WINDOW DOCTOR
Plan context: BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST
EIN 27-1142032 • Oakland, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$412,138
2025 Contributions
$31,280
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $412,138 | $31,280 | $10,427iApproximate average salary by contribution assumption: employee only about $260,667 at 4% or $173,778 at 6%; with 50% employer match about $173,778 at 4% or $115,852 at 6%; with 100% employer match about $130,333 at 4% or $86,889 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 3 | $412,138 | $31,280 | $10,427iApproximate average salary by contribution assumption: employee only about $260,667 at 4% or $173,778 at 6%; with 50% employer match about $173,778 at 4% or $115,852 at 6%; with 100% employer match about $130,333 at 4% or $86,889 at 6%. |
| 2024 | 1 | 3 | $347,690 | $77,128 | $25,709iApproximate average salary by contribution assumption: employee only about $642,733 at 4% or $428,489 at 6%; with 50% employer match about $428,489 at 4% or $285,659 at 6%; with 100% employer match about $321,367 at 4% or $214,244 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 3 | $347,690 | $77,128 | $25,709iApproximate average salary by contribution assumption: employee only about $642,733 at 4% or $428,489 at 6%; with 50% employer match about $428,489 at 4% or $285,659 at 6%; with 100% employer match about $321,367 at 4% or $214,244 at 6%. |
| 2023 | 1 | 2 | $252,529 | $70,773 | $35,387iApproximate average salary by contribution assumption: employee only about $884,663 at 4% or $589,775 at 6%; with 50% employer match about $589,775 at 4% or $393,183 at 6%; with 100% employer match about $442,331 at 4% or $294,888 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 2 | $252,529 | $70,773 | $35,387iApproximate average salary by contribution assumption: employee only about $884,663 at 4% or $589,775 at 6%; with 50% employer match about $589,775 at 4% or $393,183 at 6%; with 100% employer match about $442,331 at 4% or $294,888 at 6%. |
| 2022 | 2 | 2 | $172,176 | $150,410 | $75,205iApproximate average salary by contribution assumption: employee only about $1,880,125 at 4% or $1,253,417 at 6%; with 50% employer match about $1,253,417 at 4% or $835,611 at 6%; with 100% employer match about $940,063 at 4% or $626,708 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 2 | $172,176 | $9,410 | $4,705iApproximate average salary by contribution assumption: employee only about $117,625 at 4% or $78,417 at 6%; with 50% employer match about $78,417 at 4% or $52,278 at 6%; with 100% employer match about $58,813 at 4% or $39,208 at 6%. |
| WINDOW DOCTOR DEFINED BENEFIT PLAN & TRUST | - | 0 | $0 | $141,000 | - |
| 2021 | 2 | 3 | $1,450,373 | $167,826 | $55,942iApproximate average salary by contribution assumption: employee only about $1,398,550 at 4% or $932,367 at 6%; with 50% employer match about $932,367 at 4% or $621,578 at 6%; with 100% employer match about $699,275 at 4% or $466,183 at 6%. |
| WINDOW DOCTOR DEFINED BENEFIT PLAN & TRUST | - | 2 | $1,297,164 | $164,791 | $82,396iApproximate average salary by contribution assumption: employee only about $2,059,888 at 4% or $1,373,258 at 6%; with 50% employer match about $1,373,258 at 4% or $915,506 at 6%; with 100% employer match about $1,029,944 at 4% or $686,629 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 3 | $153,209 | $3,035 | $1,012iApproximate average salary by contribution assumption: employee only about $25,292 at 4% or $16,861 at 6%; with 50% employer match about $16,861 at 4% or $11,241 at 6%; with 100% employer match about $12,646 at 4% or $8,431 at 6%. |
| 2020 | 2 | 3 | $1,127,173 | $167,214 | $55,738iApproximate average salary by contribution assumption: employee only about $1,393,450 at 4% or $928,967 at 6%; with 50% employer match about $928,967 at 4% or $619,311 at 6%; with 100% employer match about $696,725 at 4% or $464,483 at 6%. |
| WINDOW DOCTOR DEFINED BENEFIT PLAN & TRUST | - | 2 | $1,004,606 | $165,000 | $82,500iApproximate average salary by contribution assumption: employee only about $2,062,500 at 4% or $1,375,000 at 6%; with 50% employer match about $1,375,000 at 4% or $916,667 at 6%; with 100% employer match about $1,031,250 at 4% or $687,500 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 3 | $122,567 | $2,214 | $738iApproximate average salary by contribution assumption: employee only about $18,450 at 4% or $12,300 at 6%; with 50% employer match about $12,300 at 4% or $8,200 at 6%; with 100% employer match about $9,225 at 4% or $6,150 at 6%. |
| 2019 | 2 | 2 | $898,883 | $164,773 | $82,387iApproximate average salary by contribution assumption: employee only about $2,059,663 at 4% or $1,373,108 at 6%; with 50% employer match about $1,373,108 at 4% or $915,406 at 6%; with 100% employer match about $1,029,831 at 4% or $686,554 at 6%. |
| WINDOW DOCTOR DEFINED BENEFIT PLAN & TRUST | - | 2 | $785,883 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 2 | $113,000 | $4,773 | $2,387iApproximate average salary by contribution assumption: employee only about $59,663 at 4% or $39,775 at 6%; with 50% employer match about $39,775 at 4% or $26,517 at 6%; with 100% employer match about $29,831 at 4% or $19,888 at 6%. |
| 2018 | 2 | 2 | $697,957 | $151,175 | $75,588iApproximate average salary by contribution assumption: employee only about $1,889,688 at 4% or $1,259,792 at 6%; with 50% employer match about $1,259,792 at 4% or $839,861 at 6%; with 100% employer match about $944,844 at 4% or $629,896 at 6%. |
| WINDOW DOCTOR DEFINED BENEFIT PLAN & TRUST | - | 2 | $603,663 | $150,221 | $75,111iApproximate average salary by contribution assumption: employee only about $1,877,763 at 4% or $1,251,842 at 6%; with 50% employer match about $1,251,842 at 4% or $834,561 at 6%; with 100% employer match about $938,881 at 4% or $625,921 at 6%. |
| BRYAN ALBERSTAT INDIVIDUAL 401(K) PLAN & TRUST | - | 2 | $94,294 | $954 | $477iApproximate average salary by contribution assumption: employee only about $11,925 at 4% or $7,950 at 6%; with 50% employer match about $7,950 at 4% or $5,300 at 6%; with 100% employer match about $5,963 at 4% or $3,975 at 6%. |