Civic Intelligence

SAR ASSET MANAGEMENT, INC.

Plan context: SAR ENTERPRISES PROFIT SHARING PLAN & TRUST

EIN 20-2113182 • Aptos, CA • 10 filings • 1 plans

783 Rio Del Mar Blvd., Suite 23AAptos, CA 95003
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$807,598

2025 Contributions

$65,353

Historical Graphs

Total Assets Over Time

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

$807,598$403,799$0201620212025YearValue
$807,598Latest year 2025

Participants Over Time

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

1260201620212025YearValue
8Latest year 2025

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
202518$807,598$65,353$8,169iApproximate average salary by contribution assumption: employee only about $204,228 at 4% or $136,152 at 6%; with 50% employer match about $136,152 at 4% or $90,768 at 6%; with 100% employer match about $102,114 at 4% or $68,076 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-8$807,598$65,353$8,169iApproximate average salary by contribution assumption: employee only about $204,228 at 4% or $136,152 at 6%; with 50% employer match about $136,152 at 4% or $90,768 at 6%; with 100% employer match about $102,114 at 4% or $68,076 at 6%.
202417$642,396$60,267$8,610iApproximate average salary by contribution assumption: employee only about $215,239 at 4% or $143,493 at 6%; with 50% employer match about $143,493 at 4% or $95,662 at 6%; with 100% employer match about $107,620 at 4% or $71,746 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-7$642,396$60,267$8,610iApproximate average salary by contribution assumption: employee only about $215,239 at 4% or $143,493 at 6%; with 50% employer match about $143,493 at 4% or $95,662 at 6%; with 100% employer match about $107,620 at 4% or $71,746 at 6%.
202317$525,024$59,502$8,500iApproximate average salary by contribution assumption: employee only about $212,507 at 4% or $141,671 at 6%; with 50% employer match about $141,671 at 4% or $94,448 at 6%; with 100% employer match about $106,254 at 4% or $70,836 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-7$525,024$59,502$8,500iApproximate average salary by contribution assumption: employee only about $212,507 at 4% or $141,671 at 6%; with 50% employer match about $141,671 at 4% or $94,448 at 6%; with 100% employer match about $106,254 at 4% or $70,836 at 6%.
202217$405,729$46,867$6,695iApproximate average salary by contribution assumption: employee only about $167,382 at 4% or $111,588 at 6%; with 50% employer match about $111,588 at 4% or $74,392 at 6%; with 100% employer match about $83,691 at 4% or $55,794 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-7$405,729$46,867$6,695iApproximate average salary by contribution assumption: employee only about $167,382 at 4% or $111,588 at 6%; with 50% employer match about $111,588 at 4% or $74,392 at 6%; with 100% employer match about $83,691 at 4% or $55,794 at 6%.
2021111$686,586$73,572$6,688iApproximate average salary by contribution assumption: employee only about $167,209 at 4% or $111,473 at 6%; with 50% employer match about $111,473 at 4% or $74,315 at 6%; with 100% employer match about $83,605 at 4% or $55,736 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-11$686,586$73,572$6,688iApproximate average salary by contribution assumption: employee only about $167,209 at 4% or $111,473 at 6%; with 50% employer match about $111,473 at 4% or $74,315 at 6%; with 100% employer match about $83,605 at 4% or $55,736 at 6%.
2020112$591,910$91,033$7,586iApproximate average salary by contribution assumption: employee only about $189,652 at 4% or $126,435 at 6%; with 50% employer match about $126,435 at 4% or $84,290 at 6%; with 100% employer match about $94,826 at 4% or $63,217 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-12$591,910$91,033$7,586iApproximate average salary by contribution assumption: employee only about $189,652 at 4% or $126,435 at 6%; with 50% employer match about $126,435 at 4% or $84,290 at 6%; with 100% employer match about $94,826 at 4% or $63,217 at 6%.
2019111$445,325$100,811$9,165iApproximate average salary by contribution assumption: employee only about $229,116 at 4% or $152,744 at 6%; with 50% employer match about $152,744 at 4% or $101,829 at 6%; with 100% employer match about $114,558 at 4% or $76,372 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-11$445,325$100,811$9,165iApproximate average salary by contribution assumption: employee only about $229,116 at 4% or $152,744 at 6%; with 50% employer match about $152,744 at 4% or $101,829 at 6%; with 100% employer match about $114,558 at 4% or $76,372 at 6%.
201819$292,166$78,199$8,689iApproximate average salary by contribution assumption: employee only about $217,219 at 4% or $144,813 at 6%; with 50% employer match about $144,813 at 4% or $96,542 at 6%; with 100% employer match about $108,610 at 4% or $72,406 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-9$292,166$78,199$8,689iApproximate average salary by contribution assumption: employee only about $217,219 at 4% or $144,813 at 6%; with 50% employer match about $144,813 at 4% or $96,542 at 6%; with 100% employer match about $108,610 at 4% or $72,406 at 6%.
201719$245,734$97,821$10,869iApproximate average salary by contribution assumption: employee only about $271,725 at 4% or $181,150 at 6%; with 50% employer match about $181,150 at 4% or $120,767 at 6%; with 100% employer match about $135,863 at 4% or $90,575 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-9$245,734$97,821$10,869iApproximate average salary by contribution assumption: employee only about $271,725 at 4% or $181,150 at 6%; with 50% employer match about $181,150 at 4% or $120,767 at 6%; with 100% employer match about $135,863 at 4% or $90,575 at 6%.
201618$127,524$127,304$15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%.
SAR ENTERPRISES PROFIT SHARING PLAN & TRUST-8$127,524$127,304$15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%.