Civic Intelligence

Private Ocean

Plan context: Private Ocean 401K Plan

EIN 20-5742052 • San Rafael, CA • 15 filings • 3 plans

100 Smith Ranch Road, Suite 300San Rafael, CA 94903
Current Snapshot

Latest Year

2021

2021 Participants

49

2021 Assets

$9,366,000

2021 Contributions

$1,202,097

Historical Graphs

Total Assets Over Time

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

$9,366,000$4,683,000$0200720142020YearValue
$9,366,000Latest year 2020

Participants Over Time

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

50250200720142020YearValue
49Latest year 2020

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
202110$0$0-
Private Ocean 401K Plan-0---
2020149$9,366,000$1,202,097$24,533iApproximate average salary by contribution assumption: employee only about $613,315 at 4% or $408,877 at 6%; with 50% employer match about $408,877 at 4% or $272,584 at 6%; with 100% employer match about $306,657 at 4% or $204,438 at 6%.
Private Ocean 401K Plan-49$9,366,000$1,202,097$24,533iApproximate average salary by contribution assumption: employee only about $613,315 at 4% or $408,877 at 6%; with 50% employer match about $408,877 at 4% or $272,584 at 6%; with 100% employer match about $306,657 at 4% or $204,438 at 6%.
2019150$7,945,779$1,921,757$38,435iApproximate average salary by contribution assumption: employee only about $960,879 at 4% or $640,586 at 6%; with 50% employer match about $640,586 at 4% or $427,057 at 6%; with 100% employer match about $480,439 at 4% or $320,293 at 6%.
Private Ocean 401K Plan-50$7,945,779$1,921,757$38,435iApproximate average salary by contribution assumption: employee only about $960,879 at 4% or $640,586 at 6%; with 50% employer match about $640,586 at 4% or $427,057 at 6%; with 100% employer match about $480,439 at 4% or $320,293 at 6%.
2018150$6,709,698$1,179,449$23,589iApproximate average salary by contribution assumption: employee only about $589,725 at 4% or $393,150 at 6%; with 50% employer match about $393,150 at 4% or $262,100 at 6%; with 100% employer match about $294,862 at 4% or $196,575 at 6%.
Private Ocean 401K Plan-50$6,709,698$1,179,449$23,589iApproximate average salary by contribution assumption: employee only about $589,725 at 4% or $393,150 at 6%; with 50% employer match about $393,150 at 4% or $262,100 at 6%; with 100% employer match about $294,862 at 4% or $196,575 at 6%.
2017127$6,842,920$556,557$20,613iApproximate average salary by contribution assumption: employee only about $515,331 at 4% or $343,554 at 6%; with 50% employer match about $343,554 at 4% or $229,036 at 6%; with 100% employer match about $257,665 at 4% or $171,777 at 6%.
Private Ocean 401K Plan-27$6,842,920$556,557$20,613iApproximate average salary by contribution assumption: employee only about $515,331 at 4% or $343,554 at 6%; with 50% employer match about $343,554 at 4% or $229,036 at 6%; with 100% employer match about $257,665 at 4% or $171,777 at 6%.
2016127$5,836,557$496,735$18,398iApproximate average salary by contribution assumption: employee only about $459,940 at 4% or $306,627 at 6%; with 50% employer match about $306,627 at 4% or $204,418 at 6%; with 100% employer match about $229,970 at 4% or $153,313 at 6%.
Private Ocean 401K Plan-27$5,836,557$496,735$18,398iApproximate average salary by contribution assumption: employee only about $459,940 at 4% or $306,627 at 6%; with 50% employer match about $306,627 at 4% or $204,418 at 6%; with 100% employer match about $229,970 at 4% or $153,313 at 6%.
2015126$5,472,168$485,414$18,670iApproximate average salary by contribution assumption: employee only about $466,744 at 4% or $311,163 at 6%; with 50% employer match about $311,163 at 4% or $207,442 at 6%; with 100% employer match about $233,372 at 4% or $155,581 at 6%.
Private Ocean 401K Plan-26$5,472,168$485,414$18,670iApproximate average salary by contribution assumption: employee only about $466,744 at 4% or $311,163 at 6%; with 50% employer match about $311,163 at 4% or $207,442 at 6%; with 100% employer match about $233,372 at 4% or $155,581 at 6%.
2014126$5,014,464$1,827,408$70,285iApproximate average salary by contribution assumption: employee only about $1,757,123 at 4% or $1,171,415 at 6%; with 50% employer match about $1,171,415 at 4% or $780,944 at 6%; with 100% employer match about $878,562 at 4% or $585,708 at 6%.
Private Ocean 401K Plan-26$5,014,464$1,827,408$70,285iApproximate average salary by contribution assumption: employee only about $1,757,123 at 4% or $1,171,415 at 6%; with 50% employer match about $1,171,415 at 4% or $780,944 at 6%; with 100% employer match about $878,562 at 4% or $585,708 at 6%.
2013126$4,166,555$472,836$18,186iApproximate average salary by contribution assumption: employee only about $454,650 at 4% or $303,100 at 6%; with 50% employer match about $303,100 at 4% or $202,067 at 6%; with 100% employer match about $227,325 at 4% or $151,550 at 6%.
Private Ocean 401K Plan-26$4,166,555$472,836$18,186iApproximate average salary by contribution assumption: employee only about $454,650 at 4% or $303,100 at 6%; with 50% employer match about $303,100 at 4% or $202,067 at 6%; with 100% employer match about $227,325 at 4% or $151,550 at 6%.
2012124$3,314,066$418,000$17,417iApproximate average salary by contribution assumption: employee only about $435,417 at 4% or $290,278 at 6%; with 50% employer match about $290,278 at 4% or $193,519 at 6%; with 100% employer match about $217,708 at 4% or $145,139 at 6%.
Private Ocean 401K Plan-24$3,314,066$418,000$17,417iApproximate average salary by contribution assumption: employee only about $435,417 at 4% or $290,278 at 6%; with 50% employer match about $290,278 at 4% or $193,519 at 6%; with 100% employer match about $217,708 at 4% or $145,139 at 6%.
2011126$2,681,423$396,456$15,248iApproximate average salary by contribution assumption: employee only about $381,208 at 4% or $254,138 at 6%; with 50% employer match about $254,138 at 4% or $169,426 at 6%; with 100% employer match about $190,604 at 4% or $127,069 at 6%.
Private Ocean 401K Plan-26$2,681,423$396,456$15,248iApproximate average salary by contribution assumption: employee only about $381,208 at 4% or $254,138 at 6%; with 50% employer match about $254,138 at 4% or $169,426 at 6%; with 100% employer match about $190,604 at 4% or $127,069 at 6%.
2010126$2,555,162$353,964$13,614iApproximate average salary by contribution assumption: employee only about $340,350 at 4% or $226,900 at 6%; with 50% employer match about $226,900 at 4% or $151,267 at 6%; with 100% employer match about $170,175 at 4% or $113,450 at 6%.
Private Ocean 401K Plan-26$2,555,162$353,964$13,614iApproximate average salary by contribution assumption: employee only about $340,350 at 4% or $226,900 at 6%; with 50% employer match about $226,900 at 4% or $151,267 at 6%; with 100% employer match about $170,175 at 4% or $113,450 at 6%.
2009116$1,864,152$442,967$27,685iApproximate average salary by contribution assumption: employee only about $692,136 at 4% or $461,424 at 6%; with 50% employer match about $461,424 at 4% or $307,616 at 6%; with 100% employer match about $346,068 at 4% or $230,712 at 6%.
Private Ocean 401K Plan-16$1,864,152$442,967$27,685iApproximate average salary by contribution assumption: employee only about $692,136 at 4% or $461,424 at 6%; with 50% employer match about $461,424 at 4% or $307,616 at 6%; with 100% employer match about $346,068 at 4% or $230,712 at 6%.
2008112$1,008,623$215,566$17,964iApproximate average salary by contribution assumption: employee only about $449,096 at 4% or $299,397 at 6%; with 50% employer match about $299,397 at 4% or $199,598 at 6%; with 100% employer match about $224,548 at 4% or $149,699 at 6%.
Private Ocean 401K Plan-12$1,008,623$215,566$17,964iApproximate average salary by contribution assumption: employee only about $449,096 at 4% or $299,397 at 6%; with 50% employer match about $299,397 at 4% or $199,598 at 6%; with 100% employer match about $224,548 at 4% or $149,699 at 6%.
2007112$1,409,476$221,566$18,464iApproximate average salary by contribution assumption: employee only about $461,596 at 4% or $307,731 at 6%; with 50% employer match about $307,731 at 4% or $205,154 at 6%; with 100% employer match about $230,798 at 4% or $153,865 at 6%.
Private Ocean 401K Plan-12$1,409,476$221,566$18,464iApproximate average salary by contribution assumption: employee only about $461,596 at 4% or $307,731 at 6%; with 50% employer match about $307,731 at 4% or $205,154 at 6%; with 100% employer match about $230,798 at 4% or $153,865 at 6%.