Plotkin & Associates Inc.
Plan context: THE PLOTKIN GROUP PROFIT SHARING PLAN
EIN 33-0219558 • Carlsbad, CA • 34 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$5,112,041
2025 Contributions
$700
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 | 0 | $0 | $700 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 0 | $0 | $700 | - |
| 2024 | 1 | 3 | $5,112,041 | $57,243 | $19,081iApproximate average salary by contribution assumption: employee only about $477,025 at 4% or $318,017 at 6%; with 50% employer match about $318,017 at 4% or $212,011 at 6%; with 100% employer match about $238,513 at 4% or $159,008 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $5,112,041 | $57,243 | $19,081iApproximate average salary by contribution assumption: employee only about $477,025 at 4% or $318,017 at 6%; with 50% employer match about $318,017 at 4% or $212,011 at 6%; with 100% employer match about $238,513 at 4% or $159,008 at 6%. |
| 2023 | 2 | 2 | $4,778,389 | $631,941 | $315,971iApproximate average salary by contribution assumption: employee only about $7,899,263 at 4% or $5,266,175 at 6%; with 50% employer match about $5,266,175 at 4% or $3,510,783 at 6%; with 100% employer match about $3,949,631 at 4% or $2,633,088 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 2 | $4,778,389 | $631,941 | $315,971iApproximate average salary by contribution assumption: employee only about $7,899,263 at 4% or $5,266,175 at 6%; with 50% employer match about $5,266,175 at 4% or $3,510,783 at 6%; with 100% employer match about $3,949,631 at 4% or $2,633,088 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 2 | $4,057,372 | $132,220 | $66,110iApproximate average salary by contribution assumption: employee only about $1,652,750 at 4% or $1,101,833 at 6%; with 50% employer match about $1,101,833 at 4% or $734,556 at 6%; with 100% employer match about $826,375 at 4% or $550,917 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 2 | $3,465,331 | $6,480 | $3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 2 | $592,041 | $125,740 | $62,870iApproximate average salary by contribution assumption: employee only about $1,571,750 at 4% or $1,047,833 at 6%; with 50% employer match about $1,047,833 at 4% or $698,556 at 6%; with 100% employer match about $785,875 at 4% or $523,917 at 6%. |
| 2021 | 2 | 3 | $4,179,698 | $145,130 | $48,377iApproximate average salary by contribution assumption: employee only about $1,209,417 at 4% or $806,278 at 6%; with 50% employer match about $806,278 at 4% or $537,519 at 6%; with 100% employer match about $604,708 at 4% or $403,139 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $3,691,911 | $35,130 | $11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 2 | $487,787 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2020 | 2 | 3 | $3,412,153 | $420 | $140iApproximate average salary by contribution assumption: employee only about $3,500 at 4% or $2,333 at 6%; with 50% employer match about $2,333 at 4% or $1,556 at 6%; with 100% employer match about $1,750 at 4% or $1,167 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $3,075,914 | $420 | $140iApproximate average salary by contribution assumption: employee only about $3,500 at 4% or $2,333 at 6%; with 50% employer match about $2,333 at 4% or $1,556 at 6%; with 100% employer match about $1,750 at 4% or $1,167 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 2 | $336,239 | $0 | - |
| 2019 | 2 | 3 | $3,040,457 | $196,410 | $65,470iApproximate average salary by contribution assumption: employee only about $1,636,750 at 4% or $1,091,167 at 6%; with 50% employer match about $1,091,167 at 4% or $727,444 at 6%; with 100% employer match about $818,375 at 4% or $545,583 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $2,725,226 | $16,410 | $5,470iApproximate average salary by contribution assumption: employee only about $136,750 at 4% or $91,167 at 6%; with 50% employer match about $91,167 at 4% or $60,778 at 6%; with 100% employer match about $68,375 at 4% or $45,583 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 2 | $315,231 | $180,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| 2018 | 2 | 3 | $3,204,457 | $187,200 | $62,400iApproximate average salary by contribution assumption: employee only about $1,560,000 at 4% or $1,040,000 at 6%; with 50% employer match about $1,040,000 at 4% or $693,333 at 6%; with 100% employer match about $780,000 at 4% or $520,000 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $3,067,717 | $50,460 | $16,820iApproximate average salary by contribution assumption: employee only about $420,500 at 4% or $280,333 at 6%; with 50% employer match about $280,333 at 4% or $186,889 at 6%; with 100% employer match about $210,250 at 4% or $140,167 at 6%. |
| PLOTKIN GROUP CASH BALANCE PLAN | - | 2 | $136,740 | $136,740 | $68,370iApproximate average salary by contribution assumption: employee only about $1,709,250 at 4% or $1,139,500 at 6%; with 50% employer match about $1,139,500 at 4% or $759,667 at 6%; with 100% employer match about $854,625 at 4% or $569,750 at 6%. |
| 2017 | 1 | 3 | $3,256,819 | $64,378 | $21,459iApproximate average salary by contribution assumption: employee only about $536,483 at 4% or $357,656 at 6%; with 50% employer match about $357,656 at 4% or $238,437 at 6%; with 100% employer match about $268,242 at 4% or $178,828 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $3,256,819 | $64,378 | $21,459iApproximate average salary by contribution assumption: employee only about $536,483 at 4% or $357,656 at 6%; with 50% employer match about $357,656 at 4% or $238,437 at 6%; with 100% employer match about $268,242 at 4% or $178,828 at 6%. |
| 2016 | 1 | 3 | $3,193,779 | $107,792 | $35,931iApproximate average salary by contribution assumption: employee only about $898,267 at 4% or $598,844 at 6%; with 50% employer match about $598,844 at 4% or $399,230 at 6%; with 100% employer match about $449,133 at 4% or $299,422 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $3,193,779 | $107,792 | $35,931iApproximate average salary by contribution assumption: employee only about $898,267 at 4% or $598,844 at 6%; with 50% employer match about $598,844 at 4% or $399,230 at 6%; with 100% employer match about $449,133 at 4% or $299,422 at 6%. |
| 2015 | 1 | 3 | $2,716,745 | $79,298 | $26,433iApproximate average salary by contribution assumption: employee only about $660,817 at 4% or $440,544 at 6%; with 50% employer match about $440,544 at 4% or $293,696 at 6%; with 100% employer match about $330,408 at 4% or $220,272 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $2,716,745 | $79,298 | $26,433iApproximate average salary by contribution assumption: employee only about $660,817 at 4% or $440,544 at 6%; with 50% employer match about $440,544 at 4% or $293,696 at 6%; with 100% employer match about $330,408 at 4% or $220,272 at 6%. |
| 2014 | 1 | 4 | $2,639,171 | $58,169 | $14,542iApproximate average salary by contribution assumption: employee only about $363,556 at 4% or $242,371 at 6%; with 50% employer match about $242,371 at 4% or $161,581 at 6%; with 100% employer match about $181,778 at 4% or $121,185 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 4 | $2,639,171 | $58,169 | $14,542iApproximate average salary by contribution assumption: employee only about $363,556 at 4% or $242,371 at 6%; with 50% employer match about $242,371 at 4% or $161,581 at 6%; with 100% employer match about $181,778 at 4% or $121,185 at 6%. |
| 2013 | 1 | 4 | $2,809,787 | $62,095 | $15,524iApproximate average salary by contribution assumption: employee only about $388,094 at 4% or $258,729 at 6%; with 50% employer match about $258,729 at 4% or $172,486 at 6%; with 100% employer match about $194,047 at 4% or $129,365 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 4 | $2,809,787 | $62,095 | $15,524iApproximate average salary by contribution assumption: employee only about $388,094 at 4% or $258,729 at 6%; with 50% employer match about $258,729 at 4% or $172,486 at 6%; with 100% employer match about $194,047 at 4% or $129,365 at 6%. |
| 2012 | 1 | 4 | $2,611,541 | $42,861 | $10,715iApproximate average salary by contribution assumption: employee only about $267,881 at 4% or $178,588 at 6%; with 50% employer match about $178,588 at 4% or $119,058 at 6%; with 100% employer match about $133,941 at 4% or $89,294 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 4 | $2,611,541 | $42,861 | $10,715iApproximate average salary by contribution assumption: employee only about $267,881 at 4% or $178,588 at 6%; with 50% employer match about $178,588 at 4% or $119,058 at 6%; with 100% employer match about $133,941 at 4% or $89,294 at 6%. |
| 2011 | 1 | 5 | $2,175,957 | $46,564 | $9,313iApproximate average salary by contribution assumption: employee only about $232,820 at 4% or $155,213 at 6%; with 50% employer match about $155,213 at 4% or $103,476 at 6%; with 100% employer match about $116,410 at 4% or $77,607 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 5 | $2,175,957 | $46,564 | $9,313iApproximate average salary by contribution assumption: employee only about $232,820 at 4% or $155,213 at 6%; with 50% employer match about $155,213 at 4% or $103,476 at 6%; with 100% employer match about $116,410 at 4% or $77,607 at 6%. |
| 2010 | 1 | 5 | $1,724,887 | $38,250 | $7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 5 | $1,724,887 | $38,250 | $7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%. |
| 2009 | 1 | 5 | $1,844,719 | $39,829 | $7,966iApproximate average salary by contribution assumption: employee only about $199,145 at 4% or $132,763 at 6%; with 50% employer match about $132,763 at 4% or $88,509 at 6%; with 100% employer match about $99,573 at 4% or $66,382 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 5 | $1,844,719 | $39,829 | $7,966iApproximate average salary by contribution assumption: employee only about $199,145 at 4% or $132,763 at 6%; with 50% employer match about $132,763 at 4% or $88,509 at 6%; with 100% employer match about $99,573 at 4% or $66,382 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $1,643,055 | $34,475 | $17,238iApproximate average salary by contribution assumption: employee only about $430,938 at 4% or $287,292 at 6%; with 50% employer match about $287,292 at 4% or $191,528 at 6%; with 100% employer match about $215,469 at 4% or $143,646 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 2 | $1,643,055 | $34,475 | $17,238iApproximate average salary by contribution assumption: employee only about $430,938 at 4% or $287,292 at 6%; with 50% employer match about $287,292 at 4% or $191,528 at 6%; with 100% employer match about $215,469 at 4% or $143,646 at 6%. |
| 2005 | 1 | 3 | $1,379,669 | $45,218 | $15,073iApproximate average salary by contribution assumption: employee only about $376,817 at 4% or $251,211 at 6%; with 50% employer match about $251,211 at 4% or $167,474 at 6%; with 100% employer match about $188,408 at 4% or $125,606 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $1,379,669 | $45,218 | $15,073iApproximate average salary by contribution assumption: employee only about $376,817 at 4% or $251,211 at 6%; with 50% employer match about $251,211 at 4% or $167,474 at 6%; with 100% employer match about $188,408 at 4% or $125,606 at 6%. |
| 2004 | 1 | 3 | $1,271,814 | $45,974 | $15,325iApproximate average salary by contribution assumption: employee only about $383,117 at 4% or $255,411 at 6%; with 50% employer match about $255,411 at 4% or $170,274 at 6%; with 100% employer match about $191,558 at 4% or $127,706 at 6%. |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | $1,271,814 | $45,974 | $15,325iApproximate average salary by contribution assumption: employee only about $383,117 at 4% or $255,411 at 6%; with 50% employer match about $255,411 at 4% or $170,274 at 6%; with 100% employer match about $191,558 at 4% or $127,706 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| THE PLOTKIN GROUP PROFIT SHARING PLAN | - | 4 | - | - | - |
| The Plotkin Group Defined Benefit Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| The Plotkin Group Defined Benefit Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $350,823 | $28,259 | $7,065iApproximate average salary by contribution assumption: employee only about $176,619 at 4% or $117,746 at 6%; with 50% employer match about $117,746 at 4% or $78,497 at 6%; with 100% employer match about $88,309 at 4% or $58,873 at 6%. |
| The Plotkin Group Defined Benefit Plan | - | 4 | $350,823 | $28,259 | $7,065iApproximate average salary by contribution assumption: employee only about $176,619 at 4% or $117,746 at 6%; with 50% employer match about $117,746 at 4% or $78,497 at 6%; with 100% employer match about $88,309 at 4% or $58,873 at 6%. |