Civic Intelligence

Estate Property Group

Plan context: Estate Property Group 401(K) Profit Sharing Plan

EIN 47-1124005 • Monterey, CA • 8 filings • 1 plans

208 Mirasol WayMonterey, CA 93940
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$480,102

2022 Contributions

$46,159

Historical Graphs

Total Assets Over Time

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

$526,008$263,004$0201520192022YearValue
$480,102Latest year 2022

Participants Over Time

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

420201520192022YearValue
4Latest year 2022

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
202214$480,102$46,159$11,540iApproximate average salary by contribution assumption: employee only about $288,494 at 4% or $192,329 at 6%; with 50% employer match about $192,329 at 4% or $128,219 at 6%; with 100% employer match about $144,247 at 4% or $96,165 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-4$480,102$46,159$11,540iApproximate average salary by contribution assumption: employee only about $288,494 at 4% or $192,329 at 6%; with 50% employer match about $192,329 at 4% or $128,219 at 6%; with 100% employer match about $144,247 at 4% or $96,165 at 6%.
202113$526,008$106,996$35,665iApproximate average salary by contribution assumption: employee only about $891,633 at 4% or $594,422 at 6%; with 50% employer match about $594,422 at 4% or $396,281 at 6%; with 100% employer match about $445,817 at 4% or $297,211 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-3$526,008$106,996$35,665iApproximate average salary by contribution assumption: employee only about $891,633 at 4% or $594,422 at 6%; with 50% employer match about $594,422 at 4% or $396,281 at 6%; with 100% employer match about $445,817 at 4% or $297,211 at 6%.
202012$358,962$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-2$358,962$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201912$270,554$49,150$24,575iApproximate average salary by contribution assumption: employee only about $614,375 at 4% or $409,583 at 6%; with 50% employer match about $409,583 at 4% or $273,056 at 6%; with 100% employer match about $307,188 at 4% or $204,792 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-2$270,554$49,150$24,575iApproximate average salary by contribution assumption: employee only about $614,375 at 4% or $409,583 at 6%; with 50% employer match about $409,583 at 4% or $273,056 at 6%; with 100% employer match about $307,188 at 4% or $204,792 at 6%.
201812$240,810$35,638$17,819iApproximate average salary by contribution assumption: employee only about $445,475 at 4% or $296,983 at 6%; with 50% employer match about $296,983 at 4% or $197,989 at 6%; with 100% employer match about $222,738 at 4% or $148,492 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-2$240,810$35,638$17,819iApproximate average salary by contribution assumption: employee only about $445,475 at 4% or $296,983 at 6%; with 50% employer match about $296,983 at 4% or $197,989 at 6%; with 100% employer match about $222,738 at 4% or $148,492 at 6%.
201713$224,597$57,566$19,189iApproximate average salary by contribution assumption: employee only about $479,717 at 4% or $319,811 at 6%; with 50% employer match about $319,811 at 4% or $213,207 at 6%; with 100% employer match about $239,858 at 4% or $159,906 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-3$224,597$57,566$19,189iApproximate average salary by contribution assumption: employee only about $479,717 at 4% or $319,811 at 6%; with 50% employer match about $319,811 at 4% or $213,207 at 6%; with 100% employer match about $239,858 at 4% or $159,906 at 6%.
201613$141,008$62,864$20,955iApproximate average salary by contribution assumption: employee only about $523,867 at 4% or $349,244 at 6%; with 50% employer match about $349,244 at 4% or $232,830 at 6%; with 100% employer match about $261,933 at 4% or $174,622 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-3$141,008$62,864$20,955iApproximate average salary by contribution assumption: employee only about $523,867 at 4% or $349,244 at 6%; with 50% employer match about $349,244 at 4% or $232,830 at 6%; with 100% employer match about $261,933 at 4% or $174,622 at 6%.
201513$75,920$75,920$25,307iApproximate average salary by contribution assumption: employee only about $632,667 at 4% or $421,778 at 6%; with 50% employer match about $421,778 at 4% or $281,185 at 6%; with 100% employer match about $316,333 at 4% or $210,889 at 6%.
Estate Property Group 401(K) Profit Sharing Plan-3$75,920$75,920$25,307iApproximate average salary by contribution assumption: employee only about $632,667 at 4% or $421,778 at 6%; with 50% employer match about $421,778 at 4% or $281,185 at 6%; with 100% employer match about $316,333 at 4% or $210,889 at 6%.