Civic Intelligence

Jerry D. Lloyd Inc.

Plan context: Eagle Software 401K Profit Sharing Plan and Trust

EIN 33-0427993 • Orange, CA • 27 filings • 7 plans

770 The City Dr S Ste 6500Orange, CA 92868-4923
Current Snapshot

Latest Year

2024

2024 Participants

115

2024 Assets

$11,510,333

2024 Contributions

$1,226,823

Historical Graphs

Total Assets Over Time

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

$12,450,082$6,225,041$0199920162024YearValue
$11,510,333Latest year 2024

Participants Over Time

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

134670199920132024YearValue
115Latest 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
20242115$11,510,333$1,226,823$10,668iApproximate average salary by contribution assumption: employee only about $266,701 at 4% or $177,800 at 6%; with 50% employer match about $177,800 at 4% or $118,534 at 6%; with 100% employer match about $133,350 at 4% or $88,900 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-115$11,510,333$1,226,823$10,668iApproximate average salary by contribution assumption: employee only about $266,701 at 4% or $177,800 at 6%; with 50% employer match about $177,800 at 4% or $118,534 at 6%; with 100% employer match about $133,350 at 4% or $88,900 at 6%.
Aeries Software Inc. Benefit Plan-109---
20232134$11,704,567$1,161,354$8,667iApproximate average salary by contribution assumption: employee only about $216,671 at 4% or $144,447 at 6%; with 50% employer match about $144,447 at 4% or $96,298 at 6%; with 100% employer match about $108,335 at 4% or $72,224 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-134$11,704,567$1,161,354$8,667iApproximate average salary by contribution assumption: employee only about $216,671 at 4% or $144,447 at 6%; with 50% employer match about $144,447 at 4% or $96,298 at 6%; with 100% employer match about $108,335 at 4% or $72,224 at 6%.
Aeries Software Inc. Benefit Plan-105---
20222133$10,850,255$1,421,674$10,689iApproximate average salary by contribution assumption: employee only about $267,232 at 4% or $178,155 at 6%; with 50% employer match about $178,155 at 4% or $118,770 at 6%; with 100% employer match about $133,616 at 4% or $89,077 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-133$10,850,255$1,421,674$10,689iApproximate average salary by contribution assumption: employee only about $267,232 at 4% or $178,155 at 6%; with 50% employer match about $178,155 at 4% or $118,770 at 6%; with 100% employer match about $133,616 at 4% or $89,077 at 6%.
Aeries Software Inc. Benefit Plan-105---
20211121$12,450,082$1,006,696$8,320iApproximate average salary by contribution assumption: employee only about $207,995 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-121$12,450,082$1,006,696$8,320iApproximate average salary by contribution assumption: employee only about $207,995 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
20201119$10,244,537$1,584,523$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,441 at 4% or $110,961 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-119$10,244,537$1,584,523$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,441 at 4% or $110,961 at 6%.
2019196$7,770,915$701,216$7,304iApproximate average salary by contribution assumption: employee only about $182,608 at 4% or $121,739 at 6%; with 50% employer match about $121,739 at 4% or $81,159 at 6%; with 100% employer match about $91,304 at 4% or $60,869 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-96$7,770,915$701,216$7,304iApproximate average salary by contribution assumption: employee only about $182,608 at 4% or $121,739 at 6%; with 50% employer match about $121,739 at 4% or $81,159 at 6%; with 100% employer match about $91,304 at 4% or $60,869 at 6%.
2018189$5,874,445$831,016$9,337iApproximate average salary by contribution assumption: employee only about $233,431 at 4% or $155,621 at 6%; with 50% employer match about $155,621 at 4% or $103,747 at 6%; with 100% employer match about $116,716 at 4% or $77,810 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-89$5,874,445$831,016$9,337iApproximate average salary by contribution assumption: employee only about $233,431 at 4% or $155,621 at 6%; with 50% employer match about $155,621 at 4% or $103,747 at 6%; with 100% employer match about $116,716 at 4% or $77,810 at 6%.
2017180$5,893,700$470,346$5,879iApproximate average salary by contribution assumption: employee only about $146,983 at 4% or $97,989 at 6%; with 50% employer match about $97,989 at 4% or $65,326 at 6%; with 100% employer match about $73,492 at 4% or $48,994 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-80$5,893,700$470,346$5,879iApproximate average salary by contribution assumption: employee only about $146,983 at 4% or $97,989 at 6%; with 50% employer match about $97,989 at 4% or $65,326 at 6%; with 100% employer match about $73,492 at 4% or $48,994 at 6%.
2016180$5,194,295$439,062$5,488iApproximate average salary by contribution assumption: employee only about $137,207 at 4% or $91,471 at 6%; with 50% employer match about $91,471 at 4% or $60,981 at 6%; with 100% employer match about $68,603 at 4% or $45,736 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-80$5,194,295$439,062$5,488iApproximate average salary by contribution assumption: employee only about $137,207 at 4% or $91,471 at 6%; with 50% employer match about $91,471 at 4% or $60,981 at 6%; with 100% employer match about $68,603 at 4% or $45,736 at 6%.
2015173$4,905,823$372,050$5,097iApproximate average salary by contribution assumption: employee only about $127,414 at 4% or $84,943 at 6%; with 50% employer match about $84,943 at 4% or $56,629 at 6%; with 100% employer match about $63,707 at 4% or $42,471 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-73$4,905,823$372,050$5,097iApproximate average salary by contribution assumption: employee only about $127,414 at 4% or $84,943 at 6%; with 50% employer match about $84,943 at 4% or $56,629 at 6%; with 100% employer match about $63,707 at 4% or $42,471 at 6%.
2014163$5,239,281$382,403$6,070iApproximate average salary by contribution assumption: employee only about $151,747 at 4% or $101,165 at 6%; with 50% employer match about $101,165 at 4% or $67,443 at 6%; with 100% employer match about $75,874 at 4% or $50,582 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-63$5,239,281$382,403$6,070iApproximate average salary by contribution assumption: employee only about $151,747 at 4% or $101,165 at 6%; with 50% employer match about $101,165 at 4% or $67,443 at 6%; with 100% employer match about $75,874 at 4% or $50,582 at 6%.
2013162$5,567,584$381,872$6,159iApproximate average salary by contribution assumption: employee only about $153,981 at 4% or $102,654 at 6%; with 50% employer match about $102,654 at 4% or $68,436 at 6%; with 100% employer match about $76,990 at 4% or $51,327 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-62$5,567,584$381,872$6,159iApproximate average salary by contribution assumption: employee only about $153,981 at 4% or $102,654 at 6%; with 50% employer match about $102,654 at 4% or $68,436 at 6%; with 100% employer match about $76,990 at 4% or $51,327 at 6%.
2012154$4,947,378$351,392$6,507iApproximate average salary by contribution assumption: employee only about $162,681 at 4% or $108,454 at 6%; with 50% employer match about $108,454 at 4% or $72,303 at 6%; with 100% employer match about $81,341 at 4% or $54,227 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-54$4,947,378$351,392$6,507iApproximate average salary by contribution assumption: employee only about $162,681 at 4% or $108,454 at 6%; with 50% employer match about $108,454 at 4% or $72,303 at 6%; with 100% employer match about $81,341 at 4% or $54,227 at 6%.
2011150$4,873,165$626,650$12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-50$4,873,165$626,650$12,533iApproximate average salary by contribution assumption: employee only about $313,325 at 4% or $208,883 at 6%; with 50% employer match about $208,883 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
2010150$4,725,253$635,445$12,709iApproximate average salary by contribution assumption: employee only about $317,723 at 4% or $211,815 at 6%; with 50% employer match about $211,815 at 4% or $141,210 at 6%; with 100% employer match about $158,861 at 4% or $105,908 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-50$4,725,253$635,445$12,709iApproximate average salary by contribution assumption: employee only about $317,723 at 4% or $211,815 at 6%; with 50% employer match about $211,815 at 4% or $141,210 at 6%; with 100% employer match about $158,861 at 4% or $105,908 at 6%.
2009152$3,949,435$376,378$7,238iApproximate average salary by contribution assumption: employee only about $180,951 at 4% or $120,634 at 6%; with 50% employer match about $120,634 at 4% or $80,423 at 6%; with 100% employer match about $90,475 at 4% or $60,317 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-52$3,949,435$376,378$7,238iApproximate average salary by contribution assumption: employee only about $180,951 at 4% or $120,634 at 6%; with 50% employer match about $120,634 at 4% or $80,423 at 6%; with 100% employer match about $90,475 at 4% or $60,317 at 6%.
2008136$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-36---
2007133$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-33---
2006127$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-27---
2004126$1,404,477$293,720$11,297iApproximate average salary by contribution assumption: employee only about $282,423 at 4% or $188,282 at 6%; with 50% employer match about $188,282 at 4% or $125,521 at 6%; with 100% employer match about $141,212 at 4% or $94,141 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-26$1,404,477$293,720$11,297iApproximate average salary by contribution assumption: employee only about $282,423 at 4% or $188,282 at 6%; with 50% employer match about $188,282 at 4% or $125,521 at 6%; with 100% employer match about $141,212 at 4% or $94,141 at 6%.
2003124$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-24---
2001124$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-24---
2000121$0$0-
Eagle Software 401K Profit Sharing Plan and Trust-21---
1999119$144,468$144,468$7,604iApproximate average salary by contribution assumption: employee only about $190,089 at 4% or $126,726 at 6%; with 50% employer match about $126,726 at 4% or $84,484 at 6%; with 100% employer match about $95,045 at 4% or $63,363 at 6%.
Eagle Software 401K Profit Sharing Plan and Trust-19$144,468$144,468$7,604iApproximate average salary by contribution assumption: employee only about $190,089 at 4% or $126,726 at 6%; with 50% employer match about $126,726 at 4% or $84,484 at 6%; with 100% employer match about $95,045 at 4% or $63,363 at 6%.