Civic Intelligence

Set Tech Inc.

Plan context: Set Tech Inc. Cash Balance Plan

EIN 20-5582031 • Lake Forest, CA • 25 filings • 4 plans

26802 Vista TerraceLake Forest, CA 92630
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$4,555,212

2025 Contributions

$739,627

Historical Graphs

Total Assets Over Time

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

$6,861,347$3,430,674$0201220192025YearValue
$4,555,212Latest year 2025

Participants Over Time

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

1160201220192025YearValue
11Latest 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
2025111$4,555,212$739,627$67,239iApproximate average salary by contribution assumption: employee only about $1,680,970 at 4% or $1,120,647 at 6%; with 50% employer match about $1,120,647 at 4% or $747,098 at 6%; with 100% employer match about $840,485 at 4% or $560,323 at 6%.
Set Tech Inc. Cash Balance Plan-11$4,555,212$739,627$67,239iApproximate average salary by contribution assumption: employee only about $1,680,970 at 4% or $1,120,647 at 6%; with 50% employer match about $1,120,647 at 4% or $747,098 at 6%; with 100% employer match about $840,485 at 4% or $560,323 at 6%.
2024210$6,861,347$693,104$69,310iApproximate average salary by contribution assumption: employee only about $1,732,760 at 4% or $1,155,173 at 6%; with 50% employer match about $1,155,173 at 4% or $770,116 at 6%; with 100% employer match about $866,380 at 4% or $577,587 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-9$3,501,229$332,940$36,993iApproximate average salary by contribution assumption: employee only about $924,833 at 4% or $616,556 at 6%; with 50% employer match about $616,556 at 4% or $411,037 at 6%; with 100% employer match about $462,417 at 4% or $308,278 at 6%.
Set Tech Inc. Cash Balance Plan-10$3,360,118$360,164$36,016iApproximate average salary by contribution assumption: employee only about $900,410 at 4% or $600,273 at 6%; with 50% employer match about $600,273 at 4% or $400,182 at 6%; with 100% employer match about $450,205 at 4% or $300,137 at 6%.
202329$5,515,253$180,766$20,085iApproximate average salary by contribution assumption: employee only about $502,128 at 4% or $334,752 at 6%; with 50% employer match about $334,752 at 4% or $223,168 at 6%; with 100% employer match about $251,064 at 4% or $167,376 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-8$2,838,665$180,766$22,596iApproximate average salary by contribution assumption: employee only about $564,894 at 4% or $376,596 at 6%; with 50% employer match about $376,596 at 4% or $251,064 at 6%; with 100% employer match about $282,447 at 4% or $188,298 at 6%.
Set Tech Inc. Cash Balance Plan-9$2,676,588--
202229$4,612,745$628,402$69,822iApproximate average salary by contribution assumption: employee only about $1,745,561 at 4% or $1,163,707 at 6%; with 50% employer match about $1,163,707 at 4% or $775,805 at 6%; with 100% employer match about $872,781 at 4% or $581,854 at 6%.
Set Tech Inc. Cash Balance Plan-9$2,342,587$332,998$37,000iApproximate average salary by contribution assumption: employee only about $924,994 at 4% or $616,663 at 6%; with 50% employer match about $616,663 at 4% or $411,109 at 6%; with 100% employer match about $462,497 at 4% or $308,331 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-8$2,270,158$295,404$36,926iApproximate average salary by contribution assumption: employee only about $923,138 at 4% or $615,425 at 6%; with 50% employer match about $615,425 at 4% or $410,283 at 6%; with 100% employer match about $461,569 at 4% or $307,713 at 6%.
202129$4,765,644$527,314$58,590iApproximate average salary by contribution assumption: employee only about $1,464,761 at 4% or $976,507 at 6%; with 50% employer match about $976,507 at 4% or $651,005 at 6%; with 100% employer match about $732,381 at 4% or $488,254 at 6%.
Set Tech Inc. Cash Balance Plan-9$2,384,623$288,088$32,010iApproximate average salary by contribution assumption: employee only about $800,244 at 4% or $533,496 at 6%; with 50% employer match about $533,496 at 4% or $355,664 at 6%; with 100% employer match about $400,122 at 4% or $266,748 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-8$2,381,021$239,226$29,903iApproximate average salary by contribution assumption: employee only about $747,581 at 4% or $498,388 at 6%; with 50% employer match about $498,388 at 4% or $332,258 at 6%; with 100% employer match about $373,791 at 4% or $249,194 at 6%.
202029$3,872,324$521,405$57,934iApproximate average salary by contribution assumption: employee only about $1,448,347 at 4% or $965,565 at 6%; with 50% employer match about $965,565 at 4% or $643,710 at 6%; with 100% employer match about $724,174 at 4% or $482,782 at 6%.
Set Tech Inc. Cash Balance Plan-9$1,955,717$280,200$31,133iApproximate average salary by contribution assumption: employee only about $778,333 at 4% or $518,889 at 6%; with 50% employer match about $518,889 at 4% or $345,926 at 6%; with 100% employer match about $389,167 at 4% or $259,444 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-9$1,916,607$241,205$26,801iApproximate average salary by contribution assumption: employee only about $670,014 at 4% or $446,676 at 6%; with 50% employer match about $446,676 at 4% or $297,784 at 6%; with 100% employer match about $335,007 at 4% or $223,338 at 6%.
201929$2,983,897$518,025$57,558iApproximate average salary by contribution assumption: employee only about $1,438,958 at 4% or $959,306 at 6%; with 50% employer match about $959,306 at 4% or $639,537 at 6%; with 100% employer match about $719,479 at 4% or $479,653 at 6%.
Set Tech Inc. Cash Balance Plan-9$1,511,988$277,650$30,850iApproximate average salary by contribution assumption: employee only about $771,250 at 4% or $514,167 at 6%; with 50% employer match about $514,167 at 4% or $342,778 at 6%; with 100% employer match about $385,625 at 4% or $257,083 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-9$1,471,909$240,375$26,708iApproximate average salary by contribution assumption: employee only about $667,708 at 4% or $445,139 at 6%; with 50% employer match about $445,139 at 4% or $296,759 at 6%; with 100% employer match about $333,854 at 4% or $222,569 at 6%.
2018210$2,132,528$493,331$49,333iApproximate average salary by contribution assumption: employee only about $1,233,328 at 4% or $822,218 at 6%; with 50% employer match about $822,218 at 4% or $548,146 at 6%; with 100% employer match about $616,664 at 4% or $411,109 at 6%.
Set Tech Inc. Cash Balance Plan-10$1,107,462$275,850$27,585iApproximate average salary by contribution assumption: employee only about $689,625 at 4% or $459,750 at 6%; with 50% employer match about $459,750 at 4% or $306,500 at 6%; with 100% employer match about $344,813 at 4% or $229,875 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-9$1,025,066$217,481$24,165iApproximate average salary by contribution assumption: employee only about $604,114 at 4% or $402,743 at 6%; with 50% employer match about $402,743 at 4% or $268,495 at 6%; with 100% employer match about $302,057 at 4% or $201,371 at 6%.
201728$1,762,901$487,648$60,956iApproximate average salary by contribution assumption: employee only about $1,523,900 at 4% or $1,015,933 at 6%; with 50% employer match about $1,015,933 at 4% or $677,289 at 6%; with 100% employer match about $761,950 at 4% or $507,967 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-7$889,958$218,152$31,165iApproximate average salary by contribution assumption: employee only about $779,114 at 4% or $519,410 at 6%; with 50% employer match about $519,410 at 4% or $346,273 at 6%; with 100% employer match about $389,557 at 4% or $259,705 at 6%.
Set Tech Inc. Cash Balance Plan-8$872,943$269,496$33,687iApproximate average salary by contribution assumption: employee only about $842,175 at 4% or $561,450 at 6%; with 50% employer match about $561,450 at 4% or $374,300 at 6%; with 100% employer match about $421,088 at 4% or $280,725 at 6%.
201627$1,130,704$392,868$56,124iApproximate average salary by contribution assumption: employee only about $1,403,100 at 4% or $935,400 at 6%; with 50% employer match about $935,400 at 4% or $623,600 at 6%; with 100% employer match about $701,550 at 4% or $467,700 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-6$572,067$174,192$29,032iApproximate average salary by contribution assumption: employee only about $725,800 at 4% or $483,867 at 6%; with 50% employer match about $483,867 at 4% or $322,578 at 6%; with 100% employer match about $362,900 at 4% or $241,933 at 6%.
Set Tech Inc. Cash Balance Plan-7$558,637$218,676$31,239iApproximate average salary by contribution assumption: employee only about $780,986 at 4% or $520,657 at 6%; with 50% employer match about $520,657 at 4% or $347,105 at 6%; with 100% employer match about $390,493 at 4% or $260,329 at 6%.
201527$681,042$356,706$50,958iApproximate average salary by contribution assumption: employee only about $1,273,950 at 4% or $849,300 at 6%; with 50% employer match about $849,300 at 4% or $566,200 at 6%; with 100% employer match about $636,975 at 4% or $424,650 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-6$360,381$169,716$28,286iApproximate average salary by contribution assumption: employee only about $707,150 at 4% or $471,433 at 6%; with 50% employer match about $471,433 at 4% or $314,289 at 6%; with 100% employer match about $353,575 at 4% or $235,717 at 6%.
Set Tech Inc. Cash Balance Plan-7$320,661$186,990$26,713iApproximate average salary by contribution assumption: employee only about $667,821 at 4% or $445,214 at 6%; with 50% employer match about $445,214 at 4% or $296,810 at 6%; with 100% employer match about $333,911 at 4% or $222,607 at 6%.
201427$344,081$299,056$42,722iApproximate average salary by contribution assumption: employee only about $1,068,057 at 4% or $712,038 at 6%; with 50% employer match about $712,038 at 4% or $474,692 at 6%; with 100% employer match about $534,029 at 4% or $356,019 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-7$204,401$159,376$22,768iApproximate average salary by contribution assumption: employee only about $569,200 at 4% or $379,467 at 6%; with 50% employer match about $379,467 at 4% or $252,978 at 6%; with 100% employer match about $284,600 at 4% or $189,733 at 6%.
Set Tech Inc. Cash Balance Plan-4$139,680$139,680$34,920iApproximate average salary by contribution assumption: employee only about $873,000 at 4% or $582,000 at 6%; with 50% employer match about $582,000 at 4% or $388,000 at 6%; with 100% employer match about $436,500 at 4% or $291,000 at 6%.
201314$41,182$32,625$8,156iApproximate average salary by contribution assumption: employee only about $203,906 at 4% or $135,938 at 6%; with 50% employer match about $135,938 at 4% or $90,625 at 6%; with 100% employer match about $101,953 at 4% or $67,969 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-4$41,182$32,625$8,156iApproximate average salary by contribution assumption: employee only about $203,906 at 4% or $135,938 at 6%; with 50% employer match about $135,938 at 4% or $90,625 at 6%; with 100% employer match about $101,953 at 4% or $67,969 at 6%.
201214$4,746$4,699$1,175iApproximate average salary by contribution assumption: employee only about $29,369 at 4% or $19,579 at 6%; with 50% employer match about $19,579 at 4% or $13,053 at 6%; with 100% employer match about $14,684 at 4% or $9,790 at 6%.
Set Tech Inc. 401(K) Profit Sharing Plan-4$4,746$4,699$1,175iApproximate average salary by contribution assumption: employee only about $29,369 at 4% or $19,579 at 6%; with 50% employer match about $19,579 at 4% or $13,053 at 6%; with 100% employer match about $14,684 at 4% or $9,790 at 6%.