Civic Intelligence

California Funeral Alternative

Plan context: California Funeral Alternative 401 K Profit Sharing Plan Trust

EIN 71-1010639 • Escondido, CA • 13 filings • 2 plans

1020 E. Pennsylvania AveEscondido, CA 92025
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$22,814

2024 Contributions

$2,940

Historical Graphs

Total Assets Over Time

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

$54,720$27,360$0201220182024YearValue
$22,814Latest year 2024

Participants Over Time

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

630201220182024YearValue
3Latest 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
202413$22,814$2,940$980iApproximate average salary by contribution assumption: employee only about $24,500 at 4% or $16,333 at 6%; with 50% employer match about $16,333 at 4% or $10,889 at 6%; with 100% employer match about $12,250 at 4% or $8,167 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-3$22,814$2,940$980iApproximate average salary by contribution assumption: employee only about $24,500 at 4% or $16,333 at 6%; with 50% employer match about $16,333 at 4% or $10,889 at 6%; with 100% employer match about $12,250 at 4% or $8,167 at 6%.
202312$18,425$0-
California Funeral Alternative 401 K Profit Sharing Plan Trust-2$18,425--
202212$16,371$2,578$1,289iApproximate average salary by contribution assumption: employee only about $32,225 at 4% or $21,483 at 6%; with 50% employer match about $21,483 at 4% or $14,322 at 6%; with 100% employer match about $16,113 at 4% or $10,742 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-2$16,371$2,578$1,289iApproximate average salary by contribution assumption: employee only about $32,225 at 4% or $21,483 at 6%; with 50% employer match about $21,483 at 4% or $14,322 at 6%; with 100% employer match about $16,113 at 4% or $10,742 at 6%.
202113$54,720$6,446$2,149iApproximate average salary by contribution assumption: employee only about $53,717 at 4% or $35,811 at 6%; with 50% employer match about $35,811 at 4% or $23,874 at 6%; with 100% employer match about $26,858 at 4% or $17,906 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-3$54,720$6,446$2,149iApproximate average salary by contribution assumption: employee only about $53,717 at 4% or $35,811 at 6%; with 50% employer match about $35,811 at 4% or $23,874 at 6%; with 100% employer match about $26,858 at 4% or $17,906 at 6%.
202015$43,359$3,864$773iApproximate average salary by contribution assumption: employee only about $19,320 at 4% or $12,880 at 6%; with 50% employer match about $12,880 at 4% or $8,587 at 6%; with 100% employer match about $9,660 at 4% or $6,440 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-5$43,359$3,864$773iApproximate average salary by contribution assumption: employee only about $19,320 at 4% or $12,880 at 6%; with 50% employer match about $12,880 at 4% or $8,587 at 6%; with 100% employer match about $9,660 at 4% or $6,440 at 6%.
201915$34,798$5,857$1,171iApproximate average salary by contribution assumption: employee only about $29,285 at 4% or $19,523 at 6%; with 50% employer match about $19,523 at 4% or $13,016 at 6%; with 100% employer match about $14,643 at 4% or $9,762 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-5$34,798$5,857$1,171iApproximate average salary by contribution assumption: employee only about $29,285 at 4% or $19,523 at 6%; with 50% employer match about $19,523 at 4% or $13,016 at 6%; with 100% employer match about $14,643 at 4% or $9,762 at 6%.
201816$40,459$14,730$2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-6$40,459$14,730$2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%.
201713$27,685$7,398$2,466iApproximate average salary by contribution assumption: employee only about $61,650 at 4% or $41,100 at 6%; with 50% employer match about $41,100 at 4% or $27,400 at 6%; with 100% employer match about $30,825 at 4% or $20,550 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-3$27,685$7,398$2,466iApproximate average salary by contribution assumption: employee only about $61,650 at 4% or $41,100 at 6%; with 50% employer match about $41,100 at 4% or $27,400 at 6%; with 100% employer match about $30,825 at 4% or $20,550 at 6%.
201612$18,134$3,877$1,939iApproximate average salary by contribution assumption: employee only about $48,463 at 4% or $32,308 at 6%; with 50% employer match about $32,308 at 4% or $21,539 at 6%; with 100% employer match about $24,231 at 4% or $16,154 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-2$18,134$3,877$1,939iApproximate average salary by contribution assumption: employee only about $48,463 at 4% or $32,308 at 6%; with 50% employer match about $32,308 at 4% or $21,539 at 6%; with 100% employer match about $24,231 at 4% or $16,154 at 6%.
201512$13,525$2,770$1,385iApproximate average salary by contribution assumption: employee only about $34,625 at 4% or $23,083 at 6%; with 50% employer match about $23,083 at 4% or $15,389 at 6%; with 100% employer match about $17,313 at 4% or $11,542 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-2$13,525$2,770$1,385iApproximate average salary by contribution assumption: employee only about $34,625 at 4% or $23,083 at 6%; with 50% employer match about $23,083 at 4% or $15,389 at 6%; with 100% employer match about $17,313 at 4% or $11,542 at 6%.
201412$11,227$2,818$1,409iApproximate average salary by contribution assumption: employee only about $35,225 at 4% or $23,483 at 6%; with 50% employer match about $23,483 at 4% or $15,656 at 6%; with 100% employer match about $17,613 at 4% or $11,742 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-2$11,227$2,818$1,409iApproximate average salary by contribution assumption: employee only about $35,225 at 4% or $23,483 at 6%; with 50% employer match about $23,483 at 4% or $15,656 at 6%; with 100% employer match about $17,613 at 4% or $11,742 at 6%.
201313$15,006$6,970$2,323iApproximate average salary by contribution assumption: employee only about $58,083 at 4% or $38,722 at 6%; with 50% employer match about $38,722 at 4% or $25,815 at 6%; with 100% employer match about $29,042 at 4% or $19,361 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-3$15,006$6,970$2,323iApproximate average salary by contribution assumption: employee only about $58,083 at 4% or $38,722 at 6%; with 50% employer match about $38,722 at 4% or $25,815 at 6%; with 100% employer match about $29,042 at 4% or $19,361 at 6%.
201213$6,540$5,953$1,984iApproximate average salary by contribution assumption: employee only about $49,608 at 4% or $33,072 at 6%; with 50% employer match about $33,072 at 4% or $22,048 at 6%; with 100% employer match about $24,804 at 4% or $16,536 at 6%.
California Funeral Alternative 401 K Profit Sharing Plan Trust-3$6,540$5,953$1,984iApproximate average salary by contribution assumption: employee only about $49,608 at 4% or $33,072 at 6%; with 50% employer match about $33,072 at 4% or $22,048 at 6%; with 100% employer match about $24,804 at 4% or $16,536 at 6%.