Civic Intelligence

J. Vitucci Financial Services Inc.

Plan context: J. Vitucci Financial Services Inc. 401(K) Plan

EIN 26-3809322 • Walnut Creek, CA • 16 filings • 1 plans

2890 N Main Street Suite 201Walnut Creek, CA 94597
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,072,083

2024 Contributions

$159,912

Historical Graphs

Total Assets Over Time

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

$3,072,083$1,536,042$0200920172024YearValue
$3,072,083Latest year 2024

Participants Over Time

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

530200920172024YearValue
4Latest 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
202414$3,072,083$159,912$39,978iApproximate average salary by contribution assumption: employee only about $999,450 at 4% or $666,300 at 6%; with 50% employer match about $666,300 at 4% or $444,200 at 6%; with 100% employer match about $499,725 at 4% or $333,150 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-4$3,072,083$159,912$39,978iApproximate average salary by contribution assumption: employee only about $999,450 at 4% or $666,300 at 6%; with 50% employer match about $666,300 at 4% or $444,200 at 6%; with 100% employer match about $499,725 at 4% or $333,150 at 6%.
202315$2,582,426$175,069$35,014iApproximate average salary by contribution assumption: employee only about $875,345 at 4% or $583,563 at 6%; with 50% employer match about $583,563 at 4% or $389,042 at 6%; with 100% employer match about $437,673 at 4% or $291,782 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-5$2,582,426$175,069$35,014iApproximate average salary by contribution assumption: employee only about $875,345 at 4% or $583,563 at 6%; with 50% employer match about $583,563 at 4% or $389,042 at 6%; with 100% employer match about $437,673 at 4% or $291,782 at 6%.
202215$1,987,182$151,810$30,362iApproximate average salary by contribution assumption: employee only about $759,050 at 4% or $506,033 at 6%; with 50% employer match about $506,033 at 4% or $337,356 at 6%; with 100% employer match about $379,525 at 4% or $253,017 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-5$1,987,182$151,810$30,362iApproximate average salary by contribution assumption: employee only about $759,050 at 4% or $506,033 at 6%; with 50% employer match about $506,033 at 4% or $337,356 at 6%; with 100% employer match about $379,525 at 4% or $253,017 at 6%.
202114$2,428,638$151,805$37,951iApproximate average salary by contribution assumption: employee only about $948,781 at 4% or $632,521 at 6%; with 50% employer match about $632,521 at 4% or $421,681 at 6%; with 100% employer match about $474,391 at 4% or $316,260 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-4$2,428,638$151,805$37,951iApproximate average salary by contribution assumption: employee only about $948,781 at 4% or $632,521 at 6%; with 50% employer match about $632,521 at 4% or $421,681 at 6%; with 100% employer match about $474,391 at 4% or $316,260 at 6%.
202014$1,945,802$151,943$37,986iApproximate average salary by contribution assumption: employee only about $949,644 at 4% or $633,096 at 6%; with 50% employer match about $633,096 at 4% or $422,064 at 6%; with 100% employer match about $474,822 at 4% or $316,548 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-4$1,945,802$151,943$37,986iApproximate average salary by contribution assumption: employee only about $949,644 at 4% or $633,096 at 6%; with 50% employer match about $633,096 at 4% or $422,064 at 6%; with 100% employer match about $474,822 at 4% or $316,548 at 6%.
201914$1,479,027$146,910$36,728iApproximate average salary by contribution assumption: employee only about $918,188 at 4% or $612,125 at 6%; with 50% employer match about $612,125 at 4% or $408,083 at 6%; with 100% employer match about $459,094 at 4% or $306,063 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-4$1,479,027$146,910$36,728iApproximate average salary by contribution assumption: employee only about $918,188 at 4% or $612,125 at 6%; with 50% employer match about $612,125 at 4% or $408,083 at 6%; with 100% employer match about $459,094 at 4% or $306,063 at 6%.
201814$1,048,723$153,439$38,360iApproximate average salary by contribution assumption: employee only about $958,994 at 4% or $639,329 at 6%; with 50% employer match about $639,329 at 4% or $426,219 at 6%; with 100% employer match about $479,497 at 4% or $319,665 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-4$1,048,723$153,439$38,360iApproximate average salary by contribution assumption: employee only about $958,994 at 4% or $639,329 at 6%; with 50% employer match about $639,329 at 4% or $426,219 at 6%; with 100% employer match about $479,497 at 4% or $319,665 at 6%.
201713$961,465$159,717$53,239iApproximate average salary by contribution assumption: employee only about $1,330,975 at 4% or $887,317 at 6%; with 50% employer match about $887,317 at 4% or $591,544 at 6%; with 100% employer match about $665,488 at 4% or $443,658 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$961,465$159,717$53,239iApproximate average salary by contribution assumption: employee only about $1,330,975 at 4% or $887,317 at 6%; with 50% employer match about $887,317 at 4% or $591,544 at 6%; with 100% employer match about $665,488 at 4% or $443,658 at 6%.
201615$729,325$72,810$14,562iApproximate average salary by contribution assumption: employee only about $364,050 at 4% or $242,700 at 6%; with 50% employer match about $242,700 at 4% or $161,800 at 6%; with 100% employer match about $182,025 at 4% or $121,350 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-5$729,325$72,810$14,562iApproximate average salary by contribution assumption: employee only about $364,050 at 4% or $242,700 at 6%; with 50% employer match about $242,700 at 4% or $161,800 at 6%; with 100% employer match about $182,025 at 4% or $121,350 at 6%.
201515$637,510$109,580$21,916iApproximate average salary by contribution assumption: employee only about $547,900 at 4% or $365,267 at 6%; with 50% employer match about $365,267 at 4% or $243,511 at 6%; with 100% employer match about $273,950 at 4% or $182,633 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-5$637,510$109,580$21,916iApproximate average salary by contribution assumption: employee only about $547,900 at 4% or $365,267 at 6%; with 50% employer match about $365,267 at 4% or $243,511 at 6%; with 100% employer match about $273,950 at 4% or $182,633 at 6%.
201415$537,930$108,710$21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-5$537,930$108,710$21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%.
201313$403,684$94,064$31,355iApproximate average salary by contribution assumption: employee only about $783,867 at 4% or $522,578 at 6%; with 50% employer match about $522,578 at 4% or $348,385 at 6%; with 100% employer match about $391,933 at 4% or $261,289 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$403,684$94,064$31,355iApproximate average salary by contribution assumption: employee only about $783,867 at 4% or $522,578 at 6%; with 50% employer match about $522,578 at 4% or $348,385 at 6%; with 100% employer match about $391,933 at 4% or $261,289 at 6%.
201213$251,133$134,896$44,965iApproximate average salary by contribution assumption: employee only about $1,124,133 at 4% or $749,422 at 6%; with 50% employer match about $749,422 at 4% or $499,615 at 6%; with 100% employer match about $562,067 at 4% or $374,711 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$251,133$134,896$44,965iApproximate average salary by contribution assumption: employee only about $1,124,133 at 4% or $749,422 at 6%; with 50% employer match about $749,422 at 4% or $499,615 at 6%; with 100% employer match about $562,067 at 4% or $374,711 at 6%.
201113$94,133$44,455$14,818iApproximate average salary by contribution assumption: employee only about $370,458 at 4% or $246,972 at 6%; with 50% employer match about $246,972 at 4% or $164,648 at 6%; with 100% employer match about $185,229 at 4% or $123,486 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$94,133$44,455$14,818iApproximate average salary by contribution assumption: employee only about $370,458 at 4% or $246,972 at 6%; with 50% employer match about $246,972 at 4% or $164,648 at 6%; with 100% employer match about $185,229 at 4% or $123,486 at 6%.
201013$55,374$36,292$12,097iApproximate average salary by contribution assumption: employee only about $302,433 at 4% or $201,622 at 6%; with 50% employer match about $201,622 at 4% or $134,415 at 6%; with 100% employer match about $151,217 at 4% or $100,811 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$55,374$36,292$12,097iApproximate average salary by contribution assumption: employee only about $302,433 at 4% or $201,622 at 6%; with 50% employer match about $201,622 at 4% or $134,415 at 6%; with 100% employer match about $151,217 at 4% or $100,811 at 6%.
200913$15,941$15,843$5,281iApproximate average salary by contribution assumption: employee only about $132,025 at 4% or $88,017 at 6%; with 50% employer match about $88,017 at 4% or $58,678 at 6%; with 100% employer match about $66,013 at 4% or $44,008 at 6%.
J. Vitucci Financial Services Inc. 401(K) Plan-3$15,941$15,843$5,281iApproximate average salary by contribution assumption: employee only about $132,025 at 4% or $88,017 at 6%; with 50% employer match about $88,017 at 4% or $58,678 at 6%; with 100% employer match about $66,013 at 4% or $44,008 at 6%.