Civic Intelligence

U.S. Advisors LLC

Plan context: U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust

EIN 26-3278830 • Napa, CA • 8 filings • 2 plans

600 Trancas St.#200Napa, CA 94558
Current Snapshot

Latest Year

2015

2015 Participants

18

2015 Assets

$406,224

2015 Contributions

$41,190

Historical Graphs

Total Assets Over Time

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

$1,475,192$737,596$0200920122014YearValue
$406,224Latest year 2014

Participants Over Time

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

60300200820112014YearValue
18Latest year 2014

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
201510$0$0-
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-0$0--
2014118$406,224$0-
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-18$406,224--
2013119$573,454$0-
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-19$573,454--
2012119$524,540$0-
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-19$524,540--
2011130$822,534$41,190$1,373iApproximate average salary by contribution assumption: employee only about $34,325 at 4% or $22,883 at 6%; with 50% employer match about $22,883 at 4% or $15,256 at 6%; with 100% employer match about $17,163 at 4% or $11,442 at 6%.
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-30$822,534$41,190$1,373iApproximate average salary by contribution assumption: employee only about $34,325 at 4% or $22,883 at 6%; with 50% employer match about $22,883 at 4% or $15,256 at 6%; with 100% employer match about $17,163 at 4% or $11,442 at 6%.
2010140$1,061,591$40,235$1,006iApproximate average salary by contribution assumption: employee only about $25,147 at 4% or $16,765 at 6%; with 50% employer match about $16,765 at 4% or $11,176 at 6%; with 100% employer match about $12,573 at 4% or $8,382 at 6%.
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-40$1,061,591$40,235$1,006iApproximate average salary by contribution assumption: employee only about $25,147 at 4% or $16,765 at 6%; with 50% employer match about $16,765 at 4% or $11,176 at 6%; with 100% employer match about $12,573 at 4% or $8,382 at 6%.
2009160$1,475,192$91,067$1,518iApproximate average salary by contribution assumption: employee only about $37,945 at 4% or $25,296 at 6%; with 50% employer match about $25,296 at 4% or $16,864 at 6%; with 100% employer match about $18,972 at 4% or $12,648 at 6%.
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-60$1,475,192$91,067$1,518iApproximate average salary by contribution assumption: employee only about $37,945 at 4% or $25,296 at 6%; with 50% employer match about $25,296 at 4% or $16,864 at 6%; with 100% employer match about $18,972 at 4% or $12,648 at 6%.
2008126$0$0-
U.S Advisos LLC 401 (K) Profit Sharing Plan & Trust-26---