Sales & Service Inc. Southern California
Plan context: Sales & Service Inc. Retirement Plan
EIN 33-0443644 • Anaheim, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,071,265
2024 Contributions
$84,783
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $5,071,265 | $84,783 | $9,420iApproximate average salary by contribution assumption: employee only about $235,508 at 4% or $157,006 at 6%; with 50% employer match about $157,006 at 4% or $104,670 at 6%; with 100% employer match about $117,754 at 4% or $78,503 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $5,071,265 | $84,783 | $9,420iApproximate average salary by contribution assumption: employee only about $235,508 at 4% or $157,006 at 6%; with 50% employer match about $157,006 at 4% or $104,670 at 6%; with 100% employer match about $117,754 at 4% or $78,503 at 6%. |
| 2023 | 1 | 10 | $3,905,661 | $76,111 | $7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 10 | $3,905,661 | $76,111 | $7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%. |
| 2022 | 1 | 11 | $3,496,524 | $78,429 | $7,130iApproximate average salary by contribution assumption: employee only about $178,248 at 4% or $118,832 at 6%; with 50% employer match about $118,832 at 4% or $79,221 at 6%; with 100% employer match about $89,124 at 4% or $59,416 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 11 | $3,496,524 | $78,429 | $7,130iApproximate average salary by contribution assumption: employee only about $178,248 at 4% or $118,832 at 6%; with 50% employer match about $118,832 at 4% or $79,221 at 6%; with 100% employer match about $89,124 at 4% or $59,416 at 6%. |
| 2021 | 1 | 9 | $5,882,924 | $73,969 | $8,219iApproximate average salary by contribution assumption: employee only about $205,469 at 4% or $136,980 at 6%; with 50% employer match about $136,980 at 4% or $91,320 at 6%; with 100% employer match about $102,735 at 4% or $68,490 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $5,882,924 | $73,969 | $8,219iApproximate average salary by contribution assumption: employee only about $205,469 at 4% or $136,980 at 6%; with 50% employer match about $136,980 at 4% or $91,320 at 6%; with 100% employer match about $102,735 at 4% or $68,490 at 6%. |
| 2020 | 1 | 10 | $5,359,008 | $67,380 | $6,738iApproximate average salary by contribution assumption: employee only about $168,450 at 4% or $112,300 at 6%; with 50% employer match about $112,300 at 4% or $74,867 at 6%; with 100% employer match about $84,225 at 4% or $56,150 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 10 | $5,359,008 | $67,380 | $6,738iApproximate average salary by contribution assumption: employee only about $168,450 at 4% or $112,300 at 6%; with 50% employer match about $112,300 at 4% or $74,867 at 6%; with 100% employer match about $84,225 at 4% or $56,150 at 6%. |
| 2019 | 1 | 9 | $3,004,167 | $53,250 | $5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $3,004,167 | $53,250 | $5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%. |
| 2018 | 1 | 8 | $3,040,692 | $38,362 | $4,795iApproximate average salary by contribution assumption: employee only about $119,881 at 4% or $79,921 at 6%; with 50% employer match about $79,921 at 4% or $53,281 at 6%; with 100% employer match about $59,941 at 4% or $39,960 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $3,040,692 | $38,362 | $4,795iApproximate average salary by contribution assumption: employee only about $119,881 at 4% or $79,921 at 6%; with 50% employer match about $79,921 at 4% or $53,281 at 6%; with 100% employer match about $59,941 at 4% or $39,960 at 6%. |
| 2017 | 1 | 8 | $3,043,307 | $35,050 | $4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $3,043,307 | $35,050 | $4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%. |
| 2016 | 1 | 7 | $2,494,858 | $67,392 | $9,627iApproximate average salary by contribution assumption: employee only about $240,686 at 4% or $160,457 at 6%; with 50% employer match about $160,457 at 4% or $106,971 at 6%; with 100% employer match about $120,343 at 4% or $80,229 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 7 | $2,494,858 | $67,392 | $9,627iApproximate average salary by contribution assumption: employee only about $240,686 at 4% or $160,457 at 6%; with 50% employer match about $160,457 at 4% or $106,971 at 6%; with 100% employer match about $120,343 at 4% or $80,229 at 6%. |
| 2015 | 1 | 9 | $2,222,067 | $86,478 | $9,609iApproximate average salary by contribution assumption: employee only about $240,217 at 4% or $160,144 at 6%; with 50% employer match about $160,144 at 4% or $106,763 at 6%; with 100% employer match about $120,108 at 4% or $80,072 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $2,222,067 | $86,478 | $9,609iApproximate average salary by contribution assumption: employee only about $240,217 at 4% or $160,144 at 6%; with 50% employer match about $160,144 at 4% or $106,763 at 6%; with 100% employer match about $120,108 at 4% or $80,072 at 6%. |
| 2014 | 1 | 8 | $2,207,090 | $65,254 | $8,157iApproximate average salary by contribution assumption: employee only about $203,919 at 4% or $135,946 at 6%; with 50% employer match about $135,946 at 4% or $90,631 at 6%; with 100% employer match about $101,959 at 4% or $67,973 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $2,207,090 | $65,254 | $8,157iApproximate average salary by contribution assumption: employee only about $203,919 at 4% or $135,946 at 6%; with 50% employer match about $135,946 at 4% or $90,631 at 6%; with 100% employer match about $101,959 at 4% or $67,973 at 6%. |
| 2013 | 1 | 8 | $2,118,341 | $57,579 | $7,197iApproximate average salary by contribution assumption: employee only about $179,934 at 4% or $119,956 at 6%; with 50% employer match about $119,956 at 4% or $79,971 at 6%; with 100% employer match about $89,967 at 4% or $59,978 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $2,118,341 | $57,579 | $7,197iApproximate average salary by contribution assumption: employee only about $179,934 at 4% or $119,956 at 6%; with 50% employer match about $119,956 at 4% or $79,971 at 6%; with 100% employer match about $89,967 at 4% or $59,978 at 6%. |
| 2012 | 1 | 8 | $1,686,375 | $55,285 | $6,911iApproximate average salary by contribution assumption: employee only about $172,766 at 4% or $115,177 at 6%; with 50% employer match about $115,177 at 4% or $76,785 at 6%; with 100% employer match about $86,383 at 4% or $57,589 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $1,686,375 | $55,285 | $6,911iApproximate average salary by contribution assumption: employee only about $172,766 at 4% or $115,177 at 6%; with 50% employer match about $115,177 at 4% or $76,785 at 6%; with 100% employer match about $86,383 at 4% or $57,589 at 6%. |
| 2011 | 1 | 9 | $1,492,131 | $66,733 | $7,415iApproximate average salary by contribution assumption: employee only about $185,369 at 4% or $123,580 at 6%; with 50% employer match about $123,580 at 4% or $82,386 at 6%; with 100% employer match about $92,685 at 4% or $61,790 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $1,492,131 | $66,733 | $7,415iApproximate average salary by contribution assumption: employee only about $185,369 at 4% or $123,580 at 6%; with 50% employer match about $123,580 at 4% or $82,386 at 6%; with 100% employer match about $92,685 at 4% or $61,790 at 6%. |
| 2010 | 1 | 8 | $1,519,307 | $62,451 | $7,806iApproximate average salary by contribution assumption: employee only about $195,159 at 4% or $130,106 at 6%; with 50% employer match about $130,106 at 4% or $86,738 at 6%; with 100% employer match about $97,580 at 4% or $65,053 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $1,519,307 | $62,451 | $7,806iApproximate average salary by contribution assumption: employee only about $195,159 at 4% or $130,106 at 6%; with 50% employer match about $130,106 at 4% or $86,738 at 6%; with 100% employer match about $97,580 at 4% or $65,053 at 6%. |
| 2009 | 1 | 9 | $1,199,034 | $45,560 | $5,062iApproximate average salary by contribution assumption: employee only about $126,556 at 4% or $84,370 at 6%; with 50% employer match about $84,370 at 4% or $56,247 at 6%; with 100% employer match about $63,278 at 4% or $42,185 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 9 | $1,199,034 | $45,560 | $5,062iApproximate average salary by contribution assumption: employee only about $126,556 at 4% or $84,370 at 6%; with 50% employer match about $84,370 at 4% or $56,247 at 6%; with 100% employer match about $63,278 at 4% or $42,185 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Sales & Service Inc. Retirement Plan | - | 8 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Sales & Service Inc. Retirement Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $1,239,526 | $100,579 | $14,368iApproximate average salary by contribution assumption: employee only about $359,211 at 4% or $239,474 at 6%; with 50% employer match about $239,474 at 4% or $159,649 at 6%; with 100% employer match about $179,605 at 4% or $119,737 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 7 | $1,239,526 | $100,579 | $14,368iApproximate average salary by contribution assumption: employee only about $359,211 at 4% or $239,474 at 6%; with 50% employer match about $239,474 at 4% or $159,649 at 6%; with 100% employer match about $179,605 at 4% or $119,737 at 6%. |
| 2005 | 1 | 7 | $945,126 | $118,126 | $16,875iApproximate average salary by contribution assumption: employee only about $421,879 at 4% or $281,252 at 6%; with 50% employer match about $281,252 at 4% or $187,502 at 6%; with 100% employer match about $210,939 at 4% or $140,626 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 7 | $945,126 | $118,126 | $16,875iApproximate average salary by contribution assumption: employee only about $421,879 at 4% or $281,252 at 6%; with 50% employer match about $281,252 at 4% or $187,502 at 6%; with 100% employer match about $210,939 at 4% or $140,626 at 6%. |
| 2004 | 1 | 8 | $818,439 | $70,607 | $8,826iApproximate average salary by contribution assumption: employee only about $220,647 at 4% or $147,098 at 6%; with 50% employer match about $147,098 at 4% or $98,065 at 6%; with 100% employer match about $110,323 at 4% or $73,549 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 8 | $818,439 | $70,607 | $8,826iApproximate average salary by contribution assumption: employee only about $220,647 at 4% or $147,098 at 6%; with 50% employer match about $147,098 at 4% or $98,065 at 6%; with 100% employer match about $110,323 at 4% or $73,549 at 6%. |
| 2003 | 1 | 6 | $572,350 | $49,621 | $8,270iApproximate average salary by contribution assumption: employee only about $206,754 at 4% or $137,836 at 6%; with 50% employer match about $137,836 at 4% or $91,891 at 6%; with 100% employer match about $103,377 at 4% or $68,918 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 6 | $572,350 | $49,621 | $8,270iApproximate average salary by contribution assumption: employee only about $206,754 at 4% or $137,836 at 6%; with 50% employer match about $137,836 at 4% or $91,891 at 6%; with 100% employer match about $103,377 at 4% or $68,918 at 6%. |
| 2002 | 2 | 7 | $338,522 | $277,665 | $39,666iApproximate average salary by contribution assumption: employee only about $991,661 at 4% or $661,107 at 6%; with 50% employer match about $661,107 at 4% or $440,738 at 6%; with 100% employer match about $495,830 at 4% or $330,554 at 6%. |
| SALES & SERVICE, INC. RETIREMENT PLAN | - | 7 | $338,522 | $277,665 | $39,666iApproximate average salary by contribution assumption: employee only about $991,661 at 4% or $661,107 at 6%; with 50% employer match about $661,107 at 4% or $440,738 at 6%; with 100% employer match about $495,830 at 4% or $330,554 at 6%. |
| Sales & Service Inc. Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| SALES & SERVICE, INC. PROFIT SHARING PLAN | - | 5 | - | - | - |
| Sales & Service Inc. Retirement Plan | - | 4 | - | - | - |