Civic Intelligence

JASON PATRICK

Plan context: JASON PATRICK 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-5846738 • Aptos, CA • 2 filings • 1 plans

6459 Hidden Oaks Ln Spc 87Aptos, CA 95003-9632
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$10,080

2025 Contributions

$9,123

Historical Graphs

Total Assets Over Time

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

$10,080$5,040$020242025YearValue
$10,080Latest year 2025

Participants Over Time

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

53020242025YearValue
5Latest 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
202515$10,080$9,123$1,825iApproximate average salary by contribution assumption: employee only about $45,615 at 4% or $30,410 at 6%; with 50% employer match about $30,410 at 4% or $20,273 at 6%; with 100% employer match about $22,808 at 4% or $15,205 at 6%.
JASON PATRICK 401(K) PROFIT SHARING PLAN & TRUST-5$10,080$9,123$1,825iApproximate average salary by contribution assumption: employee only about $45,615 at 4% or $30,410 at 6%; with 50% employer match about $30,410 at 4% or $20,273 at 6%; with 100% employer match about $22,808 at 4% or $15,205 at 6%.
202411$783$1,226$1,226iApproximate average salary by contribution assumption: employee only about $30,650 at 4% or $20,433 at 6%; with 50% employer match about $20,433 at 4% or $13,622 at 6%; with 100% employer match about $15,325 at 4% or $10,217 at 6%.
JASON PATRICK 401(K) PROFIT SHARING PLAN & TRUST-1$783$1,226$1,226iApproximate average salary by contribution assumption: employee only about $30,650 at 4% or $20,433 at 6%; with 50% employer match about $20,433 at 4% or $13,622 at 6%; with 100% employer match about $15,325 at 4% or $10,217 at 6%.