Civic Intelligence

David T Francis

Plan context: David T Francis 401(K) Profit Sharing Plan & Trust

EIN 39-1942877 • Los Gatos, CA • 21 filings • 4 plans

273 Marchmont DrLos Gatos, CA 95032-5658
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,686,479

2024 Contributions

$9,439

Historical Graphs

Total Assets Over Time

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

$2,686,479$1,343,240$0200320152024YearValue
$2,686,479Latest year 2024

Participants Over Time

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

740200320142024YearValue
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$2,686,479$9,439$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$2,686,479$9,439$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
202312$2,237,029$39,980$19,990iApproximate average salary by contribution assumption: employee only about $499,750 at 4% or $333,167 at 6%; with 50% employer match about $333,167 at 4% or $222,111 at 6%; with 100% employer match about $249,875 at 4% or $166,583 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$2,237,029$39,980$19,990iApproximate average salary by contribution assumption: employee only about $499,750 at 4% or $333,167 at 6%; with 50% employer match about $333,167 at 4% or $222,111 at 6%; with 100% employer match about $249,875 at 4% or $166,583 at 6%.
202212$1,745,561$39,605$19,803iApproximate average salary by contribution assumption: employee only about $495,063 at 4% or $330,042 at 6%; with 50% employer match about $330,042 at 4% or $220,028 at 6%; with 100% employer match about $247,531 at 4% or $165,021 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$1,745,561$39,605$19,803iApproximate average salary by contribution assumption: employee only about $495,063 at 4% or $330,042 at 6%; with 50% employer match about $330,042 at 4% or $220,028 at 6%; with 100% employer match about $247,531 at 4% or $165,021 at 6%.
202112$2,181,237$36,950$18,475iApproximate average salary by contribution assumption: employee only about $461,875 at 4% or $307,917 at 6%; with 50% employer match about $307,917 at 4% or $205,278 at 6%; with 100% employer match about $230,938 at 4% or $153,958 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$2,181,237$36,950$18,475iApproximate average salary by contribution assumption: employee only about $461,875 at 4% or $307,917 at 6%; with 50% employer match about $307,917 at 4% or $205,278 at 6%; with 100% employer match about $230,938 at 4% or $153,958 at 6%.
202012$1,773,771$40,540$20,270iApproximate average salary by contribution assumption: employee only about $506,750 at 4% or $337,833 at 6%; with 50% employer match about $337,833 at 4% or $225,222 at 6%; with 100% employer match about $253,375 at 4% or $168,917 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$1,773,771$40,540$20,270iApproximate average salary by contribution assumption: employee only about $506,750 at 4% or $337,833 at 6%; with 50% employer match about $337,833 at 4% or $225,222 at 6%; with 100% employer match about $253,375 at 4% or $168,917 at 6%.
201912$1,575,938$48,804$24,402iApproximate average salary by contribution assumption: employee only about $610,050 at 4% or $406,700 at 6%; with 50% employer match about $406,700 at 4% or $271,133 at 6%; with 100% employer match about $305,025 at 4% or $203,350 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$1,575,938$48,804$24,402iApproximate average salary by contribution assumption: employee only about $610,050 at 4% or $406,700 at 6%; with 50% employer match about $406,700 at 4% or $271,133 at 6%; with 100% employer match about $305,025 at 4% or $203,350 at 6%.
201813$1,219,489$48,138$16,046iApproximate average salary by contribution assumption: employee only about $401,150 at 4% or $267,433 at 6%; with 50% employer match about $267,433 at 4% or $178,289 at 6%; with 100% employer match about $200,575 at 4% or $133,717 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-3$1,219,489$48,138$16,046iApproximate average salary by contribution assumption: employee only about $401,150 at 4% or $267,433 at 6%; with 50% employer match about $267,433 at 4% or $178,289 at 6%; with 100% employer match about $200,575 at 4% or $133,717 at 6%.
201716$1,199,846$44,497$7,416iApproximate average salary by contribution assumption: employee only about $185,404 at 4% or $123,603 at 6%; with 50% employer match about $123,603 at 4% or $82,402 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-6$1,199,846$44,497$7,416iApproximate average salary by contribution assumption: employee only about $185,404 at 4% or $123,603 at 6%; with 50% employer match about $123,603 at 4% or $82,402 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
201615$973,436$11,363$2,273iApproximate average salary by contribution assumption: employee only about $56,815 at 4% or $37,877 at 6%; with 50% employer match about $37,877 at 4% or $25,251 at 6%; with 100% employer match about $28,408 at 4% or $18,938 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-5$973,436$11,363$2,273iApproximate average salary by contribution assumption: employee only about $56,815 at 4% or $37,877 at 6%; with 50% employer match about $37,877 at 4% or $25,251 at 6%; with 100% employer match about $28,408 at 4% or $18,938 at 6%.
201515$894,503$63,916$12,783iApproximate average salary by contribution assumption: employee only about $319,580 at 4% or $213,053 at 6%; with 50% employer match about $213,053 at 4% or $142,036 at 6%; with 100% employer match about $159,790 at 4% or $106,527 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-5$894,503$63,916$12,783iApproximate average salary by contribution assumption: employee only about $319,580 at 4% or $213,053 at 6%; with 50% employer match about $213,053 at 4% or $142,036 at 6%; with 100% employer match about $159,790 at 4% or $106,527 at 6%.
201414$833,842$73,030$18,258iApproximate average salary by contribution assumption: employee only about $456,438 at 4% or $304,292 at 6%; with 50% employer match about $304,292 at 4% or $202,861 at 6%; with 100% employer match about $228,219 at 4% or $152,146 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-4$833,842$73,030$18,258iApproximate average salary by contribution assumption: employee only about $456,438 at 4% or $304,292 at 6%; with 50% employer match about $304,292 at 4% or $202,861 at 6%; with 100% employer match about $228,219 at 4% or $152,146 at 6%.
201316$731,682$74,185$12,364iApproximate average salary by contribution assumption: employee only about $309,104 at 4% or $206,069 at 6%; with 50% employer match about $206,069 at 4% or $137,380 at 6%; with 100% employer match about $154,552 at 4% or $103,035 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-6$731,682$74,185$12,364iApproximate average salary by contribution assumption: employee only about $309,104 at 4% or $206,069 at 6%; with 50% employer match about $206,069 at 4% or $137,380 at 6%; with 100% employer match about $154,552 at 4% or $103,035 at 6%.
201217$554,336$55,315$7,902iApproximate average salary by contribution assumption: employee only about $197,554 at 4% or $131,702 at 6%; with 50% employer match about $131,702 at 4% or $87,802 at 6%; with 100% employer match about $98,777 at 4% or $65,851 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-7$554,336$55,315$7,902iApproximate average salary by contribution assumption: employee only about $197,554 at 4% or $131,702 at 6%; with 50% employer match about $131,702 at 4% or $87,802 at 6%; with 100% employer match about $98,777 at 4% or $65,851 at 6%.
201117$464,917$72,735$10,391iApproximate average salary by contribution assumption: employee only about $259,768 at 4% or $173,179 at 6%; with 50% employer match about $173,179 at 4% or $115,452 at 6%; with 100% employer match about $129,884 at 4% or $86,589 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-7$464,917$72,735$10,391iApproximate average salary by contribution assumption: employee only about $259,768 at 4% or $173,179 at 6%; with 50% employer match about $173,179 at 4% or $115,452 at 6%; with 100% employer match about $129,884 at 4% or $86,589 at 6%.
201014$401,556$38,612$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-4$401,556$38,612$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
200912$360,433$56,197$28,099iApproximate average salary by contribution assumption: employee only about $702,463 at 4% or $468,308 at 6%; with 50% employer match about $468,308 at 4% or $312,206 at 6%; with 100% employer match about $351,231 at 4% or $234,154 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-2$360,433$56,197$28,099iApproximate average salary by contribution assumption: employee only about $702,463 at 4% or $468,308 at 6%; with 50% employer match about $468,308 at 4% or $312,206 at 6%; with 100% employer match about $351,231 at 4% or $234,154 at 6%.
200712$0$0-
David T Francis 401(K) Profit Sharing Plan & Trust-2---
200613$229,426$56,172$18,724iApproximate average salary by contribution assumption: employee only about $468,100 at 4% or $312,067 at 6%; with 50% employer match about $312,067 at 4% or $208,044 at 6%; with 100% employer match about $234,050 at 4% or $156,033 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-3$229,426$56,172$18,724iApproximate average salary by contribution assumption: employee only about $468,100 at 4% or $312,067 at 6%; with 50% employer match about $312,067 at 4% or $208,044 at 6%; with 100% employer match about $234,050 at 4% or $156,033 at 6%.
200513$158,516$36,994$12,331iApproximate average salary by contribution assumption: employee only about $308,283 at 4% or $205,522 at 6%; with 50% employer match about $205,522 at 4% or $137,015 at 6%; with 100% employer match about $154,142 at 4% or $102,761 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-3$158,516$36,994$12,331iApproximate average salary by contribution assumption: employee only about $308,283 at 4% or $205,522 at 6%; with 50% employer match about $205,522 at 4% or $137,015 at 6%; with 100% employer match about $154,142 at 4% or $102,761 at 6%.
200413$110,396$56,096$18,699iApproximate average salary by contribution assumption: employee only about $467,467 at 4% or $311,644 at 6%; with 50% employer match about $311,644 at 4% or $207,763 at 6%; with 100% employer match about $233,733 at 4% or $155,822 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-3$110,396$56,096$18,699iApproximate average salary by contribution assumption: employee only about $467,467 at 4% or $311,644 at 6%; with 50% employer match about $311,644 at 4% or $207,763 at 6%; with 100% employer match about $233,733 at 4% or $155,822 at 6%.
200314$48,168$42,866$10,717iApproximate average salary by contribution assumption: employee only about $267,913 at 4% or $178,608 at 6%; with 50% employer match about $178,608 at 4% or $119,072 at 6%; with 100% employer match about $133,956 at 4% or $89,304 at 6%.
David T Francis 401(K) Profit Sharing Plan & Trust-4$48,168$42,866$10,717iApproximate average salary by contribution assumption: employee only about $267,913 at 4% or $178,608 at 6%; with 50% employer match about $178,608 at 4% or $119,072 at 6%; with 100% employer match about $133,956 at 4% or $89,304 at 6%.