Civic Intelligence

JOSEPH W DECARLO

Plan context: JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST

EIN 33-0224773 • Costa Mesa, CA • 6 filings • 1 plans

3520 Cadillac Ave Ste BCosta Mesa, CA 92626-1419
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$43,032

2025 Contributions

$15,490

Historical Graphs

Total Assets Over Time

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

$43,032$21,516$0202120232025YearValue
$43,032Latest year 2025

Participants Over Time

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

27140202120232025YearValue
27Latest year 2025

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
2025127$43,032$15,490$574iApproximate average salary by contribution assumption: employee only about $14,343 at 4% or $9,562 at 6%; with 50% employer match about $9,562 at 4% or $6,374 at 6%; with 100% employer match about $7,171 at 4% or $4,781 at 6%.
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-27$43,032$15,490$574iApproximate average salary by contribution assumption: employee only about $14,343 at 4% or $9,562 at 6%; with 50% employer match about $9,562 at 4% or $6,374 at 6%; with 100% employer match about $7,171 at 4% or $4,781 at 6%.
2024127$24,679$11,273$418iApproximate average salary by contribution assumption: employee only about $10,438 at 4% or $6,959 at 6%; with 50% employer match about $6,959 at 4% or $4,639 at 6%; with 100% employer match about $5,219 at 4% or $3,479 at 6%.
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-27$24,679$11,273$418iApproximate average salary by contribution assumption: employee only about $10,438 at 4% or $6,959 at 6%; with 50% employer match about $6,959 at 4% or $4,639 at 6%; with 100% employer match about $5,219 at 4% or $3,479 at 6%.
2023126$12,735$7,116$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,562 at 6%; with 50% employer match about $4,562 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-26$12,735$7,116$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,562 at 6%; with 50% employer match about $4,562 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
2022124$5,108$2,818$117iApproximate average salary by contribution assumption: employee only about $2,935 at 4% or $1,957 at 6%; with 50% employer match about $1,957 at 4% or $1,305 at 6%; with 100% employer match about $1,468 at 4% or $978 at 6%.
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-24$5,108$2,818$117iApproximate average salary by contribution assumption: employee only about $2,935 at 4% or $1,957 at 6%; with 50% employer match about $1,957 at 4% or $1,305 at 6%; with 100% employer match about $1,468 at 4% or $978 at 6%.
2021120$2,628$2,558$128iApproximate average salary by contribution assumption: employee only about $3,198 at 4% or $2,132 at 6%; with 50% employer match about $2,132 at 4% or $1,421 at 6%; with 100% employer match about $1,599 at 4% or $1,066 at 6%.
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-20$2,628$2,558$128iApproximate average salary by contribution assumption: employee only about $3,198 at 4% or $2,132 at 6%; with 50% employer match about $2,132 at 4% or $1,421 at 6%; with 100% employer match about $1,599 at 4% or $1,066 at 6%.
202010$0$0-
JOSEPH W DECARLO 401(K) PROFIT SHARING PLAN & TRUST-0$0--