Settlement Professionals Inc.
Plan context: Settlement Professionals Inc. 401K Profit Sharing Plan
EIN 77-0203205 • Rocklin, CA • 22 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$963,913
2025 Contributions
$176,983
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $963,913 | $176,983 | $44,246iApproximate average salary by contribution assumption: employee only about $1,106,144 at 4% or $737,429 at 6%; with 50% employer match about $737,429 at 4% or $491,619 at 6%; with 100% employer match about $553,072 at 4% or $368,715 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $963,913 | $176,983 | $44,246iApproximate average salary by contribution assumption: employee only about $1,106,144 at 4% or $737,429 at 6%; with 50% employer match about $737,429 at 4% or $491,619 at 6%; with 100% employer match about $553,072 at 4% or $368,715 at 6%. |
| 2024 | 1 | 4 | $695,286 | $169,046 | $42,262iApproximate average salary by contribution assumption: employee only about $1,056,538 at 4% or $704,358 at 6%; with 50% employer match about $704,358 at 4% or $469,572 at 6%; with 100% employer match about $528,269 at 4% or $352,179 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $695,286 | $169,046 | $42,262iApproximate average salary by contribution assumption: employee only about $1,056,538 at 4% or $704,358 at 6%; with 50% employer match about $704,358 at 4% or $469,572 at 6%; with 100% employer match about $528,269 at 4% or $352,179 at 6%. |
| 2023 | 1 | 4 | $480,461 | $144,655 | $36,164iApproximate average salary by contribution assumption: employee only about $904,094 at 4% or $602,729 at 6%; with 50% employer match about $602,729 at 4% or $401,819 at 6%; with 100% employer match about $452,047 at 4% or $301,365 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $480,461 | $144,655 | $36,164iApproximate average salary by contribution assumption: employee only about $904,094 at 4% or $602,729 at 6%; with 50% employer match about $602,729 at 4% or $401,819 at 6%; with 100% employer match about $452,047 at 4% or $301,365 at 6%. |
| 2022 | 1 | 4 | $291,131 | $90,531 | $22,633iApproximate average salary by contribution assumption: employee only about $565,819 at 4% or $377,213 at 6%; with 50% employer match about $377,213 at 4% or $251,475 at 6%; with 100% employer match about $282,909 at 4% or $188,606 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $291,131 | $90,531 | $22,633iApproximate average salary by contribution assumption: employee only about $565,819 at 4% or $377,213 at 6%; with 50% employer match about $377,213 at 4% or $251,475 at 6%; with 100% employer match about $282,909 at 4% or $188,606 at 6%. |
| 2021 | 1 | 4 | $240,967 | $79,857 | $19,964iApproximate average salary by contribution assumption: employee only about $499,106 at 4% or $332,738 at 6%; with 50% employer match about $332,738 at 4% or $221,825 at 6%; with 100% employer match about $249,553 at 4% or $166,369 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $240,967 | $79,857 | $19,964iApproximate average salary by contribution assumption: employee only about $499,106 at 4% or $332,738 at 6%; with 50% employer match about $332,738 at 4% or $221,825 at 6%; with 100% employer match about $249,553 at 4% or $166,369 at 6%. |
| 2020 | 1 | 4 | $142,757 | $47,150 | $11,788iApproximate average salary by contribution assumption: employee only about $294,688 at 4% or $196,458 at 6%; with 50% employer match about $196,458 at 4% or $130,972 at 6%; with 100% employer match about $147,344 at 4% or $98,229 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $142,757 | $47,150 | $11,788iApproximate average salary by contribution assumption: employee only about $294,688 at 4% or $196,458 at 6%; with 50% employer match about $196,458 at 4% or $130,972 at 6%; with 100% employer match about $147,344 at 4% or $98,229 at 6%. |
| 2019 | 1 | 4 | $80,585 | $38,141 | $9,535iApproximate average salary by contribution assumption: employee only about $238,381 at 4% or $158,921 at 6%; with 50% employer match about $158,921 at 4% or $105,947 at 6%; with 100% employer match about $119,191 at 4% or $79,460 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 4 | $80,585 | $38,141 | $9,535iApproximate average salary by contribution assumption: employee only about $238,381 at 4% or $158,921 at 6%; with 50% employer match about $158,921 at 4% or $105,947 at 6%; with 100% employer match about $119,191 at 4% or $79,460 at 6%. |
| 2018 | 1 | 3 | $34,094 | $35,893 | $11,964iApproximate average salary by contribution assumption: employee only about $299,108 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,937 at 6%; with 100% employer match about $149,554 at 4% or $99,703 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $34,094 | $35,893 | $11,964iApproximate average salary by contribution assumption: employee only about $299,108 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,937 at 6%; with 100% employer match about $149,554 at 4% or $99,703 at 6%. |
| 2017 | 1 | 0 | $0 | $0 | - |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 0 | $0 | $4,050 | - |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 0 | $0 | $4,050 | - |
| 2014 | 1 | 3 | $779,358 | $6,200 | $2,067iApproximate average salary by contribution assumption: employee only about $51,667 at 4% or $34,444 at 6%; with 50% employer match about $34,444 at 4% or $22,963 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $779,358 | $6,200 | $2,067iApproximate average salary by contribution assumption: employee only about $51,667 at 4% or $34,444 at 6%; with 50% employer match about $34,444 at 4% or $22,963 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%. |
| 2013 | 1 | 3 | $831,164 | $7,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $831,164 | $7,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 2012 | 1 | 3 | $898,754 | $6,600 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $898,754 | $6,600 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| 2011 | 1 | 3 | $946,387 | $6,600 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $946,387 | $6,600 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| 2010 | 1 | 3 | $940,226 | $6,525 | $2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $940,226 | $6,525 | $2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%. |
| 2009 | 1 | 3 | $785,944 | $46,486 | $15,495iApproximate average salary by contribution assumption: employee only about $387,383 at 4% or $258,256 at 6%; with 50% employer match about $258,256 at 4% or $172,170 at 6%; with 100% employer match about $193,692 at 4% or $129,128 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $785,944 | $46,486 | $15,495iApproximate average salary by contribution assumption: employee only about $387,383 at 4% or $258,256 at 6%; with 50% employer match about $258,256 at 4% or $172,170 at 6%; with 100% employer match about $193,692 at 4% or $129,128 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2005 | 2 | 3 | $622,492 | $66,500 | $22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%. |
| Settlement Professionals Inc. 401K Profit Sharing Plan | - | 3 | $622,492 | $66,500 | $22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%. |
| SETTLEMENT PROFESSIONALS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2004 | 1 | 3 | $522,069 | $20,027 | $6,676iApproximate average salary by contribution assumption: employee only about $166,892 at 4% or $111,261 at 6%; with 50% employer match about $111,261 at 4% or $74,174 at 6%; with 100% employer match about $83,446 at 4% or $55,631 at 6%. |
| SETTLEMENT PROFESSIONALS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $522,069 | $20,027 | $6,676iApproximate average salary by contribution assumption: employee only about $166,892 at 4% or $111,261 at 6%; with 50% employer match about $111,261 at 4% or $74,174 at 6%; with 100% employer match about $83,446 at 4% or $55,631 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| SETTLEMENT PROFESSIONALS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |