Prendiville Associates Inc.
Plan context: Prendiville Associates Inc. Retirement Plan and Trust
EIN 39-2065504 • Dana Point, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,516,364
2024 Contributions
$33,500
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 | 4 | $1,516,364 | $33,500 | $8,375iApproximate average salary by contribution assumption: employee only about $209,375 at 4% or $139,583 at 6%; with 50% employer match about $139,583 at 4% or $93,056 at 6%; with 100% employer match about $104,688 at 4% or $69,792 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $1,516,364 | $33,500 | $8,375iApproximate average salary by contribution assumption: employee only about $209,375 at 4% or $139,583 at 6%; with 50% employer match about $139,583 at 4% or $93,056 at 6%; with 100% employer match about $104,688 at 4% or $69,792 at 6%. |
| 2023 | 1 | 4 | $1,387,983 | $33,000 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $1,387,983 | $33,000 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| 2022 | 1 | 4 | $1,181,153 | $60,046 | $15,012iApproximate average salary by contribution assumption: employee only about $375,288 at 4% or $250,192 at 6%; with 50% employer match about $250,192 at 4% or $166,794 at 6%; with 100% employer match about $187,644 at 4% or $125,096 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $1,181,153 | $60,046 | $15,012iApproximate average salary by contribution assumption: employee only about $375,288 at 4% or $250,192 at 6%; with 50% employer match about $250,192 at 4% or $166,794 at 6%; with 100% employer match about $187,644 at 4% or $125,096 at 6%. |
| 2021 | 1 | 4 | $810,025 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $810,025 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2020 | 1 | 5 | $741,407 | $58,000 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 5 | $741,407 | $58,000 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| 2019 | 1 | 4 | $308,466 | $0 | - |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $308,466 | - | - |
| 2018 | 1 | 4 | $311,539 | $0 | - |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $311,539 | - | - |
| 2017 | 1 | 4 | $312,162 | $0 | - |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 4 | $312,162 | - | - |
| 2016 | 1 | 5 | $311,486 | $0 | - |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 5 | $311,486 | - | - |
| 2015 | 1 | 3 | $324,536 | $0 | - |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 3 | $324,536 | - | - |
| 2014 | 1 | 7 | $421,174 | $7,240 | $1,034iApproximate average salary by contribution assumption: employee only about $25,857 at 4% or $17,238 at 6%; with 50% employer match about $17,238 at 4% or $11,492 at 6%; with 100% employer match about $12,929 at 4% or $8,619 at 6%. |
| Prendiville Associates Inc. Retirement Plan and Trust | - | 7 | $421,174 | $7,240 | $1,034iApproximate average salary by contribution assumption: employee only about $25,857 at 4% or $17,238 at 6%; with 50% employer match about $17,238 at 4% or $11,492 at 6%; with 100% employer match about $12,929 at 4% or $8,619 at 6%. |