Civic Intelligence

ASSESSMENT APPEAL ADVISORS LLC

Plan context: ASSESSMENT APPEAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 26-3727324 • Agoura Hills, CA • 3 filings • 1 plans

29219 Canwood St Ste 270Building 2Agoura Hills, CA 91301-1560
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$221,294

2025 Contributions

$112,391

Historical Graphs

Total Assets Over Time

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

$221,294$110,647$0202320242025YearValue
$221,294Latest year 2025

Participants Over Time

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

840202320242025YearValue
8Latest 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
202518$221,294$112,391$14,049iApproximate average salary by contribution assumption: employee only about $351,222 at 4% or $234,148 at 6%; with 50% employer match about $234,148 at 4% or $156,099 at 6%; with 100% employer match about $175,611 at 4% or $117,074 at 6%.
ASSESSMENT APPEAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-8$221,294$112,391$14,049iApproximate average salary by contribution assumption: employee only about $351,222 at 4% or $234,148 at 6%; with 50% employer match about $234,148 at 4% or $156,099 at 6%; with 100% employer match about $175,611 at 4% or $117,074 at 6%.
202417$87,011$65,840$9,406iApproximate average salary by contribution assumption: employee only about $235,143 at 4% or $156,762 at 6%; with 50% employer match about $156,762 at 4% or $104,508 at 6%; with 100% employer match about $117,571 at 4% or $78,381 at 6%.
ASSESSMENT APPEAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-7$87,011$65,840$9,406iApproximate average salary by contribution assumption: employee only about $235,143 at 4% or $156,762 at 6%; with 50% employer match about $156,762 at 4% or $104,508 at 6%; with 100% employer match about $117,571 at 4% or $78,381 at 6%.
202314$12,640$12,406$3,102iApproximate average salary by contribution assumption: employee only about $77,538 at 4% or $51,692 at 6%; with 50% employer match about $51,692 at 4% or $34,461 at 6%; with 100% employer match about $38,769 at 4% or $25,846 at 6%.
ASSESSMENT APPEAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-4$12,640$12,406$3,102iApproximate average salary by contribution assumption: employee only about $77,538 at 4% or $51,692 at 6%; with 50% employer match about $51,692 at 4% or $34,461 at 6%; with 100% employer match about $38,769 at 4% or $25,846 at 6%.