Civic Intelligence

California Inheritance Group

Plan context: California Inheritance Grou 401(K) Profit Sharing Plan & Trust

EIN 20-2626254 • El Dorado Hills, CA • 11 filings • 5 plans

1160 Suncast Ln Ste 8El Dorado Hills, CA 95762-9327
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,084,388

2025 Contributions

$86,595

Historical Graphs

Total Assets Over Time

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

$1,084,388$542,194$0201520202025YearValue
$1,084,388Latest year 2025

Participants Over Time

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

950201520202025YearValue
5Latest 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
202515$1,084,388$86,595$17,319iApproximate average salary by contribution assumption: employee only about $432,975 at 4% or $288,650 at 6%; with 50% employer match about $288,650 at 4% or $192,433 at 6%; with 100% employer match about $216,488 at 4% or $144,325 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-5$1,084,388$86,595$17,319iApproximate average salary by contribution assumption: employee only about $432,975 at 4% or $288,650 at 6%; with 50% employer match about $288,650 at 4% or $192,433 at 6%; with 100% employer match about $216,488 at 4% or $144,325 at 6%.
202415$873,538$78,875$15,775iApproximate average salary by contribution assumption: employee only about $394,375 at 4% or $262,917 at 6%; with 50% employer match about $262,917 at 4% or $175,278 at 6%; with 100% employer match about $197,188 at 4% or $131,458 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-5$873,538$78,875$15,775iApproximate average salary by contribution assumption: employee only about $394,375 at 4% or $262,917 at 6%; with 50% employer match about $262,917 at 4% or $175,278 at 6%; with 100% employer match about $197,188 at 4% or $131,458 at 6%.
202314$731,747$81,627$20,407iApproximate average salary by contribution assumption: employee only about $510,169 at 4% or $340,113 at 6%; with 50% employer match about $340,113 at 4% or $226,742 at 6%; with 100% employer match about $255,084 at 4% or $170,056 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$731,747$81,627$20,407iApproximate average salary by contribution assumption: employee only about $510,169 at 4% or $340,113 at 6%; with 50% employer match about $340,113 at 4% or $226,742 at 6%; with 100% employer match about $255,084 at 4% or $170,056 at 6%.
202214$566,787$70,452$17,613iApproximate average salary by contribution assumption: employee only about $440,325 at 4% or $293,550 at 6%; with 50% employer match about $293,550 at 4% or $195,700 at 6%; with 100% employer match about $220,163 at 4% or $146,775 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$566,787$70,452$17,613iApproximate average salary by contribution assumption: employee only about $440,325 at 4% or $293,550 at 6%; with 50% employer match about $293,550 at 4% or $195,700 at 6%; with 100% employer match about $220,163 at 4% or $146,775 at 6%.
202114$600,760$69,996$17,499iApproximate average salary by contribution assumption: employee only about $437,475 at 4% or $291,650 at 6%; with 50% employer match about $291,650 at 4% or $194,433 at 6%; with 100% employer match about $218,738 at 4% or $145,825 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$600,760$69,996$17,499iApproximate average salary by contribution assumption: employee only about $437,475 at 4% or $291,650 at 6%; with 50% employer match about $291,650 at 4% or $194,433 at 6%; with 100% employer match about $218,738 at 4% or $145,825 at 6%.
202014$469,980$66,222$16,556iApproximate average salary by contribution assumption: employee only about $413,888 at 4% or $275,925 at 6%; with 50% employer match about $275,925 at 4% or $183,950 at 6%; with 100% employer match about $206,944 at 4% or $137,963 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$469,980$66,222$16,556iApproximate average salary by contribution assumption: employee only about $413,888 at 4% or $275,925 at 6%; with 50% employer match about $275,925 at 4% or $183,950 at 6%; with 100% employer match about $206,944 at 4% or $137,963 at 6%.
201914$358,613$61,382$15,346iApproximate average salary by contribution assumption: employee only about $383,638 at 4% or $255,758 at 6%; with 50% employer match about $255,758 at 4% or $170,506 at 6%; with 100% employer match about $191,819 at 4% or $127,879 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$358,613$61,382$15,346iApproximate average salary by contribution assumption: employee only about $383,638 at 4% or $255,758 at 6%; with 50% employer match about $255,758 at 4% or $170,506 at 6%; with 100% employer match about $191,819 at 4% or $127,879 at 6%.
201814$248,372$54,059$13,515iApproximate average salary by contribution assumption: employee only about $337,869 at 4% or $225,246 at 6%; with 50% employer match about $225,246 at 4% or $150,164 at 6%; with 100% employer match about $168,934 at 4% or $112,623 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-4$248,372$54,059$13,515iApproximate average salary by contribution assumption: employee only about $337,869 at 4% or $225,246 at 6%; with 50% employer match about $225,246 at 4% or $150,164 at 6%; with 100% employer match about $168,934 at 4% or $112,623 at 6%.
201719$214,255$58,429$6,492iApproximate average salary by contribution assumption: employee only about $162,303 at 4% or $108,202 at 6%; with 50% employer match about $108,202 at 4% or $72,135 at 6%; with 100% employer match about $81,151 at 4% or $54,101 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-9$214,255$58,429$6,492iApproximate average salary by contribution assumption: employee only about $162,303 at 4% or $108,202 at 6%; with 50% employer match about $108,202 at 4% or $72,135 at 6%; with 100% employer match about $81,151 at 4% or $54,101 at 6%.
201612$101,961$51,156$25,578iApproximate average salary by contribution assumption: employee only about $639,450 at 4% or $426,300 at 6%; with 50% employer match about $426,300 at 4% or $284,200 at 6%; with 100% employer match about $319,725 at 4% or $213,150 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-2$101,961$51,156$25,578iApproximate average salary by contribution assumption: employee only about $639,450 at 4% or $426,300 at 6%; with 50% employer match about $426,300 at 4% or $284,200 at 6%; with 100% employer match about $319,725 at 4% or $213,150 at 6%.
201512$46,613$47,668$23,834iApproximate average salary by contribution assumption: employee only about $595,850 at 4% or $397,233 at 6%; with 50% employer match about $397,233 at 4% or $264,822 at 6%; with 100% employer match about $297,925 at 4% or $198,617 at 6%.
California Inheritance Grou 401(K) Profit Sharing Plan & Trust-2$46,613$47,668$23,834iApproximate average salary by contribution assumption: employee only about $595,850 at 4% or $397,233 at 6%; with 50% employer match about $397,233 at 4% or $264,822 at 6%; with 100% employer match about $297,925 at 4% or $198,617 at 6%.