Civic Intelligence

GEOFF SUMICH DESIGNS

Plan context: GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN

EIN 33-0373990 • San Juan Capistrano, CA • 9 filings • 1 plans

31511 Camino Capistrano, Suite ASan Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$722,020

2025 Contributions

$37,017

Historical Graphs

Total Assets Over Time

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

$722,020$361,010$0201720212025YearValue
$722,020Latest year 2025

Participants Over Time

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

210201720212025YearValue
2Latest 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
202512$722,020$37,017$18,509iApproximate average salary by contribution assumption: employee only about $462,713 at 4% or $308,475 at 6%; with 50% employer match about $308,475 at 4% or $205,650 at 6%; with 100% employer match about $231,356 at 4% or $154,238 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$722,020$37,017$18,509iApproximate average salary by contribution assumption: employee only about $462,713 at 4% or $308,475 at 6%; with 50% employer match about $308,475 at 4% or $205,650 at 6%; with 100% employer match about $231,356 at 4% or $154,238 at 6%.
202412$595,433$86,650$43,325iApproximate average salary by contribution assumption: employee only about $1,083,125 at 4% or $722,083 at 6%; with 50% employer match about $722,083 at 4% or $481,389 at 6%; with 100% employer match about $541,563 at 4% or $361,042 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$595,433$86,650$43,325iApproximate average salary by contribution assumption: employee only about $1,083,125 at 4% or $722,083 at 6%; with 50% employer match about $722,083 at 4% or $481,389 at 6%; with 100% employer match about $541,563 at 4% or $361,042 at 6%.
202312$456,410$55,718$27,859iApproximate average salary by contribution assumption: employee only about $696,475 at 4% or $464,317 at 6%; with 50% employer match about $464,317 at 4% or $309,544 at 6%; with 100% employer match about $348,238 at 4% or $232,158 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$456,410$55,718$27,859iApproximate average salary by contribution assumption: employee only about $696,475 at 4% or $464,317 at 6%; with 50% employer match about $464,317 at 4% or $309,544 at 6%; with 100% employer match about $348,238 at 4% or $232,158 at 6%.
202212$339,399$129,612$64,806iApproximate average salary by contribution assumption: employee only about $1,620,150 at 4% or $1,080,100 at 6%; with 50% employer match about $1,080,100 at 4% or $720,067 at 6%; with 100% employer match about $810,075 at 4% or $540,050 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$339,399$129,612$64,806iApproximate average salary by contribution assumption: employee only about $1,620,150 at 4% or $1,080,100 at 6%; with 50% employer match about $1,080,100 at 4% or $720,067 at 6%; with 100% employer match about $810,075 at 4% or $540,050 at 6%.
202112$266,212$62,984$31,492iApproximate average salary by contribution assumption: employee only about $787,300 at 4% or $524,867 at 6%; with 50% employer match about $524,867 at 4% or $349,911 at 6%; with 100% employer match about $393,650 at 4% or $262,433 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$266,212$62,984$31,492iApproximate average salary by contribution assumption: employee only about $787,300 at 4% or $524,867 at 6%; with 50% employer match about $524,867 at 4% or $349,911 at 6%; with 100% employer match about $393,650 at 4% or $262,433 at 6%.
202012$258,471$48,132$24,066iApproximate average salary by contribution assumption: employee only about $601,650 at 4% or $401,100 at 6%; with 50% employer match about $401,100 at 4% or $267,400 at 6%; with 100% employer match about $300,825 at 4% or $200,550 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$258,471$48,132$24,066iApproximate average salary by contribution assumption: employee only about $601,650 at 4% or $401,100 at 6%; with 50% employer match about $401,100 at 4% or $267,400 at 6%; with 100% employer match about $300,825 at 4% or $200,550 at 6%.
201912$170,765$60,777$30,389iApproximate average salary by contribution assumption: employee only about $759,713 at 4% or $506,475 at 6%; with 50% employer match about $506,475 at 4% or $337,650 at 6%; with 100% employer match about $379,856 at 4% or $253,238 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$170,765$60,777$30,389iApproximate average salary by contribution assumption: employee only about $759,713 at 4% or $506,475 at 6%; with 50% employer match about $506,475 at 4% or $337,650 at 6%; with 100% employer match about $379,856 at 4% or $253,238 at 6%.
201812$153,635$82,916$41,458iApproximate average salary by contribution assumption: employee only about $1,036,450 at 4% or $690,967 at 6%; with 50% employer match about $690,967 at 4% or $460,644 at 6%; with 100% employer match about $518,225 at 4% or $345,483 at 6%.
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$153,635$82,916$41,458iApproximate average salary by contribution assumption: employee only about $1,036,450 at 4% or $690,967 at 6%; with 50% employer match about $690,967 at 4% or $460,644 at 6%; with 100% employer match about $518,225 at 4% or $345,483 at 6%.
201712$133,956$0-
GEOFF SUMICH DESIGN 401(K) PROFIT SHARING PLAN-2$133,956$0-