Civic Intelligence

Happy Returns LLC

Plan context: Happy Returns LLC 401(K) Plan

EIN 61-1774076 • San Jose, CA • 8 filings • 2 plans

2211 N. 1st StreetSan Jose, CA 95131
Current Snapshot

Latest Year

2024

2024 Participants

237

2024 Assets

$7,002,595

2024 Contributions

$4,077,337

Historical Graphs

Total Assets Over Time

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

$7,002,595$3,501,298$0201820212024YearValue
$7,002,595Latest year 2024

Participants Over Time

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

3111560201820212024YearValue
237Latest year 2024

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
20241237$7,002,595$4,077,337$17,204iApproximate average salary by contribution assumption: employee only about $430,099 at 4% or $286,733 at 6%; with 50% employer match about $286,733 at 4% or $191,155 at 6%; with 100% employer match about $215,049 at 4% or $143,366 at 6%.
Happy Returns LLC 401(K) Plan-237$7,002,595$4,077,337$17,204iApproximate average salary by contribution assumption: employee only about $430,099 at 4% or $286,733 at 6%; with 50% employer match about $286,733 at 4% or $191,155 at 6%; with 100% employer match about $215,049 at 4% or $143,366 at 6%.
20232311$2,819,993$2,706,080$8,701iApproximate average salary by contribution assumption: employee only about $217,531 at 4% or $145,020 at 6%; with 50% employer match about $145,020 at 4% or $96,680 at 6%; with 100% employer match about $108,765 at 4% or $72,510 at 6%.
Happy Returns LLC 401(K) Plan-311$2,819,993$2,705,697$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
HAPPY RETURNS 401(K) PLAN-0$0$383-
2022123$6,734$0-
HAPPY RETURNS 401(K) PLAN-23$6,734$0-
2021141$168,743$229,934$5,608iApproximate average salary by contribution assumption: employee only about $140,204 at 4% or $93,469 at 6%; with 50% employer match about $93,469 at 4% or $62,313 at 6%; with 100% employer match about $70,102 at 4% or $46,735 at 6%.
HAPPY RETURNS 401(K) PLAN-41$168,743$229,934$5,608iApproximate average salary by contribution assumption: employee only about $140,204 at 4% or $93,469 at 6%; with 50% employer match about $93,469 at 4% or $62,313 at 6%; with 100% employer match about $70,102 at 4% or $46,735 at 6%.
2020144$910,420$393,172$8,936iApproximate average salary by contribution assumption: employee only about $223,393 at 4% or $148,929 at 6%; with 50% employer match about $148,929 at 4% or $99,286 at 6%; with 100% employer match about $111,697 at 4% or $74,464 at 6%.
HAPPY RETURNS 401(K) PLAN-44$910,420$393,172$8,936iApproximate average salary by contribution assumption: employee only about $223,393 at 4% or $148,929 at 6%; with 50% employer match about $148,929 at 4% or $99,286 at 6%; with 100% employer match about $111,697 at 4% or $74,464 at 6%.
2019130$434,039$376,170$12,539iApproximate average salary by contribution assumption: employee only about $313,475 at 4% or $208,983 at 6%; with 50% employer match about $208,983 at 4% or $139,322 at 6%; with 100% employer match about $156,738 at 4% or $104,492 at 6%.
HAPPY RETURNS 401(K) PLAN-30$434,039$376,170$12,539iApproximate average salary by contribution assumption: employee only about $313,475 at 4% or $208,983 at 6%; with 50% employer match about $208,983 at 4% or $139,322 at 6%; with 100% employer match about $156,738 at 4% or $104,492 at 6%.
2018113$29,631$29,778$2,291iApproximate average salary by contribution assumption: employee only about $57,265 at 4% or $38,177 at 6%; with 50% employer match about $38,177 at 4% or $25,451 at 6%; with 100% employer match about $28,633 at 4% or $19,088 at 6%.
HAPPY RETURNS 401(K) PLAN-13$29,631$29,778$2,291iApproximate average salary by contribution assumption: employee only about $57,265 at 4% or $38,177 at 6%; with 50% employer match about $38,177 at 4% or $25,451 at 6%; with 100% employer match about $28,633 at 4% or $19,088 at 6%.