Capbarat Agency
Plan context: Capbarat Agency 401(K) Profit Sharing Plan & Trust
EIN 45-2888023 • Walnut Creek, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$180,817
2025 Contributions
$35,801
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2024 | 1 | 2 | $180,817 | $35,801 | $17,901iApproximate average salary by contribution assumption: employee only about $447,513 at 4% or $298,342 at 6%; with 50% employer match about $298,342 at 4% or $198,894 at 6%; with 100% employer match about $223,756 at 4% or $149,171 at 6%. |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 2 | $180,817 | $35,801 | $17,901iApproximate average salary by contribution assumption: employee only about $447,513 at 4% or $298,342 at 6%; with 50% employer match about $298,342 at 4% or $198,894 at 6%; with 100% employer match about $223,756 at 4% or $149,171 at 6%. |
| 2023 | 1 | 2 | $138,034 | $40,506 | $20,253iApproximate average salary by contribution assumption: employee only about $506,325 at 4% or $337,550 at 6%; with 50% employer match about $337,550 at 4% or $225,033 at 6%; with 100% employer match about $253,163 at 4% or $168,775 at 6%. |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 2 | $138,034 | $40,506 | $20,253iApproximate average salary by contribution assumption: employee only about $506,325 at 4% or $337,550 at 6%; with 50% employer match about $337,550 at 4% or $225,033 at 6%; with 100% employer match about $253,163 at 4% or $168,775 at 6%. |
| 2022 | 1 | 2 | $89,810 | $32,626 | $16,313iApproximate average salary by contribution assumption: employee only about $407,825 at 4% or $271,883 at 6%; with 50% employer match about $271,883 at 4% or $181,256 at 6%; with 100% employer match about $203,913 at 4% or $135,942 at 6%. |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 2 | $89,810 | $32,626 | $16,313iApproximate average salary by contribution assumption: employee only about $407,825 at 4% or $271,883 at 6%; with 50% employer match about $271,883 at 4% or $181,256 at 6%; with 100% employer match about $203,913 at 4% or $135,942 at 6%. |
| 2021 | 1 | 2 | $63,432 | $31,492 | $15,746iApproximate average salary by contribution assumption: employee only about $393,650 at 4% or $262,433 at 6%; with 50% employer match about $262,433 at 4% or $174,956 at 6%; with 100% employer match about $196,825 at 4% or $131,217 at 6%. |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 2 | $63,432 | $31,492 | $15,746iApproximate average salary by contribution assumption: employee only about $393,650 at 4% or $262,433 at 6%; with 50% employer match about $262,433 at 4% or $174,956 at 6%; with 100% employer match about $196,825 at 4% or $131,217 at 6%. |
| 2020 | 1 | 2 | $31,678 | $31,678 | $15,839iApproximate average salary by contribution assumption: employee only about $395,975 at 4% or $263,983 at 6%; with 50% employer match about $263,983 at 4% or $175,989 at 6%; with 100% employer match about $197,988 at 4% or $131,992 at 6%. |
| Capbarat Agency 401(K) Profit Sharing Plan & Trust | - | 2 | $31,678 | $31,678 | $15,839iApproximate average salary by contribution assumption: employee only about $395,975 at 4% or $263,983 at 6%; with 50% employer match about $263,983 at 4% or $175,989 at 6%; with 100% employer match about $197,988 at 4% or $131,992 at 6%. |