Guerra Companies
Plan context: Guerra Companies 401 K Profit Sharing Plan Trust
EIN 33-0567759 • Anaheim, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,047,826
2024 Contributions
$135,016
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 | 23 | $1,047,826 | $135,016 | $5,870iApproximate average salary by contribution assumption: employee only about $146,757 at 4% or $97,838 at 6%; with 50% employer match about $97,838 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 23 | $1,047,826 | $135,016 | $5,870iApproximate average salary by contribution assumption: employee only about $146,757 at 4% or $97,838 at 6%; with 50% employer match about $97,838 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%. |
| 2023 | 1 | 14 | $837,564 | $126,527 | $9,038iApproximate average salary by contribution assumption: employee only about $225,941 at 4% or $150,627 at 6%; with 50% employer match about $150,627 at 4% or $100,418 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 14 | $837,564 | $126,527 | $9,038iApproximate average salary by contribution assumption: employee only about $225,941 at 4% or $150,627 at 6%; with 50% employer match about $150,627 at 4% or $100,418 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| 2022 | 1 | 19 | $646,184 | $120,217 | $6,327iApproximate average salary by contribution assumption: employee only about $158,180 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,302 at 6%; with 100% employer match about $79,090 at 4% or $52,727 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 19 | $646,184 | $120,217 | $6,327iApproximate average salary by contribution assumption: employee only about $158,180 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,302 at 6%; with 100% employer match about $79,090 at 4% or $52,727 at 6%. |
| 2021 | 1 | 17 | $1,152,058 | $113,598 | $6,682iApproximate average salary by contribution assumption: employee only about $167,056 at 4% or $111,371 at 6%; with 50% employer match about $111,371 at 4% or $74,247 at 6%; with 100% employer match about $83,528 at 4% or $55,685 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 17 | $1,152,058 | $113,598 | $6,682iApproximate average salary by contribution assumption: employee only about $167,056 at 4% or $111,371 at 6%; with 50% employer match about $111,371 at 4% or $74,247 at 6%; with 100% employer match about $83,528 at 4% or $55,685 at 6%. |
| 2020 | 1 | 17 | $969,321 | $79,911 | $4,701iApproximate average salary by contribution assumption: employee only about $117,516 at 4% or $78,344 at 6%; with 50% employer match about $78,344 at 4% or $52,229 at 6%; with 100% employer match about $58,758 at 4% or $39,172 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 17 | $969,321 | $79,911 | $4,701iApproximate average salary by contribution assumption: employee only about $117,516 at 4% or $78,344 at 6%; with 50% employer match about $78,344 at 4% or $52,229 at 6%; with 100% employer match about $58,758 at 4% or $39,172 at 6%. |
| 2019 | 1 | 15 | $815,579 | $75,768 | $5,051iApproximate average salary by contribution assumption: employee only about $126,280 at 4% or $84,187 at 6%; with 50% employer match about $84,187 at 4% or $56,124 at 6%; with 100% employer match about $63,140 at 4% or $42,093 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 15 | $815,579 | $75,768 | $5,051iApproximate average salary by contribution assumption: employee only about $126,280 at 4% or $84,187 at 6%; with 50% employer match about $84,187 at 4% or $56,124 at 6%; with 100% employer match about $63,140 at 4% or $42,093 at 6%. |
| 2018 | 1 | 28 | $700,222 | $56,909 | $2,032iApproximate average salary by contribution assumption: employee only about $50,812 at 4% or $33,874 at 6%; with 50% employer match about $33,874 at 4% or $22,583 at 6%; with 100% employer match about $25,406 at 4% or $16,937 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 28 | $700,222 | $56,909 | $2,032iApproximate average salary by contribution assumption: employee only about $50,812 at 4% or $33,874 at 6%; with 50% employer match about $33,874 at 4% or $22,583 at 6%; with 100% employer match about $25,406 at 4% or $16,937 at 6%. |
| 2017 | 1 | 28 | $674,367 | $64,544 | $2,305iApproximate average salary by contribution assumption: employee only about $57,629 at 4% or $38,419 at 6%; with 50% employer match about $38,419 at 4% or $25,613 at 6%; with 100% employer match about $28,814 at 4% or $19,210 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 28 | $674,367 | $64,544 | $2,305iApproximate average salary by contribution assumption: employee only about $57,629 at 4% or $38,419 at 6%; with 50% employer match about $38,419 at 4% or $25,613 at 6%; with 100% employer match about $28,814 at 4% or $19,210 at 6%. |
| 2016 | 1 | 27 | $558,597 | $70,604 | $2,615iApproximate average salary by contribution assumption: employee only about $65,374 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,055 at 6%; with 100% employer match about $32,687 at 4% or $21,791 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 27 | $558,597 | $70,604 | $2,615iApproximate average salary by contribution assumption: employee only about $65,374 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,055 at 6%; with 100% employer match about $32,687 at 4% or $21,791 at 6%. |
| 2015 | 1 | 16 | $476,195 | $84,713 | $5,295iApproximate average salary by contribution assumption: employee only about $132,364 at 4% or $88,243 at 6%; with 50% employer match about $88,243 at 4% or $58,828 at 6%; with 100% employer match about $66,182 at 4% or $44,121 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 16 | $476,195 | $84,713 | $5,295iApproximate average salary by contribution assumption: employee only about $132,364 at 4% or $88,243 at 6%; with 50% employer match about $88,243 at 4% or $58,828 at 6%; with 100% employer match about $66,182 at 4% or $44,121 at 6%. |
| 2014 | 1 | 19 | $408,819 | $57,586 | $3,031iApproximate average salary by contribution assumption: employee only about $75,771 at 4% or $50,514 at 6%; with 50% employer match about $50,514 at 4% or $33,676 at 6%; with 100% employer match about $37,886 at 4% or $25,257 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 19 | $408,819 | $57,586 | $3,031iApproximate average salary by contribution assumption: employee only about $75,771 at 4% or $50,514 at 6%; with 50% employer match about $50,514 at 4% or $33,676 at 6%; with 100% employer match about $37,886 at 4% or $25,257 at 6%. |
| 2013 | 1 | 15 | $328,654 | $46,144 | $3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,453 at 4% or $25,636 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 15 | $328,654 | $46,144 | $3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,453 at 4% or $25,636 at 6%. |
| 2012 | 1 | 9 | $251,818 | $49,680 | $5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 9 | $251,818 | $49,680 | $5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%. |
| 2011 | 1 | 11 | $193,428 | $41,655 | $3,787iApproximate average salary by contribution assumption: employee only about $94,670 at 4% or $63,114 at 6%; with 50% employer match about $63,114 at 4% or $42,076 at 6%; with 100% employer match about $47,335 at 4% or $31,557 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 11 | $193,428 | $41,655 | $3,787iApproximate average salary by contribution assumption: employee only about $94,670 at 4% or $63,114 at 6%; with 50% employer match about $63,114 at 4% or $42,076 at 6%; with 100% employer match about $47,335 at 4% or $31,557 at 6%. |
| 2010 | 1 | 42 | $185,104 | $29,230 | $696iApproximate average salary by contribution assumption: employee only about $17,399 at 4% or $11,599 at 6%; with 50% employer match about $11,599 at 4% or $7,733 at 6%; with 100% employer match about $8,699 at 4% or $5,800 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 42 | $185,104 | $29,230 | $696iApproximate average salary by contribution assumption: employee only about $17,399 at 4% or $11,599 at 6%; with 50% employer match about $11,599 at 4% or $7,733 at 6%; with 100% employer match about $8,699 at 4% or $5,800 at 6%. |
| 2009 | 1 | 20 | $129,334 | $25,770 | $1,289iApproximate average salary by contribution assumption: employee only about $32,213 at 4% or $21,475 at 6%; with 50% employer match about $21,475 at 4% or $14,317 at 6%; with 100% employer match about $16,106 at 4% or $10,738 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 20 | $129,334 | $25,770 | $1,289iApproximate average salary by contribution assumption: employee only about $32,213 at 4% or $21,475 at 6%; with 50% employer match about $21,475 at 4% or $14,317 at 6%; with 100% employer match about $16,106 at 4% or $10,738 at 6%. |
| 2008 | 1 | 16 | $88,607 | $23,610 | $1,476iApproximate average salary by contribution assumption: employee only about $36,891 at 4% or $24,594 at 6%; with 50% employer match about $24,594 at 4% or $16,396 at 6%; with 100% employer match about $18,445 at 4% or $12,297 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 16 | $88,607 | $23,610 | $1,476iApproximate average salary by contribution assumption: employee only about $36,891 at 4% or $24,594 at 6%; with 50% employer match about $24,594 at 4% or $16,396 at 6%; with 100% employer match about $18,445 at 4% or $12,297 at 6%. |
| 2007 | 1 | 22 | $122,705 | $53,120 | $2,415iApproximate average salary by contribution assumption: employee only about $60,364 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,182 at 4% or $20,121 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 22 | $122,705 | $53,120 | $2,415iApproximate average salary by contribution assumption: employee only about $60,364 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,182 at 4% or $20,121 at 6%. |
| 2006 | 1 | 15 | $85,444 | $15,741 | $1,049iApproximate average salary by contribution assumption: employee only about $26,235 at 4% or $17,490 at 6%; with 50% employer match about $17,490 at 4% or $11,660 at 6%; with 100% employer match about $13,118 at 4% or $8,745 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 15 | $85,444 | $15,741 | $1,049iApproximate average salary by contribution assumption: employee only about $26,235 at 4% or $17,490 at 6%; with 50% employer match about $17,490 at 4% or $11,660 at 6%; with 100% employer match about $13,118 at 4% or $8,745 at 6%. |
| 2005 | 1 | 18 | $93,999 | $11,456 | $636iApproximate average salary by contribution assumption: employee only about $15,911 at 4% or $10,607 at 6%; with 50% employer match about $10,607 at 4% or $7,072 at 6%; with 100% employer match about $7,956 at 4% or $5,304 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 18 | $93,999 | $11,456 | $636iApproximate average salary by contribution assumption: employee only about $15,911 at 4% or $10,607 at 6%; with 50% employer match about $10,607 at 4% or $7,072 at 6%; with 100% employer match about $7,956 at 4% or $5,304 at 6%. |
| 2004 | 1 | 53 | $149,605 | $57,903 | $1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 53 | $149,605 | $57,903 | $1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%. |
| 2003 | 1 | 28 | $174,929 | $68,053 | $2,430iApproximate average salary by contribution assumption: employee only about $60,762 at 4% or $40,508 at 6%; with 50% employer match about $40,508 at 4% or $27,005 at 6%; with 100% employer match about $30,381 at 4% or $20,254 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 28 | $174,929 | $68,053 | $2,430iApproximate average salary by contribution assumption: employee only about $60,762 at 4% or $40,508 at 6%; with 50% employer match about $40,508 at 4% or $27,005 at 6%; with 100% employer match about $30,381 at 4% or $20,254 at 6%. |
| 2002 | 1 | 23 | $146,842 | $67,726 | $2,945iApproximate average salary by contribution assumption: employee only about $73,615 at 4% or $49,077 at 6%; with 50% employer match about $49,077 at 4% or $32,718 at 6%; with 100% employer match about $36,808 at 4% or $24,538 at 6%. |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 23 | $146,842 | $67,726 | $2,945iApproximate average salary by contribution assumption: employee only about $73,615 at 4% or $49,077 at 6%; with 50% employer match about $49,077 at 4% or $32,718 at 6%; with 100% employer match about $36,808 at 4% or $24,538 at 6%. |
| 2001 | 1 | 34 | $0 | $0 | - |
| Guerra Companies 401 K Profit Sharing Plan Trust | - | 34 | - | - | - |