Aaron Capital Financial Inc
Plan context: Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust
EIN 33-0949729 • Dana Point, CA • 7 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$495,319
2022 Contributions
$49,281
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2020 | 1 | 7 | $495,319 | $49,281 | $7,040iApproximate average salary by contribution assumption: employee only about $176,004 at 4% or $117,336 at 6%; with 50% employer match about $117,336 at 4% or $78,224 at 6%; with 100% employer match about $88,002 at 4% or $58,668 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 7 | $495,319 | $49,281 | $7,040iApproximate average salary by contribution assumption: employee only about $176,004 at 4% or $117,336 at 6%; with 50% employer match about $117,336 at 4% or $78,224 at 6%; with 100% employer match about $88,002 at 4% or $58,668 at 6%. |
| 2019 | 1 | 5 | $391,240 | $68,861 | $13,772iApproximate average salary by contribution assumption: employee only about $344,305 at 4% or $229,537 at 6%; with 50% employer match about $229,537 at 4% or $153,024 at 6%; with 100% employer match about $172,153 at 4% or $114,768 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 5 | $391,240 | $68,861 | $13,772iApproximate average salary by contribution assumption: employee only about $344,305 at 4% or $229,537 at 6%; with 50% employer match about $229,537 at 4% or $153,024 at 6%; with 100% employer match about $172,153 at 4% or $114,768 at 6%. |
| 2018 | 1 | 6 | $262,046 | $54,661 | $9,110iApproximate average salary by contribution assumption: employee only about $227,754 at 4% or $151,836 at 6%; with 50% employer match about $151,836 at 4% or $101,224 at 6%; with 100% employer match about $113,877 at 4% or $75,918 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 6 | $262,046 | $54,661 | $9,110iApproximate average salary by contribution assumption: employee only about $227,754 at 4% or $151,836 at 6%; with 50% employer match about $151,836 at 4% or $101,224 at 6%; with 100% employer match about $113,877 at 4% or $75,918 at 6%. |
| 2017 | 1 | 5 | $226,850 | $30,138 | $6,028iApproximate average salary by contribution assumption: employee only about $150,690 at 4% or $100,460 at 6%; with 50% employer match about $100,460 at 4% or $66,973 at 6%; with 100% employer match about $75,345 at 4% or $50,230 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 5 | $226,850 | $30,138 | $6,028iApproximate average salary by contribution assumption: employee only about $150,690 at 4% or $100,460 at 6%; with 50% employer match about $100,460 at 4% or $66,973 at 6%; with 100% employer match about $75,345 at 4% or $50,230 at 6%. |
| 2016 | 1 | 5 | $176,757 | $39,526 | $7,905iApproximate average salary by contribution assumption: employee only about $197,630 at 4% or $131,753 at 6%; with 50% employer match about $131,753 at 4% or $87,836 at 6%; with 100% employer match about $98,815 at 4% or $65,877 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 5 | $176,757 | $39,526 | $7,905iApproximate average salary by contribution assumption: employee only about $197,630 at 4% or $131,753 at 6%; with 50% employer match about $131,753 at 4% or $87,836 at 6%; with 100% employer match about $98,815 at 4% or $65,877 at 6%. |
| 2014 | 1 | 4 | $39,896 | $38,298 | $9,575iApproximate average salary by contribution assumption: employee only about $239,363 at 4% or $159,575 at 6%; with 50% employer match about $159,575 at 4% or $106,383 at 6%; with 100% employer match about $119,681 at 4% or $79,788 at 6%. |
| Aaron Capital Financial Inc 401 K Profit Sharing Plan Trust | - | 4 | $39,896 | $38,298 | $9,575iApproximate average salary by contribution assumption: employee only about $239,363 at 4% or $159,575 at 6%; with 50% employer match about $159,575 at 4% or $106,383 at 6%; with 100% employer match about $119,681 at 4% or $79,788 at 6%. |