Civic Intelligence

Sierra Asset Management Inc.

Plan context: Sierra Asset Management Inc. 401(K) Plan

EIN 20-3139024 • Rancho Cordova, CA • 19 filings • 2 plans

2920 Prospect Park DrSte 215Rancho Cordova, CA 95670
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,282,736

2024 Contributions

$235,642

Historical Graphs

Total Assets Over Time

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

$3,282,736$1,641,368$0200620162024YearValue
$3,282,736Latest year 2024

Participants Over Time

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

1260200620152024YearValue
9Latest 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
202419$3,282,736$235,642$26,182iApproximate average salary by contribution assumption: employee only about $654,561 at 4% or $436,374 at 6%; with 50% employer match about $436,374 at 4% or $290,916 at 6%; with 100% employer match about $327,281 at 4% or $218,187 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$3,282,736$235,642$26,182iApproximate average salary by contribution assumption: employee only about $654,561 at 4% or $436,374 at 6%; with 50% employer match about $436,374 at 4% or $290,916 at 6%; with 100% employer match about $327,281 at 4% or $218,187 at 6%.
2023110$2,808,573$214,188$21,419iApproximate average salary by contribution assumption: employee only about $535,470 at 4% or $356,980 at 6%; with 50% employer match about $356,980 at 4% or $237,987 at 6%; with 100% employer match about $267,735 at 4% or $178,490 at 6%.
Sierra Asset Management Inc. 401(K) Plan-10$2,808,573$214,188$21,419iApproximate average salary by contribution assumption: employee only about $535,470 at 4% or $356,980 at 6%; with 50% employer match about $356,980 at 4% or $237,987 at 6%; with 100% employer match about $267,735 at 4% or $178,490 at 6%.
202218$2,308,373$173,200$21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%.
Sierra Asset Management Inc. 401(K) Plan-8$2,308,373$173,200$21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%.
202119$2,255,229$194,586$21,621iApproximate average salary by contribution assumption: employee only about $540,517 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,230 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$2,255,229$194,586$21,621iApproximate average salary by contribution assumption: employee only about $540,517 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,230 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
202019$1,970,853$215,834$23,982iApproximate average salary by contribution assumption: employee only about $599,539 at 4% or $399,693 at 6%; with 50% employer match about $399,693 at 4% or $266,462 at 6%; with 100% employer match about $299,769 at 4% or $199,846 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$1,970,853$215,834$23,982iApproximate average salary by contribution assumption: employee only about $599,539 at 4% or $399,693 at 6%; with 50% employer match about $399,693 at 4% or $266,462 at 6%; with 100% employer match about $299,769 at 4% or $199,846 at 6%.
2019111$1,705,835$153,738$13,976iApproximate average salary by contribution assumption: employee only about $349,405 at 4% or $232,936 at 6%; with 50% employer match about $232,936 at 4% or $155,291 at 6%; with 100% employer match about $174,702 at 4% or $116,468 at 6%.
Sierra Asset Management Inc. 401(K) Plan-11$1,705,835$153,738$13,976iApproximate average salary by contribution assumption: employee only about $349,405 at 4% or $232,936 at 6%; with 50% employer match about $232,936 at 4% or $155,291 at 6%; with 100% employer match about $174,702 at 4% or $116,468 at 6%.
201818$1,399,839$187,016$23,377iApproximate average salary by contribution assumption: employee only about $584,425 at 4% or $389,617 at 6%; with 50% employer match about $389,617 at 4% or $259,744 at 6%; with 100% employer match about $292,213 at 4% or $194,808 at 6%.
Sierra Asset Management Inc. 401(K) Plan-8$1,399,839$187,016$23,377iApproximate average salary by contribution assumption: employee only about $584,425 at 4% or $389,617 at 6%; with 50% employer match about $389,617 at 4% or $259,744 at 6%; with 100% employer match about $292,213 at 4% or $194,808 at 6%.
201719$1,255,332$95,773$10,641iApproximate average salary by contribution assumption: employee only about $266,036 at 4% or $177,357 at 6%; with 50% employer match about $177,357 at 4% or $118,238 at 6%; with 100% employer match about $133,018 at 4% or $88,679 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$1,255,332$95,773$10,641iApproximate average salary by contribution assumption: employee only about $266,036 at 4% or $177,357 at 6%; with 50% employer match about $177,357 at 4% or $118,238 at 6%; with 100% employer match about $133,018 at 4% or $88,679 at 6%.
201619$999,651$123,859$13,762iApproximate average salary by contribution assumption: employee only about $344,053 at 4% or $229,369 at 6%; with 50% employer match about $229,369 at 4% or $152,912 at 6%; with 100% employer match about $172,026 at 4% or $114,684 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$999,651$123,859$13,762iApproximate average salary by contribution assumption: employee only about $344,053 at 4% or $229,369 at 6%; with 50% employer match about $229,369 at 4% or $152,912 at 6%; with 100% employer match about $172,026 at 4% or $114,684 at 6%.
201519$822,775$112,340$12,482iApproximate average salary by contribution assumption: employee only about $312,056 at 4% or $208,037 at 6%; with 50% employer match about $208,037 at 4% or $138,691 at 6%; with 100% employer match about $156,028 at 4% or $104,019 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$822,775$112,340$12,482iApproximate average salary by contribution assumption: employee only about $312,056 at 4% or $208,037 at 6%; with 50% employer match about $208,037 at 4% or $138,691 at 6%; with 100% employer match about $156,028 at 4% or $104,019 at 6%.
201419$728,927$61,974$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$728,927$61,974$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
2013111$644,337$97,400$8,855iApproximate average salary by contribution assumption: employee only about $221,364 at 4% or $147,576 at 6%; with 50% employer match about $147,576 at 4% or $98,384 at 6%; with 100% employer match about $110,682 at 4% or $73,788 at 6%.
Sierra Asset Management Inc. 401(K) Plan-11$644,337$97,400$8,855iApproximate average salary by contribution assumption: employee only about $221,364 at 4% or $147,576 at 6%; with 50% employer match about $147,576 at 4% or $98,384 at 6%; with 100% employer match about $110,682 at 4% or $73,788 at 6%.
2012112$479,279$53,143$4,429iApproximate average salary by contribution assumption: employee only about $110,715 at 4% or $73,810 at 6%; with 50% employer match about $73,810 at 4% or $49,206 at 6%; with 100% employer match about $55,357 at 4% or $36,905 at 6%.
Sierra Asset Management Inc. 401(K) Plan-12$479,279$53,143$4,429iApproximate average salary by contribution assumption: employee only about $110,715 at 4% or $73,810 at 6%; with 50% employer match about $73,810 at 4% or $49,206 at 6%; with 100% employer match about $55,357 at 4% or $36,905 at 6%.
2011110$378,910$68,868$6,887iApproximate average salary by contribution assumption: employee only about $172,170 at 4% or $114,780 at 6%; with 50% employer match about $114,780 at 4% or $76,520 at 6%; with 100% employer match about $86,085 at 4% or $57,390 at 6%.
Sierra Asset Management Inc. 401(K) Plan-10$378,910$68,868$6,887iApproximate average salary by contribution assumption: employee only about $172,170 at 4% or $114,780 at 6%; with 50% employer match about $114,780 at 4% or $76,520 at 6%; with 100% employer match about $86,085 at 4% or $57,390 at 6%.
201019$336,431$66,405$7,378iApproximate average salary by contribution assumption: employee only about $184,458 at 4% or $122,972 at 6%; with 50% employer match about $122,972 at 4% or $81,981 at 6%; with 100% employer match about $92,229 at 4% or $61,486 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$336,431$66,405$7,378iApproximate average salary by contribution assumption: employee only about $184,458 at 4% or $122,972 at 6%; with 50% employer match about $122,972 at 4% or $81,981 at 6%; with 100% employer match about $92,229 at 4% or $61,486 at 6%.
200919$264,553$79,973$8,886iApproximate average salary by contribution assumption: employee only about $222,147 at 4% or $148,098 at 6%; with 50% employer match about $148,098 at 4% or $98,732 at 6%; with 100% employer match about $111,074 at 4% or $74,049 at 6%.
Sierra Asset Management Inc. 401(K) Plan-9$264,553$79,973$8,886iApproximate average salary by contribution assumption: employee only about $222,147 at 4% or $148,098 at 6%; with 50% employer match about $148,098 at 4% or $98,732 at 6%; with 100% employer match about $111,074 at 4% or $74,049 at 6%.
2008110$0$0-
Sierra Asset Management Inc. 401(K) Plan-10---
200716$103,970$48,165$8,028iApproximate average salary by contribution assumption: employee only about $200,688 at 4% or $133,792 at 6%; with 50% employer match about $133,792 at 4% or $89,194 at 6%; with 100% employer match about $100,344 at 4% or $66,896 at 6%.
Sierra Asset Management Inc. 401(K) Plan-6$103,970$48,165$8,028iApproximate average salary by contribution assumption: employee only about $200,688 at 4% or $133,792 at 6%; with 50% employer match about $133,792 at 4% or $89,194 at 6%; with 100% employer match about $100,344 at 4% or $66,896 at 6%.
200614$50,739$50,858$12,715iApproximate average salary by contribution assumption: employee only about $317,863 at 4% or $211,908 at 6%; with 50% employer match about $211,908 at 4% or $141,272 at 6%; with 100% employer match about $158,931 at 4% or $105,954 at 6%.
Sierra Asset Management Inc. 401(K) Plan-4$50,739$50,858$12,715iApproximate average salary by contribution assumption: employee only about $317,863 at 4% or $211,908 at 6%; with 50% employer match about $211,908 at 4% or $141,272 at 6%; with 100% employer match about $158,931 at 4% or $105,954 at 6%.