Civic Intelligence

Abbrea Capital LLC

Plan context: Abbrea Capital LLC Profit Sharing/401K Plan

EIN 47-4455345 • Greenbrae, CA • 8 filings • 2 plans

330 Drakes Landing RoadSuite 172Greenbrae, CA 94904
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,144,309

2024 Contributions

$254,524

Historical Graphs

Total Assets Over Time

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

$3,144,309$1,572,155$0201720202023YearValue
$3,144,309Latest year 2023

Participants Over Time

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

840201720202023YearValue
8Latest 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$254,524-
Abbrea Capital LLC Profit Sharing/401K Plan-0$0$254,524-
202318$3,144,309$401,732$50,217iApproximate average salary by contribution assumption: employee only about $1,255,413 at 4% or $836,942 at 6%; with 50% employer match about $836,942 at 4% or $557,961 at 6%; with 100% employer match about $627,706 at 4% or $418,471 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-8$3,144,309$401,732$50,217iApproximate average salary by contribution assumption: employee only about $1,255,413 at 4% or $836,942 at 6%; with 50% employer match about $836,942 at 4% or $557,961 at 6%; with 100% employer match about $627,706 at 4% or $418,471 at 6%.
202217$2,097,990$338,627$48,375iApproximate average salary by contribution assumption: employee only about $1,209,382 at 4% or $806,255 at 6%; with 50% employer match about $806,255 at 4% or $537,503 at 6%; with 100% employer match about $604,691 at 4% or $403,127 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-7$2,097,990$338,627$48,375iApproximate average salary by contribution assumption: employee only about $1,209,382 at 4% or $806,255 at 6%; with 50% employer match about $806,255 at 4% or $537,503 at 6%; with 100% employer match about $604,691 at 4% or $403,127 at 6%.
202116$2,342,348$296,150$49,358iApproximate average salary by contribution assumption: employee only about $1,233,958 at 4% or $822,639 at 6%; with 50% employer match about $822,639 at 4% or $548,426 at 6%; with 100% employer match about $616,979 at 4% or $411,319 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-6$2,342,348$296,150$49,358iApproximate average salary by contribution assumption: employee only about $1,233,958 at 4% or $822,639 at 6%; with 50% employer match about $822,639 at 4% or $548,426 at 6%; with 100% employer match about $616,979 at 4% or $411,319 at 6%.
202016$1,884,030$296,750$49,458iApproximate average salary by contribution assumption: employee only about $1,236,458 at 4% or $824,306 at 6%; with 50% employer match about $824,306 at 4% or $549,537 at 6%; with 100% employer match about $618,229 at 4% or $412,153 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-6$1,884,030$296,750$49,458iApproximate average salary by contribution assumption: employee only about $1,236,458 at 4% or $824,306 at 6%; with 50% employer match about $824,306 at 4% or $549,537 at 6%; with 100% employer match about $618,229 at 4% or $412,153 at 6%.
201916$1,201,364$294,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-6$1,201,364$294,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
201816$711,617$279,750$46,625iApproximate average salary by contribution assumption: employee only about $1,165,625 at 4% or $777,083 at 6%; with 50% employer match about $777,083 at 4% or $518,056 at 6%; with 100% employer match about $582,813 at 4% or $388,542 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-6$711,617$279,750$46,625iApproximate average salary by contribution assumption: employee only about $1,165,625 at 4% or $777,083 at 6%; with 50% employer match about $777,083 at 4% or $518,056 at 6%; with 100% employer match about $582,813 at 4% or $388,542 at 6%.
201716$474,054$277,750$46,292iApproximate average salary by contribution assumption: employee only about $1,157,292 at 4% or $771,528 at 6%; with 50% employer match about $771,528 at 4% or $514,352 at 6%; with 100% employer match about $578,646 at 4% or $385,764 at 6%.
Abbrea Capital LLC Profit Sharing/401K Plan-6$474,054$277,750$46,292iApproximate average salary by contribution assumption: employee only about $1,157,292 at 4% or $771,528 at 6%; with 50% employer match about $771,528 at 4% or $514,352 at 6%; with 100% employer match about $578,646 at 4% or $385,764 at 6%.