Charles Small & Associates
Plan context: Charles Small & Associates Pension Plan
EIN 34-2060428 • Sacramento, CA • 2 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$261,000
2024 Contributions
$261,000
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 | 2 | 2 | $261,000 | $261,000 | $130,500iApproximate average salary by contribution assumption: employee only about $3,262,500 at 4% or $2,175,000 at 6%; with 50% employer match about $2,175,000 at 4% or $1,450,000 at 6%; with 100% employer match about $1,631,250 at 4% or $1,087,500 at 6%. |
| Charles Small & Associates Pension Plan | - | 2 | $194,480 | $194,480 | $97,240iApproximate average salary by contribution assumption: employee only about $2,431,000 at 4% or $1,620,667 at 6%; with 50% employer match about $1,620,667 at 4% or $1,080,444 at 6%; with 100% employer match about $1,215,500 at 4% or $810,333 at 6%. |
| CHARLES SMALL & ASSOCIATES 401K PLAN | - | 2 | $66,520 | $66,520 | $33,260iApproximate average salary by contribution assumption: employee only about $831,500 at 4% or $554,333 at 6%; with 50% employer match about $554,333 at 4% or $369,556 at 6%; with 100% employer match about $415,750 at 4% or $277,167 at 6%. |