Civic Intelligence

Central Valley Advisors LLC

Plan context: Central Valley Advisors LLC 401K Profit Sharing Plan

EIN 46-4658639 • Stockton, CA • 11 filings • 1 plans

4633 Quail Lakes DriveStockton, CA 95207
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,581,680

2024 Contributions

$168,634

Historical Graphs

Total Assets Over Time

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

$1,581,680$790,840$0201420192023YearValue
$1,581,680Latest year 2023

Participants Over Time

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

630201420192023YearValue
6Latest year 2023

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
202410$0$0-
Central Valley Advisors LLC 401K Profit Sharing Plan-0$0--
202316$1,581,680$168,634$28,106iApproximate average salary by contribution assumption: employee only about $702,642 at 4% or $468,428 at 6%; with 50% employer match about $468,428 at 4% or $312,285 at 6%; with 100% employer match about $351,321 at 4% or $234,214 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-6$1,581,680$168,634$28,106iApproximate average salary by contribution assumption: employee only about $702,642 at 4% or $468,428 at 6%; with 50% employer match about $468,428 at 4% or $312,285 at 6%; with 100% employer match about $351,321 at 4% or $234,214 at 6%.
202214$1,029,606$148,888$37,222iApproximate average salary by contribution assumption: employee only about $930,550 at 4% or $620,367 at 6%; with 50% employer match about $620,367 at 4% or $413,578 at 6%; with 100% employer match about $465,275 at 4% or $310,183 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$1,029,606$148,888$37,222iApproximate average salary by contribution assumption: employee only about $930,550 at 4% or $620,367 at 6%; with 50% employer match about $620,367 at 4% or $413,578 at 6%; with 100% employer match about $465,275 at 4% or $310,183 at 6%.
202114$1,157,734$143,812$35,953iApproximate average salary by contribution assumption: employee only about $898,825 at 4% or $599,217 at 6%; with 50% employer match about $599,217 at 4% or $399,478 at 6%; with 100% employer match about $449,413 at 4% or $299,608 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$1,157,734$143,812$35,953iApproximate average salary by contribution assumption: employee only about $898,825 at 4% or $599,217 at 6%; with 50% employer match about $599,217 at 4% or $399,478 at 6%; with 100% employer match about $449,413 at 4% or $299,608 at 6%.
202013$825,144$107,837$35,946iApproximate average salary by contribution assumption: employee only about $898,642 at 4% or $599,094 at 6%; with 50% employer match about $599,094 at 4% or $399,396 at 6%; with 100% employer match about $449,321 at 4% or $299,547 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-3$825,144$107,837$35,946iApproximate average salary by contribution assumption: employee only about $898,642 at 4% or $599,094 at 6%; with 50% employer match about $599,094 at 4% or $399,396 at 6%; with 100% employer match about $449,321 at 4% or $299,547 at 6%.
201914$629,029$54,889$13,722iApproximate average salary by contribution assumption: employee only about $343,056 at 4% or $228,704 at 6%; with 50% employer match about $228,704 at 4% or $152,469 at 6%; with 100% employer match about $171,528 at 4% or $114,352 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$629,029$54,889$13,722iApproximate average salary by contribution assumption: employee only about $343,056 at 4% or $228,704 at 6%; with 50% employer match about $228,704 at 4% or $152,469 at 6%; with 100% employer match about $171,528 at 4% or $114,352 at 6%.
201814$477,936$138,888$34,722iApproximate average salary by contribution assumption: employee only about $868,050 at 4% or $578,700 at 6%; with 50% employer match about $578,700 at 4% or $385,800 at 6%; with 100% employer match about $434,025 at 4% or $289,350 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$477,936$138,888$34,722iApproximate average salary by contribution assumption: employee only about $868,050 at 4% or $578,700 at 6%; with 50% employer match about $578,700 at 4% or $385,800 at 6%; with 100% employer match about $434,025 at 4% or $289,350 at 6%.
201713$352,728$67,792$22,597iApproximate average salary by contribution assumption: employee only about $564,933 at 4% or $376,622 at 6%; with 50% employer match about $376,622 at 4% or $251,081 at 6%; with 100% employer match about $282,467 at 4% or $188,311 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-3$352,728$67,792$22,597iApproximate average salary by contribution assumption: employee only about $564,933 at 4% or $376,622 at 6%; with 50% employer match about $376,622 at 4% or $251,081 at 6%; with 100% employer match about $282,467 at 4% or $188,311 at 6%.
201613$252,783$84,970$28,323iApproximate average salary by contribution assumption: employee only about $708,083 at 4% or $472,056 at 6%; with 50% employer match about $472,056 at 4% or $314,704 at 6%; with 100% employer match about $354,042 at 4% or $236,028 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-3$252,783$84,970$28,323iApproximate average salary by contribution assumption: employee only about $708,083 at 4% or $472,056 at 6%; with 50% employer match about $472,056 at 4% or $314,704 at 6%; with 100% employer match about $354,042 at 4% or $236,028 at 6%.
201514$195,860$70,619$17,655iApproximate average salary by contribution assumption: employee only about $441,369 at 4% or $294,246 at 6%; with 50% employer match about $294,246 at 4% or $196,164 at 6%; with 100% employer match about $220,684 at 4% or $147,123 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$195,860$70,619$17,655iApproximate average salary by contribution assumption: employee only about $441,369 at 4% or $294,246 at 6%; with 50% employer match about $294,246 at 4% or $196,164 at 6%; with 100% employer match about $220,684 at 4% or $147,123 at 6%.
201414$134,112$130,777$32,694iApproximate average salary by contribution assumption: employee only about $817,356 at 4% or $544,904 at 6%; with 50% employer match about $544,904 at 4% or $363,269 at 6%; with 100% employer match about $408,678 at 4% or $272,452 at 6%.
Central Valley Advisors LLC 401K Profit Sharing Plan-4$134,112$130,777$32,694iApproximate average salary by contribution assumption: employee only about $817,356 at 4% or $544,904 at 6%; with 50% employer match about $544,904 at 4% or $363,269 at 6%; with 100% employer match about $408,678 at 4% or $272,452 at 6%.