Colindres & Associates
Plan context: Colindres & Associates 401(K) Plan & Trust
EIN 45-4510059 • San Rafael, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$1,460,043
2024 Contributions
$199,611
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 | 27 | $1,460,043 | $199,611 | $7,393iApproximate average salary by contribution assumption: employee only about $184,825 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,144 at 6%; with 100% employer match about $92,413 at 4% or $61,608 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 27 | $1,460,043 | $199,611 | $7,393iApproximate average salary by contribution assumption: employee only about $184,825 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,144 at 6%; with 100% employer match about $92,413 at 4% or $61,608 at 6%. |
| 2023 | 1 | 31 | $1,197,447 | $168,843 | $5,447iApproximate average salary by contribution assumption: employee only about $136,164 at 4% or $90,776 at 6%; with 50% employer match about $90,776 at 4% or $60,517 at 6%; with 100% employer match about $68,082 at 4% or $45,388 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 31 | $1,197,447 | $168,843 | $5,447iApproximate average salary by contribution assumption: employee only about $136,164 at 4% or $90,776 at 6%; with 50% employer match about $90,776 at 4% or $60,517 at 6%; with 100% employer match about $68,082 at 4% or $45,388 at 6%. |
| 2022 | 1 | 28 | $975,506 | $190,187 | $6,792iApproximate average salary by contribution assumption: employee only about $169,810 at 4% or $113,207 at 6%; with 50% employer match about $113,207 at 4% or $75,471 at 6%; with 100% employer match about $84,905 at 4% or $56,603 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 28 | $975,506 | $190,187 | $6,792iApproximate average salary by contribution assumption: employee only about $169,810 at 4% or $113,207 at 6%; with 50% employer match about $113,207 at 4% or $75,471 at 6%; with 100% employer match about $84,905 at 4% or $56,603 at 6%. |
| 2021 | 1 | 27 | $927,398 | $153,563 | $5,688iApproximate average salary by contribution assumption: employee only about $142,188 at 4% or $94,792 at 6%; with 50% employer match about $94,792 at 4% or $63,195 at 6%; with 100% employer match about $71,094 at 4% or $47,396 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 27 | $927,398 | $153,563 | $5,688iApproximate average salary by contribution assumption: employee only about $142,188 at 4% or $94,792 at 6%; with 50% employer match about $94,792 at 4% or $63,195 at 6%; with 100% employer match about $71,094 at 4% or $47,396 at 6%. |
| 2020 | 1 | 28 | $716,349 | $160,214 | $5,722iApproximate average salary by contribution assumption: employee only about $143,048 at 4% or $95,365 at 6%; with 50% employer match about $95,365 at 4% or $63,577 at 6%; with 100% employer match about $71,524 at 4% or $47,683 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 28 | $716,349 | $160,214 | $5,722iApproximate average salary by contribution assumption: employee only about $143,048 at 4% or $95,365 at 6%; with 50% employer match about $95,365 at 4% or $63,577 at 6%; with 100% employer match about $71,524 at 4% or $47,683 at 6%. |
| 2019 | 1 | 28 | $492,496 | $163,927 | $5,855iApproximate average salary by contribution assumption: employee only about $146,363 at 4% or $97,576 at 6%; with 50% employer match about $97,576 at 4% or $65,050 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 28 | $492,496 | $163,927 | $5,855iApproximate average salary by contribution assumption: employee only about $146,363 at 4% or $97,576 at 6%; with 50% employer match about $97,576 at 4% or $65,050 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%. |
| 2018 | 1 | 20 | $268,536 | $142,077 | $7,104iApproximate average salary by contribution assumption: employee only about $177,596 at 4% or $118,398 at 6%; with 50% employer match about $118,398 at 4% or $78,932 at 6%; with 100% employer match about $88,798 at 4% or $59,199 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 20 | $268,536 | $142,077 | $7,104iApproximate average salary by contribution assumption: employee only about $177,596 at 4% or $118,398 at 6%; with 50% employer match about $118,398 at 4% or $78,932 at 6%; with 100% employer match about $88,798 at 4% or $59,199 at 6%. |
| 2017 | 1 | 20 | $142,983 | $83,144 | $4,157iApproximate average salary by contribution assumption: employee only about $103,930 at 4% or $69,287 at 6%; with 50% employer match about $69,287 at 4% or $46,191 at 6%; with 100% employer match about $51,965 at 4% or $34,643 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 20 | $142,983 | $83,144 | $4,157iApproximate average salary by contribution assumption: employee only about $103,930 at 4% or $69,287 at 6%; with 50% employer match about $69,287 at 4% or $46,191 at 6%; with 100% employer match about $51,965 at 4% or $34,643 at 6%. |
| 2016 | 1 | 30 | $53,450 | $53,450 | $1,782iApproximate average salary by contribution assumption: employee only about $44,542 at 4% or $29,694 at 6%; with 50% employer match about $29,694 at 4% or $19,796 at 6%; with 100% employer match about $22,271 at 4% or $14,847 at 6%. |
| Colindres & Associates 401(K) Plan & Trust | - | 30 | $53,450 | $53,450 | $1,782iApproximate average salary by contribution assumption: employee only about $44,542 at 4% or $29,694 at 6%; with 50% employer match about $29,694 at 4% or $19,796 at 6%; with 100% employer match about $22,271 at 4% or $14,847 at 6%. |