Civic Intelligence

Linked

Plan context: Linked 401(K) Profit Sharing Plan

EIN 27-1654854 • Alamo, CA • 13 filings • 3 plans

189 Oak RoadAlamo, CA 94507
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,542,855

2024 Contributions

$196,672

Historical Graphs

Total Assets Over Time

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

$1,629,323$814,662$0201320192024YearValue
$1,542,855Latest year 2024

Participants Over Time

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

1160201320192024YearValue
10Latest 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
2024110$1,542,855$196,672$19,667iApproximate average salary by contribution assumption: employee only about $491,680 at 4% or $327,787 at 6%; with 50% employer match about $327,787 at 4% or $218,524 at 6%; with 100% employer match about $245,840 at 4% or $163,893 at 6%.
Linked 401(K) Profit Sharing Plan-10$1,542,855$196,672$19,667iApproximate average salary by contribution assumption: employee only about $491,680 at 4% or $327,787 at 6%; with 50% employer match about $327,787 at 4% or $218,524 at 6%; with 100% employer match about $245,840 at 4% or $163,893 at 6%.
2023111$1,297,241$230,587$20,962iApproximate average salary by contribution assumption: employee only about $524,061 at 4% or $349,374 at 6%; with 50% employer match about $349,374 at 4% or $232,916 at 6%; with 100% employer match about $262,031 at 4% or $174,687 at 6%.
Linked 401(K) Profit Sharing Plan-11$1,297,241$230,587$20,962iApproximate average salary by contribution assumption: employee only about $524,061 at 4% or $349,374 at 6%; with 50% employer match about $349,374 at 4% or $232,916 at 6%; with 100% employer match about $262,031 at 4% or $174,687 at 6%.
2022111$1,059,586$195,599$17,782iApproximate average salary by contribution assumption: employee only about $444,543 at 4% or $296,362 at 6%; with 50% employer match about $296,362 at 4% or $197,575 at 6%; with 100% employer match about $222,272 at 4% or $148,181 at 6%.
Linked 401(K) Profit Sharing Plan-11$1,059,586$195,599$17,782iApproximate average salary by contribution assumption: employee only about $444,543 at 4% or $296,362 at 6%; with 50% employer match about $296,362 at 4% or $197,575 at 6%; with 100% employer match about $222,272 at 4% or $148,181 at 6%.
202119$1,629,323$191,105$21,234iApproximate average salary by contribution assumption: employee only about $530,847 at 4% or $353,898 at 6%; with 50% employer match about $353,898 at 4% or $235,932 at 6%; with 100% employer match about $265,424 at 4% or $176,949 at 6%.
Linked 401(K) Profit Sharing Plan-9$1,629,323$191,105$21,234iApproximate average salary by contribution assumption: employee only about $530,847 at 4% or $353,898 at 6%; with 50% employer match about $353,898 at 4% or $235,932 at 6%; with 100% employer match about $265,424 at 4% or $176,949 at 6%.
202019$1,234,407$188,910$20,990iApproximate average salary by contribution assumption: employee only about $524,750 at 4% or $349,833 at 6%; with 50% employer match about $349,833 at 4% or $233,222 at 6%; with 100% employer match about $262,375 at 4% or $174,917 at 6%.
Linked 401(K) Profit Sharing Plan-9$1,234,407$188,910$20,990iApproximate average salary by contribution assumption: employee only about $524,750 at 4% or $349,833 at 6%; with 50% employer match about $349,833 at 4% or $233,222 at 6%; with 100% employer match about $262,375 at 4% or $174,917 at 6%.
201919$944,566$188,356$20,928iApproximate average salary by contribution assumption: employee only about $523,211 at 4% or $348,807 at 6%; with 50% employer match about $348,807 at 4% or $232,538 at 6%; with 100% employer match about $261,606 at 4% or $174,404 at 6%.
Linked 401(K) Profit Sharing Plan-9$944,566$188,356$20,928iApproximate average salary by contribution assumption: employee only about $523,211 at 4% or $348,807 at 6%; with 50% employer match about $348,807 at 4% or $232,538 at 6%; with 100% employer match about $261,606 at 4% or $174,404 at 6%.
201816$650,251$136,646$22,774iApproximate average salary by contribution assumption: employee only about $569,358 at 4% or $379,572 at 6%; with 50% employer match about $379,572 at 4% or $253,048 at 6%; with 100% employer match about $284,679 at 4% or $189,786 at 6%.
Linked 401(K) Profit Sharing Plan-6$650,251$136,646$22,774iApproximate average salary by contribution assumption: employee only about $569,358 at 4% or $379,572 at 6%; with 50% employer match about $379,572 at 4% or $253,048 at 6%; with 100% employer match about $284,679 at 4% or $189,786 at 6%.
201725$552,087$125,353$25,071iApproximate average salary by contribution assumption: employee only about $626,765 at 4% or $417,843 at 6%; with 50% employer match about $417,843 at 4% or $278,562 at 6%; with 100% employer match about $313,383 at 4% or $208,922 at 6%.
Linked 401(K) Profit Sharing Plan-5$540,570$113,836$22,767iApproximate average salary by contribution assumption: employee only about $569,180 at 4% or $379,453 at 6%; with 50% employer match about $379,453 at 4% or $252,969 at 6%; with 100% employer match about $284,590 at 4% or $189,727 at 6%.
Linked 401(K) Profit Sharing Plan-1$11,517$11,517$11,517iApproximate average salary by contribution assumption: employee only about $287,925 at 4% or $191,950 at 6%; with 50% employer match about $191,950 at 4% or $127,967 at 6%; with 100% employer match about $143,963 at 4% or $95,975 at 6%.
201615$368,658$103,008$20,602iApproximate average salary by contribution assumption: employee only about $515,040 at 4% or $343,360 at 6%; with 50% employer match about $343,360 at 4% or $228,907 at 6%; with 100% employer match about $257,520 at 4% or $171,680 at 6%.
Linked 401(K) Profit Sharing Plan-5$368,658$103,008$20,602iApproximate average salary by contribution assumption: employee only about $515,040 at 4% or $343,360 at 6%; with 50% employer match about $343,360 at 4% or $228,907 at 6%; with 100% employer match about $257,520 at 4% or $171,680 at 6%.
201512$253,117$112,057$56,029iApproximate average salary by contribution assumption: employee only about $1,400,713 at 4% or $933,808 at 6%; with 50% employer match about $933,808 at 4% or $622,539 at 6%; with 100% employer match about $700,356 at 4% or $466,904 at 6%.
Linked 401(K) Profit Sharing Plan-2$253,117$112,057$56,029iApproximate average salary by contribution assumption: employee only about $1,400,713 at 4% or $933,808 at 6%; with 50% employer match about $933,808 at 4% or $622,539 at 6%; with 100% employer match about $700,356 at 4% or $466,904 at 6%.
201415$140,117$100,484$20,097iApproximate average salary by contribution assumption: employee only about $502,420 at 4% or $334,947 at 6%; with 50% employer match about $334,947 at 4% or $223,298 at 6%; with 100% employer match about $251,210 at 4% or $167,473 at 6%.
Linked 401(K) Profit Sharing Plan-5$140,117$100,484$20,097iApproximate average salary by contribution assumption: employee only about $502,420 at 4% or $334,947 at 6%; with 50% employer match about $334,947 at 4% or $223,298 at 6%; with 100% employer match about $251,210 at 4% or $167,473 at 6%.
201312$36,895$25,371$12,686iApproximate average salary by contribution assumption: employee only about $317,138 at 4% or $211,425 at 6%; with 50% employer match about $211,425 at 4% or $140,950 at 6%; with 100% employer match about $158,569 at 4% or $105,713 at 6%.
Linked 401(K) Profit Sharing Plan-2$36,895$25,371$12,686iApproximate average salary by contribution assumption: employee only about $317,138 at 4% or $211,425 at 6%; with 50% employer match about $211,425 at 4% or $140,950 at 6%; with 100% employer match about $158,569 at 4% or $105,713 at 6%.