Lab Communications
Plan context: Citizen 401(K) Plan & Trust
EIN 20-5181877 • Berkeley, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$710,337
2024 Contributions
$400
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $400 | - |
| Citizen 401(K) Plan & Trust | - | 0 | $0 | $400 | - |
| 2023 | 1 | 4 | $710,337 | $3,600 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| Citizen 401(K) Plan & Trust | - | 4 | $710,337 | $3,600 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| 2022 | 1 | 5 | $631,703 | $2,400 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| Citizen 401(K) Plan & Trust | - | 5 | $631,703 | $2,400 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| 2021 | 1 | 6 | $767,659 | $0 | - |
| Citizen 401(K) Plan & Trust | - | 6 | $767,659 | $0 | - |
| 2020 | 1 | 7 | $678,113 | $900 | $129iApproximate average salary by contribution assumption: employee only about $3,214 at 4% or $2,143 at 6%; with 50% employer match about $2,143 at 4% or $1,429 at 6%; with 100% employer match about $1,607 at 4% or $1,071 at 6%. |
| Citizen 401(K) Plan & Trust | - | 7 | $678,113 | $900 | $129iApproximate average salary by contribution assumption: employee only about $3,214 at 4% or $2,143 at 6%; with 50% employer match about $2,143 at 4% or $1,429 at 6%; with 100% employer match about $1,607 at 4% or $1,071 at 6%. |
| 2019 | 1 | 7 | $608,695 | $3,600 | $514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%. |
| Citizen 401(K) Plan & Trust | - | 7 | $608,695 | $3,600 | $514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%. |
| 2018 | 1 | 8 | $560,554 | $3,600 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Citizen 401(K) Plan & Trust | - | 8 | $560,554 | $3,600 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2017 | 1 | 8 | $577,787 | $3,000 | $375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%. |
| Citizen 401(K) Plan & Trust | - | 8 | $577,787 | $3,000 | $375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%. |
| 2016 | 1 | 9 | $524,019 | $5,009 | $557iApproximate average salary by contribution assumption: employee only about $13,914 at 4% or $9,276 at 6%; with 50% employer match about $9,276 at 4% or $6,184 at 6%; with 100% employer match about $6,957 at 4% or $4,638 at 6%. |
| Citizen 401(K) Plan & Trust | - | 9 | $524,019 | $5,009 | $557iApproximate average salary by contribution assumption: employee only about $13,914 at 4% or $9,276 at 6%; with 50% employer match about $9,276 at 4% or $6,184 at 6%; with 100% employer match about $6,957 at 4% or $4,638 at 6%. |
| 2015 | 1 | 9 | $479,353 | $186,583 | $20,731iApproximate average salary by contribution assumption: employee only about $518,286 at 4% or $345,524 at 6%; with 50% employer match about $345,524 at 4% or $230,349 at 6%; with 100% employer match about $259,143 at 4% or $172,762 at 6%. |
| Citizen 401(K) Plan & Trust | - | 9 | $479,353 | $186,583 | $20,731iApproximate average salary by contribution assumption: employee only about $518,286 at 4% or $345,524 at 6%; with 50% employer match about $345,524 at 4% or $230,349 at 6%; with 100% employer match about $259,143 at 4% or $172,762 at 6%. |
| 2014 | 1 | 9 | $324,152 | $227,978 | $25,331iApproximate average salary by contribution assumption: employee only about $633,272 at 4% or $422,181 at 6%; with 50% employer match about $422,181 at 4% or $281,454 at 6%; with 100% employer match about $316,636 at 4% or $211,091 at 6%. |
| Citizen 401(K) Plan & Trust | - | 9 | $324,152 | $227,978 | $25,331iApproximate average salary by contribution assumption: employee only about $633,272 at 4% or $422,181 at 6%; with 50% employer match about $422,181 at 4% or $281,454 at 6%; with 100% employer match about $316,636 at 4% or $211,091 at 6%. |
| 2013 | 1 | 5 | $95,000 | $95,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Citizen 401(K) Plan & Trust | - | 5 | $95,000 | $95,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| Citizen 401(K) Plan & Trust | - | 0 | $0 | $0 | - |