Civic Intelligence

Paul Holdings Inc ..

Plan context: Paul Holdings Inc 401(K) Profit Sharing Plan & Trust

EIN 77-0056201 • San Francisco, CA • 20 filings • 5 plans

Four Embarcadero Suite 3620San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$16,654,037

2024 Contributions

$1,520,437

Historical Graphs

Total Assets Over Time

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

$16,654,037$8,327,019$0200320152024YearValue
$16,654,037Latest year 2024

Participants Over Time

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

97490200320152024YearValue
91Latest 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
2024191$16,654,037$1,520,437$16,708iApproximate average salary by contribution assumption: employee only about $417,702 at 4% or $278,468 at 6%; with 50% employer match about $278,468 at 4% or $185,646 at 6%; with 100% employer match about $208,851 at 4% or $139,234 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-91$16,654,037$1,520,437$16,708iApproximate average salary by contribution assumption: employee only about $417,702 at 4% or $278,468 at 6%; with 50% employer match about $278,468 at 4% or $185,646 at 6%; with 100% employer match about $208,851 at 4% or $139,234 at 6%.
2023194$14,732,999$1,328,718$14,135iApproximate average salary by contribution assumption: employee only about $353,382 at 4% or $235,588 at 6%; with 50% employer match about $235,588 at 4% or $157,059 at 6%; with 100% employer match about $176,691 at 4% or $117,794 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-94$14,732,999$1,328,718$14,135iApproximate average salary by contribution assumption: employee only about $353,382 at 4% or $235,588 at 6%; with 50% employer match about $235,588 at 4% or $157,059 at 6%; with 100% employer match about $176,691 at 4% or $117,794 at 6%.
2022182$11,825,605$1,243,919$15,170iApproximate average salary by contribution assumption: employee only about $379,244 at 4% or $252,829 at 6%; with 50% employer match about $252,829 at 4% or $168,553 at 6%; with 100% employer match about $189,622 at 4% or $126,415 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-82$11,825,605$1,243,919$15,170iApproximate average salary by contribution assumption: employee only about $379,244 at 4% or $252,829 at 6%; with 50% employer match about $252,829 at 4% or $168,553 at 6%; with 100% employer match about $189,622 at 4% or $126,415 at 6%.
2021179$14,923,151$1,227,334$15,536iApproximate average salary by contribution assumption: employee only about $388,397 at 4% or $258,931 at 6%; with 50% employer match about $258,931 at 4% or $172,621 at 6%; with 100% employer match about $194,198 at 4% or $129,466 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-79$14,923,151$1,227,334$15,536iApproximate average salary by contribution assumption: employee only about $388,397 at 4% or $258,931 at 6%; with 50% employer match about $258,931 at 4% or $172,621 at 6%; with 100% employer match about $194,198 at 4% or $129,466 at 6%.
2020197$12,458,341$1,362,745$14,049iApproximate average salary by contribution assumption: employee only about $351,223 at 4% or $234,149 at 6%; with 50% employer match about $234,149 at 4% or $156,099 at 6%; with 100% employer match about $175,611 at 4% or $117,074 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-97$12,458,341$1,362,745$14,049iApproximate average salary by contribution assumption: employee only about $351,223 at 4% or $234,149 at 6%; with 50% employer match about $234,149 at 4% or $156,099 at 6%; with 100% employer match about $175,611 at 4% or $117,074 at 6%.
2019172$9,901,158$1,189,281$16,518iApproximate average salary by contribution assumption: employee only about $412,945 at 4% or $275,297 at 6%; with 50% employer match about $275,297 at 4% or $183,531 at 6%; with 100% employer match about $206,472 at 4% or $137,648 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-72$9,901,158$1,189,281$16,518iApproximate average salary by contribution assumption: employee only about $412,945 at 4% or $275,297 at 6%; with 50% employer match about $275,297 at 4% or $183,531 at 6%; with 100% employer match about $206,472 at 4% or $137,648 at 6%.
2018168$7,595,536$925,719$13,614iApproximate average salary by contribution assumption: employee only about $340,338 at 4% or $226,892 at 6%; with 50% employer match about $226,892 at 4% or $151,261 at 6%; with 100% employer match about $170,169 at 4% or $113,446 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-68$7,595,536$925,719$13,614iApproximate average salary by contribution assumption: employee only about $340,338 at 4% or $226,892 at 6%; with 50% employer match about $226,892 at 4% or $151,261 at 6%; with 100% employer match about $170,169 at 4% or $113,446 at 6%.
2017158$7,151,945$758,722$13,081iApproximate average salary by contribution assumption: employee only about $327,035 at 4% or $218,024 at 6%; with 50% employer match about $218,024 at 4% or $145,349 at 6%; with 100% employer match about $163,518 at 4% or $109,012 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-58$7,151,945$758,722$13,081iApproximate average salary by contribution assumption: employee only about $327,035 at 4% or $218,024 at 6%; with 50% employer match about $218,024 at 4% or $145,349 at 6%; with 100% employer match about $163,518 at 4% or $109,012 at 6%.
2016154$5,898,041$1,052,543$19,492iApproximate average salary by contribution assumption: employee only about $487,288 at 4% or $324,859 at 6%; with 50% employer match about $324,859 at 4% or $216,573 at 6%; with 100% employer match about $243,644 at 4% or $162,429 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-54$5,898,041$1,052,543$19,492iApproximate average salary by contribution assumption: employee only about $487,288 at 4% or $324,859 at 6%; with 50% employer match about $324,859 at 4% or $216,573 at 6%; with 100% employer match about $243,644 at 4% or $162,429 at 6%.
2015153$4,451,962$644,666$12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,725 at 6%; with 50% employer match about $202,725 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-53$4,451,962$644,666$12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,725 at 6%; with 50% employer match about $202,725 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%.
2014143$3,883,844$636,937$14,812iApproximate average salary by contribution assumption: employee only about $370,312 at 4% or $246,875 at 6%; with 50% employer match about $246,875 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,437 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-43$3,883,844$636,937$14,812iApproximate average salary by contribution assumption: employee only about $370,312 at 4% or $246,875 at 6%; with 50% employer match about $246,875 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,437 at 6%.
2013135$3,034,283$406,403$11,612iApproximate average salary by contribution assumption: employee only about $290,288 at 4% or $193,525 at 6%; with 50% employer match about $193,525 at 4% or $129,017 at 6%; with 100% employer match about $145,144 at 4% or $96,763 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-35$3,034,283$406,403$11,612iApproximate average salary by contribution assumption: employee only about $290,288 at 4% or $193,525 at 6%; with 50% employer match about $193,525 at 4% or $129,017 at 6%; with 100% employer match about $145,144 at 4% or $96,763 at 6%.
2012120$2,261,838$298,743$14,937iApproximate average salary by contribution assumption: employee only about $373,429 at 4% or $248,953 at 6%; with 50% employer match about $248,953 at 4% or $165,968 at 6%; with 100% employer match about $186,714 at 4% or $124,476 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-20$2,261,838$298,743$14,937iApproximate average salary by contribution assumption: employee only about $373,429 at 4% or $248,953 at 6%; with 50% employer match about $248,953 at 4% or $165,968 at 6%; with 100% employer match about $186,714 at 4% or $124,476 at 6%.
2011117$1,929,644$378,664$22,274iApproximate average salary by contribution assumption: employee only about $556,859 at 4% or $371,239 at 6%; with 50% employer match about $371,239 at 4% or $247,493 at 6%; with 100% employer match about $278,429 at 4% or $185,620 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-17$1,929,644$378,664$22,274iApproximate average salary by contribution assumption: employee only about $556,859 at 4% or $371,239 at 6%; with 50% employer match about $371,239 at 4% or $247,493 at 6%; with 100% employer match about $278,429 at 4% or $185,620 at 6%.
2010117$1,799,639$258,906$15,230iApproximate average salary by contribution assumption: employee only about $380,744 at 4% or $253,829 at 6%; with 50% employer match about $253,829 at 4% or $169,220 at 6%; with 100% employer match about $190,372 at 4% or $126,915 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-17$1,799,639$258,906$15,230iApproximate average salary by contribution assumption: employee only about $380,744 at 4% or $253,829 at 6%; with 50% employer match about $253,829 at 4% or $169,220 at 6%; with 100% employer match about $190,372 at 4% or $126,915 at 6%.
2009120$1,451,598$283,665$14,183iApproximate average salary by contribution assumption: employee only about $354,581 at 4% or $236,388 at 6%; with 50% employer match about $236,388 at 4% or $157,592 at 6%; with 100% employer match about $177,291 at 4% or $118,194 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-20$1,451,598$283,665$14,183iApproximate average salary by contribution assumption: employee only about $354,581 at 4% or $236,388 at 6%; with 50% employer match about $236,388 at 4% or $157,592 at 6%; with 100% employer match about $177,291 at 4% or $118,194 at 6%.
2008116$932,123$287,217$17,951iApproximate average salary by contribution assumption: employee only about $448,777 at 4% or $299,184 at 6%; with 50% employer match about $299,184 at 4% or $199,456 at 6%; with 100% employer match about $224,388 at 4% or $149,592 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-16$932,123$287,217$17,951iApproximate average salary by contribution assumption: employee only about $448,777 at 4% or $299,184 at 6%; with 50% employer match about $299,184 at 4% or $199,456 at 6%; with 100% employer match about $224,388 at 4% or $149,592 at 6%.
2007117$1,169,885$291,024$17,119iApproximate average salary by contribution assumption: employee only about $427,976 at 4% or $285,318 at 6%; with 50% employer match about $285,318 at 4% or $190,212 at 6%; with 100% employer match about $213,988 at 4% or $142,659 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-17$1,169,885$291,024$17,119iApproximate average salary by contribution assumption: employee only about $427,976 at 4% or $285,318 at 6%; with 50% employer match about $285,318 at 4% or $190,212 at 6%; with 100% employer match about $213,988 at 4% or $142,659 at 6%.
2006116$821,946$202,971$12,686iApproximate average salary by contribution assumption: employee only about $317,142 at 4% or $211,428 at 6%; with 50% employer match about $211,428 at 4% or $140,952 at 6%; with 100% employer match about $158,571 at 4% or $105,714 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-16$821,946$202,971$12,686iApproximate average salary by contribution assumption: employee only about $317,142 at 4% or $211,428 at 6%; with 50% employer match about $211,428 at 4% or $140,952 at 6%; with 100% employer match about $158,571 at 4% or $105,714 at 6%.
2003111$133,683$119,140$10,831iApproximate average salary by contribution assumption: employee only about $270,773 at 4% or $180,515 at 6%; with 50% employer match about $180,515 at 4% or $120,343 at 6%; with 100% employer match about $135,386 at 4% or $90,258 at 6%.
Paul Holdings Inc 401(K) Profit Sharing Plan & Trust-11$133,683$119,140$10,831iApproximate average salary by contribution assumption: employee only about $270,773 at 4% or $180,515 at 6%; with 50% employer match about $180,515 at 4% or $120,343 at 6%; with 100% employer match about $135,386 at 4% or $90,258 at 6%.