Civic Intelligence

Collateral Specialists Inc

Plan context: Collateral Specialists Inc 401K Plan

EIN 68-0366273 • Petaluma, CA • 19 filings • 4 plans

1670 Corporate CircleSuite 200Petaluma, CA 94954
Current Snapshot

Latest Year

2025

2025 Participants

118

2025 Assets

$5,036,798

2025 Contributions

$507,696

Historical Graphs

Total Assets Over Time

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

$5,036,798$2,518,399$0200720162025YearValue
$5,036,798Latest year 2025

Participants Over Time

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

120600200720162025YearValue
118Latest 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
20251118$5,036,798$507,696$4,303iApproximate average salary by contribution assumption: employee only about $107,563 at 4% or $71,708 at 6%; with 50% employer match about $71,708 at 4% or $47,806 at 6%; with 100% employer match about $53,781 at 4% or $35,854 at 6%.
Collateral Specialists Inc 401K Plan-118$5,036,798$507,696$4,303iApproximate average salary by contribution assumption: employee only about $107,563 at 4% or $71,708 at 6%; with 50% employer match about $71,708 at 4% or $47,806 at 6%; with 100% employer match about $53,781 at 4% or $35,854 at 6%.
20241120$5,025,354$435,854$3,632iApproximate average salary by contribution assumption: employee only about $90,803 at 4% or $60,535 at 6%; with 50% employer match about $60,535 at 4% or $40,357 at 6%; with 100% employer match about $45,401 at 4% or $30,268 at 6%.
Collateral Specialists Inc 401K Plan-120$5,025,354$435,854$3,632iApproximate average salary by contribution assumption: employee only about $90,803 at 4% or $60,535 at 6%; with 50% employer match about $60,535 at 4% or $40,357 at 6%; with 100% employer match about $45,401 at 4% or $30,268 at 6%.
20231111$4,250,693$381,203$3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%.
Collateral Specialists Inc 401K Plan-111$4,250,693$381,203$3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%.
2022189$3,511,165$242,777$2,728iApproximate average salary by contribution assumption: employee only about $68,196 at 4% or $45,464 at 6%; with 50% employer match about $45,464 at 4% or $30,309 at 6%; with 100% employer match about $34,098 at 4% or $22,732 at 6%.
Collateral Specialists Inc 401K Plan-89$3,511,165$242,777$2,728iApproximate average salary by contribution assumption: employee only about $68,196 at 4% or $45,464 at 6%; with 50% employer match about $45,464 at 4% or $30,309 at 6%; with 100% employer match about $34,098 at 4% or $22,732 at 6%.
2021191$3,932,502$316,217$3,475iApproximate average salary by contribution assumption: employee only about $86,873 at 4% or $57,915 at 6%; with 50% employer match about $57,915 at 4% or $38,610 at 6%; with 100% employer match about $43,436 at 4% or $28,958 at 6%.
Collateral Specialists Inc 401K Plan-91$3,932,502$316,217$3,475iApproximate average salary by contribution assumption: employee only about $86,873 at 4% or $57,915 at 6%; with 50% employer match about $57,915 at 4% or $38,610 at 6%; with 100% employer match about $43,436 at 4% or $28,958 at 6%.
2020184$3,570,564$385,410$4,588iApproximate average salary by contribution assumption: employee only about $114,705 at 4% or $76,470 at 6%; with 50% employer match about $76,470 at 4% or $50,980 at 6%; with 100% employer match about $57,353 at 4% or $38,235 at 6%.
Collateral Specialists Inc 401K Plan-84$3,570,564$385,410$4,588iApproximate average salary by contribution assumption: employee only about $114,705 at 4% or $76,470 at 6%; with 50% employer match about $76,470 at 4% or $50,980 at 6%; with 100% employer match about $57,353 at 4% or $38,235 at 6%.
2019141$2,858,682$343,654$8,382iApproximate average salary by contribution assumption: employee only about $209,545 at 4% or $139,697 at 6%; with 50% employer match about $139,697 at 4% or $93,131 at 6%; with 100% employer match about $104,773 at 4% or $69,848 at 6%.
Collateral Specialists Inc 401K Plan-41$2,858,682$343,654$8,382iApproximate average salary by contribution assumption: employee only about $209,545 at 4% or $139,697 at 6%; with 50% employer match about $139,697 at 4% or $93,131 at 6%; with 100% employer match about $104,773 at 4% or $69,848 at 6%.
2018128$2,308,966$268,617$9,593iApproximate average salary by contribution assumption: employee only about $239,837 at 4% or $159,891 at 6%; with 50% employer match about $159,891 at 4% or $106,594 at 6%; with 100% employer match about $119,918 at 4% or $79,946 at 6%.
Collateral Specialists Inc 401K Plan-28$2,308,966$268,617$9,593iApproximate average salary by contribution assumption: employee only about $239,837 at 4% or $159,891 at 6%; with 50% employer match about $159,891 at 4% or $106,594 at 6%; with 100% employer match about $119,918 at 4% or $79,946 at 6%.
2017127$2,216,819$238,510$8,834iApproximate average salary by contribution assumption: employee only about $220,843 at 4% or $147,228 at 6%; with 50% employer match about $147,228 at 4% or $98,152 at 6%; with 100% employer match about $110,421 at 4% or $73,614 at 6%.
Collateral Specialists Inc 401K Plan-27$2,216,819$238,510$8,834iApproximate average salary by contribution assumption: employee only about $220,843 at 4% or $147,228 at 6%; with 50% employer match about $147,228 at 4% or $98,152 at 6%; with 100% employer match about $110,421 at 4% or $73,614 at 6%.
2016120$1,759,242$146,347$7,317iApproximate average salary by contribution assumption: employee only about $182,934 at 4% or $121,956 at 6%; with 50% employer match about $121,956 at 4% or $81,304 at 6%; with 100% employer match about $91,467 at 4% or $60,978 at 6%.
Collateral Specialists Inc 401K Plan-20$1,759,242$146,347$7,317iApproximate average salary by contribution assumption: employee only about $182,934 at 4% or $121,956 at 6%; with 50% employer match about $121,956 at 4% or $81,304 at 6%; with 100% employer match about $91,467 at 4% or $60,978 at 6%.
2015119$1,496,979$127,634$6,718iApproximate average salary by contribution assumption: employee only about $167,939 at 4% or $111,960 at 6%; with 50% employer match about $111,960 at 4% or $74,640 at 6%; with 100% employer match about $83,970 at 4% or $55,980 at 6%.
Collateral Specialists Inc 401K Plan-19$1,496,979$127,634$6,718iApproximate average salary by contribution assumption: employee only about $167,939 at 4% or $111,960 at 6%; with 50% employer match about $111,960 at 4% or $74,640 at 6%; with 100% employer match about $83,970 at 4% or $55,980 at 6%.
2014119$1,430,398$123,053$6,476iApproximate average salary by contribution assumption: employee only about $161,912 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,971 at 6%.
Collateral Specialists Inc 401K Plan-19$1,430,398$123,053$6,476iApproximate average salary by contribution assumption: employee only about $161,912 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,971 at 6%.
2013121$1,330,593$144,216$6,867iApproximate average salary by contribution assumption: employee only about $171,686 at 4% or $114,457 at 6%; with 50% employer match about $114,457 at 4% or $76,305 at 6%; with 100% employer match about $85,843 at 4% or $57,229 at 6%.
Collateral Specialists Inc 401K Plan-21$1,330,593$144,216$6,867iApproximate average salary by contribution assumption: employee only about $171,686 at 4% or $114,457 at 6%; with 50% employer match about $114,457 at 4% or $76,305 at 6%; with 100% employer match about $85,843 at 4% or $57,229 at 6%.
2012122$1,024,049$153,622$6,983iApproximate average salary by contribution assumption: employee only about $174,570 at 4% or $116,380 at 6%; with 50% employer match about $116,380 at 4% or $77,587 at 6%; with 100% employer match about $87,285 at 4% or $58,190 at 6%.
Collateral Specialists Inc 401K Plan-22$1,024,049$153,622$6,983iApproximate average salary by contribution assumption: employee only about $174,570 at 4% or $116,380 at 6%; with 50% employer match about $116,380 at 4% or $77,587 at 6%; with 100% employer match about $87,285 at 4% or $58,190 at 6%.
2011124$835,732$232,505$9,688iApproximate average salary by contribution assumption: employee only about $242,193 at 4% or $161,462 at 6%; with 50% employer match about $161,462 at 4% or $107,641 at 6%; with 100% employer match about $121,096 at 4% or $80,731 at 6%.
Collateral Specialists Inc 401K Plan-24$835,732$232,505$9,688iApproximate average salary by contribution assumption: employee only about $242,193 at 4% or $161,462 at 6%; with 50% employer match about $161,462 at 4% or $107,641 at 6%; with 100% employer match about $121,096 at 4% or $80,731 at 6%.
2010119$674,218$278,749$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
Collateral Specialists Inc 401K Plan-19$674,218$278,749$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
2009119$364,763$181,952$9,576iApproximate average salary by contribution assumption: employee only about $239,411 at 4% or $159,607 at 6%; with 50% employer match about $159,607 at 4% or $106,405 at 6%; with 100% employer match about $119,705 at 4% or $79,804 at 6%.
Collateral Specialists Inc 401K Plan-19$364,763$181,952$9,576iApproximate average salary by contribution assumption: employee only about $239,411 at 4% or $159,607 at 6%; with 50% employer match about $159,607 at 4% or $106,405 at 6%; with 100% employer match about $119,705 at 4% or $79,804 at 6%.
2008121$152,327$167,615$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
Collateral Specialists Inc 401K Plan-21$152,327$167,615$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
2007117$38,963$38,988$2,293iApproximate average salary by contribution assumption: employee only about $57,335 at 4% or $38,224 at 6%; with 50% employer match about $38,224 at 4% or $25,482 at 6%; with 100% employer match about $28,668 at 4% or $19,112 at 6%.
Collateral Specialists Inc 401K Plan-17$38,963$38,988$2,293iApproximate average salary by contribution assumption: employee only about $57,335 at 4% or $38,224 at 6%; with 50% employer match about $38,224 at 4% or $25,482 at 6%; with 100% employer match about $28,668 at 4% or $19,112 at 6%.