EMBARCADERO ADVISORS INC
Plan context: EMBARCADERO ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 54-2146620 • San Anselmo, CA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$19,087
2025 Contributions
$7,592
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $19,087 | $7,592 | $1,898iApproximate average salary by contribution assumption: employee only about $47,450 at 4% or $31,633 at 6%; with 50% employer match about $31,633 at 4% or $21,089 at 6%; with 100% employer match about $23,725 at 4% or $15,817 at 6%. |
| EMBARCADERO ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $19,087 | $7,592 | $1,898iApproximate average salary by contribution assumption: employee only about $47,450 at 4% or $31,633 at 6%; with 50% employer match about $31,633 at 4% or $21,089 at 6%; with 100% employer match about $23,725 at 4% or $15,817 at 6%. |
| 2024 | 1 | 4 | $9,331 | $8,975 | $2,244iApproximate average salary by contribution assumption: employee only about $56,094 at 4% or $37,396 at 6%; with 50% employer match about $37,396 at 4% or $24,931 at 6%; with 100% employer match about $28,047 at 4% or $18,698 at 6%. |
| EMBARCADERO ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $9,331 | $8,975 | $2,244iApproximate average salary by contribution assumption: employee only about $56,094 at 4% or $37,396 at 6%; with 50% employer match about $37,396 at 4% or $24,931 at 6%; with 100% employer match about $28,047 at 4% or $18,698 at 6%. |