Civic Intelligence

S. Kirby & Company Inc.

Plan context: S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN

EIN 33-0970820 • Rancho Santa Margarita, CA • 24 filings • 5 plans

22831 Avenida EmpresaRancho Santa Margarita, CA 92688
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,705,306

2024 Contributions

$400,091

Historical Graphs

Total Assets Over Time

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

$3,173,278$1,586,639$0200720162024YearValue
$2,705,306Latest year 2024

Participants Over Time

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

22110200720162024YearValue
22Latest 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
2024122$2,705,306$400,091$18,186iApproximate average salary by contribution assumption: employee only about $454,649 at 4% or $303,099 at 6%; with 50% employer match about $303,099 at 4% or $202,066 at 6%; with 100% employer match about $227,324 at 4% or $151,550 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-22$2,705,306$400,091$18,186iApproximate average salary by contribution assumption: employee only about $454,649 at 4% or $303,099 at 6%; with 50% employer match about $303,099 at 4% or $202,066 at 6%; with 100% employer match about $227,324 at 4% or $151,550 at 6%.
2023117$3,173,278$180,753$10,633iApproximate average salary by contribution assumption: employee only about $265,813 at 4% or $177,209 at 6%; with 50% employer match about $177,209 at 4% or $118,139 at 6%; with 100% employer match about $132,907 at 4% or $88,604 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-17$3,173,278$180,753$10,633iApproximate average salary by contribution assumption: employee only about $265,813 at 4% or $177,209 at 6%; with 50% employer match about $177,209 at 4% or $118,139 at 6%; with 100% employer match about $132,907 at 4% or $88,604 at 6%.
2022115$2,738,065$250,469$16,698iApproximate average salary by contribution assumption: employee only about $417,448 at 4% or $278,299 at 6%; with 50% employer match about $278,299 at 4% or $185,533 at 6%; with 100% employer match about $208,724 at 4% or $139,149 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-15$2,738,065$250,469$16,698iApproximate average salary by contribution assumption: employee only about $417,448 at 4% or $278,299 at 6%; with 50% employer match about $278,299 at 4% or $185,533 at 6%; with 100% employer match about $208,724 at 4% or $139,149 at 6%.
2021113$2,907,722$338,978$26,075iApproximate average salary by contribution assumption: employee only about $651,881 at 4% or $434,587 at 6%; with 50% employer match about $434,587 at 4% or $289,725 at 6%; with 100% employer match about $325,940 at 4% or $217,294 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-13$2,907,722$338,978$26,075iApproximate average salary by contribution assumption: employee only about $651,881 at 4% or $434,587 at 6%; with 50% employer match about $434,587 at 4% or $289,725 at 6%; with 100% employer match about $325,940 at 4% or $217,294 at 6%.
2020114$2,568,375$180,754$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-14$2,568,375$180,754$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
2019112$2,200,212$205,199$17,100iApproximate average salary by contribution assumption: employee only about $427,498 at 4% or $284,999 at 6%; with 50% employer match about $284,999 at 4% or $189,999 at 6%; with 100% employer match about $213,749 at 4% or $142,499 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-12$2,200,212$205,199$17,100iApproximate average salary by contribution assumption: employee only about $427,498 at 4% or $284,999 at 6%; with 50% employer match about $284,999 at 4% or $189,999 at 6%; with 100% employer match about $213,749 at 4% or $142,499 at 6%.
2018111$1,666,416$274,639$24,967iApproximate average salary by contribution assumption: employee only about $624,180 at 4% or $416,120 at 6%; with 50% employer match about $416,120 at 4% or $277,413 at 6%; with 100% employer match about $312,090 at 4% or $208,060 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-11$1,666,416$274,639$24,967iApproximate average salary by contribution assumption: employee only about $624,180 at 4% or $416,120 at 6%; with 50% employer match about $416,120 at 4% or $277,413 at 6%; with 100% employer match about $312,090 at 4% or $208,060 at 6%.
201719$1,499,516$143,978$15,998iApproximate average salary by contribution assumption: employee only about $399,939 at 4% or $266,626 at 6%; with 50% employer match about $266,626 at 4% or $177,751 at 6%; with 100% employer match about $199,969 at 4% or $133,313 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-9$1,499,516$143,978$15,998iApproximate average salary by contribution assumption: employee only about $399,939 at 4% or $266,626 at 6%; with 50% employer match about $266,626 at 4% or $177,751 at 6%; with 100% employer match about $199,969 at 4% or $133,313 at 6%.
2016210$1,185,173$125,166$12,517iApproximate average salary by contribution assumption: employee only about $312,915 at 4% or $208,610 at 6%; with 50% employer match about $208,610 at 4% or $139,073 at 6%; with 100% employer match about $156,458 at 4% or $104,305 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-10$1,185,173$125,166$12,517iApproximate average salary by contribution assumption: employee only about $312,915 at 4% or $208,610 at 6%; with 50% employer match about $208,610 at 4% or $139,073 at 6%; with 100% employer match about $156,458 at 4% or $104,305 at 6%.
S. Kirby & Company Inc. Pension Plan-0$0--
2015210$1,511,197$418,944$41,894iApproximate average salary by contribution assumption: employee only about $1,047,360 at 4% or $698,240 at 6%; with 50% employer match about $698,240 at 4% or $465,493 at 6%; with 100% employer match about $523,680 at 4% or $349,120 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-10$1,028,866$418,944$41,894iApproximate average salary by contribution assumption: employee only about $1,047,360 at 4% or $698,240 at 6%; with 50% employer match about $698,240 at 4% or $465,493 at 6%; with 100% employer match about $523,680 at 4% or $349,120 at 6%.
S. Kirby & Company Inc. Pension Plan-1$482,331$0-
2014210$1,896,343$603,497$60,350iApproximate average salary by contribution assumption: employee only about $1,508,743 at 4% or $1,005,828 at 6%; with 50% employer match about $1,005,828 at 4% or $670,552 at 6%; with 100% employer match about $754,371 at 4% or $502,914 at 6%.
S. Kirby & Company Inc. Pension Plan-7$1,273,791$500,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-10$622,552$103,497$10,350iApproximate average salary by contribution assumption: employee only about $258,743 at 4% or $172,495 at 6%; with 50% employer match about $172,495 at 4% or $114,997 at 6%; with 100% employer match about $129,371 at 4% or $86,248 at 6%.
201329$1,219,427$246,594$27,399iApproximate average salary by contribution assumption: employee only about $684,983 at 4% or $456,656 at 6%; with 50% employer match about $456,656 at 4% or $304,437 at 6%; with 100% employer match about $342,492 at 4% or $228,328 at 6%.
S. Kirby & Company Inc. Pension Plan-7$729,526$155,314$22,188iApproximate average salary by contribution assumption: employee only about $554,693 at 4% or $369,795 at 6%; with 50% employer match about $369,795 at 4% or $246,530 at 6%; with 100% employer match about $277,346 at 4% or $184,898 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-9$489,901$91,280$10,142iApproximate average salary by contribution assumption: employee only about $253,556 at 4% or $169,037 at 6%; with 50% employer match about $169,037 at 4% or $112,691 at 6%; with 100% employer match about $126,778 at 4% or $84,519 at 6%.
201228$872,463$222,837$27,855iApproximate average salary by contribution assumption: employee only about $696,366 at 4% or $464,244 at 6%; with 50% employer match about $464,244 at 4% or $309,496 at 6%; with 100% employer match about $348,183 at 4% or $232,122 at 6%.
S. KIRBY & COMPANY, INC. PENSION PLAN-4$525,619$137,000$34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-8$346,844$85,837$10,730iApproximate average salary by contribution assumption: employee only about $268,241 at 4% or $178,827 at 6%; with 50% employer match about $178,827 at 4% or $119,218 at 6%; with 100% employer match about $134,120 at 4% or $89,414 at 6%.
201128$607,845$132,173$16,522iApproximate average salary by contribution assumption: employee only about $413,041 at 4% or $275,360 at 6%; with 50% employer match about $275,360 at 4% or $183,574 at 6%; with 100% employer match about $206,520 at 4% or $137,680 at 6%.
S. KIRBY & COMPANY, INC. PENSION PLAN-4$382,301$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-8$225,544$32,173$4,022iApproximate average salary by contribution assumption: employee only about $100,541 at 4% or $67,027 at 6%; with 50% employer match about $67,027 at 4% or $44,685 at 6%; with 100% employer match about $50,270 at 4% or $33,514 at 6%.
201028$311,734$143,428$17,929iApproximate average salary by contribution assumption: employee only about $448,213 at 4% or $298,808 at 6%; with 50% employer match about $298,808 at 4% or $199,206 at 6%; with 100% employer match about $224,106 at 4% or $149,404 at 6%.
S. KIRBY & COMPANY, INC. 401(K) PROFIT SHARING PLAN-8$211,734$43,428$5,429iApproximate average salary by contribution assumption: employee only about $135,713 at 4% or $90,475 at 6%; with 50% employer match about $90,475 at 4% or $60,317 at 6%; with 100% employer match about $67,856 at 4% or $45,238 at 6%.
S. Kirby & Company Inc. Pension Plan-3$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
200913$176,967$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
S. Kirby & Company Inc. Pension Plan-3$176,967$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
200716$67,934$67,934$11,322iApproximate average salary by contribution assumption: employee only about $283,058 at 4% or $188,706 at 6%; with 50% employer match about $188,706 at 4% or $125,804 at 6%; with 100% employer match about $141,529 at 4% or $94,353 at 6%.
S. Kirby & Company Inc. Pension Plan-6$67,934$67,934$11,322iApproximate average salary by contribution assumption: employee only about $283,058 at 4% or $188,706 at 6%; with 50% employer match about $188,706 at 4% or $125,804 at 6%; with 100% employer match about $141,529 at 4% or $94,353 at 6%.