Civic Intelligence

Proequity Asset Management Cor

Plan context: Proequity Asset Management Cor 401 K Profit Sharing Plan Trust

EIN 26-4711447 • El Dorado Hills, CA • 12 filings • 2 plans

5180 Golden Foothill Pkwy Ste 210El Dorado Hills, CA 95762-9347
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,141,968

2024 Contributions

$156,215

Historical Graphs

Total Assets Over Time

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

$1,150,395$575,198$0201320192024YearValue
$1,141,968Latest year 2024

Participants Over Time

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

19100201320192024YearValue
17Latest 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
2024117$1,141,968$156,215$9,189iApproximate average salary by contribution assumption: employee only about $229,728 at 4% or $153,152 at 6%; with 50% employer match about $153,152 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-17$1,141,968$156,215$9,189iApproximate average salary by contribution assumption: employee only about $229,728 at 4% or $153,152 at 6%; with 50% employer match about $153,152 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
2023118$1,150,395$149,862$8,326iApproximate average salary by contribution assumption: employee only about $208,142 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,071 at 4% or $69,381 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-18$1,150,395$149,862$8,326iApproximate average salary by contribution assumption: employee only about $208,142 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,071 at 4% or $69,381 at 6%.
2022119$870,734$130,642$6,876iApproximate average salary by contribution assumption: employee only about $171,897 at 4% or $114,598 at 6%; with 50% employer match about $114,598 at 4% or $76,399 at 6%; with 100% employer match about $85,949 at 4% or $57,299 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-19$870,734$130,642$6,876iApproximate average salary by contribution assumption: employee only about $171,897 at 4% or $114,598 at 6%; with 50% employer match about $114,598 at 4% or $76,399 at 6%; with 100% employer match about $85,949 at 4% or $57,299 at 6%.
2021117$915,121$193,494$11,382iApproximate average salary by contribution assumption: employee only about $284,550 at 4% or $189,700 at 6%; with 50% employer match about $189,700 at 4% or $126,467 at 6%; with 100% employer match about $142,275 at 4% or $94,850 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-17$915,121$193,494$11,382iApproximate average salary by contribution assumption: employee only about $284,550 at 4% or $189,700 at 6%; with 50% employer match about $189,700 at 4% or $126,467 at 6%; with 100% employer match about $142,275 at 4% or $94,850 at 6%.
2020115$614,803$145,299$9,687iApproximate average salary by contribution assumption: employee only about $242,165 at 4% or $161,443 at 6%; with 50% employer match about $161,443 at 4% or $107,629 at 6%; with 100% employer match about $121,083 at 4% or $80,722 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-15$614,803$145,299$9,687iApproximate average salary by contribution assumption: employee only about $242,165 at 4% or $161,443 at 6%; with 50% employer match about $161,443 at 4% or $107,629 at 6%; with 100% employer match about $121,083 at 4% or $80,722 at 6%.
2019116$480,310$178,347$11,147iApproximate average salary by contribution assumption: employee only about $278,667 at 4% or $185,778 at 6%; with 50% employer match about $185,778 at 4% or $123,852 at 6%; with 100% employer match about $139,334 at 4% or $92,889 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-16$480,310$178,347$11,147iApproximate average salary by contribution assumption: employee only about $278,667 at 4% or $185,778 at 6%; with 50% employer match about $185,778 at 4% or $123,852 at 6%; with 100% employer match about $139,334 at 4% or $92,889 at 6%.
2018111$245,037$151,291$13,754iApproximate average salary by contribution assumption: employee only about $343,843 at 4% or $229,229 at 6%; with 50% employer match about $229,229 at 4% or $152,819 at 6%; with 100% employer match about $171,922 at 4% or $114,614 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-11$245,037$151,291$13,754iApproximate average salary by contribution assumption: employee only about $343,843 at 4% or $229,229 at 6%; with 50% employer match about $229,229 at 4% or $152,819 at 6%; with 100% employer match about $171,922 at 4% or $114,614 at 6%.
201719$123,980$55,700$6,189iApproximate average salary by contribution assumption: employee only about $154,722 at 4% or $103,148 at 6%; with 50% employer match about $103,148 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-9$123,980$55,700$6,189iApproximate average salary by contribution assumption: employee only about $154,722 at 4% or $103,148 at 6%; with 50% employer match about $103,148 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%.
2016110$73,429$35,218$3,522iApproximate average salary by contribution assumption: employee only about $88,045 at 4% or $58,697 at 6%; with 50% employer match about $58,697 at 4% or $39,131 at 6%; with 100% employer match about $44,023 at 4% or $29,348 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-10$73,429$35,218$3,522iApproximate average salary by contribution assumption: employee only about $88,045 at 4% or $58,697 at 6%; with 50% employer match about $58,697 at 4% or $39,131 at 6%; with 100% employer match about $44,023 at 4% or $29,348 at 6%.
201518$34,079$16,242$2,030iApproximate average salary by contribution assumption: employee only about $50,756 at 4% or $33,838 at 6%; with 50% employer match about $33,838 at 4% or $22,558 at 6%; with 100% employer match about $25,378 at 4% or $16,919 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-8$34,079$16,242$2,030iApproximate average salary by contribution assumption: employee only about $50,756 at 4% or $33,838 at 6%; with 50% employer match about $33,838 at 4% or $22,558 at 6%; with 100% employer match about $25,378 at 4% or $16,919 at 6%.
201416$18,170$8,740$1,457iApproximate average salary by contribution assumption: employee only about $36,417 at 4% or $24,278 at 6%; with 50% employer match about $24,278 at 4% or $16,185 at 6%; with 100% employer match about $18,208 at 4% or $12,139 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-6$18,170$8,740$1,457iApproximate average salary by contribution assumption: employee only about $36,417 at 4% or $24,278 at 6%; with 50% employer match about $24,278 at 4% or $16,185 at 6%; with 100% employer match about $18,208 at 4% or $12,139 at 6%.
201315$8,274$7,544$1,509iApproximate average salary by contribution assumption: employee only about $37,720 at 4% or $25,147 at 6%; with 50% employer match about $25,147 at 4% or $16,764 at 6%; with 100% employer match about $18,860 at 4% or $12,573 at 6%.
Proequity Asset Management Cor 401 K Profit Sharing Plan Trust-5$8,274$7,544$1,509iApproximate average salary by contribution assumption: employee only about $37,720 at 4% or $25,147 at 6%; with 50% employer match about $25,147 at 4% or $16,764 at 6%; with 100% employer match about $18,860 at 4% or $12,573 at 6%.