Civic Intelligence

Albertson and Davidson LLP

Plan context: Albertson and Davidson LLP Retirement Trust

EIN 26-1647963 • Carlsbad, CA • 18 filings • 4 plans

2173 Salk AvenueSuite 250Carlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,918,771

2024 Contributions

$80,635

Historical Graphs

Total Assets Over Time

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

$2,918,771$1,459,386$0201020172024YearValue
$2,918,771Latest year 2024

Participants Over Time

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

25130201020172024YearValue
25Latest year 2024

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
2024125$2,918,771$80,635$3,225iApproximate average salary by contribution assumption: employee only about $80,635 at 4% or $53,757 at 6%; with 50% employer match about $53,757 at 4% or $35,838 at 6%; with 100% employer match about $40,318 at 4% or $26,878 at 6%.
Albertson and Davidson LLP Retirement Trust-25$2,918,771$80,635$3,225iApproximate average salary by contribution assumption: employee only about $80,635 at 4% or $53,757 at 6%; with 50% employer match about $53,757 at 4% or $35,838 at 6%; with 100% employer match about $40,318 at 4% or $26,878 at 6%.
2023122$2,353,238$61,772$2,808iApproximate average salary by contribution assumption: employee only about $70,195 at 4% or $46,797 at 6%; with 50% employer match about $46,797 at 4% or $31,198 at 6%; with 100% employer match about $35,098 at 4% or $23,398 at 6%.
Albertson and Davidson LLP Retirement Trust-22$2,353,238$61,772$2,808iApproximate average salary by contribution assumption: employee only about $70,195 at 4% or $46,797 at 6%; with 50% employer match about $46,797 at 4% or $31,198 at 6%; with 100% employer match about $35,098 at 4% or $23,398 at 6%.
2022119$1,881,992$197,638$10,402iApproximate average salary by contribution assumption: employee only about $260,050 at 4% or $173,367 at 6%; with 50% employer match about $173,367 at 4% or $115,578 at 6%; with 100% employer match about $130,025 at 4% or $86,683 at 6%.
Albertson and Davidson LLP Retirement Trust-19$1,881,992$197,638$10,402iApproximate average salary by contribution assumption: employee only about $260,050 at 4% or $173,367 at 6%; with 50% employer match about $173,367 at 4% or $115,578 at 6%; with 100% employer match about $130,025 at 4% or $86,683 at 6%.
2021119$2,009,901$67,111$3,532iApproximate average salary by contribution assumption: employee only about $88,304 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,435 at 6%.
Albertson and Davidson LLP Retirement Trust-19$2,009,901$67,111$3,532iApproximate average salary by contribution assumption: employee only about $88,304 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,435 at 6%.
2020121$1,752,010$281,747$13,417iApproximate average salary by contribution assumption: employee only about $335,413 at 4% or $223,609 at 6%; with 50% employer match about $223,609 at 4% or $149,072 at 6%; with 100% employer match about $167,707 at 4% or $111,804 at 6%.
Albertson and Davidson LLP Retirement Trust-21$1,752,010$281,747$13,417iApproximate average salary by contribution assumption: employee only about $335,413 at 4% or $223,609 at 6%; with 50% employer match about $223,609 at 4% or $149,072 at 6%; with 100% employer match about $167,707 at 4% or $111,804 at 6%.
2019119$1,269,436$197,041$10,371iApproximate average salary by contribution assumption: employee only about $259,264 at 4% or $172,843 at 6%; with 50% employer match about $172,843 at 4% or $115,229 at 6%; with 100% employer match about $129,632 at 4% or $86,421 at 6%.
Albertson and Davidson LLP Retirement Trust-19$1,269,436$197,041$10,371iApproximate average salary by contribution assumption: employee only about $259,264 at 4% or $172,843 at 6%; with 50% employer match about $172,843 at 4% or $115,229 at 6%; with 100% employer match about $129,632 at 4% or $86,421 at 6%.
2018115$937,560$118,164$7,878iApproximate average salary by contribution assumption: employee only about $196,940 at 4% or $131,293 at 6%; with 50% employer match about $131,293 at 4% or $87,529 at 6%; with 100% employer match about $98,470 at 4% or $65,647 at 6%.
Albertson and Davidson LLP Retirement Trust-15$937,560$118,164$7,878iApproximate average salary by contribution assumption: employee only about $196,940 at 4% or $131,293 at 6%; with 50% employer match about $131,293 at 4% or $87,529 at 6%; with 100% employer match about $98,470 at 4% or $65,647 at 6%.
2017114$865,699$112,286$8,020iApproximate average salary by contribution assumption: employee only about $200,511 at 4% or $133,674 at 6%; with 50% employer match about $133,674 at 4% or $89,116 at 6%; with 100% employer match about $100,255 at 4% or $66,837 at 6%.
Albertson and Davidson LLP Retirement Trust-14$865,699$112,286$8,020iApproximate average salary by contribution assumption: employee only about $200,511 at 4% or $133,674 at 6%; with 50% employer match about $133,674 at 4% or $89,116 at 6%; with 100% employer match about $100,255 at 4% or $66,837 at 6%.
2016215$721,833$147,298$9,820iApproximate average salary by contribution assumption: employee only about $245,497 at 4% or $163,664 at 6%; with 50% employer match about $163,664 at 4% or $109,110 at 6%; with 100% employer match about $122,748 at 4% or $81,832 at 6%.
Albertson and Davidson LLP Retirement Trust-15$721,833$147,298$9,820iApproximate average salary by contribution assumption: employee only about $245,497 at 4% or $163,664 at 6%; with 50% employer match about $163,664 at 4% or $109,110 at 6%; with 100% employer match about $122,748 at 4% or $81,832 at 6%.
Albertson & Davidson LLP Defined Benefit Plan-0$0$0-
2015211$780,410$146,135$13,285iApproximate average salary by contribution assumption: employee only about $332,125 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,611 at 6%; with 100% employer match about $166,063 at 4% or $110,708 at 6%.
Albertson and Davidson LLP Retirement Trust-11$571,916$106,135$9,649iApproximate average salary by contribution assumption: employee only about $241,216 at 4% or $160,811 at 6%; with 50% employer match about $160,811 at 4% or $107,207 at 6%; with 100% employer match about $120,608 at 4% or $80,405 at 6%.
Albertson & Davidson LLP Defined Benefit Plan-6$208,494$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201426$665,951$296,054$49,342iApproximate average salary by contribution assumption: employee only about $1,233,558 at 4% or $822,372 at 6%; with 50% employer match about $822,372 at 4% or $548,248 at 6%; with 100% employer match about $616,779 at 4% or $411,186 at 6%.
Albertson and Davidson LLP Retirement Trust-6$497,351$127,454$21,242iApproximate average salary by contribution assumption: employee only about $531,058 at 4% or $354,039 at 6%; with 50% employer match about $354,039 at 4% or $236,026 at 6%; with 100% employer match about $265,529 at 4% or $177,019 at 6%.
Albertson & Davidson LLP Defined Benefit Plan-5$168,600$168,600$33,720iApproximate average salary by contribution assumption: employee only about $843,000 at 4% or $562,000 at 6%; with 50% employer match about $562,000 at 4% or $374,667 at 6%; with 100% employer match about $421,500 at 4% or $281,000 at 6%.
201316$361,345$105,499$17,583iApproximate average salary by contribution assumption: employee only about $439,579 at 4% or $293,053 at 6%; with 50% employer match about $293,053 at 4% or $195,369 at 6%; with 100% employer match about $219,790 at 4% or $146,526 at 6%.
Albertson and Davidson LLP Retirement Trust-6$361,345$105,499$17,583iApproximate average salary by contribution assumption: employee only about $439,579 at 4% or $293,053 at 6%; with 50% employer match about $293,053 at 4% or $195,369 at 6%; with 100% employer match about $219,790 at 4% or $146,526 at 6%.
201215$191,149$99,577$19,915iApproximate average salary by contribution assumption: employee only about $497,885 at 4% or $331,923 at 6%; with 50% employer match about $331,923 at 4% or $221,282 at 6%; with 100% employer match about $248,943 at 4% or $165,962 at 6%.
Albertson and Davidson LLP Retirement Trust-5$191,149$99,577$19,915iApproximate average salary by contribution assumption: employee only about $497,885 at 4% or $331,923 at 6%; with 50% employer match about $331,923 at 4% or $221,282 at 6%; with 100% employer match about $248,943 at 4% or $165,962 at 6%.
201114$80,151$44,766$11,192iApproximate average salary by contribution assumption: employee only about $279,788 at 4% or $186,525 at 6%; with 50% employer match about $186,525 at 4% or $124,350 at 6%; with 100% employer match about $139,894 at 4% or $93,263 at 6%.
Albertson and Davidson LLP Retirement Trust-4$80,151$44,766$11,192iApproximate average salary by contribution assumption: employee only about $279,788 at 4% or $186,525 at 6%; with 50% employer match about $186,525 at 4% or $124,350 at 6%; with 100% employer match about $139,894 at 4% or $93,263 at 6%.
201014$40,880$40,040$10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.
Albertson and Davidson LLP Retirement Trust-4$40,880$40,040$10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.