Civic Intelligence

PAULSON AND ASSOCIATES, LLC

Plan context: PAULSON AND ASSOCIATES 401(K) PLAN

EIN 51-0423951 • Larkspur, CA • 17 filings • 2 plans

75 Diane LaneLarkspur, CA 94939
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,468,995

2025 Contributions

$90,123

Historical Graphs

Total Assets Over Time

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

$1,468,995$734,498$0200920172025YearValue
$1,468,995Latest year 2025

Participants Over Time

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

1050200920172025YearValue
4Latest year 2025

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
202514$1,468,995$90,123$22,531iApproximate average salary by contribution assumption: employee only about $563,269 at 4% or $375,513 at 6%; with 50% employer match about $375,513 at 4% or $250,342 at 6%; with 100% employer match about $281,634 at 4% or $187,756 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-4$1,468,995$90,123$22,531iApproximate average salary by contribution assumption: employee only about $563,269 at 4% or $375,513 at 6%; with 50% employer match about $375,513 at 4% or $250,342 at 6%; with 100% employer match about $281,634 at 4% or $187,756 at 6%.
202414$1,163,409$75,854$18,964iApproximate average salary by contribution assumption: employee only about $474,088 at 4% or $316,058 at 6%; with 50% employer match about $316,058 at 4% or $210,706 at 6%; with 100% employer match about $237,044 at 4% or $158,029 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-4$1,163,409$75,854$18,964iApproximate average salary by contribution assumption: employee only about $474,088 at 4% or $316,058 at 6%; with 50% employer match about $316,058 at 4% or $210,706 at 6%; with 100% employer match about $237,044 at 4% or $158,029 at 6%.
202314$937,944$67,634$16,909iApproximate average salary by contribution assumption: employee only about $422,713 at 4% or $281,808 at 6%; with 50% employer match about $281,808 at 4% or $187,872 at 6%; with 100% employer match about $211,356 at 4% or $140,904 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-4$937,944$67,634$16,909iApproximate average salary by contribution assumption: employee only about $422,713 at 4% or $281,808 at 6%; with 50% employer match about $281,808 at 4% or $187,872 at 6%; with 100% employer match about $211,356 at 4% or $140,904 at 6%.
202215$710,967$77,747$15,549iApproximate average salary by contribution assumption: employee only about $388,735 at 4% or $259,157 at 6%; with 50% employer match about $259,157 at 4% or $172,771 at 6%; with 100% employer match about $194,368 at 4% or $129,578 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-5$710,967$77,747$15,549iApproximate average salary by contribution assumption: employee only about $388,735 at 4% or $259,157 at 6%; with 50% employer match about $259,157 at 4% or $172,771 at 6%; with 100% employer match about $194,368 at 4% or $129,578 at 6%.
202115$797,257$62,423$12,485iApproximate average salary by contribution assumption: employee only about $312,115 at 4% or $208,077 at 6%; with 50% employer match about $208,077 at 4% or $138,718 at 6%; with 100% employer match about $156,058 at 4% or $104,038 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-5$797,257$62,423$12,485iApproximate average salary by contribution assumption: employee only about $312,115 at 4% or $208,077 at 6%; with 50% employer match about $208,077 at 4% or $138,718 at 6%; with 100% employer match about $156,058 at 4% or $104,038 at 6%.
202016$51,970$29,661$4,944iApproximate average salary by contribution assumption: employee only about $123,588 at 4% or $82,392 at 6%; with 50% employer match about $82,392 at 4% or $54,928 at 6%; with 100% employer match about $61,794 at 4% or $41,196 at 6%.
PAULSON AND ASSOCIATES 401(K) PLAN-6$51,970$29,661$4,944iApproximate average salary by contribution assumption: employee only about $123,588 at 4% or $82,392 at 6%; with 50% employer match about $82,392 at 4% or $54,928 at 6%; with 100% employer match about $61,794 at 4% or $41,196 at 6%.
201914$529,249$65,323$16,331iApproximate average salary by contribution assumption: employee only about $408,269 at 4% or $272,179 at 6%; with 50% employer match about $272,179 at 4% or $181,453 at 6%; with 100% employer match about $204,134 at 4% or $136,090 at 6%.
PAULSON AND ASSOCIATES 401K-4$529,249$65,323$16,331iApproximate average salary by contribution assumption: employee only about $408,269 at 4% or $272,179 at 6%; with 50% employer match about $272,179 at 4% or $181,453 at 6%; with 100% employer match about $204,134 at 4% or $136,090 at 6%.
201815$507,118$24,353$4,871iApproximate average salary by contribution assumption: employee only about $121,765 at 4% or $81,177 at 6%; with 50% employer match about $81,177 at 4% or $54,118 at 6%; with 100% employer match about $60,883 at 4% or $40,588 at 6%.
PAULSON AND ASSOCIATES 401K-5$507,118$24,353$4,871iApproximate average salary by contribution assumption: employee only about $121,765 at 4% or $81,177 at 6%; with 50% employer match about $81,177 at 4% or $54,118 at 6%; with 100% employer match about $60,883 at 4% or $40,588 at 6%.
201716$521,659$59,431$9,905iApproximate average salary by contribution assumption: employee only about $247,629 at 4% or $165,086 at 6%; with 50% employer match about $165,086 at 4% or $110,057 at 6%; with 100% employer match about $123,815 at 4% or $82,543 at 6%.
PAULSON AND ASSOCIATES 401K-6$521,659$59,431$9,905iApproximate average salary by contribution assumption: employee only about $247,629 at 4% or $165,086 at 6%; with 50% employer match about $165,086 at 4% or $110,057 at 6%; with 100% employer match about $123,815 at 4% or $82,543 at 6%.
201616$419,340$68,757$11,460iApproximate average salary by contribution assumption: employee only about $286,488 at 4% or $190,992 at 6%; with 50% employer match about $190,992 at 4% or $127,328 at 6%; with 100% employer match about $143,244 at 4% or $95,496 at 6%.
PAULSON AND ASSOCIATES 401K-6$419,340$68,757$11,460iApproximate average salary by contribution assumption: employee only about $286,488 at 4% or $190,992 at 6%; with 50% employer match about $190,992 at 4% or $127,328 at 6%; with 100% employer match about $143,244 at 4% or $95,496 at 6%.
201514$320,094$47,042$11,761iApproximate average salary by contribution assumption: employee only about $294,013 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
PAULSON AND ASSOCIATES 401K-4$320,094$47,042$11,761iApproximate average salary by contribution assumption: employee only about $294,013 at 4% or $196,008 at 6%; with 50% employer match about $196,008 at 4% or $130,672 at 6%; with 100% employer match about $147,006 at 4% or $98,004 at 6%.
2014110$561,827$63,329$6,333iApproximate average salary by contribution assumption: employee only about $158,323 at 4% or $105,548 at 6%; with 50% employer match about $105,548 at 4% or $70,366 at 6%; with 100% employer match about $79,161 at 4% or $52,774 at 6%.
PAULSON AND ASSOCIATES 401K-10$561,827$63,329$6,333iApproximate average salary by contribution assumption: employee only about $158,323 at 4% or $105,548 at 6%; with 50% employer match about $105,548 at 4% or $70,366 at 6%; with 100% employer match about $79,161 at 4% or $52,774 at 6%.
201318$475,253$74,853$9,357iApproximate average salary by contribution assumption: employee only about $233,916 at 4% or $155,944 at 6%; with 50% employer match about $155,944 at 4% or $103,963 at 6%; with 100% employer match about $116,958 at 4% or $77,972 at 6%.
PAULSON AND ASSOCIATES 401K-8$475,253$74,853$9,357iApproximate average salary by contribution assumption: employee only about $233,916 at 4% or $155,944 at 6%; with 50% employer match about $155,944 at 4% or $103,963 at 6%; with 100% employer match about $116,958 at 4% or $77,972 at 6%.
201217$349,592$83,669$11,953iApproximate average salary by contribution assumption: employee only about $298,818 at 4% or $199,212 at 6%; with 50% employer match about $199,212 at 4% or $132,808 at 6%; with 100% employer match about $149,409 at 4% or $99,606 at 6%.
PAULSON AND ASSOCIATES 401K-7$349,592$83,669$11,953iApproximate average salary by contribution assumption: employee only about $298,818 at 4% or $199,212 at 6%; with 50% employer match about $199,212 at 4% or $132,808 at 6%; with 100% employer match about $149,409 at 4% or $99,606 at 6%.
201117$243,972$78,656$11,237iApproximate average salary by contribution assumption: employee only about $280,914 at 4% or $187,276 at 6%; with 50% employer match about $187,276 at 4% or $124,851 at 6%; with 100% employer match about $140,457 at 4% or $93,638 at 6%.
PAULSON AND ASSOCIATES 401K-7$243,972$78,656$11,237iApproximate average salary by contribution assumption: employee only about $280,914 at 4% or $187,276 at 6%; with 50% employer match about $187,276 at 4% or $124,851 at 6%; with 100% employer match about $140,457 at 4% or $93,638 at 6%.
201017$166,567$81,466$11,638iApproximate average salary by contribution assumption: employee only about $290,950 at 4% or $193,967 at 6%; with 50% employer match about $193,967 at 4% or $129,311 at 6%; with 100% employer match about $145,475 at 4% or $96,983 at 6%.
PAULSON AND ASSOCIATES 401K-7$166,567$81,466$11,638iApproximate average salary by contribution assumption: employee only about $290,950 at 4% or $193,967 at 6%; with 50% employer match about $193,967 at 4% or $129,311 at 6%; with 100% employer match about $145,475 at 4% or $96,983 at 6%.
200918$86,612$80,163$10,020iApproximate average salary by contribution assumption: employee only about $250,509 at 4% or $167,006 at 6%; with 50% employer match about $167,006 at 4% or $111,338 at 6%; with 100% employer match about $125,255 at 4% or $83,503 at 6%.
PAULSON AND ASSOCIATES 401K-8$86,612$80,163$10,020iApproximate average salary by contribution assumption: employee only about $250,509 at 4% or $167,006 at 6%; with 50% employer match about $167,006 at 4% or $111,338 at 6%; with 100% employer match about $125,255 at 4% or $83,503 at 6%.