Civic Intelligence

Brad Rambo & Associates Inc.

Plan context: Independent Trading Company 401(K) Profit Sharing Plan

EIN 33-0666575 • San Clemente, CA • 25 filings • 3 plans

1341 Calle AvanzadoSan Clemente, CA 92673
Current Snapshot

Latest Year

2025

2025 Participants

60

2025 Assets

$6,214,265

2025 Contributions

$322,538

Historical Graphs

Total Assets Over Time

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

$6,214,265$3,107,133$0200220152025YearValue
$6,214,265Latest year 2025

Participants Over Time

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

60300200120132025YearValue
60Latest 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
2025160$6,214,265$322,538$5,376iApproximate average salary by contribution assumption: employee only about $134,391 at 4% or $89,594 at 6%; with 50% employer match about $89,594 at 4% or $59,729 at 6%; with 100% employer match about $67,195 at 4% or $44,797 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-60$6,214,265$322,538$5,376iApproximate average salary by contribution assumption: employee only about $134,391 at 4% or $89,594 at 6%; with 50% employer match about $89,594 at 4% or $59,729 at 6%; with 100% employer match about $67,195 at 4% or $44,797 at 6%.
2024138$5,113,085$276,851$7,286iApproximate average salary by contribution assumption: employee only about $182,139 at 4% or $121,426 at 6%; with 50% employer match about $121,426 at 4% or $80,951 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-38$5,113,085$276,851$7,286iApproximate average salary by contribution assumption: employee only about $182,139 at 4% or $121,426 at 6%; with 50% employer match about $121,426 at 4% or $80,951 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
2023138$4,109,155$245,071$6,449iApproximate average salary by contribution assumption: employee only about $161,231 at 4% or $107,487 at 6%; with 50% employer match about $107,487 at 4% or $71,658 at 6%; with 100% employer match about $80,615 at 4% or $53,744 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-38$4,109,155$245,071$6,449iApproximate average salary by contribution assumption: employee only about $161,231 at 4% or $107,487 at 6%; with 50% employer match about $107,487 at 4% or $71,658 at 6%; with 100% employer match about $80,615 at 4% or $53,744 at 6%.
2022142$3,284,645$259,246$6,173iApproximate average salary by contribution assumption: employee only about $154,313 at 4% or $102,875 at 6%; with 50% employer match about $102,875 at 4% or $68,584 at 6%; with 100% employer match about $77,157 at 4% or $51,438 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-42$3,284,645$259,246$6,173iApproximate average salary by contribution assumption: employee only about $154,313 at 4% or $102,875 at 6%; with 50% employer match about $102,875 at 4% or $68,584 at 6%; with 100% employer match about $77,157 at 4% or $51,438 at 6%.
2021138$3,770,220$241,446$6,354iApproximate average salary by contribution assumption: employee only about $158,846 at 4% or $105,897 at 6%; with 50% employer match about $105,897 at 4% or $70,598 at 6%; with 100% employer match about $79,423 at 4% or $52,949 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-38$3,770,220$241,446$6,354iApproximate average salary by contribution assumption: employee only about $158,846 at 4% or $105,897 at 6%; with 50% employer match about $105,897 at 4% or $70,598 at 6%; with 100% employer match about $79,423 at 4% or $52,949 at 6%.
2020138$3,152,632$171,894$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-38$3,152,632$171,894$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
2019137$2,500,325$157,548$4,258iApproximate average salary by contribution assumption: employee only about $106,451 at 4% or $70,968 at 6%; with 50% employer match about $70,968 at 4% or $47,312 at 6%; with 100% employer match about $53,226 at 4% or $35,484 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-37$2,500,325$157,548$4,258iApproximate average salary by contribution assumption: employee only about $106,451 at 4% or $70,968 at 6%; with 50% employer match about $70,968 at 4% or $47,312 at 6%; with 100% employer match about $53,226 at 4% or $35,484 at 6%.
2018134$1,871,880$116,994$3,441iApproximate average salary by contribution assumption: employee only about $86,025 at 4% or $57,350 at 6%; with 50% employer match about $57,350 at 4% or $38,233 at 6%; with 100% employer match about $43,013 at 4% or $28,675 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-34$1,871,880$116,994$3,441iApproximate average salary by contribution assumption: employee only about $86,025 at 4% or $57,350 at 6%; with 50% employer match about $57,350 at 4% or $38,233 at 6%; with 100% employer match about $43,013 at 4% or $28,675 at 6%.
2017133$2,010,526$105,323$3,192iApproximate average salary by contribution assumption: employee only about $79,790 at 4% or $53,193 at 6%; with 50% employer match about $53,193 at 4% or $35,462 at 6%; with 100% employer match about $39,895 at 4% or $26,597 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-33$2,010,526$105,323$3,192iApproximate average salary by contribution assumption: employee only about $79,790 at 4% or $53,193 at 6%; with 50% employer match about $53,193 at 4% or $35,462 at 6%; with 100% employer match about $39,895 at 4% or $26,597 at 6%.
2016133$1,723,134$85,696$2,597iApproximate average salary by contribution assumption: employee only about $64,921 at 4% or $43,281 at 6%; with 50% employer match about $43,281 at 4% or $28,854 at 6%; with 100% employer match about $32,461 at 4% or $21,640 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-33$1,723,134$85,696$2,597iApproximate average salary by contribution assumption: employee only about $64,921 at 4% or $43,281 at 6%; with 50% employer match about $43,281 at 4% or $28,854 at 6%; with 100% employer match about $32,461 at 4% or $21,640 at 6%.
2015129$1,492,858$63,490$2,189iApproximate average salary by contribution assumption: employee only about $54,733 at 4% or $36,489 at 6%; with 50% employer match about $36,489 at 4% or $24,326 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-29$1,492,858$63,490$2,189iApproximate average salary by contribution assumption: employee only about $54,733 at 4% or $36,489 at 6%; with 50% employer match about $36,489 at 4% or $24,326 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
2014125$1,573,407$53,548$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-25$1,573,407$53,548$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
2013124$1,579,414$64,899$2,704iApproximate average salary by contribution assumption: employee only about $67,603 at 4% or $45,069 at 6%; with 50% employer match about $45,069 at 4% or $30,046 at 6%; with 100% employer match about $33,802 at 4% or $22,534 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-24$1,579,414$64,899$2,704iApproximate average salary by contribution assumption: employee only about $67,603 at 4% or $45,069 at 6%; with 50% employer match about $45,069 at 4% or $30,046 at 6%; with 100% employer match about $33,802 at 4% or $22,534 at 6%.
2012120$1,244,379$70,693$3,535iApproximate average salary by contribution assumption: employee only about $88,366 at 4% or $58,911 at 6%; with 50% employer match about $58,911 at 4% or $39,274 at 6%; with 100% employer match about $44,183 at 4% or $29,455 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-20$1,244,379$70,693$3,535iApproximate average salary by contribution assumption: employee only about $88,366 at 4% or $58,911 at 6%; with 50% employer match about $58,911 at 4% or $39,274 at 6%; with 100% employer match about $44,183 at 4% or $29,455 at 6%.
2011122$1,076,089$63,712$2,896iApproximate average salary by contribution assumption: employee only about $72,400 at 4% or $48,267 at 6%; with 50% employer match about $48,267 at 4% or $32,178 at 6%; with 100% employer match about $36,200 at 4% or $24,133 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-22$1,076,089$63,712$2,896iApproximate average salary by contribution assumption: employee only about $72,400 at 4% or $48,267 at 6%; with 50% employer match about $48,267 at 4% or $32,178 at 6%; with 100% employer match about $36,200 at 4% or $24,133 at 6%.
2010124$1,183,224$70,527$2,939iApproximate average salary by contribution assumption: employee only about $73,466 at 4% or $48,977 at 6%; with 50% employer match about $48,977 at 4% or $32,651 at 6%; with 100% employer match about $36,733 at 4% or $24,489 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-24$1,183,224$70,527$2,939iApproximate average salary by contribution assumption: employee only about $73,466 at 4% or $48,977 at 6%; with 50% employer match about $48,977 at 4% or $32,651 at 6%; with 100% employer match about $36,733 at 4% or $24,489 at 6%.
2009128$1,111,084$86,303$3,082iApproximate average salary by contribution assumption: employee only about $77,056 at 4% or $51,371 at 6%; with 50% employer match about $51,371 at 4% or $34,247 at 6%; with 100% employer match about $38,528 at 4% or $25,685 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-28$1,111,084$86,303$3,082iApproximate average salary by contribution assumption: employee only about $77,056 at 4% or $51,371 at 6%; with 50% employer match about $51,371 at 4% or $34,247 at 6%; with 100% employer match about $38,528 at 4% or $25,685 at 6%.
2008145$0$0-
Independent Trading Company 401(K) Profit Sharing Plan-45---
2007138$0$0-
Independent Trading Company 401(K) Profit Sharing Plan-38---
2006126$818,514$187,680$7,218iApproximate average salary by contribution assumption: employee only about $180,462 at 4% or $120,308 at 6%; with 50% employer match about $120,308 at 4% or $80,205 at 6%; with 100% employer match about $90,231 at 4% or $60,154 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-26$818,514$187,680$7,218iApproximate average salary by contribution assumption: employee only about $180,462 at 4% or $120,308 at 6%; with 50% employer match about $120,308 at 4% or $80,205 at 6%; with 100% employer match about $90,231 at 4% or $60,154 at 6%.
2005122$569,259$160,088$7,277iApproximate average salary by contribution assumption: employee only about $181,918 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,853 at 6%; with 100% employer match about $90,959 at 4% or $60,639 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-22$569,259$160,088$7,277iApproximate average salary by contribution assumption: employee only about $181,918 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,853 at 6%; with 100% employer match about $90,959 at 4% or $60,639 at 6%.
2004117$372,026$109,230$6,425iApproximate average salary by contribution assumption: employee only about $160,632 at 4% or $107,088 at 6%; with 50% employer match about $107,088 at 4% or $71,392 at 6%; with 100% employer match about $80,316 at 4% or $53,544 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-17$372,026$109,230$6,425iApproximate average salary by contribution assumption: employee only about $160,632 at 4% or $107,088 at 6%; with 50% employer match about $107,088 at 4% or $71,392 at 6%; with 100% employer match about $80,316 at 4% or $53,544 at 6%.
2003110$217,791$49,620$4,962iApproximate average salary by contribution assumption: employee only about $124,050 at 4% or $82,700 at 6%; with 50% employer match about $82,700 at 4% or $55,133 at 6%; with 100% employer match about $62,025 at 4% or $41,350 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-10$217,791$49,620$4,962iApproximate average salary by contribution assumption: employee only about $124,050 at 4% or $82,700 at 6%; with 50% employer match about $82,700 at 4% or $55,133 at 6%; with 100% employer match about $62,025 at 4% or $41,350 at 6%.
200218$162,916$37,385$4,673iApproximate average salary by contribution assumption: employee only about $116,828 at 4% or $77,885 at 6%; with 50% employer match about $77,885 at 4% or $51,924 at 6%; with 100% employer match about $58,414 at 4% or $38,943 at 6%.
Independent Trading Company 401(K) Profit Sharing Plan-8$162,916$37,385$4,673iApproximate average salary by contribution assumption: employee only about $116,828 at 4% or $77,885 at 6%; with 50% employer match about $77,885 at 4% or $51,924 at 6%; with 100% employer match about $58,414 at 4% or $38,943 at 6%.
200115$0$0-
Independent Trading Company 401(K) Profit Sharing Plan-5---