Civic Intelligence

WALTER F DCOSTA DPM

Plan context: WALTER F DCOSTA DPM 401(K) PROFIT SHARING PLAN & TRUST

EIN 68-0064350 • Santa Rosa, CA • 11 filings • 3 plans

2281 Cleveland AveSanta Rosa, CA 95403-2905
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$994,068

2025 Contributions

$84,785

Historical Graphs

Total Assets Over Time

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

$994,068$497,034$0201520202025YearValue
$994,068Latest year 2025

Participants Over Time

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

1160201520202025YearValue
11Latest 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
2025111$994,068$84,785$7,708iApproximate average salary by contribution assumption: employee only about $192,693 at 4% or $128,462 at 6%; with 50% employer match about $128,462 at 4% or $85,641 at 6%; with 100% employer match about $96,347 at 4% or $64,231 at 6%.
WALTER F DCOSTA DPM 401(K) PROFIT SHARING PLAN & TRUST-11$994,068$84,785$7,708iApproximate average salary by contribution assumption: employee only about $192,693 at 4% or $128,462 at 6%; with 50% employer match about $128,462 at 4% or $85,641 at 6%; with 100% employer match about $96,347 at 4% or $64,231 at 6%.
202419$789,353$117,837$13,093iApproximate average salary by contribution assumption: employee only about $327,325 at 4% or $218,217 at 6%; with 50% employer match about $218,217 at 4% or $145,478 at 6%; with 100% employer match about $163,663 at 4% or $109,108 at 6%.
WALTER F DCOSTA DPM 401(K) PROFIT SHARING PLAN & TRUST-9$789,353$117,837$13,093iApproximate average salary by contribution assumption: employee only about $327,325 at 4% or $218,217 at 6%; with 50% employer match about $218,217 at 4% or $145,478 at 6%; with 100% employer match about $163,663 at 4% or $109,108 at 6%.
202318$637,097$38,918$4,865iApproximate average salary by contribution assumption: employee only about $121,619 at 4% or $81,079 at 6%; with 50% employer match about $81,079 at 4% or $54,053 at 6%; with 100% employer match about $60,809 at 4% or $40,540 at 6%.
WALTER F DCOSTA D P M 401(K) PROFIT SHARING PLAN & TRUST-8$637,097$38,918$4,865iApproximate average salary by contribution assumption: employee only about $121,619 at 4% or $81,079 at 6%; with 50% employer match about $81,079 at 4% or $54,053 at 6%; with 100% employer match about $60,809 at 4% or $40,540 at 6%.
202217$522,468$42,683$6,098iApproximate average salary by contribution assumption: employee only about $152,439 at 4% or $101,626 at 6%; with 50% employer match about $101,626 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
WALTER F DCOSTA D P M 401(K) PROFIT SHARING PLAN & TRUST-7$522,468$42,683$6,098iApproximate average salary by contribution assumption: employee only about $152,439 at 4% or $101,626 at 6%; with 50% employer match about $101,626 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
202117$574,645$82,148$11,735iApproximate average salary by contribution assumption: employee only about $293,386 at 4% or $195,590 at 6%; with 50% employer match about $195,590 at 4% or $130,394 at 6%; with 100% employer match about $146,693 at 4% or $97,795 at 6%.
WALTER F DCOSTA D P M 401(K) PROFIT SHARING PLAN & TRUST-7$574,645$82,148$11,735iApproximate average salary by contribution assumption: employee only about $293,386 at 4% or $195,590 at 6%; with 50% employer match about $195,590 at 4% or $130,394 at 6%; with 100% employer match about $146,693 at 4% or $97,795 at 6%.
202018$427,752$72,546$9,068iApproximate average salary by contribution assumption: employee only about $226,706 at 4% or $151,138 at 6%; with 50% employer match about $151,138 at 4% or $100,758 at 6%; with 100% employer match about $113,353 at 4% or $75,569 at 6%.
WALTER F DCOSTA D P M 401(K) PROFIT SHARING PLAN & TRUST-8$427,752$72,546$9,068iApproximate average salary by contribution assumption: employee only about $226,706 at 4% or $151,138 at 6%; with 50% employer match about $151,138 at 4% or $100,758 at 6%; with 100% employer match about $113,353 at 4% or $75,569 at 6%.
2019111$314,927$67,665$6,151iApproximate average salary by contribution assumption: employee only about $153,784 at 4% or $102,523 at 6%; with 50% employer match about $102,523 at 4% or $68,348 at 6%; with 100% employer match about $76,892 at 4% or $51,261 at 6%.
WALTER F DCOSTA D P M 401(K) PROFIT SHARING PLAN & TRUST-11$314,927$67,665$6,151iApproximate average salary by contribution assumption: employee only about $153,784 at 4% or $102,523 at 6%; with 50% employer match about $102,523 at 4% or $68,348 at 6%; with 100% employer match about $76,892 at 4% or $51,261 at 6%.
2018111$203,951$67,479$6,134iApproximate average salary by contribution assumption: employee only about $153,361 at 4% or $102,241 at 6%; with 50% employer match about $102,241 at 4% or $68,161 at 6%; with 100% employer match about $76,681 at 4% or $51,120 at 6%.
WALTER F DCOSTA D P M 401 K PROFIT SHARING PLAN TRUST-11$203,951$67,479$6,134iApproximate average salary by contribution assumption: employee only about $153,361 at 4% or $102,241 at 6%; with 50% employer match about $102,241 at 4% or $68,161 at 6%; with 100% employer match about $76,681 at 4% or $51,120 at 6%.
2017110$149,822$70,959$7,096iApproximate average salary by contribution assumption: employee only about $177,398 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,843 at 6%; with 100% employer match about $88,699 at 4% or $59,133 at 6%.
WALTER F DCOSTA D P M 401 K PROFIT SHARING PLAN TRUST-10$149,822$70,959$7,096iApproximate average salary by contribution assumption: employee only about $177,398 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,843 at 6%; with 100% employer match about $88,699 at 4% or $59,133 at 6%.
201618$65,135$46,965$5,871iApproximate average salary by contribution assumption: employee only about $146,766 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,229 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
WALTER F DCOSTA D P M 401 K PROFIT SHARING PLAN TRUST-8$65,135$46,965$5,871iApproximate average salary by contribution assumption: employee only about $146,766 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,229 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
201515$433$433$87iApproximate average salary by contribution assumption: employee only about $2,165 at 4% or $1,443 at 6%; with 50% employer match about $1,443 at 4% or $962 at 6%; with 100% employer match about $1,083 at 4% or $722 at 6%.
WALTER F DCOSTA D P M 401 K PROFIT SHARING PLAN TRUST-5$433$433$87iApproximate average salary by contribution assumption: employee only about $2,165 at 4% or $1,443 at 6%; with 50% employer match about $1,443 at 4% or $962 at 6%; with 100% employer match about $1,083 at 4% or $722 at 6%.