Gerard & Associates, a Professional Corp
Plan context: Gerard & Associates, Apc. Profit Sharing Plan
EIN 33-0728475 • San Diego, CA • 42 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$202,669
2024 Contributions
$9,700
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 | 2 | $202,669 | $0 | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 2 | $202,669 | - | - |
| 2023 | 1 | 1 | $194,076 | $0 | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 1 | $194,076 | - | - |
| 2022 | 1 | 1 | $167,415 | $0 | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 1 | $167,415 | - | - |
| 2021 | 2 | 3 | $2,064,661 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,863,670 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $200,991 | - | - |
| 2020 | 2 | 3 | $1,844,152 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,656,436 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $187,716 | - | - |
| 2019 | 2 | 3 | $1,476,514 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,295,970 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $180,544 | - | - |
| 2018 | 2 | 2 | $1,245,829 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,092,445 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 2 | $153,384 | - | - |
| 2017 | 2 | 3 | $1,319,982 | $9,700 | $3,233iApproximate average salary by contribution assumption: employee only about $80,833 at 4% or $53,889 at 6%; with 50% employer match about $53,889 at 4% or $35,926 at 6%; with 100% employer match about $40,417 at 4% or $26,944 at 6%. |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,151,209 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $168,773 | $9,700 | $3,233iApproximate average salary by contribution assumption: employee only about $80,833 at 4% or $53,889 at 6%; with 50% employer match about $53,889 at 4% or $35,926 at 6%; with 100% employer match about $40,417 at 4% or $26,944 at 6%. |
| 2016 | 2 | 3 | $1,348,607 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,224,405 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $124,202 | - | - |
| 2015 | 2 | 3 | $1,436,407 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,297,590 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $138,817 | - | - |
| 2014 | 2 | 4 | $1,922,913 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 4 | $1,675,167 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $247,746 | $0 | - |
| 2013 | 2 | 4 | $1,767,669 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 4 | $1,524,755 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 3 | $242,914 | - | - |
| 2012 | 2 | 4 | $1,592,418 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 4 | $1,350,138 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 4 | $242,280 | - | - |
| 2011 | 2 | 4 | $1,490,816 | $64,245 | $16,061iApproximate average salary by contribution assumption: employee only about $401,531 at 4% or $267,688 at 6%; with 50% employer match about $267,688 at 4% or $178,458 at 6%; with 100% employer match about $200,766 at 4% or $133,844 at 6%. |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 4 | $1,235,918 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 4 | $254,898 | $64,245 | $16,061iApproximate average salary by contribution assumption: employee only about $401,531 at 4% or $267,688 at 6%; with 50% employer match about $267,688 at 4% or $178,458 at 6%; with 100% employer match about $200,766 at 4% or $133,844 at 6%. |
| 2010 | 2 | 4 | $1,367,914 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,176,523 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 4 | $191,391 | - | - |
| 2009 | 2 | 4 | $1,370,389 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 3 | $1,171,755 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 4 | $198,634 | - | - |
| 2008 | 2 | 4 | $1,286,372 | $28,740 | $7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%. |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 4 | $1,094,208 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 4 | $192,164 | $28,740 | $7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%. |
| 2007 | 1 | 2 | $1,389,982 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,389,982 | - | - |
| 2006 | 1 | 2 | $1,317,054 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,317,054 | - | - |
| 2005 | 1 | 2 | $1,068,760 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,068,760 | - | - |
| 2004 | 1 | 2 | $1,070,341 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $1,070,341 | - | - |
| 2003 | 1 | 2 | $958,005 | $0 | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $958,005 | - | - |
| 2002 | 2 | 2 | $846,937 | $47,863 | $23,932iApproximate average salary by contribution assumption: employee only about $598,288 at 4% or $398,858 at 6%; with 50% employer match about $398,858 at 4% or $265,906 at 6%; with 100% employer match about $299,144 at 4% or $199,429 at 6%. |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $846,937 | - | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 0 | - | $47,863 | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 2 | - | - | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $790,208 | $5,692 | $2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%. |
| Gerard & Associates, Apc. Profit Sharing Plan | - | 2 | $630,931 | - | - |
| Gerard & Associates, Apc Money Purchase Pension Plan | - | 2 | $159,277 | $5,692 | $2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%. |