ANCHOR CAPITAL MANAGEMENT GROU
Plan context: ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST
EIN 33-0684313 • Aliso Viejo, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$229,581
2025 Contributions
$57,365
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $229,581 | $57,365 | $28,683iApproximate average salary by contribution assumption: employee only about $717,063 at 4% or $478,042 at 6%; with 50% employer match about $478,042 at 4% or $318,694 at 6%; with 100% employer match about $358,531 at 4% or $239,021 at 6%. |
| ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $229,581 | $57,365 | $28,683iApproximate average salary by contribution assumption: employee only about $717,063 at 4% or $478,042 at 6%; with 50% employer match about $478,042 at 4% or $318,694 at 6%; with 100% employer match about $358,531 at 4% or $239,021 at 6%. |
| 2024 | 1 | 4 | $302,256 | $86,918 | $21,730iApproximate average salary by contribution assumption: employee only about $543,238 at 4% or $362,158 at 6%; with 50% employer match about $362,158 at 4% or $241,439 at 6%; with 100% employer match about $271,619 at 4% or $181,079 at 6%. |
| ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $302,256 | $86,918 | $21,730iApproximate average salary by contribution assumption: employee only about $543,238 at 4% or $362,158 at 6%; with 50% employer match about $362,158 at 4% or $241,439 at 6%; with 100% employer match about $271,619 at 4% or $181,079 at 6%. |
| 2023 | 1 | 4 | $187,472 | $117,644 | $29,411iApproximate average salary by contribution assumption: employee only about $735,275 at 4% or $490,183 at 6%; with 50% employer match about $490,183 at 4% or $326,789 at 6%; with 100% employer match about $367,638 at 4% or $245,092 at 6%. |
| ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $187,472 | $117,644 | $29,411iApproximate average salary by contribution assumption: employee only about $735,275 at 4% or $490,183 at 6%; with 50% employer match about $490,183 at 4% or $326,789 at 6%; with 100% employer match about $367,638 at 4% or $245,092 at 6%. |
| 2022 | 1 | 5 | $91,554 | $99,016 | $19,803iApproximate average salary by contribution assumption: employee only about $495,080 at 4% or $330,053 at 6%; with 50% employer match about $330,053 at 4% or $220,036 at 6%; with 100% employer match about $247,540 at 4% or $165,027 at 6%. |
| ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $91,554 | $99,016 | $19,803iApproximate average salary by contribution assumption: employee only about $495,080 at 4% or $330,053 at 6%; with 50% employer match about $330,053 at 4% or $220,036 at 6%; with 100% employer match about $247,540 at 4% or $165,027 at 6%. |