Civic Intelligence

Sottile Baltaxe

Plan context: Sottile Baltaxe Cash Balance Plan

EIN 45-4218527 • Agoura Hills, CA • 16 filings • 3 plans

28632 Roadside Drive, Suite 100Agoura Hills, CA 91301
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,437,173

2024 Contributions

$478,957

Historical Graphs

Total Assets Over Time

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

$2,437,173$1,218,587$0201320192024YearValue
$2,437,173Latest year 2024

Participants Over Time

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

1260201320192024YearValue
11Latest 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
2024211$2,437,173$478,957$43,542iApproximate average salary by contribution assumption: employee only about $1,088,539 at 4% or $725,692 at 6%; with 50% employer match about $725,692 at 4% or $483,795 at 6%; with 100% employer match about $544,269 at 4% or $362,846 at 6%.
Sottile Baltaxe Cash Balance Plan-9$1,469,375$400,000$44,444iApproximate average salary by contribution assumption: employee only about $1,111,111 at 4% or $740,741 at 6%; with 50% employer match about $740,741 at 4% or $493,827 at 6%; with 100% employer match about $555,556 at 4% or $370,370 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-11$967,798$78,957$7,178iApproximate average salary by contribution assumption: employee only about $179,448 at 4% or $119,632 at 6%; with 50% employer match about $119,632 at 4% or $79,755 at 6%; with 100% employer match about $89,724 at 4% or $59,816 at 6%.
2023211$1,822,741$899,390$81,763iApproximate average salary by contribution assumption: employee only about $2,044,068 at 4% or $1,362,712 at 6%; with 50% employer match about $1,362,712 at 4% or $908,475 at 6%; with 100% employer match about $1,022,034 at 4% or $681,356 at 6%.
Sottile Baltaxe Cash Balance Plan-8$1,042,587$764,000$95,500iApproximate average salary by contribution assumption: employee only about $2,387,500 at 4% or $1,591,667 at 6%; with 50% employer match about $1,591,667 at 4% or $1,061,111 at 6%; with 100% employer match about $1,193,750 at 4% or $795,833 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-11$780,154$135,390$12,308iApproximate average salary by contribution assumption: employee only about $307,705 at 4% or $205,136 at 6%; with 50% employer match about $205,136 at 4% or $136,758 at 6%; with 100% employer match about $153,852 at 4% or $102,568 at 6%.
2022212$917,040$359,302$29,942iApproximate average salary by contribution assumption: employee only about $748,546 at 4% or $499,031 at 6%; with 50% employer match about $499,031 at 4% or $332,687 at 6%; with 100% employer match about $374,273 at 4% or $249,515 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-12$654,040$96,302$8,025iApproximate average salary by contribution assumption: employee only about $200,629 at 4% or $133,753 at 6%; with 50% employer match about $133,753 at 4% or $89,169 at 6%; with 100% employer match about $100,315 at 4% or $66,876 at 6%.
Sottile Baltaxe Cash Balance Plan-4$263,000$263,000$65,750iApproximate average salary by contribution assumption: employee only about $1,643,750 at 4% or $1,095,833 at 6%; with 50% employer match about $1,095,833 at 4% or $730,556 at 6%; with 100% employer match about $821,875 at 4% or $547,917 at 6%.
202119$677,534$76,989$8,554iApproximate average salary by contribution assumption: employee only about $213,858 at 4% or $142,572 at 6%; with 50% employer match about $142,572 at 4% or $95,048 at 6%; with 100% employer match about $106,929 at 4% or $71,286 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-9$677,534$76,989$8,554iApproximate average salary by contribution assumption: employee only about $213,858 at 4% or $142,572 at 6%; with 50% employer match about $142,572 at 4% or $95,048 at 6%; with 100% employer match about $106,929 at 4% or $71,286 at 6%.
202017$537,944$16,367$2,338iApproximate average salary by contribution assumption: employee only about $58,454 at 4% or $38,969 at 6%; with 50% employer match about $38,969 at 4% or $25,979 at 6%; with 100% employer match about $29,227 at 4% or $19,485 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-7$537,944$16,367$2,338iApproximate average salary by contribution assumption: employee only about $58,454 at 4% or $38,969 at 6%; with 50% employer match about $38,969 at 4% or $25,979 at 6%; with 100% employer match about $29,227 at 4% or $19,485 at 6%.
201918$418,336$65,860$8,233iApproximate average salary by contribution assumption: employee only about $205,813 at 4% or $137,208 at 6%; with 50% employer match about $137,208 at 4% or $91,472 at 6%; with 100% employer match about $102,906 at 4% or $68,604 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-8$418,336$65,860$8,233iApproximate average salary by contribution assumption: employee only about $205,813 at 4% or $137,208 at 6%; with 50% employer match about $137,208 at 4% or $91,472 at 6%; with 100% employer match about $102,906 at 4% or $68,604 at 6%.
201818$372,643$61,178$7,647iApproximate average salary by contribution assumption: employee only about $191,181 at 4% or $127,454 at 6%; with 50% employer match about $127,454 at 4% or $84,969 at 6%; with 100% employer match about $95,591 at 4% or $63,727 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-8$372,643$61,178$7,647iApproximate average salary by contribution assumption: employee only about $191,181 at 4% or $127,454 at 6%; with 50% employer match about $127,454 at 4% or $84,969 at 6%; with 100% employer match about $95,591 at 4% or $63,727 at 6%.
201717$343,871$18,077$2,582iApproximate average salary by contribution assumption: employee only about $64,561 at 4% or $43,040 at 6%; with 50% employer match about $43,040 at 4% or $28,694 at 6%; with 100% employer match about $32,280 at 4% or $21,520 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-7$343,871$18,077$2,582iApproximate average salary by contribution assumption: employee only about $64,561 at 4% or $43,040 at 6%; with 50% employer match about $43,040 at 4% or $28,694 at 6%; with 100% employer match about $32,280 at 4% or $21,520 at 6%.
201627$279,201$88,683$12,669iApproximate average salary by contribution assumption: employee only about $316,725 at 4% or $211,150 at 6%; with 50% employer match about $211,150 at 4% or $140,767 at 6%; with 100% employer match about $158,363 at 4% or $105,575 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-7$279,201$88,683$12,669iApproximate average salary by contribution assumption: employee only about $316,725 at 4% or $211,150 at 6%; with 50% employer match about $211,150 at 4% or $140,767 at 6%; with 100% employer match about $158,363 at 4% or $105,575 at 6%.
Sottile Baltaxe Cash Balance Plan-0$0--
201514$188,729$125,337$31,334iApproximate average salary by contribution assumption: employee only about $783,356 at 4% or $522,238 at 6%; with 50% employer match about $522,238 at 4% or $348,158 at 6%; with 100% employer match about $391,678 at 4% or $261,119 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-4$188,729$125,337$31,334iApproximate average salary by contribution assumption: employee only about $783,356 at 4% or $522,238 at 6%; with 50% employer match about $522,238 at 4% or $348,158 at 6%; with 100% employer match about $391,678 at 4% or $261,119 at 6%.
201415$65,227$36,282$7,256iApproximate average salary by contribution assumption: employee only about $181,410 at 4% or $120,940 at 6%; with 50% employer match about $120,940 at 4% or $80,627 at 6%; with 100% employer match about $90,705 at 4% or $60,470 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-5$65,227$36,282$7,256iApproximate average salary by contribution assumption: employee only about $181,410 at 4% or $120,940 at 6%; with 50% employer match about $120,940 at 4% or $80,627 at 6%; with 100% employer match about $90,705 at 4% or $60,470 at 6%.
201314$28,945$28,945$7,236iApproximate average salary by contribution assumption: employee only about $180,906 at 4% or $120,604 at 6%; with 50% employer match about $120,604 at 4% or $80,403 at 6%; with 100% employer match about $90,453 at 4% or $60,302 at 6%.
Sottile Baltaxe 401(K) Profit Sharing Plan-4$28,945$28,945$7,236iApproximate average salary by contribution assumption: employee only about $180,906 at 4% or $120,604 at 6%; with 50% employer match about $120,604 at 4% or $80,403 at 6%; with 100% employer match about $90,453 at 4% or $60,302 at 6%.