672 at 6%; with 50% employer match about $91,672 at 4% or $61,115 at 6%; with 100% employer match about $68,754 at 4% or $45,836 at 6%.
THE AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-3$60,401$16,501$5,500iApproximate average salary by contribution assumption: employee only about $137,508 at 4% or $91,672 at 6%; with 50% employer match about $91,672 at 4% or $61,115 at 6%; with 100% employer match about $68,754 at 4% or $45,836 at 6%.
201113$37,456$9,208$3,069iApproximate average salary by contribution assumption: employee only about $76,733 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-3$37,456$9,208$3,069iApproximate average salary by contribution assumption: employee only about $76,733 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
201013$34,356$4,804$1,601iApproximate average salary by contribution assumption: employee only about $40,033 at 4% or $26,689 at 6%; with 50% employer match about $26,689 at 4% or $17,793 at 6%; with 100% employer match about $20,017 at 4% or $13,344 at 6%.
AVALON ACADEMY 401 K PROFIT SHARING PLAN TRUST-3$34,356$4,804$1,601iApproximate average salary by contribution assumption: employee only about $40,033 at 4% or $26,689 at 6%; with 50% employer match about $26,689 at 4% or $17,793 at 6%; with 100% employer match about $20,017 at 4% or $13,344 at 6%.
200912$36,446$11,005$5,503iApproximate average salary by contribution assumption: employee only about $137,563 at 4% or $91,708 at 6%; with 50% employer match about $91,708 at 4% or $61,139 at 6%; with 100% employer match about $68,781 at 4% or $45,854 at 6%.
AVALON ACADEMY-2$36,446$11,005$5,503iApproximate average salary by contribution assumption: employee only about $137,563 at 4% or $91,708 at 6%; with 50% employer match about $91,708 at 4% or $61,139 at 6%; with 100% employer match about $68,781 at 4% or $45,854 at 6%.
2008125$17,913$16,668$667iApproximate average salary by contribution assumption: employee only about $16,668 at 4% or $11,112 at 6%; with 50% employer match about $11,112 at 4% or $7,408 at 6%; with 100% employer match about $8,334 at 4% or $5,556 at 6%.
AVALON ACADEMY 401K PROFIT SHARING PLAN & TRUST-25$17,913$16,668$667iApproximate average salary by contribution assumption: employee only about $16,668 at 4% or $11,112 at 6%; with 50% employer match about $11,112 at 4% or $7,408 at 6%; with 100% employer match about $8,334 at 4% or $5,556 at 6%.