Civic Intelligence

P & L Specialties

Plan context: P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN

EIN 68-0190558 • Santa Rosa, CA • 29 filings • 4 plans

1650 Almar ParkwaySanta Rosa, CA 95403
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$3,091,823

2024 Contributions

$262,616

Historical Graphs

Total Assets Over Time

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

$3,818,636$1,909,318$0199920142024YearValue
$3,091,823Latest year 2024

Participants Over Time

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

43220199920122024YearValue
34Latest 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
2024134$3,091,823$262,616$7,724iApproximate average salary by contribution assumption: employee only about $193,100 at 4% or $128,733 at 6%; with 50% employer match about $128,733 at 4% or $85,822 at 6%; with 100% employer match about $96,550 at 4% or $64,367 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-34$3,091,823$262,616$7,724iApproximate average salary by contribution assumption: employee only about $193,100 at 4% or $128,733 at 6%; with 50% employer match about $128,733 at 4% or $85,822 at 6%; with 100% employer match about $96,550 at 4% or $64,367 at 6%.
2023137$3,457,114$268,012$7,244iApproximate average salary by contribution assumption: employee only about $181,089 at 4% or $120,726 at 6%; with 50% employer match about $120,726 at 4% or $80,484 at 6%; with 100% employer match about $90,545 at 4% or $60,363 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-37$3,457,114$268,012$7,244iApproximate average salary by contribution assumption: employee only about $181,089 at 4% or $120,726 at 6%; with 50% employer match about $120,726 at 4% or $80,484 at 6%; with 100% employer match about $90,545 at 4% or $60,363 at 6%.
2022133$3,362,073$258,372$7,829iApproximate average salary by contribution assumption: employee only about $195,736 at 4% or $130,491 at 6%; with 50% employer match about $130,491 at 4% or $86,994 at 6%; with 100% employer match about $97,868 at 4% or $65,245 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-33$3,362,073$258,372$7,829iApproximate average salary by contribution assumption: employee only about $195,736 at 4% or $130,491 at 6%; with 50% employer match about $130,491 at 4% or $86,994 at 6%; with 100% employer match about $97,868 at 4% or $65,245 at 6%.
2021131$3,818,636$255,141$8,230iApproximate average salary by contribution assumption: employee only about $205,759 at 4% or $137,173 at 6%; with 50% employer match about $137,173 at 4% or $91,448 at 6%; with 100% employer match about $102,879 at 4% or $68,586 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-31$3,818,636$255,141$8,230iApproximate average salary by contribution assumption: employee only about $205,759 at 4% or $137,173 at 6%; with 50% employer match about $137,173 at 4% or $91,448 at 6%; with 100% employer match about $102,879 at 4% or $68,586 at 6%.
2020135$3,464,363$584,946$16,713iApproximate average salary by contribution assumption: employee only about $417,819 at 4% or $278,546 at 6%; with 50% employer match about $278,546 at 4% or $185,697 at 6%; with 100% employer match about $208,909 at 4% or $139,273 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-35$3,464,363$584,946$16,713iApproximate average salary by contribution assumption: employee only about $417,819 at 4% or $278,546 at 6%; with 50% employer match about $278,546 at 4% or $185,697 at 6%; with 100% employer match about $208,909 at 4% or $139,273 at 6%.
2019135$3,328,159$225,379$6,439iApproximate average salary by contribution assumption: employee only about $160,985 at 4% or $107,323 at 6%; with 50% employer match about $107,323 at 4% or $71,549 at 6%; with 100% employer match about $80,493 at 4% or $53,662 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-35$3,328,159$225,379$6,439iApproximate average salary by contribution assumption: employee only about $160,985 at 4% or $107,323 at 6%; with 50% employer match about $107,323 at 4% or $71,549 at 6%; with 100% employer match about $80,493 at 4% or $53,662 at 6%.
2018140$2,747,341$408,631$10,216iApproximate average salary by contribution assumption: employee only about $255,394 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,509 at 6%; with 100% employer match about $127,697 at 4% or $85,131 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-40$2,747,341$408,631$10,216iApproximate average salary by contribution assumption: employee only about $255,394 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,509 at 6%; with 100% employer match about $127,697 at 4% or $85,131 at 6%.
2017134$2,617,923$128,368$3,776iApproximate average salary by contribution assumption: employee only about $94,388 at 4% or $62,925 at 6%; with 50% employer match about $62,925 at 4% or $41,950 at 6%; with 100% employer match about $47,194 at 4% or $31,463 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-34$2,617,923$128,368$3,776iApproximate average salary by contribution assumption: employee only about $94,388 at 4% or $62,925 at 6%; with 50% employer match about $62,925 at 4% or $41,950 at 6%; with 100% employer match about $47,194 at 4% or $31,463 at 6%.
2016143$2,356,069$240,875$5,602iApproximate average salary by contribution assumption: employee only about $140,044 at 4% or $93,362 at 6%; with 50% employer match about $93,362 at 4% or $62,242 at 6%; with 100% employer match about $70,022 at 4% or $46,681 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-43$2,356,069$240,875$5,602iApproximate average salary by contribution assumption: employee only about $140,044 at 4% or $93,362 at 6%; with 50% employer match about $93,362 at 4% or $62,242 at 6%; with 100% employer match about $70,022 at 4% or $46,681 at 6%.
2015140$2,253,156$262,137$6,553iApproximate average salary by contribution assumption: employee only about $163,836 at 4% or $109,224 at 6%; with 50% employer match about $109,224 at 4% or $72,816 at 6%; with 100% employer match about $81,918 at 4% or $54,612 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-40$2,253,156$262,137$6,553iApproximate average salary by contribution assumption: employee only about $163,836 at 4% or $109,224 at 6%; with 50% employer match about $109,224 at 4% or $72,816 at 6%; with 100% employer match about $81,918 at 4% or $54,612 at 6%.
2014138$2,119,416$97,013$2,553iApproximate average salary by contribution assumption: employee only about $63,824 at 4% or $42,550 at 6%; with 50% employer match about $42,550 at 4% or $28,366 at 6%; with 100% employer match about $31,912 at 4% or $21,275 at 6%.
P & L SPECIALTIES 401(K) AND PROFIT SHARING PLAN-38$2,119,416$97,013$2,553iApproximate average salary by contribution assumption: employee only about $63,824 at 4% or $42,550 at 6%; with 50% employer match about $42,550 at 4% or $28,366 at 6%; with 100% employer match about $31,912 at 4% or $21,275 at 6%.
2013138$1,908,088$340,225$8,953iApproximate average salary by contribution assumption: employee only about $223,832 at 4% or $149,221 at 6%; with 50% employer match about $149,221 at 4% or $99,481 at 6%; with 100% employer match about $111,916 at 4% or $74,611 at 6%.
P & L SPECIALTIES 401(K) PROFIT SHARING PLAN-38$1,908,088$340,225$8,953iApproximate average salary by contribution assumption: employee only about $223,832 at 4% or $149,221 at 6%; with 50% employer match about $149,221 at 4% or $99,481 at 6%; with 100% employer match about $111,916 at 4% or $74,611 at 6%.
2012135$1,426,040$220,444$6,298iApproximate average salary by contribution assumption: employee only about $157,460 at 4% or $104,973 at 6%; with 50% employer match about $104,973 at 4% or $69,982 at 6%; with 100% employer match about $78,730 at 4% or $52,487 at 6%.
P & L SPECIALTIES 401(K) PROFIT SHARING PLAN-35$1,426,040$220,444$6,298iApproximate average salary by contribution assumption: employee only about $157,460 at 4% or $104,973 at 6%; with 50% employer match about $104,973 at 4% or $69,982 at 6%; with 100% employer match about $78,730 at 4% or $52,487 at 6%.
2011133$1,410,140$185,145$5,610iApproximate average salary by contribution assumption: employee only about $140,261 at 4% or $93,508 at 6%; with 50% employer match about $93,508 at 4% or $62,338 at 6%; with 100% employer match about $70,131 at 4% or $46,754 at 6%.
P & L SPECIALTIES 401(K) PROFIT SHARING PLAN-33$1,410,140$185,145$5,610iApproximate average salary by contribution assumption: employee only about $140,261 at 4% or $93,508 at 6%; with 50% employer match about $93,508 at 4% or $62,338 at 6%; with 100% employer match about $70,131 at 4% or $46,754 at 6%.
2010131$1,333,694$173,264$5,589iApproximate average salary by contribution assumption: employee only about $139,729 at 4% or $93,153 at 6%; with 50% employer match about $93,153 at 4% or $62,102 at 6%; with 100% employer match about $69,865 at 4% or $46,576 at 6%.
P & L SPECIALTIES 401(K) PROFIT SHARING PLAN-31$1,333,694$173,264$5,589iApproximate average salary by contribution assumption: employee only about $139,729 at 4% or $93,153 at 6%; with 50% employer match about $93,153 at 4% or $62,102 at 6%; with 100% employer match about $69,865 at 4% or $46,576 at 6%.
2009130$1,068,576$75,160$2,505iApproximate average salary by contribution assumption: employee only about $62,633 at 4% or $41,756 at 6%; with 50% employer match about $41,756 at 4% or $27,837 at 6%; with 100% employer match about $31,317 at 4% or $20,878 at 6%.
P & L SPECIALTIES 401(K) PROFIT SHARING PLAN-30$1,068,576$75,160$2,505iApproximate average salary by contribution assumption: employee only about $62,633 at 4% or $41,756 at 6%; with 50% employer match about $41,756 at 4% or $27,837 at 6%; with 100% employer match about $31,317 at 4% or $20,878 at 6%.
2008118$0$0-
P & L SPECIALTIES 401K PROFIT SHARING PLAN-18---
2007123$0$0-
P & L SPECIALTIES 401K PROFIT SHARING PLAN-23---
2006121$786,160$161,457$7,688iApproximate average salary by contribution assumption: employee only about $192,211 at 4% or $128,140 at 6%; with 50% employer match about $128,140 at 4% or $85,427 at 6%; with 100% employer match about $96,105 at 4% or $64,070 at 6%.
P & L SPECIALTIES 401K PROFIT SHARING PLAN-21$786,160$161,457$7,688iApproximate average salary by contribution assumption: employee only about $192,211 at 4% or $128,140 at 6%; with 50% employer match about $128,140 at 4% or $85,427 at 6%; with 100% employer match about $96,105 at 4% or $64,070 at 6%.
2005116$738,372$165,955$10,372iApproximate average salary by contribution assumption: employee only about $259,305 at 4% or $172,870 at 6%; with 50% employer match about $172,870 at 4% or $115,247 at 6%; with 100% employer match about $129,652 at 4% or $86,435 at 6%.
P & L SPECIALTIES 401K PROFIT SHARING PLAN-16$738,372$165,955$10,372iApproximate average salary by contribution assumption: employee only about $259,305 at 4% or $172,870 at 6%; with 50% employer match about $172,870 at 4% or $115,247 at 6%; with 100% employer match about $129,652 at 4% or $86,435 at 6%.
2004117$499,413$82,403$4,847iApproximate average salary by contribution assumption: employee only about $121,181 at 4% or $80,787 at 6%; with 50% employer match about $80,787 at 4% or $53,858 at 6%; with 100% employer match about $60,590 at 4% or $40,394 at 6%.
P & L SPECIALTIES 401K PROFIT SHARING PLAN-17$499,413$82,403$4,847iApproximate average salary by contribution assumption: employee only about $121,181 at 4% or $80,787 at 6%; with 50% employer match about $80,787 at 4% or $53,858 at 6%; with 100% employer match about $60,590 at 4% or $40,394 at 6%.
2003217$0$0-
P & L SPECIALTIES 401K PROFIT SHARING PLAN-17---
P & L Specialties Money Purchase Pension Plan-0---
200210$6,673$0-
P & L Specialties Money Purchase Pension Plan-0$6,673--
200129$0$0-
P & L SPECIALTIES 401K PROFIT SHARING PLAN-9---
P & L Specialties Money Purchase Pension Plan-1---
200029$68,375$48,146$5,350iApproximate average salary by contribution assumption: employee only about $133,739 at 4% or $89,159 at 6%; with 50% employer match about $89,159 at 4% or $59,440 at 6%; with 100% employer match about $66,869 at 4% or $44,580 at 6%.
P & L SPECIALTIES 401K PROFIT SHARING PLAN-9$68,375$48,146$5,350iApproximate average salary by contribution assumption: employee only about $133,739 at 4% or $89,159 at 6%; with 50% employer match about $89,159 at 4% or $59,440 at 6%; with 100% employer match about $66,869 at 4% or $44,580 at 6%.
P & L Specialties Money Purchase Pension Plan-1---
199912$139,520$24,635$12,318iApproximate average salary by contribution assumption: employee only about $307,938 at 4% or $205,292 at 6%; with 50% employer match about $205,292 at 4% or $136,861 at 6%; with 100% employer match about $153,969 at 4% or $102,646 at 6%.
P & L Specialties Money Purchase Pension Plan-2$139,520$24,635$12,318iApproximate average salary by contribution assumption: employee only about $307,938 at 4% or $205,292 at 6%; with 50% employer match about $205,292 at 4% or $136,861 at 6%; with 100% employer match about $153,969 at 4% or $102,646 at 6%.