Atterbury & Associates Inc.
Plan context: Atterbury & Associates Inc. 401(K) Plan
EIN 68-0474841 • Healdsburg, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,708,856
2024 Contributions
$67,789
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,708,856 | $67,789 | $22,596iApproximate average salary by contribution assumption: employee only about $564,908 at 4% or $376,606 at 6%; with 50% employer match about $376,606 at 4% or $251,070 at 6%; with 100% employer match about $282,454 at 4% or $188,303 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 3 | $2,708,856 | $67,789 | $22,596iApproximate average salary by contribution assumption: employee only about $564,908 at 4% or $376,606 at 6%; with 50% employer match about $376,606 at 4% or $251,070 at 6%; with 100% employer match about $282,454 at 4% or $188,303 at 6%. |
| 2023 | 1 | 3 | $2,370,167 | $67,824 | $22,608iApproximate average salary by contribution assumption: employee only about $565,200 at 4% or $376,800 at 6%; with 50% employer match about $376,800 at 4% or $251,200 at 6%; with 100% employer match about $282,600 at 4% or $188,400 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 3 | $2,370,167 | $67,824 | $22,608iApproximate average salary by contribution assumption: employee only about $565,200 at 4% or $376,800 at 6%; with 50% employer match about $376,800 at 4% or $251,200 at 6%; with 100% employer match about $282,600 at 4% or $188,400 at 6%. |
| 2022 | 1 | 3 | $1,989,297 | $60,607 | $20,202iApproximate average salary by contribution assumption: employee only about $505,058 at 4% or $336,706 at 6%; with 50% employer match about $336,706 at 4% or $224,470 at 6%; with 100% employer match about $252,529 at 4% or $168,353 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 3 | $1,989,297 | $60,607 | $20,202iApproximate average salary by contribution assumption: employee only about $505,058 at 4% or $336,706 at 6%; with 50% employer match about $336,706 at 4% or $224,470 at 6%; with 100% employer match about $252,529 at 4% or $168,353 at 6%. |
| 2021 | 1 | 4 | $2,394,564 | $57,381 | $14,345iApproximate average salary by contribution assumption: employee only about $358,631 at 4% or $239,088 at 6%; with 50% employer match about $239,088 at 4% or $159,392 at 6%; with 100% employer match about $179,316 at 4% or $119,544 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 4 | $2,394,564 | $57,381 | $14,345iApproximate average salary by contribution assumption: employee only about $358,631 at 4% or $239,088 at 6%; with 50% employer match about $239,088 at 4% or $159,392 at 6%; with 100% employer match about $179,316 at 4% or $119,544 at 6%. |
| 2020 | 1 | 5 | $2,117,144 | $60,604 | $12,121iApproximate average salary by contribution assumption: employee only about $303,020 at 4% or $202,013 at 6%; with 50% employer match about $202,013 at 4% or $134,676 at 6%; with 100% employer match about $151,510 at 4% or $101,007 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 5 | $2,117,144 | $60,604 | $12,121iApproximate average salary by contribution assumption: employee only about $303,020 at 4% or $202,013 at 6%; with 50% employer match about $202,013 at 4% or $134,676 at 6%; with 100% employer match about $151,510 at 4% or $101,007 at 6%. |
| 2019 | 1 | 7 | $1,838,197 | $71,934 | $10,276iApproximate average salary by contribution assumption: employee only about $256,907 at 4% or $171,271 at 6%; with 50% employer match about $171,271 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 7 | $1,838,197 | $71,934 | $10,276iApproximate average salary by contribution assumption: employee only about $256,907 at 4% or $171,271 at 6%; with 50% employer match about $171,271 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%. |
| 2018 | 1 | 8 | $1,449,492 | $71,838 | $8,980iApproximate average salary by contribution assumption: employee only about $224,494 at 4% or $149,663 at 6%; with 50% employer match about $149,663 at 4% or $99,775 at 6%; with 100% employer match about $112,247 at 4% or $74,831 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 8 | $1,449,492 | $71,838 | $8,980iApproximate average salary by contribution assumption: employee only about $224,494 at 4% or $149,663 at 6%; with 50% employer match about $149,663 at 4% or $99,775 at 6%; with 100% employer match about $112,247 at 4% or $74,831 at 6%. |
| 2017 | 1 | 8 | $1,528,412 | $71,150 | $8,894iApproximate average salary by contribution assumption: employee only about $222,344 at 4% or $148,229 at 6%; with 50% employer match about $148,229 at 4% or $98,819 at 6%; with 100% employer match about $111,172 at 4% or $74,115 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 8 | $1,528,412 | $71,150 | $8,894iApproximate average salary by contribution assumption: employee only about $222,344 at 4% or $148,229 at 6%; with 50% employer match about $148,229 at 4% or $98,819 at 6%; with 100% employer match about $111,172 at 4% or $74,115 at 6%. |
| 2016 | 1 | 11 | $1,333,541 | $85,609 | $7,783iApproximate average salary by contribution assumption: employee only about $194,566 at 4% or $129,711 at 6%; with 50% employer match about $129,711 at 4% or $86,474 at 6%; with 100% employer match about $97,283 at 4% or $64,855 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 11 | $1,333,541 | $85,609 | $7,783iApproximate average salary by contribution assumption: employee only about $194,566 at 4% or $129,711 at 6%; with 50% employer match about $129,711 at 4% or $86,474 at 6%; with 100% employer match about $97,283 at 4% or $64,855 at 6%. |
| 2015 | 1 | 9 | $1,164,134 | $80,238 | $8,915iApproximate average salary by contribution assumption: employee only about $222,883 at 4% or $148,589 at 6%; with 50% employer match about $148,589 at 4% or $99,059 at 6%; with 100% employer match about $111,442 at 4% or $74,294 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 9 | $1,164,134 | $80,238 | $8,915iApproximate average salary by contribution assumption: employee only about $222,883 at 4% or $148,589 at 6%; with 50% employer match about $148,589 at 4% or $99,059 at 6%; with 100% employer match about $111,442 at 4% or $74,294 at 6%. |
| 2014 | 1 | 8 | $1,105,695 | $76,281 | $9,535iApproximate average salary by contribution assumption: employee only about $238,378 at 4% or $158,919 at 6%; with 50% employer match about $158,919 at 4% or $105,946 at 6%; with 100% employer match about $119,189 at 4% or $79,459 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 8 | $1,105,695 | $76,281 | $9,535iApproximate average salary by contribution assumption: employee only about $238,378 at 4% or $158,919 at 6%; with 50% employer match about $158,919 at 4% or $105,946 at 6%; with 100% employer match about $119,189 at 4% or $79,459 at 6%. |
| 2013 | 1 | 8 | $987,935 | $74,965 | $9,371iApproximate average salary by contribution assumption: employee only about $234,266 at 4% or $156,177 at 6%; with 50% employer match about $156,177 at 4% or $104,118 at 6%; with 100% employer match about $117,133 at 4% or $78,089 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 8 | $987,935 | $74,965 | $9,371iApproximate average salary by contribution assumption: employee only about $234,266 at 4% or $156,177 at 6%; with 50% employer match about $156,177 at 4% or $104,118 at 6%; with 100% employer match about $117,133 at 4% or $78,089 at 6%. |
| 2012 | 1 | 6 | $749,445 | $65,022 | $10,837iApproximate average salary by contribution assumption: employee only about $270,925 at 4% or $180,617 at 6%; with 50% employer match about $180,617 at 4% or $120,411 at 6%; with 100% employer match about $135,463 at 4% or $90,308 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 6 | $749,445 | $65,022 | $10,837iApproximate average salary by contribution assumption: employee only about $270,925 at 4% or $180,617 at 6%; with 50% employer match about $180,617 at 4% or $120,411 at 6%; with 100% employer match about $135,463 at 4% or $90,308 at 6%. |
| 2011 | 1 | 6 | $597,978 | $61,747 | $10,291iApproximate average salary by contribution assumption: employee only about $257,279 at 4% or $171,519 at 6%; with 50% employer match about $171,519 at 4% or $114,346 at 6%; with 100% employer match about $128,640 at 4% or $85,760 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 6 | $597,978 | $61,747 | $10,291iApproximate average salary by contribution assumption: employee only about $257,279 at 4% or $171,519 at 6%; with 50% employer match about $171,519 at 4% or $114,346 at 6%; with 100% employer match about $128,640 at 4% or $85,760 at 6%. |
| 2010 | 1 | 6 | $569,704 | $61,458 | $10,243iApproximate average salary by contribution assumption: employee only about $256,075 at 4% or $170,717 at 6%; with 50% employer match about $170,717 at 4% or $113,811 at 6%; with 100% employer match about $128,038 at 4% or $85,358 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 6 | $569,704 | $61,458 | $10,243iApproximate average salary by contribution assumption: employee only about $256,075 at 4% or $170,717 at 6%; with 50% employer match about $170,717 at 4% or $113,811 at 6%; with 100% employer match about $128,038 at 4% or $85,358 at 6%. |
| 2009 | 1 | 7 | $415,680 | $59,331 | $8,476iApproximate average salary by contribution assumption: employee only about $211,896 at 4% or $141,264 at 6%; with 50% employer match about $141,264 at 4% or $94,176 at 6%; with 100% employer match about $105,948 at 4% or $70,632 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 7 | $415,680 | $59,331 | $8,476iApproximate average salary by contribution assumption: employee only about $211,896 at 4% or $141,264 at 6%; with 50% employer match about $141,264 at 4% or $94,176 at 6%; with 100% employer match about $105,948 at 4% or $70,632 at 6%. |
| 2008 | 1 | 4 | $303,808 | $73,221 | $18,305iApproximate average salary by contribution assumption: employee only about $457,631 at 4% or $305,088 at 6%; with 50% employer match about $305,088 at 4% or $203,392 at 6%; with 100% employer match about $228,816 at 4% or $152,544 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 4 | $303,808 | $73,221 | $18,305iApproximate average salary by contribution assumption: employee only about $457,631 at 4% or $305,088 at 6%; with 50% employer match about $305,088 at 4% or $203,392 at 6%; with 100% employer match about $228,816 at 4% or $152,544 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Atterbury & Associates Inc. 401(K) Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $277,131 | $67,252 | $13,450iApproximate average salary by contribution assumption: employee only about $336,260 at 4% or $224,173 at 6%; with 50% employer match about $224,173 at 4% or $149,449 at 6%; with 100% employer match about $168,130 at 4% or $112,087 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 5 | $277,131 | $67,252 | $13,450iApproximate average salary by contribution assumption: employee only about $336,260 at 4% or $224,173 at 6%; with 50% employer match about $224,173 at 4% or $149,449 at 6%; with 100% employer match about $168,130 at 4% or $112,087 at 6%. |
| 2005 | 1 | 3 | $236,557 | $62,183 | $20,728iApproximate average salary by contribution assumption: employee only about $518,192 at 4% or $345,461 at 6%; with 50% employer match about $345,461 at 4% or $230,307 at 6%; with 100% employer match about $259,096 at 4% or $172,731 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 3 | $236,557 | $62,183 | $20,728iApproximate average salary by contribution assumption: employee only about $518,192 at 4% or $345,461 at 6%; with 50% employer match about $345,461 at 4% or $230,307 at 6%; with 100% employer match about $259,096 at 4% or $172,731 at 6%. |
| 2004 | 1 | 5 | $162,041 | $56,034 | $11,207iApproximate average salary by contribution assumption: employee only about $280,170 at 4% or $186,780 at 6%; with 50% employer match about $186,780 at 4% or $124,520 at 6%; with 100% employer match about $140,085 at 4% or $93,390 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 5 | $162,041 | $56,034 | $11,207iApproximate average salary by contribution assumption: employee only about $280,170 at 4% or $186,780 at 6%; with 50% employer match about $186,780 at 4% or $124,520 at 6%; with 100% employer match about $140,085 at 4% or $93,390 at 6%. |
| 2003 | 1 | 5 | $94,069 | $51,762 | $10,352iApproximate average salary by contribution assumption: employee only about $258,810 at 4% or $172,540 at 6%; with 50% employer match about $172,540 at 4% or $115,027 at 6%; with 100% employer match about $129,405 at 4% or $86,270 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 5 | $94,069 | $51,762 | $10,352iApproximate average salary by contribution assumption: employee only about $258,810 at 4% or $172,540 at 6%; with 50% employer match about $172,540 at 4% or $115,027 at 6%; with 100% employer match about $129,405 at 4% or $86,270 at 6%. |
| 2002 | 1 | 5 | $35,152 | $35,134 | $7,027iApproximate average salary by contribution assumption: employee only about $175,670 at 4% or $117,113 at 6%; with 50% employer match about $117,113 at 4% or $78,076 at 6%; with 100% employer match about $87,835 at 4% or $58,557 at 6%. |
| Atterbury & Associates Inc. 401(K) Plan | - | 5 | $35,152 | $35,134 | $7,027iApproximate average salary by contribution assumption: employee only about $175,670 at 4% or $117,113 at 6%; with 50% employer match about $117,113 at 4% or $78,076 at 6%; with 100% employer match about $87,835 at 4% or $58,557 at 6%. |