Civic Intelligence

Principled Strategies Inc.

Plan context: Principled Strategies Inc. 401K Profit Sharing Plan

EIN 20-4800793 • Encinitas, CA • 17 filings • 1 plans

315 S Coast Hwy 101 Ste U Pmb 201Encinitas, CA 92024-3555
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,864,885

2024 Contributions

$81,882

Historical Graphs

Total Assets Over Time

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

$1,864,885$932,443$0200820162024YearValue
$1,864,885Latest year 2024

Participants Over Time

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

1470200820162024YearValue
5Latest 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
202415$1,864,885$81,882$16,376iApproximate average salary by contribution assumption: employee only about $409,410 at 4% or $272,940 at 6%; with 50% employer match about $272,940 at 4% or $181,960 at 6%; with 100% employer match about $204,705 at 4% or $136,470 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$1,864,885$81,882$16,376iApproximate average salary by contribution assumption: employee only about $409,410 at 4% or $272,940 at 6%; with 50% employer match about $272,940 at 4% or $181,960 at 6%; with 100% employer match about $204,705 at 4% or $136,470 at 6%.
202315$1,598,549$161,815$32,363iApproximate average salary by contribution assumption: employee only about $809,075 at 4% or $539,383 at 6%; with 50% employer match about $539,383 at 4% or $359,589 at 6%; with 100% employer match about $404,538 at 4% or $269,692 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$1,598,549$161,815$32,363iApproximate average salary by contribution assumption: employee only about $809,075 at 4% or $539,383 at 6%; with 50% employer match about $539,383 at 4% or $359,589 at 6%; with 100% employer match about $404,538 at 4% or $269,692 at 6%.
202216$1,190,624$165,790$27,632iApproximate average salary by contribution assumption: employee only about $690,792 at 4% or $460,528 at 6%; with 50% employer match about $460,528 at 4% or $307,019 at 6%; with 100% employer match about $345,396 at 4% or $230,264 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-6$1,190,624$165,790$27,632iApproximate average salary by contribution assumption: employee only about $690,792 at 4% or $460,528 at 6%; with 50% employer match about $460,528 at 4% or $307,019 at 6%; with 100% employer match about $345,396 at 4% or $230,264 at 6%.
202119$1,362,154$72,618$8,069iApproximate average salary by contribution assumption: employee only about $201,717 at 4% or $134,478 at 6%; with 50% employer match about $134,478 at 4% or $89,652 at 6%; with 100% employer match about $100,858 at 4% or $67,239 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-9$1,362,154$72,618$8,069iApproximate average salary by contribution assumption: employee only about $201,717 at 4% or $134,478 at 6%; with 50% employer match about $134,478 at 4% or $89,652 at 6%; with 100% employer match about $100,858 at 4% or $67,239 at 6%.
2020114$1,125,873$70,841$5,060iApproximate average salary by contribution assumption: employee only about $126,502 at 4% or $84,335 at 6%; with 50% employer match about $84,335 at 4% or $56,223 at 6%; with 100% employer match about $63,251 at 4% or $42,167 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-14$1,125,873$70,841$5,060iApproximate average salary by contribution assumption: employee only about $126,502 at 4% or $84,335 at 6%; with 50% employer match about $84,335 at 4% or $56,223 at 6%; with 100% employer match about $63,251 at 4% or $42,167 at 6%.
201917$927,620$76,264$10,895iApproximate average salary by contribution assumption: employee only about $272,371 at 4% or $181,581 at 6%; with 50% employer match about $181,581 at 4% or $121,054 at 6%; with 100% employer match about $136,186 at 4% or $90,790 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-7$927,620$76,264$10,895iApproximate average salary by contribution assumption: employee only about $272,371 at 4% or $181,581 at 6%; with 50% employer match about $181,581 at 4% or $121,054 at 6%; with 100% employer match about $136,186 at 4% or $90,790 at 6%.
201817$704,642$50,914$7,273iApproximate average salary by contribution assumption: employee only about $181,836 at 4% or $121,224 at 6%; with 50% employer match about $121,224 at 4% or $80,816 at 6%; with 100% employer match about $90,918 at 4% or $60,612 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-7$704,642$50,914$7,273iApproximate average salary by contribution assumption: employee only about $181,836 at 4% or $121,224 at 6%; with 50% employer match about $121,224 at 4% or $80,816 at 6%; with 100% employer match about $90,918 at 4% or $60,612 at 6%.
201716$714,721$98,908$16,485iApproximate average salary by contribution assumption: employee only about $412,117 at 4% or $274,744 at 6%; with 50% employer match about $274,744 at 4% or $183,163 at 6%; with 100% employer match about $206,058 at 4% or $137,372 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-6$714,721$98,908$16,485iApproximate average salary by contribution assumption: employee only about $412,117 at 4% or $274,744 at 6%; with 50% employer match about $274,744 at 4% or $183,163 at 6%; with 100% employer match about $206,058 at 4% or $137,372 at 6%.
201616$555,857$149,856$24,976iApproximate average salary by contribution assumption: employee only about $624,400 at 4% or $416,267 at 6%; with 50% employer match about $416,267 at 4% or $277,511 at 6%; with 100% employer match about $312,200 at 4% or $208,133 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-6$555,857$149,856$24,976iApproximate average salary by contribution assumption: employee only about $624,400 at 4% or $416,267 at 6%; with 50% employer match about $416,267 at 4% or $277,511 at 6%; with 100% employer match about $312,200 at 4% or $208,133 at 6%.
201515$384,018$51,431$10,286iApproximate average salary by contribution assumption: employee only about $257,155 at 4% or $171,437 at 6%; with 50% employer match about $171,437 at 4% or $114,291 at 6%; with 100% employer match about $128,578 at 4% or $85,718 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$384,018$51,431$10,286iApproximate average salary by contribution assumption: employee only about $257,155 at 4% or $171,437 at 6%; with 50% employer match about $171,437 at 4% or $114,291 at 6%; with 100% employer match about $128,578 at 4% or $85,718 at 6%.
201415$341,347$18,604$3,721iApproximate average salary by contribution assumption: employee only about $93,020 at 4% or $62,013 at 6%; with 50% employer match about $62,013 at 4% or $41,342 at 6%; with 100% employer match about $46,510 at 4% or $31,007 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$341,347$18,604$3,721iApproximate average salary by contribution assumption: employee only about $93,020 at 4% or $62,013 at 6%; with 50% employer match about $62,013 at 4% or $41,342 at 6%; with 100% employer match about $46,510 at 4% or $31,007 at 6%.
201316$314,912$36,611$6,102iApproximate average salary by contribution assumption: employee only about $152,546 at 4% or $101,697 at 6%; with 50% employer match about $101,697 at 4% or $67,798 at 6%; with 100% employer match about $76,273 at 4% or $50,849 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-6$314,912$36,611$6,102iApproximate average salary by contribution assumption: employee only about $152,546 at 4% or $101,697 at 6%; with 50% employer match about $101,697 at 4% or $67,798 at 6%; with 100% employer match about $76,273 at 4% or $50,849 at 6%.
201216$287,999$61,479$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,081 at 4% or $85,388 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-6$287,999$61,479$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,081 at 4% or $85,388 at 6%.
201115$200,392$33,204$6,641iApproximate average salary by contribution assumption: employee only about $166,020 at 4% or $110,680 at 6%; with 50% employer match about $110,680 at 4% or $73,787 at 6%; with 100% employer match about $83,010 at 4% or $55,340 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$200,392$33,204$6,641iApproximate average salary by contribution assumption: employee only about $166,020 at 4% or $110,680 at 6%; with 50% employer match about $110,680 at 4% or $73,787 at 6%; with 100% employer match about $83,010 at 4% or $55,340 at 6%.
201015$176,816$33,166$6,633iApproximate average salary by contribution assumption: employee only about $165,830 at 4% or $110,553 at 6%; with 50% employer match about $110,553 at 4% or $73,702 at 6%; with 100% employer match about $82,915 at 4% or $55,277 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-5$176,816$33,166$6,633iApproximate average salary by contribution assumption: employee only about $165,830 at 4% or $110,553 at 6%; with 50% employer match about $110,553 at 4% or $73,702 at 6%; with 100% employer match about $82,915 at 4% or $55,277 at 6%.
200914$128,104$54,983$13,746iApproximate average salary by contribution assumption: employee only about $343,644 at 4% or $229,096 at 6%; with 50% employer match about $229,096 at 4% or $152,731 at 6%; with 100% employer match about $171,822 at 4% or $114,548 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-4$128,104$54,983$13,746iApproximate average salary by contribution assumption: employee only about $343,644 at 4% or $229,096 at 6%; with 50% employer match about $229,096 at 4% or $152,731 at 6%; with 100% employer match about $171,822 at 4% or $114,548 at 6%.
200814$54,085$61,421$15,355iApproximate average salary by contribution assumption: employee only about $383,881 at 4% or $255,921 at 6%; with 50% employer match about $255,921 at 4% or $170,614 at 6%; with 100% employer match about $191,941 at 4% or $127,960 at 6%.
Principled Strategies Inc. 401K Profit Sharing Plan-4$54,085$61,421$15,355iApproximate average salary by contribution assumption: employee only about $383,881 at 4% or $255,921 at 6%; with 50% employer match about $255,921 at 4% or $170,614 at 6%; with 100% employer match about $191,941 at 4% or $127,960 at 6%.