Golden State Funding
Plan context: Golden State Funding 401(K) Profit Sharing Plan & Trust
EIN 33-0966526 • Mission Viejo, CA • 15 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$3,122,020
2024 Contributions
$50,140
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 | $3,122,020 | $50,140 | $25,070iApproximate average salary by contribution assumption: employee only about $626,750 at 4% or $417,833 at 6%; with 50% employer match about $417,833 at 4% or $278,556 at 6%; with 100% employer match about $313,375 at 4% or $208,917 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $3,122,020 | $50,140 | $25,070iApproximate average salary by contribution assumption: employee only about $626,750 at 4% or $417,833 at 6%; with 50% employer match about $417,833 at 4% or $278,556 at 6%; with 100% employer match about $313,375 at 4% or $208,917 at 6%. |
| 2022 | 1 | 2 | $2,165,185 | $113,310 | $56,655iApproximate average salary by contribution assumption: employee only about $1,416,375 at 4% or $944,250 at 6%; with 50% employer match about $944,250 at 4% or $629,500 at 6%; with 100% employer match about $708,188 at 4% or $472,125 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $2,165,185 | $113,310 | $56,655iApproximate average salary by contribution assumption: employee only about $1,416,375 at 4% or $944,250 at 6%; with 50% employer match about $944,250 at 4% or $629,500 at 6%; with 100% employer match about $708,188 at 4% or $472,125 at 6%. |
| 2021 | 1 | 2 | $2,421,358 | $122,980 | $61,490iApproximate average salary by contribution assumption: employee only about $1,537,250 at 4% or $1,024,833 at 6%; with 50% employer match about $1,024,833 at 4% or $683,222 at 6%; with 100% employer match about $768,625 at 4% or $512,417 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $2,421,358 | $122,980 | $61,490iApproximate average salary by contribution assumption: employee only about $1,537,250 at 4% or $1,024,833 at 6%; with 50% employer match about $1,024,833 at 4% or $683,222 at 6%; with 100% employer match about $768,625 at 4% or $512,417 at 6%. |
| 2020 | 1 | 2 | $1,837,924 | $86,305 | $43,153iApproximate average salary by contribution assumption: employee only about $1,078,813 at 4% or $719,208 at 6%; with 50% employer match about $719,208 at 4% or $479,472 at 6%; with 100% employer match about $539,406 at 4% or $359,604 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $1,837,924 | $86,305 | $43,153iApproximate average salary by contribution assumption: employee only about $1,078,813 at 4% or $719,208 at 6%; with 50% employer match about $719,208 at 4% or $479,472 at 6%; with 100% employer match about $539,406 at 4% or $359,604 at 6%. |
| 2019 | 1 | 2 | $1,477,436 | $64,730 | $32,365iApproximate average salary by contribution assumption: employee only about $809,125 at 4% or $539,417 at 6%; with 50% employer match about $539,417 at 4% or $359,611 at 6%; with 100% employer match about $404,563 at 4% or $269,708 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $1,477,436 | $64,730 | $32,365iApproximate average salary by contribution assumption: employee only about $809,125 at 4% or $539,417 at 6%; with 50% employer match about $539,417 at 4% or $359,611 at 6%; with 100% employer match about $404,563 at 4% or $269,708 at 6%. |
| 2018 | 1 | 2 | $1,120,861 | $61,080 | $30,540iApproximate average salary by contribution assumption: employee only about $763,500 at 4% or $509,000 at 6%; with 50% employer match about $509,000 at 4% or $339,333 at 6%; with 100% employer match about $381,750 at 4% or $254,500 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $1,120,861 | $61,080 | $30,540iApproximate average salary by contribution assumption: employee only about $763,500 at 4% or $509,000 at 6%; with 50% employer match about $509,000 at 4% or $339,333 at 6%; with 100% employer match about $381,750 at 4% or $254,500 at 6%. |
| 2017 | 1 | 2 | $1,131,703 | $77,270 | $38,635iApproximate average salary by contribution assumption: employee only about $965,875 at 4% or $643,917 at 6%; with 50% employer match about $643,917 at 4% or $429,278 at 6%; with 100% employer match about $482,938 at 4% or $321,958 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $1,131,703 | $77,270 | $38,635iApproximate average salary by contribution assumption: employee only about $965,875 at 4% or $643,917 at 6%; with 50% employer match about $643,917 at 4% or $429,278 at 6%; with 100% employer match about $482,938 at 4% or $321,958 at 6%. |
| 2016 | 1 | 2 | $875,151 | $56,440 | $28,220iApproximate average salary by contribution assumption: employee only about $705,500 at 4% or $470,333 at 6%; with 50% employer match about $470,333 at 4% or $313,556 at 6%; with 100% employer match about $352,750 at 4% or $235,167 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $875,151 | $56,440 | $28,220iApproximate average salary by contribution assumption: employee only about $705,500 at 4% or $470,333 at 6%; with 50% employer match about $470,333 at 4% or $313,556 at 6%; with 100% employer match about $352,750 at 4% or $235,167 at 6%. |
| 2015 | 1 | 2 | $722,502 | $28,700 | $14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $722,502 | $28,700 | $14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%. |
| 2014 | 1 | 2 | $707,646 | $20,090 | $10,045iApproximate average salary by contribution assumption: employee only about $251,125 at 4% or $167,417 at 6%; with 50% employer match about $167,417 at 4% or $111,611 at 6%; with 100% employer match about $125,563 at 4% or $83,708 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $707,646 | $20,090 | $10,045iApproximate average salary by contribution assumption: employee only about $251,125 at 4% or $167,417 at 6%; with 50% employer match about $167,417 at 4% or $111,611 at 6%; with 100% employer match about $125,563 at 4% or $83,708 at 6%. |
| 2013 | 1 | 2 | $619,194 | $20,090 | $10,045iApproximate average salary by contribution assumption: employee only about $251,125 at 4% or $167,417 at 6%; with 50% employer match about $167,417 at 4% or $111,611 at 6%; with 100% employer match about $125,563 at 4% or $83,708 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $619,194 | $20,090 | $10,045iApproximate average salary by contribution assumption: employee only about $251,125 at 4% or $167,417 at 6%; with 50% employer match about $167,417 at 4% or $111,611 at 6%; with 100% employer match about $125,563 at 4% or $83,708 at 6%. |
| 2011 | 1 | 2 | $362,367 | $5,740 | $2,870iApproximate average salary by contribution assumption: employee only about $71,750 at 4% or $47,833 at 6%; with 50% employer match about $47,833 at 4% or $31,889 at 6%; with 100% employer match about $35,875 at 4% or $23,917 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $362,367 | $5,740 | $2,870iApproximate average salary by contribution assumption: employee only about $71,750 at 4% or $47,833 at 6%; with 50% employer match about $47,833 at 4% or $31,889 at 6%; with 100% employer match about $35,875 at 4% or $23,917 at 6%. |
| 2010 | 1 | 2 | $366,281 | $8,610 | $4,305iApproximate average salary by contribution assumption: employee only about $107,625 at 4% or $71,750 at 6%; with 50% employer match about $71,750 at 4% or $47,833 at 6%; with 100% employer match about $53,813 at 4% or $35,875 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $366,281 | $8,610 | $4,305iApproximate average salary by contribution assumption: employee only about $107,625 at 4% or $71,750 at 6%; with 50% employer match about $71,750 at 4% or $47,833 at 6%; with 100% employer match about $53,813 at 4% or $35,875 at 6%. |
| 2009 | 1 | 2 | $302,294 | $25,830 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | $302,294 | $25,830 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Golden State Funding 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |