Civic Intelligence

Scharf Investments LLC

Plan context: Scharf Investments LLC 401(K) Profit Sharing Plan & Trust

EIN 26-3775085 • Los Gatos, CA • 14 filings • 3 plans

16450 Los Gatos Blvd Ste 207Los Gatos, CA 95032
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,849,790

2024 Contributions

$578,817

Historical Graphs

Total Assets Over Time

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

$6,849,790$3,424,895$0201020172024YearValue
$6,849,790Latest year 2024

Participants Over Time

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

30150201020172024YearValue
26Latest 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
2024126$6,849,790$578,817$22,262iApproximate average salary by contribution assumption: employee only about $556,555 at 4% or $371,037 at 6%; with 50% employer match about $371,037 at 4% or $247,358 at 6%; with 100% employer match about $278,277 at 4% or $185,518 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-26$6,849,790$578,817$22,262iApproximate average salary by contribution assumption: employee only about $556,555 at 4% or $371,037 at 6%; with 50% employer match about $371,037 at 4% or $247,358 at 6%; with 100% employer match about $278,277 at 4% or $185,518 at 6%.
2023124$5,861,836$510,944$21,289iApproximate average salary by contribution assumption: employee only about $532,233 at 4% or $354,822 at 6%; with 50% employer match about $354,822 at 4% or $236,548 at 6%; with 100% employer match about $266,117 at 4% or $177,411 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-24$5,861,836$510,944$21,289iApproximate average salary by contribution assumption: employee only about $532,233 at 4% or $354,822 at 6%; with 50% employer match about $354,822 at 4% or $236,548 at 6%; with 100% employer match about $266,117 at 4% or $177,411 at 6%.
2021125$5,292,043$563,191$22,528iApproximate average salary by contribution assumption: employee only about $563,191 at 4% or $375,461 at 6%; with 50% employer match about $375,461 at 4% or $250,307 at 6%; with 100% employer match about $281,596 at 4% or $187,730 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-25$5,292,043$563,191$22,528iApproximate average salary by contribution assumption: employee only about $563,191 at 4% or $375,461 at 6%; with 50% employer match about $375,461 at 4% or $250,307 at 6%; with 100% employer match about $281,596 at 4% or $187,730 at 6%.
2020128$4,075,730$513,770$18,349iApproximate average salary by contribution assumption: employee only about $458,723 at 4% or $305,815 at 6%; with 50% employer match about $305,815 at 4% or $203,877 at 6%; with 100% employer match about $229,362 at 4% or $152,908 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-28$4,075,730$513,770$18,349iApproximate average salary by contribution assumption: employee only about $458,723 at 4% or $305,815 at 6%; with 50% employer match about $305,815 at 4% or $203,877 at 6%; with 100% employer match about $229,362 at 4% or $152,908 at 6%.
2019128$3,357,873$481,277$17,188iApproximate average salary by contribution assumption: employee only about $429,712 at 4% or $286,474 at 6%; with 50% employer match about $286,474 at 4% or $190,983 at 6%; with 100% employer match about $214,856 at 4% or $143,237 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-28$3,357,873$481,277$17,188iApproximate average salary by contribution assumption: employee only about $429,712 at 4% or $286,474 at 6%; with 50% employer match about $286,474 at 4% or $190,983 at 6%; with 100% employer match about $214,856 at 4% or $143,237 at 6%.
2018130$2,840,912$515,233$17,174iApproximate average salary by contribution assumption: employee only about $429,361 at 4% or $286,241 at 6%; with 50% employer match about $286,241 at 4% or $190,827 at 6%; with 100% employer match about $214,680 at 4% or $143,120 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-30$2,840,912$515,233$17,174iApproximate average salary by contribution assumption: employee only about $429,361 at 4% or $286,241 at 6%; with 50% employer match about $286,241 at 4% or $190,827 at 6%; with 100% employer match about $214,680 at 4% or $143,120 at 6%.
2017128$2,640,867$386,442$13,802iApproximate average salary by contribution assumption: employee only about $345,038 at 4% or $230,025 at 6%; with 50% employer match about $230,025 at 4% or $153,350 at 6%; with 100% employer match about $172,519 at 4% or $115,013 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-28$2,640,867$386,442$13,802iApproximate average salary by contribution assumption: employee only about $345,038 at 4% or $230,025 at 6%; with 50% employer match about $230,025 at 4% or $153,350 at 6%; with 100% employer match about $172,519 at 4% or $115,013 at 6%.
2016125$2,208,800$552,376$22,095iApproximate average salary by contribution assumption: employee only about $552,376 at 4% or $368,251 at 6%; with 50% employer match about $368,251 at 4% or $245,500 at 6%; with 100% employer match about $276,188 at 4% or $184,125 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-25$2,208,800$552,376$22,095iApproximate average salary by contribution assumption: employee only about $552,376 at 4% or $368,251 at 6%; with 50% employer match about $368,251 at 4% or $245,500 at 6%; with 100% employer match about $276,188 at 4% or $184,125 at 6%.
2015122$1,592,544$220,823$10,037iApproximate average salary by contribution assumption: employee only about $250,935 at 4% or $167,290 at 6%; with 50% employer match about $167,290 at 4% or $111,527 at 6%; with 100% employer match about $125,468 at 4% or $83,645 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-22$1,592,544$220,823$10,037iApproximate average salary by contribution assumption: employee only about $250,935 at 4% or $167,290 at 6%; with 50% employer match about $167,290 at 4% or $111,527 at 6%; with 100% employer match about $125,468 at 4% or $83,645 at 6%.
2014119$1,601,549$272,050$14,318iApproximate average salary by contribution assumption: employee only about $357,961 at 4% or $238,640 at 6%; with 50% employer match about $238,640 at 4% or $159,094 at 6%; with 100% employer match about $178,980 at 4% or $119,320 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-19$1,601,549$272,050$14,318iApproximate average salary by contribution assumption: employee only about $357,961 at 4% or $238,640 at 6%; with 50% employer match about $238,640 at 4% or $159,094 at 6%; with 100% employer match about $178,980 at 4% or $119,320 at 6%.
2013117$1,264,397$240,642$14,155iApproximate average salary by contribution assumption: employee only about $353,885 at 4% or $235,924 at 6%; with 50% employer match about $235,924 at 4% or $157,282 at 6%; with 100% employer match about $176,943 at 4% or $117,962 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-17$1,264,397$240,642$14,155iApproximate average salary by contribution assumption: employee only about $353,885 at 4% or $235,924 at 6%; with 50% employer match about $235,924 at 4% or $157,282 at 6%; with 100% employer match about $176,943 at 4% or $117,962 at 6%.
2012116$854,319$213,435$13,340iApproximate average salary by contribution assumption: employee only about $333,492 at 4% or $222,328 at 6%; with 50% employer match about $222,328 at 4% or $148,219 at 6%; with 100% employer match about $166,746 at 4% or $111,164 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-16$854,319$213,435$13,340iApproximate average salary by contribution assumption: employee only about $333,492 at 4% or $222,328 at 6%; with 50% employer match about $222,328 at 4% or $148,219 at 6%; with 100% employer match about $166,746 at 4% or $111,164 at 6%.
2011113$581,380$431,598$33,200iApproximate average salary by contribution assumption: employee only about $829,996 at 4% or $553,331 at 6%; with 50% employer match about $553,331 at 4% or $368,887 at 6%; with 100% employer match about $414,998 at 4% or $276,665 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-13$581,380$431,598$33,200iApproximate average salary by contribution assumption: employee only about $829,996 at 4% or $553,331 at 6%; with 50% employer match about $553,331 at 4% or $368,887 at 6%; with 100% employer match about $414,998 at 4% or $276,665 at 6%.
2010110$143,357$142,673$14,267iApproximate average salary by contribution assumption: employee only about $356,683 at 4% or $237,788 at 6%; with 50% employer match about $237,788 at 4% or $158,526 at 6%; with 100% employer match about $178,341 at 4% or $118,894 at 6%.
Scharf Investments LLC 401(K) Profit Sharing Plan & Trust-10$143,357$142,673$14,267iApproximate average salary by contribution assumption: employee only about $356,683 at 4% or $237,788 at 6%; with 50% employer match about $237,788 at 4% or $158,526 at 6%; with 100% employer match about $178,341 at 4% or $118,894 at 6%.