Civic Intelligence

Sam Advisors LLC

Plan context: Sam Advisors LLC 401(K) Plan

EIN 20-2295233 • Oakhurst, CA • 19 filings • 2 plans

40312 Junction DriveOakhurst, CA 93644
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,641,529

2024 Contributions

$282,739

Historical Graphs

Total Assets Over Time

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

$2,641,529$1,320,765$0201120182024YearValue
$2,641,529Latest year 2024

Participants Over Time

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

530201120182024YearValue
4Latest 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
202424$2,641,529$282,739$70,685iApproximate average salary by contribution assumption: employee only about $1,767,119 at 4% or $1,178,079 at 6%; with 50% employer match about $1,178,079 at 4% or $785,386 at 6%; with 100% employer match about $883,559 at 4% or $589,040 at 6%.
Sam Advisors LLC 401(K) Plan-4$2,006,041$135,306$33,827iApproximate average salary by contribution assumption: employee only about $845,663 at 4% or $563,775 at 6%; with 50% employer match about $563,775 at 4% or $375,850 at 6%; with 100% employer match about $422,831 at 4% or $281,888 at 6%.
Sam Advisors LLC Cash Balance Plan-3$635,488$147,433$49,144iApproximate average salary by contribution assumption: employee only about $1,228,608 at 4% or $819,072 at 6%; with 50% employer match about $819,072 at 4% or $546,048 at 6%; with 100% employer match about $614,304 at 4% or $409,536 at 6%.
202324$2,046,732$230,241$57,560iApproximate average salary by contribution assumption: employee only about $1,439,006 at 4% or $959,338 at 6%; with 50% employer match about $959,338 at 4% or $639,558 at 6%; with 100% employer match about $719,503 at 4% or $479,669 at 6%.
Sam Advisors LLC 401(K) Plan-4$1,590,006$129,321$32,330iApproximate average salary by contribution assumption: employee only about $808,256 at 4% or $538,838 at 6%; with 50% employer match about $538,838 at 4% or $359,225 at 6%; with 100% employer match about $404,128 at 4% or $269,419 at 6%.
Sam Advisors LLC Cash Balance Plan-3$456,726$100,920$33,640iApproximate average salary by contribution assumption: employee only about $841,000 at 4% or $560,667 at 6%; with 50% employer match about $560,667 at 4% or $373,778 at 6%; with 100% employer match about $420,500 at 4% or $280,333 at 6%.
202225$1,432,917$213,604$42,721iApproximate average salary by contribution assumption: employee only about $1,068,020 at 4% or $712,013 at 6%; with 50% employer match about $712,013 at 4% or $474,676 at 6%; with 100% employer match about $534,010 at 4% or $356,007 at 6%.
Sam Advisors LLC 401(K) Plan-5$1,133,943$103,604$20,721iApproximate average salary by contribution assumption: employee only about $518,020 at 4% or $345,347 at 6%; with 50% employer match about $345,347 at 4% or $230,231 at 6%; with 100% employer match about $259,010 at 4% or $172,673 at 6%.
Sam Advisors LLC Cash Balance Plan-3$298,974$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
202124$1,735,681$183,538$45,885iApproximate average salary by contribution assumption: employee only about $1,147,113 at 4% or $764,742 at 6%; with 50% employer match about $764,742 at 4% or $509,828 at 6%; with 100% employer match about $573,556 at 4% or $382,371 at 6%.
Sam Advisors LLC 401(K) Plan-4$1,525,005$73,538$18,385iApproximate average salary by contribution assumption: employee only about $459,613 at 4% or $306,408 at 6%; with 50% employer match about $306,408 at 4% or $204,272 at 6%; with 100% employer match about $229,806 at 4% or $153,204 at 6%.
Sam Advisors LLC Cash Balance Plan-2$210,676$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
202023$1,304,404$185,243$61,748iApproximate average salary by contribution assumption: employee only about $1,543,692 at 4% or $1,029,128 at 6%; with 50% employer match about $1,029,128 at 4% or $686,085 at 6%; with 100% employer match about $771,846 at 4% or $514,564 at 6%.
Sam Advisors LLC 401(K) Plan-3$1,214,004$94,843$31,614iApproximate average salary by contribution assumption: employee only about $790,358 at 4% or $526,906 at 6%; with 50% employer match about $526,906 at 4% or $351,270 at 6%; with 100% employer match about $395,179 at 4% or $263,453 at 6%.
Sam Advisors LLC Cash Balance Plan-3$90,400$90,400$30,133iApproximate average salary by contribution assumption: employee only about $753,333 at 4% or $502,222 at 6%; with 50% employer match about $502,222 at 4% or $334,815 at 6%; with 100% employer match about $376,667 at 4% or $251,111 at 6%.
201913$925,014$111,287$37,096iApproximate average salary by contribution assumption: employee only about $927,392 at 4% or $618,261 at 6%; with 50% employer match about $618,261 at 4% or $412,174 at 6%; with 100% employer match about $463,696 at 4% or $309,131 at 6%.
Sam Advisors LLC 401(K) Plan-3$925,014$111,287$37,096iApproximate average salary by contribution assumption: employee only about $927,392 at 4% or $618,261 at 6%; with 50% employer match about $618,261 at 4% or $412,174 at 6%; with 100% employer match about $463,696 at 4% or $309,131 at 6%.
201813$642,226$102,127$34,042iApproximate average salary by contribution assumption: employee only about $851,058 at 4% or $567,372 at 6%; with 50% employer match about $567,372 at 4% or $378,248 at 6%; with 100% employer match about $425,529 at 4% or $283,686 at 6%.
Sam Advisors LLC 401(K) Plan-3$642,226$102,127$34,042iApproximate average salary by contribution assumption: employee only about $851,058 at 4% or $567,372 at 6%; with 50% employer match about $567,372 at 4% or $378,248 at 6%; with 100% employer match about $425,529 at 4% or $283,686 at 6%.
201713$605,733$88,416$29,472iApproximate average salary by contribution assumption: employee only about $736,800 at 4% or $491,200 at 6%; with 50% employer match about $491,200 at 4% or $327,467 at 6%; with 100% employer match about $368,400 at 4% or $245,600 at 6%.
Sam Advisors LLC 401(K) Plan-3$605,733$88,416$29,472iApproximate average salary by contribution assumption: employee only about $736,800 at 4% or $491,200 at 6%; with 50% employer match about $491,200 at 4% or $327,467 at 6%; with 100% employer match about $368,400 at 4% or $245,600 at 6%.
201614$648,997$79,471$19,868iApproximate average salary by contribution assumption: employee only about $496,694 at 4% or $331,129 at 6%; with 50% employer match about $331,129 at 4% or $220,753 at 6%; with 100% employer match about $248,347 at 4% or $165,565 at 6%.
Sam Advisors LLC 401(K) Plan-4$648,997$79,471$19,868iApproximate average salary by contribution assumption: employee only about $496,694 at 4% or $331,129 at 6%; with 50% employer match about $331,129 at 4% or $220,753 at 6%; with 100% employer match about $248,347 at 4% or $165,565 at 6%.
201514$525,692$76,628$19,157iApproximate average salary by contribution assumption: employee only about $478,925 at 4% or $319,283 at 6%; with 50% employer match about $319,283 at 4% or $212,856 at 6%; with 100% employer match about $239,463 at 4% or $159,642 at 6%.
Sam Advisors LLC 401(K) Plan-4$525,692$76,628$19,157iApproximate average salary by contribution assumption: employee only about $478,925 at 4% or $319,283 at 6%; with 50% employer match about $319,283 at 4% or $212,856 at 6%; with 100% employer match about $239,463 at 4% or $159,642 at 6%.
201414$454,981$95,845$23,961iApproximate average salary by contribution assumption: employee only about $599,031 at 4% or $399,354 at 6%; with 50% employer match about $399,354 at 4% or $266,236 at 6%; with 100% employer match about $299,516 at 4% or $199,677 at 6%.
Sam Advisors LLC 401(K) Plan-4$454,981$95,845$23,961iApproximate average salary by contribution assumption: employee only about $599,031 at 4% or $399,354 at 6%; with 50% employer match about $399,354 at 4% or $266,236 at 6%; with 100% employer match about $299,516 at 4% or $199,677 at 6%.
201315$399,652$87,003$17,401iApproximate average salary by contribution assumption: employee only about $435,015 at 4% or $290,010 at 6%; with 50% employer match about $290,010 at 4% or $193,340 at 6%; with 100% employer match about $217,507 at 4% or $145,005 at 6%.
Sam Advisors LLC 401(K) Plan-5$399,652$87,003$17,401iApproximate average salary by contribution assumption: employee only about $435,015 at 4% or $290,010 at 6%; with 50% employer match about $290,010 at 4% or $193,340 at 6%; with 100% employer match about $217,507 at 4% or $145,005 at 6%.
201214$256,543$76,085$19,021iApproximate average salary by contribution assumption: employee only about $475,531 at 4% or $317,021 at 6%; with 50% employer match about $317,021 at 4% or $211,347 at 6%; with 100% employer match about $237,766 at 4% or $158,510 at 6%.
Sam Advisors LLC 401(K) Plan-4$256,543$76,085$19,021iApproximate average salary by contribution assumption: employee only about $475,531 at 4% or $317,021 at 6%; with 50% employer match about $317,021 at 4% or $211,347 at 6%; with 100% employer match about $237,766 at 4% or $158,510 at 6%.
201113$163,651$171,526$57,175iApproximate average salary by contribution assumption: employee only about $1,429,383 at 4% or $952,922 at 6%; with 50% employer match about $952,922 at 4% or $635,281 at 6%; with 100% employer match about $714,692 at 4% or $476,461 at 6%.
Sam Advisors LLC 401(K) Plan-3$163,651$171,526$57,175iApproximate average salary by contribution assumption: employee only about $1,429,383 at 4% or $952,922 at 6%; with 50% employer match about $952,922 at 4% or $635,281 at 6%; with 100% employer match about $714,692 at 4% or $476,461 at 6%.