Pleasant Insurance Agency
Plan context: Pleasant Retirement Plan
EIN 26-1615705 • Oakland, CA • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,479,813
2024 Contributions
$39,090
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 | 5 | $1,479,813 | $39,090 | $7,818iApproximate average salary by contribution assumption: employee only about $195,450 at 4% or $130,300 at 6%; with 50% employer match about $130,300 at 4% or $86,867 at 6%; with 100% employer match about $97,725 at 4% or $65,150 at 6%. |
| Pleasant Retirement Plan | - | 5 | $1,479,813 | $39,090 | $7,818iApproximate average salary by contribution assumption: employee only about $195,450 at 4% or $130,300 at 6%; with 50% employer match about $130,300 at 4% or $86,867 at 6%; with 100% employer match about $97,725 at 4% or $65,150 at 6%. |
| 2023 | 1 | 4 | $1,296,463 | $37,062 | $9,266iApproximate average salary by contribution assumption: employee only about $231,638 at 4% or $154,425 at 6%; with 50% employer match about $154,425 at 4% or $102,950 at 6%; with 100% employer match about $115,819 at 4% or $77,213 at 6%. |
| Pleasant Retirement Plan | - | 4 | $1,296,463 | $37,062 | $9,266iApproximate average salary by contribution assumption: employee only about $231,638 at 4% or $154,425 at 6%; with 50% employer match about $154,425 at 4% or $102,950 at 6%; with 100% employer match about $115,819 at 4% or $77,213 at 6%. |
| 2022 | 1 | 4 | $1,106,155 | $27,783 | $6,946iApproximate average salary by contribution assumption: employee only about $173,644 at 4% or $115,763 at 6%; with 50% employer match about $115,763 at 4% or $77,175 at 6%; with 100% employer match about $86,822 at 4% or $57,881 at 6%. |
| Pleasant Retirement Plan | - | 4 | $1,106,155 | $27,783 | $6,946iApproximate average salary by contribution assumption: employee only about $173,644 at 4% or $115,763 at 6%; with 50% employer match about $115,763 at 4% or $77,175 at 6%; with 100% employer match about $86,822 at 4% or $57,881 at 6%. |
| 2021 | 1 | 5 | $1,304,884 | $29,459 | $5,892iApproximate average salary by contribution assumption: employee only about $147,295 at 4% or $98,197 at 6%; with 50% employer match about $98,197 at 4% or $65,464 at 6%; with 100% employer match about $73,648 at 4% or $49,098 at 6%. |
| Pleasant Retirement Plan | - | 5 | $1,304,884 | $29,459 | $5,892iApproximate average salary by contribution assumption: employee only about $147,295 at 4% or $98,197 at 6%; with 50% employer match about $98,197 at 4% or $65,464 at 6%; with 100% employer match about $73,648 at 4% or $49,098 at 6%. |
| 2020 | 1 | 5 | $1,151,268 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| Pleasant Retirement Plan | - | 5 | $1,151,268 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| 2019 | 1 | 5 | $959,586 | $27,189 | $5,438iApproximate average salary by contribution assumption: employee only about $135,945 at 4% or $90,630 at 6%; with 50% employer match about $90,630 at 4% or $60,420 at 6%; with 100% employer match about $67,973 at 4% or $45,315 at 6%. |
| Pleasant Retirement Plan | - | 5 | $959,586 | $27,189 | $5,438iApproximate average salary by contribution assumption: employee only about $135,945 at 4% or $90,630 at 6%; with 50% employer match about $90,630 at 4% or $60,420 at 6%; with 100% employer match about $67,973 at 4% or $45,315 at 6%. |
| 2018 | 1 | 5 | $785,196 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| Pleasant Retirement Plan | - | 5 | $785,196 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| 2017 | 1 | 5 | $750,314 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| Pleasant Retirement Plan | - | 5 | $750,314 | $28,184 | $5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| 2016 | 1 | 5 | $603,393 | $29,184 | $5,837iApproximate average salary by contribution assumption: employee only about $145,920 at 4% or $97,280 at 6%; with 50% employer match about $97,280 at 4% or $64,853 at 6%; with 100% employer match about $72,960 at 4% or $48,640 at 6%. |
| Pleasant Retirement Plan | - | 5 | $603,393 | $29,184 | $5,837iApproximate average salary by contribution assumption: employee only about $145,920 at 4% or $97,280 at 6%; with 50% employer match about $97,280 at 4% or $64,853 at 6%; with 100% employer match about $72,960 at 4% or $48,640 at 6%. |
| 2015 | 1 | 5 | $546,070 | $34,490 | $6,898iApproximate average salary by contribution assumption: employee only about $172,450 at 4% or $114,967 at 6%; with 50% employer match about $114,967 at 4% or $76,644 at 6%; with 100% employer match about $86,225 at 4% or $57,483 at 6%. |
| Pleasant Retirement Plan | - | 5 | $546,070 | $34,490 | $6,898iApproximate average salary by contribution assumption: employee only about $172,450 at 4% or $114,967 at 6%; with 50% employer match about $114,967 at 4% or $76,644 at 6%; with 100% employer match about $86,225 at 4% or $57,483 at 6%. |
| 2014 | 1 | 4 | $504,882 | $35,630 | $8,908iApproximate average salary by contribution assumption: employee only about $222,688 at 4% or $148,458 at 6%; with 50% employer match about $148,458 at 4% or $98,972 at 6%; with 100% employer match about $111,344 at 4% or $74,229 at 6%. |
| Pleasant Retirement Plan | - | 4 | $504,882 | $35,630 | $8,908iApproximate average salary by contribution assumption: employee only about $222,688 at 4% or $148,458 at 6%; with 50% employer match about $148,458 at 4% or $98,972 at 6%; with 100% employer match about $111,344 at 4% or $74,229 at 6%. |
| 2013 | 1 | 4 | $436,497 | $47,340 | $11,835iApproximate average salary by contribution assumption: employee only about $295,875 at 4% or $197,250 at 6%; with 50% employer match about $197,250 at 4% or $131,500 at 6%; with 100% employer match about $147,938 at 4% or $98,625 at 6%. |
| Pleasant Retirement Plan | - | 4 | $436,497 | $47,340 | $11,835iApproximate average salary by contribution assumption: employee only about $295,875 at 4% or $197,250 at 6%; with 50% employer match about $197,250 at 4% or $131,500 at 6%; with 100% employer match about $147,938 at 4% or $98,625 at 6%. |
| 2012 | 1 | 5 | $749,834 | $50,040 | $10,008iApproximate average salary by contribution assumption: employee only about $250,200 at 4% or $166,800 at 6%; with 50% employer match about $166,800 at 4% or $111,200 at 6%; with 100% employer match about $125,100 at 4% or $83,400 at 6%. |
| Pleasant Retirement Plan | - | 5 | $749,834 | $50,040 | $10,008iApproximate average salary by contribution assumption: employee only about $250,200 at 4% or $166,800 at 6%; with 50% employer match about $166,800 at 4% or $111,200 at 6%; with 100% employer match about $125,100 at 4% or $83,400 at 6%. |
| 2011 | 1 | 5 | $634,284 | $47,890 | $9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%. |
| Pleasant Retirement Plan | - | 5 | $634,284 | $47,890 | $9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%. |
| 2010 | 1 | 5 | $578,207 | $36,660 | $7,332iApproximate average salary by contribution assumption: employee only about $183,300 at 4% or $122,200 at 6%; with 50% employer match about $122,200 at 4% or $81,467 at 6%; with 100% employer match about $91,650 at 4% or $61,100 at 6%. |
| Pleasant Retirement Plan | - | 5 | $578,207 | $36,660 | $7,332iApproximate average salary by contribution assumption: employee only about $183,300 at 4% or $122,200 at 6%; with 50% employer match about $122,200 at 4% or $81,467 at 6%; with 100% employer match about $91,650 at 4% or $61,100 at 6%. |
| 2009 | 1 | 4 | $476,506 | $47,953 | $11,988iApproximate average salary by contribution assumption: employee only about $299,706 at 4% or $199,804 at 6%; with 50% employer match about $199,804 at 4% or $133,203 at 6%; with 100% employer match about $149,853 at 4% or $99,902 at 6%. |
| Pleasant Retirement Plan | - | 4 | $476,506 | $47,953 | $11,988iApproximate average salary by contribution assumption: employee only about $299,706 at 4% or $199,804 at 6%; with 50% employer match about $199,804 at 4% or $133,203 at 6%; with 100% employer match about $149,853 at 4% or $99,902 at 6%. |