Civic Intelligence

American Money Management LLC

Plan context: American Money Management LLC 401(K) Profit Sharing Plan & Trust

EIN 33-0838332 • Rancho Santa Fe, CA • 19 filings • 6 plans

PO Box 675203Rancho Santa Fe, CA 92067-5203
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,789,061

2024 Contributions

$63,850

Historical Graphs

Total Assets Over Time

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

$1,789,061$894,531$0200620162024YearValue
$1,789,061Latest year 2024

Participants Over Time

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

840200620162024YearValue
8Latest year 2024

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
202418$1,789,061$63,850$7,981iApproximate average salary by contribution assumption: employee only about $199,531 at 4% or $133,021 at 6%; with 50% employer match about $133,021 at 4% or $88,681 at 6%; with 100% employer match about $99,766 at 4% or $66,510 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-8$1,789,061$63,850$7,981iApproximate average salary by contribution assumption: employee only about $199,531 at 4% or $133,021 at 6%; with 50% employer match about $133,021 at 4% or $88,681 at 6%; with 100% employer match about $99,766 at 4% or $66,510 at 6%.
202318$1,496,454$92,790$11,599iApproximate average salary by contribution assumption: employee only about $289,969 at 4% or $193,313 at 6%; with 50% employer match about $193,313 at 4% or $128,875 at 6%; with 100% employer match about $144,984 at 4% or $96,656 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-8$1,496,454$92,790$11,599iApproximate average salary by contribution assumption: employee only about $289,969 at 4% or $193,313 at 6%; with 50% employer match about $193,313 at 4% or $128,875 at 6%; with 100% employer match about $144,984 at 4% or $96,656 at 6%.
202218$1,203,131$72,447$9,056iApproximate average salary by contribution assumption: employee only about $226,397 at 4% or $150,931 at 6%; with 50% employer match about $150,931 at 4% or $100,621 at 6%; with 100% employer match about $113,198 at 4% or $75,466 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-8$1,203,131$72,447$9,056iApproximate average salary by contribution assumption: employee only about $226,397 at 4% or $150,931 at 6%; with 50% employer match about $150,931 at 4% or $100,621 at 6%; with 100% employer match about $113,198 at 4% or $75,466 at 6%.
202116$1,372,870$58,109$9,685iApproximate average salary by contribution assumption: employee only about $242,121 at 4% or $161,414 at 6%; with 50% employer match about $161,414 at 4% or $107,609 at 6%; with 100% employer match about $121,060 at 4% or $80,707 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$1,372,870$58,109$9,685iApproximate average salary by contribution assumption: employee only about $242,121 at 4% or $161,414 at 6%; with 50% employer match about $161,414 at 4% or $107,609 at 6%; with 100% employer match about $121,060 at 4% or $80,707 at 6%.
202016$1,118,356$56,172$9,362iApproximate average salary by contribution assumption: employee only about $234,050 at 4% or $156,033 at 6%; with 50% employer match about $156,033 at 4% or $104,022 at 6%; with 100% employer match about $117,025 at 4% or $78,017 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$1,118,356$56,172$9,362iApproximate average salary by contribution assumption: employee only about $234,050 at 4% or $156,033 at 6%; with 50% employer match about $156,033 at 4% or $104,022 at 6%; with 100% employer match about $117,025 at 4% or $78,017 at 6%.
201916$974,917$64,120$10,687iApproximate average salary by contribution assumption: employee only about $267,167 at 4% or $178,111 at 6%; with 50% employer match about $178,111 at 4% or $118,741 at 6%; with 100% employer match about $133,583 at 4% or $89,056 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$974,917$64,120$10,687iApproximate average salary by contribution assumption: employee only about $267,167 at 4% or $178,111 at 6%; with 50% employer match about $178,111 at 4% or $118,741 at 6%; with 100% employer match about $133,583 at 4% or $89,056 at 6%.
201816$760,340$63,728$10,621iApproximate average salary by contribution assumption: employee only about $265,533 at 4% or $177,022 at 6%; with 50% employer match about $177,022 at 4% or $118,015 at 6%; with 100% employer match about $132,767 at 4% or $88,511 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$760,340$63,728$10,621iApproximate average salary by contribution assumption: employee only about $265,533 at 4% or $177,022 at 6%; with 50% employer match about $177,022 at 4% or $118,015 at 6%; with 100% employer match about $132,767 at 4% or $88,511 at 6%.
201715$718,749$61,627$12,325iApproximate average salary by contribution assumption: employee only about $308,135 at 4% or $205,423 at 6%; with 50% employer match about $205,423 at 4% or $136,949 at 6%; with 100% employer match about $154,068 at 4% or $102,712 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-5$718,749$61,627$12,325iApproximate average salary by contribution assumption: employee only about $308,135 at 4% or $205,423 at 6%; with 50% employer match about $205,423 at 4% or $136,949 at 6%; with 100% employer match about $154,068 at 4% or $102,712 at 6%.
201616$581,410$55,159$9,193iApproximate average salary by contribution assumption: employee only about $229,829 at 4% or $153,219 at 6%; with 50% employer match about $153,219 at 4% or $102,146 at 6%; with 100% employer match about $114,915 at 4% or $76,610 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$581,410$55,159$9,193iApproximate average salary by contribution assumption: employee only about $229,829 at 4% or $153,219 at 6%; with 50% employer match about $153,219 at 4% or $102,146 at 6%; with 100% employer match about $114,915 at 4% or $76,610 at 6%.
201516$479,598$50,815$8,469iApproximate average salary by contribution assumption: employee only about $211,729 at 4% or $141,153 at 6%; with 50% employer match about $141,153 at 4% or $94,102 at 6%; with 100% employer match about $105,865 at 4% or $70,576 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$479,598$50,815$8,469iApproximate average salary by contribution assumption: employee only about $211,729 at 4% or $141,153 at 6%; with 50% employer match about $141,153 at 4% or $94,102 at 6%; with 100% employer match about $105,865 at 4% or $70,576 at 6%.
201416$450,124$49,966$8,328iApproximate average salary by contribution assumption: employee only about $208,192 at 4% or $138,794 at 6%; with 50% employer match about $138,794 at 4% or $92,530 at 6%; with 100% employer match about $104,096 at 4% or $69,397 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-6$450,124$49,966$8,328iApproximate average salary by contribution assumption: employee only about $208,192 at 4% or $138,794 at 6%; with 50% employer match about $138,794 at 4% or $92,530 at 6%; with 100% employer match about $104,096 at 4% or $69,397 at 6%.
201315$375,076$21,398$4,280iApproximate average salary by contribution assumption: employee only about $106,990 at 4% or $71,327 at 6%; with 50% employer match about $71,327 at 4% or $47,551 at 6%; with 100% employer match about $53,495 at 4% or $35,663 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-5$375,076$21,398$4,280iApproximate average salary by contribution assumption: employee only about $106,990 at 4% or $71,327 at 6%; with 50% employer match about $71,327 at 4% or $47,551 at 6%; with 100% employer match about $53,495 at 4% or $35,663 at 6%.
201215$277,339$44,583$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,073 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-5$277,339$44,583$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,073 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
201115$219,841$44,373$8,875iApproximate average salary by contribution assumption: employee only about $221,865 at 4% or $147,910 at 6%; with 50% employer match about $147,910 at 4% or $98,607 at 6%; with 100% employer match about $110,933 at 4% or $73,955 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-5$219,841$44,373$8,875iApproximate average salary by contribution assumption: employee only about $221,865 at 4% or $147,910 at 6%; with 50% employer match about $147,910 at 4% or $98,607 at 6%; with 100% employer match about $110,933 at 4% or $73,955 at 6%.
201025$311,702$95,870$19,174iApproximate average salary by contribution assumption: employee only about $479,350 at 4% or $319,567 at 6%; with 50% employer match about $319,567 at 4% or $213,044 at 6%; with 100% employer match about $239,675 at 4% or $159,783 at 6%.
American Money Management LLC 401(K) Retirement Savings Plan-5$189,041$41,290$8,258iApproximate average salary by contribution assumption: employee only about $206,450 at 4% or $137,633 at 6%; with 50% employer match about $137,633 at 4% or $91,756 at 6%; with 100% employer match about $103,225 at 4% or $68,817 at 6%.
American Money Management LLC 401(K) Retirement Savings Plan-5$122,661$54,580$10,916iApproximate average salary by contribution assumption: employee only about $272,900 at 4% or $181,933 at 6%; with 50% employer match about $181,933 at 4% or $121,289 at 6%; with 100% employer match about $136,450 at 4% or $90,967 at 6%.
200915$137,243$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
American Money Management LLC 401(K) Profit Sharing Plan & Trust-5$137,243$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
200715$0$0-
American Money Management LLC 401(K) Retirement Savings Plan-5---
200615$36,638$36,083$7,217iApproximate average salary by contribution assumption: employee only about $180,415 at 4% or $120,277 at 6%; with 50% employer match about $120,277 at 4% or $80,184 at 6%; with 100% employer match about $90,208 at 4% or $60,138 at 6%.
American Money Management LLC 401(K) Retirement Savings Plan-5$36,638$36,083$7,217iApproximate average salary by contribution assumption: employee only about $180,415 at 4% or $120,277 at 6%; with 50% employer match about $120,277 at 4% or $80,184 at 6%; with 100% employer match about $90,208 at 4% or $60,138 at 6%.