Civic Intelligence

Sierra Capital Planning Inc

Plan context: Sierra Capital Planning Inc 401K Profit Sharing Plan

EIN 68-0402797 • Shingle Springs, CA • 9 filings • 1 plans

4068 Mother Lode Drive Suite EShingle Springs, CA 95682
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$927,318

2024 Contributions

$21,416

Historical Graphs

Total Assets Over Time

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

$927,318$463,659$0201620202024YearValue
$927,318Latest year 2024

Participants Over Time

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

420201620202024YearValue
4Latest 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
202414$927,318$21,416$5,354iApproximate average salary by contribution assumption: employee only about $133,850 at 4% or $89,233 at 6%; with 50% employer match about $89,233 at 4% or $59,489 at 6%; with 100% employer match about $66,925 at 4% or $44,617 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$927,318$21,416$5,354iApproximate average salary by contribution assumption: employee only about $133,850 at 4% or $89,233 at 6%; with 50% employer match about $89,233 at 4% or $59,489 at 6%; with 100% employer match about $66,925 at 4% or $44,617 at 6%.
202314$902,479$48,023$12,006iApproximate average salary by contribution assumption: employee only about $300,144 at 4% or $200,096 at 6%; with 50% employer match about $200,096 at 4% or $133,397 at 6%; with 100% employer match about $150,072 at 4% or $100,048 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$902,479$48,023$12,006iApproximate average salary by contribution assumption: employee only about $300,144 at 4% or $200,096 at 6%; with 50% employer match about $200,096 at 4% or $133,397 at 6%; with 100% employer match about $150,072 at 4% or $100,048 at 6%.
202214$843,121$60,594$15,149iApproximate average salary by contribution assumption: employee only about $378,713 at 4% or $252,475 at 6%; with 50% employer match about $252,475 at 4% or $168,317 at 6%; with 100% employer match about $189,356 at 4% or $126,238 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$843,121$60,594$15,149iApproximate average salary by contribution assumption: employee only about $378,713 at 4% or $252,475 at 6%; with 50% employer match about $252,475 at 4% or $168,317 at 6%; with 100% employer match about $189,356 at 4% or $126,238 at 6%.
202114$782,542$62,962$15,741iApproximate average salary by contribution assumption: employee only about $393,513 at 4% or $262,342 at 6%; with 50% employer match about $262,342 at 4% or $174,894 at 6%; with 100% employer match about $196,756 at 4% or $131,171 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$782,542$62,962$15,741iApproximate average salary by contribution assumption: employee only about $393,513 at 4% or $262,342 at 6%; with 50% employer match about $262,342 at 4% or $174,894 at 6%; with 100% employer match about $196,756 at 4% or $131,171 at 6%.
202014$719,515$106,616$26,654iApproximate average salary by contribution assumption: employee only about $666,350 at 4% or $444,233 at 6%; with 50% employer match about $444,233 at 4% or $296,156 at 6%; with 100% employer match about $333,175 at 4% or $222,117 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$719,515$106,616$26,654iApproximate average salary by contribution assumption: employee only about $666,350 at 4% or $444,233 at 6%; with 50% employer match about $444,233 at 4% or $296,156 at 6%; with 100% employer match about $333,175 at 4% or $222,117 at 6%.
201914$621,856$62,532$15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$621,856$62,532$15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%.
201814$558,654$101,165$25,291iApproximate average salary by contribution assumption: employee only about $632,281 at 4% or $421,521 at 6%; with 50% employer match about $421,521 at 4% or $281,014 at 6%; with 100% employer match about $316,141 at 4% or $210,760 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$558,654$101,165$25,291iApproximate average salary by contribution assumption: employee only about $632,281 at 4% or $421,521 at 6%; with 50% employer match about $421,521 at 4% or $281,014 at 6%; with 100% employer match about $316,141 at 4% or $210,760 at 6%.
201714$456,977$98,845$24,711iApproximate average salary by contribution assumption: employee only about $617,781 at 4% or $411,854 at 6%; with 50% employer match about $411,854 at 4% or $274,569 at 6%; with 100% employer match about $308,891 at 4% or $205,927 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-4$456,977$98,845$24,711iApproximate average salary by contribution assumption: employee only about $617,781 at 4% or $411,854 at 6%; with 50% employer match about $411,854 at 4% or $274,569 at 6%; with 100% employer match about $308,891 at 4% or $205,927 at 6%.
201613$394,148$89,508$29,836iApproximate average salary by contribution assumption: employee only about $745,900 at 4% or $497,267 at 6%; with 50% employer match about $497,267 at 4% or $331,511 at 6%; with 100% employer match about $372,950 at 4% or $248,633 at 6%.
Sierra Capital Planning Inc 401K Profit Sharing Plan-3$394,148$89,508$29,836iApproximate average salary by contribution assumption: employee only about $745,900 at 4% or $497,267 at 6%; with 50% employer match about $497,267 at 4% or $331,511 at 6%; with 100% employer match about $372,950 at 4% or $248,633 at 6%.