Civic Intelligence

Tarbox Equity Inc.

Plan context: Tarbox Equity Inc. Profit Sharing Plan

EIN 33-0787062 • Newport Beach, CA • 30 filings • 6 plans

500 Newport Center Drive, Suite 500Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$8,407,668

2025 Contributions

$390,185

Historical Graphs

Total Assets Over Time

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

$8,407,668$4,203,834$0199920132025YearValue
$8,407,668Latest year 2025

Participants Over Time

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

1790199920122025YearValue
10Latest 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
2025110$8,407,668$390,185$39,019iApproximate average salary by contribution assumption: employee only about $975,463 at 4% or $650,308 at 6%; with 50% employer match about $650,308 at 4% or $433,539 at 6%; with 100% employer match about $487,731 at 4% or $325,154 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$8,407,668$390,185$39,019iApproximate average salary by contribution assumption: employee only about $975,463 at 4% or $650,308 at 6%; with 50% employer match about $650,308 at 4% or $433,539 at 6%; with 100% employer match about $487,731 at 4% or $325,154 at 6%.
2024111$6,954,948$357,674$32,516iApproximate average salary by contribution assumption: employee only about $812,895 at 4% or $541,930 at 6%; with 50% employer match about $541,930 at 4% or $361,287 at 6%; with 100% employer match about $406,448 at 4% or $270,965 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-11$6,954,948$357,674$32,516iApproximate average salary by contribution assumption: employee only about $812,895 at 4% or $541,930 at 6%; with 50% employer match about $541,930 at 4% or $361,287 at 6%; with 100% employer match about $406,448 at 4% or $270,965 at 6%.
2023111$5,766,787$357,040$32,458iApproximate average salary by contribution assumption: employee only about $811,455 at 4% or $540,970 at 6%; with 50% employer match about $540,970 at 4% or $360,646 at 6%; with 100% employer match about $405,727 at 4% or $270,485 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-11$5,766,787$357,040$32,458iApproximate average salary by contribution assumption: employee only about $811,455 at 4% or $540,970 at 6%; with 50% employer match about $540,970 at 4% or $360,646 at 6%; with 100% employer match about $405,727 at 4% or $270,485 at 6%.
2022110$4,545,720$220,806$22,081iApproximate average salary by contribution assumption: employee only about $552,015 at 4% or $368,010 at 6%; with 50% employer match about $368,010 at 4% or $245,340 at 6%; with 100% employer match about $276,008 at 4% or $184,005 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$4,545,720$220,806$22,081iApproximate average salary by contribution assumption: employee only about $552,015 at 4% or $368,010 at 6%; with 50% employer match about $368,010 at 4% or $245,340 at 6%; with 100% employer match about $276,008 at 4% or $184,005 at 6%.
2021116$5,743,664$346,270$21,642iApproximate average salary by contribution assumption: employee only about $541,047 at 4% or $360,698 at 6%; with 50% employer match about $360,698 at 4% or $240,465 at 6%; with 100% employer match about $270,523 at 4% or $180,349 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-16$5,743,664$346,270$21,642iApproximate average salary by contribution assumption: employee only about $541,047 at 4% or $360,698 at 6%; with 50% employer match about $360,698 at 4% or $240,465 at 6%; with 100% employer match about $270,523 at 4% or $180,349 at 6%.
2020117$4,557,125$578,242$34,014iApproximate average salary by contribution assumption: employee only about $850,356 at 4% or $566,904 at 6%; with 50% employer match about $566,904 at 4% or $377,936 at 6%; with 100% employer match about $425,178 at 4% or $283,452 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-17$4,557,125$578,242$34,014iApproximate average salary by contribution assumption: employee only about $850,356 at 4% or $566,904 at 6%; with 50% employer match about $566,904 at 4% or $377,936 at 6%; with 100% employer match about $425,178 at 4% or $283,452 at 6%.
2019113$3,602,537$291,044$22,388iApproximate average salary by contribution assumption: employee only about $559,700 at 4% or $373,133 at 6%; with 50% employer match about $373,133 at 4% or $248,756 at 6%; with 100% employer match about $279,850 at 4% or $186,567 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-13$3,602,537$291,044$22,388iApproximate average salary by contribution assumption: employee only about $559,700 at 4% or $373,133 at 6%; with 50% employer match about $373,133 at 4% or $248,756 at 6%; with 100% employer match about $279,850 at 4% or $186,567 at 6%.
201819$2,752,365$224,945$24,994iApproximate average salary by contribution assumption: employee only about $624,847 at 4% or $416,565 at 6%; with 50% employer match about $416,565 at 4% or $277,710 at 6%; with 100% employer match about $312,424 at 4% or $208,282 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-9$2,752,365$224,945$24,994iApproximate average salary by contribution assumption: employee only about $624,847 at 4% or $416,565 at 6%; with 50% employer match about $416,565 at 4% or $277,710 at 6%; with 100% employer match about $312,424 at 4% or $208,282 at 6%.
2017112$4,451,074$315,586$26,299iApproximate average salary by contribution assumption: employee only about $657,471 at 4% or $438,314 at 6%; with 50% employer match about $438,314 at 4% or $292,209 at 6%; with 100% employer match about $328,735 at 4% or $219,157 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-12$4,451,074$315,586$26,299iApproximate average salary by contribution assumption: employee only about $657,471 at 4% or $438,314 at 6%; with 50% employer match about $438,314 at 4% or $292,209 at 6%; with 100% employer match about $328,735 at 4% or $219,157 at 6%.
2016110$3,539,879$254,469$25,447iApproximate average salary by contribution assumption: employee only about $636,173 at 4% or $424,115 at 6%; with 50% employer match about $424,115 at 4% or $282,743 at 6%; with 100% employer match about $318,086 at 4% or $212,058 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$3,539,879$254,469$25,447iApproximate average salary by contribution assumption: employee only about $636,173 at 4% or $424,115 at 6%; with 50% employer match about $424,115 at 4% or $282,743 at 6%; with 100% employer match about $318,086 at 4% or $212,058 at 6%.
2015110$2,988,569$292,735$29,274iApproximate average salary by contribution assumption: employee only about $731,838 at 4% or $487,892 at 6%; with 50% employer match about $487,892 at 4% or $325,261 at 6%; with 100% employer match about $365,919 at 4% or $243,946 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$2,988,569$292,735$29,274iApproximate average salary by contribution assumption: employee only about $731,838 at 4% or $487,892 at 6%; with 50% employer match about $487,892 at 4% or $325,261 at 6%; with 100% employer match about $365,919 at 4% or $243,946 at 6%.
201419$2,741,860$199,811$22,201iApproximate average salary by contribution assumption: employee only about $555,031 at 4% or $370,020 at 6%; with 50% employer match about $370,020 at 4% or $246,680 at 6%; with 100% employer match about $277,515 at 4% or $185,010 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-9$2,741,860$199,811$22,201iApproximate average salary by contribution assumption: employee only about $555,031 at 4% or $370,020 at 6%; with 50% employer match about $370,020 at 4% or $246,680 at 6%; with 100% employer match about $277,515 at 4% or $185,010 at 6%.
201319$2,498,973$167,438$18,604iApproximate average salary by contribution assumption: employee only about $465,106 at 4% or $310,070 at 6%; with 50% employer match about $310,070 at 4% or $206,714 at 6%; with 100% employer match about $232,553 at 4% or $155,035 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-9$2,498,973$167,438$18,604iApproximate average salary by contribution assumption: employee only about $465,106 at 4% or $310,070 at 6%; with 50% employer match about $310,070 at 4% or $206,714 at 6%; with 100% employer match about $232,553 at 4% or $155,035 at 6%.
2012111$2,005,167$164,785$14,980iApproximate average salary by contribution assumption: employee only about $374,511 at 4% or $249,674 at 6%; with 50% employer match about $249,674 at 4% or $166,449 at 6%; with 100% employer match about $187,256 at 4% or $124,837 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-11$2,005,167$164,785$14,980iApproximate average salary by contribution assumption: employee only about $374,511 at 4% or $249,674 at 6%; with 50% employer match about $249,674 at 4% or $166,449 at 6%; with 100% employer match about $187,256 at 4% or $124,837 at 6%.
2011110$1,635,386$142,892$14,289iApproximate average salary by contribution assumption: employee only about $357,230 at 4% or $238,153 at 6%; with 50% employer match about $238,153 at 4% or $158,769 at 6%; with 100% employer match about $178,615 at 4% or $119,077 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$1,635,386$142,892$14,289iApproximate average salary by contribution assumption: employee only about $357,230 at 4% or $238,153 at 6%; with 50% employer match about $238,153 at 4% or $158,769 at 6%; with 100% employer match about $178,615 at 4% or $119,077 at 6%.
2010110$1,772,310$199,265$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$1,772,310$199,265$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
2009110$1,347,945$206,000$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-10$1,347,945$206,000$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
200817$898,508$128,283$18,326iApproximate average salary by contribution assumption: employee only about $458,154 at 4% or $305,436 at 6%; with 50% employer match about $305,436 at 4% or $203,624 at 6%; with 100% employer match about $229,077 at 4% or $152,718 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-7$898,508$128,283$18,326iApproximate average salary by contribution assumption: employee only about $458,154 at 4% or $305,436 at 6%; with 50% employer match about $305,436 at 4% or $203,624 at 6%; with 100% employer match about $229,077 at 4% or $152,718 at 6%.
200716$0$0-
Tarbox Equity Inc. Profit Sharing Plan-6---
200618$963,968$221,674$27,709iApproximate average salary by contribution assumption: employee only about $692,731 at 4% or $461,821 at 6%; with 50% employer match about $461,821 at 4% or $307,881 at 6%; with 100% employer match about $346,366 at 4% or $230,910 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-8$963,968$221,674$27,709iApproximate average salary by contribution assumption: employee only about $692,731 at 4% or $461,821 at 6%; with 50% employer match about $461,821 at 4% or $307,881 at 6%; with 100% employer match about $346,366 at 4% or $230,910 at 6%.
200517$655,485$208,917$29,845iApproximate average salary by contribution assumption: employee only about $746,132 at 4% or $497,421 at 6%; with 50% employer match about $497,421 at 4% or $331,614 at 6%; with 100% employer match about $373,066 at 4% or $248,711 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-7$655,485$208,917$29,845iApproximate average salary by contribution assumption: employee only about $746,132 at 4% or $497,421 at 6%; with 50% employer match about $497,421 at 4% or $331,614 at 6%; with 100% employer match about $373,066 at 4% or $248,711 at 6%.
200415$525,001$167,589$33,518iApproximate average salary by contribution assumption: employee only about $837,945 at 4% or $558,630 at 6%; with 50% employer match about $558,630 at 4% or $372,420 at 6%; with 100% employer match about $418,973 at 4% or $279,315 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-5$525,001$167,589$33,518iApproximate average salary by contribution assumption: employee only about $837,945 at 4% or $558,630 at 6%; with 50% employer match about $558,630 at 4% or $372,420 at 6%; with 100% employer match about $418,973 at 4% or $279,315 at 6%.
200316$306,363$73,972$12,329iApproximate average salary by contribution assumption: employee only about $308,217 at 4% or $205,478 at 6%; with 50% employer match about $205,478 at 4% or $136,985 at 6%; with 100% employer match about $154,108 at 4% or $102,739 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-6$306,363$73,972$12,329iApproximate average salary by contribution assumption: employee only about $308,217 at 4% or $205,478 at 6%; with 50% employer match about $205,478 at 4% or $136,985 at 6%; with 100% employer match about $154,108 at 4% or $102,739 at 6%.
200217$159,816$65,145$9,306iApproximate average salary by contribution assumption: employee only about $232,661 at 4% or $155,107 at 6%; with 50% employer match about $155,107 at 4% or $103,405 at 6%; with 100% employer match about $116,330 at 4% or $77,554 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-7$159,816$65,145$9,306iApproximate average salary by contribution assumption: employee only about $232,661 at 4% or $155,107 at 6%; with 50% employer match about $155,107 at 4% or $103,405 at 6%; with 100% employer match about $116,330 at 4% or $77,554 at 6%.
200127$0$0-
Tarbox Equity Inc. Money Purchase Pension Plan-0---
Tarbox Equity Inc. Profit Sharing Plan-7---
200026$175,636$106,890$17,815iApproximate average salary by contribution assumption: employee only about $445,375 at 4% or $296,917 at 6%; with 50% employer match about $296,917 at 4% or $197,944 at 6%; with 100% employer match about $222,688 at 4% or $148,458 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-6$94,505$50,065$8,344iApproximate average salary by contribution assumption: employee only about $208,604 at 4% or $139,069 at 6%; with 50% employer match about $139,069 at 4% or $92,713 at 6%; with 100% employer match about $104,302 at 4% or $69,535 at 6%.
Tarbox Equity Inc. Money Purchase Pension Plan-6$81,131$56,825$9,471iApproximate average salary by contribution assumption: employee only about $236,771 at 4% or $157,847 at 6%; with 50% employer match about $157,847 at 4% or $105,231 at 6%; with 100% employer match about $118,385 at 4% or $78,924 at 6%.
199929$108,355$70,239$7,804iApproximate average salary by contribution assumption: employee only about $195,108 at 4% or $130,072 at 6%; with 50% employer match about $130,072 at 4% or $86,715 at 6%; with 100% employer match about $97,554 at 4% or $65,036 at 6%.
Tarbox Equity Inc. Profit Sharing Plan-9$70,687$32,571$3,619iApproximate average salary by contribution assumption: employee only about $90,475 at 4% or $60,317 at 6%; with 50% employer match about $60,317 at 4% or $40,211 at 6%; with 100% employer match about $45,238 at 4% or $30,158 at 6%.
Tarbox Equity Inc. Money Purchase Pension Plan-9$37,668$37,668$4,185iApproximate average salary by contribution assumption: employee only about $104,633 at 4% or $69,756 at 6%; with 50% employer match about $69,756 at 4% or $46,504 at 6%; with 100% employer match about $52,317 at 4% or $34,878 at 6%.