Civic Intelligence

Alan J. Statman

Plan context: Trust Matters 401(K) Plan

EIN 26-1924503 • Oakland, CA • 12 filings • 1 plans

4096 Piedmont Avenue #559Oakland, CA 94611
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$932,624

2024 Contributions

$59,084

Historical Graphs

Total Assets Over Time

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

$932,624$466,312$0201320192024YearValue
$932,624Latest year 2024

Participants Over Time

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

1260201320192024YearValue
11Latest 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
2024111$932,624$59,084$5,371iApproximate average salary by contribution assumption: employee only about $134,282 at 4% or $89,521 at 6%; with 50% employer match about $89,521 at 4% or $59,681 at 6%; with 100% employer match about $67,141 at 4% or $44,761 at 6%.
Trust Matters 401(K) Plan-11$932,624$59,084$5,371iApproximate average salary by contribution assumption: employee only about $134,282 at 4% or $89,521 at 6%; with 50% employer match about $89,521 at 4% or $59,681 at 6%; with 100% employer match about $67,141 at 4% or $44,761 at 6%.
2023112$794,522$82,274$6,856iApproximate average salary by contribution assumption: employee only about $171,404 at 4% or $114,269 at 6%; with 50% employer match about $114,269 at 4% or $76,180 at 6%; with 100% employer match about $85,702 at 4% or $57,135 at 6%.
Trust Matters 401(K) Plan-12$794,522$82,274$6,856iApproximate average salary by contribution assumption: employee only about $171,404 at 4% or $114,269 at 6%; with 50% employer match about $114,269 at 4% or $76,180 at 6%; with 100% employer match about $85,702 at 4% or $57,135 at 6%.
2022112$619,184$57,074$4,756iApproximate average salary by contribution assumption: employee only about $118,904 at 4% or $79,269 at 6%; with 50% employer match about $79,269 at 4% or $52,846 at 6%; with 100% employer match about $59,452 at 4% or $39,635 at 6%.
Trust Matters 401(K) Plan-12$619,184$57,074$4,756iApproximate average salary by contribution assumption: employee only about $118,904 at 4% or $79,269 at 6%; with 50% employer match about $79,269 at 4% or $52,846 at 6%; with 100% employer match about $59,452 at 4% or $39,635 at 6%.
2021112$671,674$86,030$7,169iApproximate average salary by contribution assumption: employee only about $179,229 at 4% or $119,486 at 6%; with 50% employer match about $119,486 at 4% or $79,657 at 6%; with 100% employer match about $89,615 at 4% or $59,743 at 6%.
Trust Matters 401(K) Plan-12$671,674$86,030$7,169iApproximate average salary by contribution assumption: employee only about $179,229 at 4% or $119,486 at 6%; with 50% employer match about $119,486 at 4% or $79,657 at 6%; with 100% employer match about $89,615 at 4% or $59,743 at 6%.
2020112$531,237$87,561$7,297iApproximate average salary by contribution assumption: employee only about $182,419 at 4% or $121,613 at 6%; with 50% employer match about $121,613 at 4% or $81,075 at 6%; with 100% employer match about $91,209 at 4% or $60,806 at 6%.
Trust Matters 401(K) Plan-12$531,237$87,561$7,297iApproximate average salary by contribution assumption: employee only about $182,419 at 4% or $121,613 at 6%; with 50% employer match about $121,613 at 4% or $81,075 at 6%; with 100% employer match about $91,209 at 4% or $60,806 at 6%.
2019110$395,441$9,754$975iApproximate average salary by contribution assumption: employee only about $24,385 at 4% or $16,257 at 6%; with 50% employer match about $16,257 at 4% or $10,838 at 6%; with 100% employer match about $12,193 at 4% or $8,128 at 6%.
Trust Matters 401(K) Plan-10$395,441$9,754$975iApproximate average salary by contribution assumption: employee only about $24,385 at 4% or $16,257 at 6%; with 50% employer match about $16,257 at 4% or $10,838 at 6%; with 100% employer match about $12,193 at 4% or $8,128 at 6%.
2018111$320,535$44,246$4,022iApproximate average salary by contribution assumption: employee only about $100,559 at 4% or $67,039 at 6%; with 50% employer match about $67,039 at 4% or $44,693 at 6%; with 100% employer match about $50,280 at 4% or $33,520 at 6%.
Trust Matters 401(K) Plan-11$320,535$44,246$4,022iApproximate average salary by contribution assumption: employee only about $100,559 at 4% or $67,039 at 6%; with 50% employer match about $67,039 at 4% or $44,693 at 6%; with 100% employer match about $50,280 at 4% or $33,520 at 6%.
201717$296,036$76,138$10,877iApproximate average salary by contribution assumption: employee only about $271,921 at 4% or $181,281 at 6%; with 50% employer match about $181,281 at 4% or $120,854 at 6%; with 100% employer match about $135,961 at 4% or $90,640 at 6%.
Trust Matters 401(K) Plan-7$296,036$76,138$10,877iApproximate average salary by contribution assumption: employee only about $271,921 at 4% or $181,281 at 6%; with 50% employer match about $181,281 at 4% or $120,854 at 6%; with 100% employer match about $135,961 at 4% or $90,640 at 6%.
201616$185,131$49,034$8,172iApproximate average salary by contribution assumption: employee only about $204,308 at 4% or $136,206 at 6%; with 50% employer match about $136,206 at 4% or $90,804 at 6%; with 100% employer match about $102,154 at 4% or $68,103 at 6%.
Trust Matters 401(K) Plan-6$185,131$49,034$8,172iApproximate average salary by contribution assumption: employee only about $204,308 at 4% or $136,206 at 6%; with 50% employer match about $136,206 at 4% or $90,804 at 6%; with 100% employer match about $102,154 at 4% or $68,103 at 6%.
201515$129,293$44,842$8,968iApproximate average salary by contribution assumption: employee only about $224,210 at 4% or $149,473 at 6%; with 50% employer match about $149,473 at 4% or $99,649 at 6%; with 100% employer match about $112,105 at 4% or $74,737 at 6%.
Trust Matters 401(K) Plan-5$129,293$44,842$8,968iApproximate average salary by contribution assumption: employee only about $224,210 at 4% or $149,473 at 6%; with 50% employer match about $149,473 at 4% or $99,649 at 6%; with 100% employer match about $112,105 at 4% or $74,737 at 6%.
201415$84,531$39,471$7,894iApproximate average salary by contribution assumption: employee only about $197,355 at 4% or $131,570 at 6%; with 50% employer match about $131,570 at 4% or $87,713 at 6%; with 100% employer match about $98,678 at 4% or $65,785 at 6%.
Trust Matters 401(K) Plan-5$84,531$39,471$7,894iApproximate average salary by contribution assumption: employee only about $197,355 at 4% or $131,570 at 6%; with 50% employer match about $131,570 at 4% or $87,713 at 6%; with 100% employer match about $98,678 at 4% or $65,785 at 6%.
201314$40,556$38,925$9,731iApproximate average salary by contribution assumption: employee only about $243,281 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,125 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.
Trust Matters 401(K) Plan-4$40,556$38,925$9,731iApproximate average salary by contribution assumption: employee only about $243,281 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,125 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.