Civic Intelligence

Stratton & Green

Plan context: Stratton & Green 401(K) Profit Sharing Plan & Trust

EIN 33-0890886 • San Diego, CA • 25 filings • 7 plans

3703 Camino Del Rio S Ste 100BSan Diego, CA 92108-4032
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,002,839

2024 Contributions

$35,041

Historical Graphs

Total Assets Over Time

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

$1,002,839$501,420$0200020132024YearValue
$1,002,839Latest year 2024

Participants Over Time

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

1470200020132024YearValue
2Latest 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
202412$1,002,839$35,041$17,521iApproximate average salary by contribution assumption: employee only about $438,013 at 4% or $292,008 at 6%; with 50% employer match about $292,008 at 4% or $194,672 at 6%; with 100% employer match about $219,006 at 4% or $146,004 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$1,002,839$35,041$17,521iApproximate average salary by contribution assumption: employee only about $438,013 at 4% or $292,008 at 6%; with 50% employer match about $292,008 at 4% or $194,672 at 6%; with 100% employer match about $219,006 at 4% or $146,004 at 6%.
202312$780,135$23,719$11,860iApproximate average salary by contribution assumption: employee only about $296,488 at 4% or $197,658 at 6%; with 50% employer match about $197,658 at 4% or $131,772 at 6%; with 100% employer match about $148,244 at 4% or $98,829 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$780,135$23,719$11,860iApproximate average salary by contribution assumption: employee only about $296,488 at 4% or $197,658 at 6%; with 50% employer match about $197,658 at 4% or $131,772 at 6%; with 100% employer match about $148,244 at 4% or $98,829 at 6%.
202212$641,578$24,238$12,119iApproximate average salary by contribution assumption: employee only about $302,975 at 4% or $201,983 at 6%; with 50% employer match about $201,983 at 4% or $134,656 at 6%; with 100% employer match about $151,488 at 4% or $100,992 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$641,578$24,238$12,119iApproximate average salary by contribution assumption: employee only about $302,975 at 4% or $201,983 at 6%; with 50% employer match about $201,983 at 4% or $134,656 at 6%; with 100% employer match about $151,488 at 4% or $100,992 at 6%.
202112$913,658$21,662$10,831iApproximate average salary by contribution assumption: employee only about $270,775 at 4% or $180,517 at 6%; with 50% employer match about $180,517 at 4% or $120,344 at 6%; with 100% employer match about $135,388 at 4% or $90,258 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$913,658$21,662$10,831iApproximate average salary by contribution assumption: employee only about $270,775 at 4% or $180,517 at 6%; with 50% employer match about $180,517 at 4% or $120,344 at 6%; with 100% employer match about $135,388 at 4% or $90,258 at 6%.
202012$795,931$12,698$6,349iApproximate average salary by contribution assumption: employee only about $158,725 at 4% or $105,817 at 6%; with 50% employer match about $105,817 at 4% or $70,544 at 6%; with 100% employer match about $79,363 at 4% or $52,908 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$795,931$12,698$6,349iApproximate average salary by contribution assumption: employee only about $158,725 at 4% or $105,817 at 6%; with 50% employer match about $105,817 at 4% or $70,544 at 6%; with 100% employer match about $79,363 at 4% or $52,908 at 6%.
201912$603,396$13,610$6,805iApproximate average salary by contribution assumption: employee only about $170,125 at 4% or $113,417 at 6%; with 50% employer match about $113,417 at 4% or $75,611 at 6%; with 100% employer match about $85,063 at 4% or $56,708 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$603,396$13,610$6,805iApproximate average salary by contribution assumption: employee only about $170,125 at 4% or $113,417 at 6%; with 50% employer match about $113,417 at 4% or $75,611 at 6%; with 100% employer match about $85,063 at 4% or $56,708 at 6%.
201812$452,098$10,880$5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,444 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$452,098$10,880$5,440iApproximate average salary by contribution assumption: employee only about $136,000 at 4% or $90,667 at 6%; with 50% employer match about $90,667 at 4% or $60,444 at 6%; with 100% employer match about $68,000 at 4% or $45,333 at 6%.
201712$443,946$12,070$6,035iApproximate average salary by contribution assumption: employee only about $150,875 at 4% or $100,583 at 6%; with 50% employer match about $100,583 at 4% or $67,056 at 6%; with 100% employer match about $75,438 at 4% or $50,292 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$443,946$12,070$6,035iApproximate average salary by contribution assumption: employee only about $150,875 at 4% or $100,583 at 6%; with 50% employer match about $100,583 at 4% or $67,056 at 6%; with 100% employer match about $75,438 at 4% or $50,292 at 6%.
201612$346,105$11,940$5,970iApproximate average salary by contribution assumption: employee only about $149,250 at 4% or $99,500 at 6%; with 50% employer match about $99,500 at 4% or $66,333 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$346,105$11,940$5,970iApproximate average salary by contribution assumption: employee only about $149,250 at 4% or $99,500 at 6%; with 50% employer match about $99,500 at 4% or $66,333 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
201512$326,393$10,957$5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$326,393$10,957$5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%.
201412$306,743$2,185$1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$306,743$2,185$1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%.
201312$289,140$10,180$5,090iApproximate average salary by contribution assumption: employee only about $127,250 at 4% or $84,833 at 6%; with 50% employer match about $84,833 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$289,140$10,180$5,090iApproximate average salary by contribution assumption: employee only about $127,250 at 4% or $84,833 at 6%; with 50% employer match about $84,833 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%.
201212$215,598$14,624$7,312iApproximate average salary by contribution assumption: employee only about $182,800 at 4% or $121,867 at 6%; with 50% employer match about $121,867 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$215,598$14,624$7,312iApproximate average salary by contribution assumption: employee only about $182,800 at 4% or $121,867 at 6%; with 50% employer match about $121,867 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%.
201112$175,806$13,830$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$175,806$13,830$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
201012$165,000$13,238$6,619iApproximate average salary by contribution assumption: employee only about $165,475 at 4% or $110,317 at 6%; with 50% employer match about $110,317 at 4% or $73,544 at 6%; with 100% employer match about $82,738 at 4% or $55,158 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$165,000$13,238$6,619iApproximate average salary by contribution assumption: employee only about $165,475 at 4% or $110,317 at 6%; with 50% employer match about $110,317 at 4% or $73,544 at 6%; with 100% employer match about $82,738 at 4% or $55,158 at 6%.
200923$125,631$16,576$5,525iApproximate average salary by contribution assumption: employee only about $138,133 at 4% or $92,089 at 6%; with 50% employer match about $92,089 at 4% or $61,393 at 6%; with 100% employer match about $69,067 at 4% or $46,044 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-2$125,631$16,576$8,288iApproximate average salary by contribution assumption: employee only about $207,200 at 4% or $138,133 at 6%; with 50% employer match about $138,133 at 4% or $92,089 at 6%; with 100% employer match about $103,600 at 4% or $69,067 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-3---
200813$89,415$16,886$5,629iApproximate average salary by contribution assumption: employee only about $140,717 at 4% or $93,811 at 6%; with 50% employer match about $93,811 at 4% or $62,541 at 6%; with 100% employer match about $70,358 at 4% or $46,906 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-3$89,415$16,886$5,629iApproximate average salary by contribution assumption: employee only about $140,717 at 4% or $93,811 at 6%; with 50% employer match about $93,811 at 4% or $62,541 at 6%; with 100% employer match about $70,358 at 4% or $46,906 at 6%.
200615$103,560$16,701$3,340iApproximate average salary by contribution assumption: employee only about $83,505 at 4% or $55,670 at 6%; with 50% employer match about $55,670 at 4% or $37,113 at 6%; with 100% employer match about $41,753 at 4% or $27,835 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-5$103,560$16,701$3,340iApproximate average salary by contribution assumption: employee only about $83,505 at 4% or $55,670 at 6%; with 50% employer match about $55,670 at 4% or $37,113 at 6%; with 100% employer match about $41,753 at 4% or $27,835 at 6%.
200516$80,835$14,683$2,447iApproximate average salary by contribution assumption: employee only about $61,179 at 4% or $40,786 at 6%; with 50% employer match about $40,786 at 4% or $27,191 at 6%; with 100% employer match about $30,590 at 4% or $20,393 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-6$80,835$14,683$2,447iApproximate average salary by contribution assumption: employee only about $61,179 at 4% or $40,786 at 6%; with 50% employer match about $40,786 at 4% or $27,191 at 6%; with 100% employer match about $30,590 at 4% or $20,393 at 6%.
2003110$135,630$29,835$2,984iApproximate average salary by contribution assumption: employee only about $74,588 at 4% or $49,725 at 6%; with 50% employer match about $49,725 at 4% or $33,150 at 6%; with 100% employer match about $37,294 at 4% or $24,863 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-10$135,630$29,835$2,984iApproximate average salary by contribution assumption: employee only about $74,588 at 4% or $49,725 at 6%; with 50% employer match about $49,725 at 4% or $33,150 at 6%; with 100% employer match about $37,294 at 4% or $24,863 at 6%.
200219$78,999$30,096$3,344iApproximate average salary by contribution assumption: employee only about $83,600 at 4% or $55,733 at 6%; with 50% employer match about $55,733 at 4% or $37,156 at 6%; with 100% employer match about $41,800 at 4% or $27,867 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-9$78,999$30,096$3,344iApproximate average salary by contribution assumption: employee only about $83,600 at 4% or $55,733 at 6%; with 50% employer match about $55,733 at 4% or $37,156 at 6%; with 100% employer match about $41,800 at 4% or $27,867 at 6%.
200118$71,006$39,087$4,886iApproximate average salary by contribution assumption: employee only about $122,147 at 4% or $81,431 at 6%; with 50% employer match about $81,431 at 4% or $54,288 at 6%; with 100% employer match about $61,073 at 4% or $40,716 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-8$71,006$39,087$4,886iApproximate average salary by contribution assumption: employee only about $122,147 at 4% or $81,431 at 6%; with 50% employer match about $81,431 at 4% or $54,288 at 6%; with 100% employer match about $61,073 at 4% or $40,716 at 6%.
2000214$111,940$127,962$9,140iApproximate average salary by contribution assumption: employee only about $228,504 at 4% or $152,336 at 6%; with 50% employer match about $152,336 at 4% or $101,557 at 6%; with 100% employer match about $114,252 at 4% or $76,168 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-14$55,970$63,981$4,570iApproximate average salary by contribution assumption: employee only about $114,252 at 4% or $76,168 at 6%; with 50% employer match about $76,168 at 4% or $50,779 at 6%; with 100% employer match about $57,126 at 4% or $38,084 at 6%.
Stratton & Green 401(K) Profit Sharing Plan & Trust-14$55,970$63,981$4,570iApproximate average salary by contribution assumption: employee only about $114,252 at 4% or $76,168 at 6%; with 50% employer match about $76,168 at 4% or $50,779 at 6%; with 100% employer match about $57,126 at 4% or $38,084 at 6%.