Civic Intelligence

Margaritelli USA LLC

Plan context: Margaritelli USA LLC 401 K Profit Sharing Plan Trust

EIN 27-1203326 • Aliso Viejo, CA • 16 filings • 3 plans

120 VantisSte. 300Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$147,554

2024 Contributions

$9,920

Historical Graphs

Total Assets Over Time

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

$147,554$73,777$0200920172024YearValue
$147,554Latest year 2024

Participants Over Time

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

420200920172024YearValue
1Latest 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
202411$147,554$9,920$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-1$147,554$9,920$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
202311$125,595$9,920$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-1$125,595$9,920$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
202211$98,927$12,335$12,335iApproximate average salary by contribution assumption: employee only about $308,375 at 4% or $205,583 at 6%; with 50% employer match about $205,583 at 4% or $137,056 at 6%; with 100% employer match about $154,188 at 4% or $102,792 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-1$98,927$12,335$12,335iApproximate average salary by contribution assumption: employee only about $308,375 at 4% or $205,583 at 6%; with 50% employer match about $205,583 at 4% or $137,056 at 6%; with 100% employer match about $154,188 at 4% or $102,792 at 6%.
202112$121,755$14,140$7,070iApproximate average salary by contribution assumption: employee only about $176,750 at 4% or $117,833 at 6%; with 50% employer match about $117,833 at 4% or $78,556 at 6%; with 100% employer match about $88,375 at 4% or $58,917 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$121,755$14,140$7,070iApproximate average salary by contribution assumption: employee only about $176,750 at 4% or $117,833 at 6%; with 50% employer match about $117,833 at 4% or $78,556 at 6%; with 100% employer match about $88,375 at 4% or $58,917 at 6%.
202012$91,223$10,966$5,483iApproximate average salary by contribution assumption: employee only about $137,075 at 4% or $91,383 at 6%; with 50% employer match about $91,383 at 4% or $60,922 at 6%; with 100% employer match about $68,538 at 4% or $45,692 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$91,223$10,966$5,483iApproximate average salary by contribution assumption: employee only about $137,075 at 4% or $91,383 at 6%; with 50% employer match about $91,383 at 4% or $60,922 at 6%; with 100% employer match about $68,538 at 4% or $45,692 at 6%.
201912$64,927$12,574$6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$64,927$12,574$6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%.
201813$79,777$2,794$931iApproximate average salary by contribution assumption: employee only about $23,283 at 4% or $15,522 at 6%; with 50% employer match about $15,522 at 4% or $10,348 at 6%; with 100% employer match about $11,642 at 4% or $7,761 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-3$79,777$2,794$931iApproximate average salary by contribution assumption: employee only about $23,283 at 4% or $15,522 at 6%; with 50% employer match about $15,522 at 4% or $10,348 at 6%; with 100% employer match about $11,642 at 4% or $7,761 at 6%.
201712$77,612$0-
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$77,612$0-
201612$66,033$0-
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$66,033$0-
201512$63,031$0-
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$63,031$0-
201412$63,116$0-
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$63,116$0-
201312$59,390$903$452iApproximate average salary by contribution assumption: employee only about $11,288 at 4% or $7,525 at 6%; with 50% employer match about $7,525 at 4% or $5,017 at 6%; with 100% employer match about $5,644 at 4% or $3,763 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-2$59,390$903$452iApproximate average salary by contribution assumption: employee only about $11,288 at 4% or $7,525 at 6%; with 50% employer match about $7,525 at 4% or $5,017 at 6%; with 100% employer match about $5,644 at 4% or $3,763 at 6%.
201213$66,738$2,167$722iApproximate average salary by contribution assumption: employee only about $18,058 at 4% or $12,039 at 6%; with 50% employer match about $12,039 at 4% or $8,026 at 6%; with 100% employer match about $9,029 at 4% or $6,019 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-3$66,738$2,167$722iApproximate average salary by contribution assumption: employee only about $18,058 at 4% or $12,039 at 6%; with 50% employer match about $12,039 at 4% or $8,026 at 6%; with 100% employer match about $9,029 at 4% or $6,019 at 6%.
201113$56,787$2,087$696iApproximate average salary by contribution assumption: employee only about $17,392 at 4% or $11,594 at 6%; with 50% employer match about $11,594 at 4% or $7,730 at 6%; with 100% employer match about $8,696 at 4% or $5,797 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-3$56,787$2,087$696iApproximate average salary by contribution assumption: employee only about $17,392 at 4% or $11,594 at 6%; with 50% employer match about $11,594 at 4% or $7,730 at 6%; with 100% employer match about $8,696 at 4% or $5,797 at 6%.
201013$57,249$2,757$919iApproximate average salary by contribution assumption: employee only about $22,975 at 4% or $15,317 at 6%; with 50% employer match about $15,317 at 4% or $10,211 at 6%; with 100% employer match about $11,488 at 4% or $7,658 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-3$57,249$2,757$919iApproximate average salary by contribution assumption: employee only about $22,975 at 4% or $15,317 at 6%; with 50% employer match about $15,317 at 4% or $10,211 at 6%; with 100% employer match about $11,488 at 4% or $7,658 at 6%.
200914$54,825$7,168$1,792iApproximate average salary by contribution assumption: employee only about $44,800 at 4% or $29,867 at 6%; with 50% employer match about $29,867 at 4% or $19,911 at 6%; with 100% employer match about $22,400 at 4% or $14,933 at 6%.
Margaritelli USA LLC 401 K Profit Sharing Plan Trust-4$54,825$7,168$1,792iApproximate average salary by contribution assumption: employee only about $44,800 at 4% or $29,867 at 6%; with 50% employer match about $29,867 at 4% or $19,911 at 6%; with 100% employer match about $22,400 at 4% or $14,933 at 6%.