Civic Intelligence

Appraisers & Real Estate Advisors

Plan context: Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust

EIN 77-0276833 • San Luis Obispo, CA • 36 filings • 7 plans

3890 Davis Canyon RdSan Luis Obispo, CA 93405-8022
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$213,641

2018 Contributions

$464

Historical Graphs

Total Assets Over Time

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

$358,161$179,081$0199920112017YearValue
$213,641Latest year 2017

Participants Over Time

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

420199920092017YearValue
2Latest year 2017

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
201820$0$0-
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-0---
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-0---
201722$213,641$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$127,427--
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$86,214--
201622$217,827$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$126,831--
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$90,996--
201521$225,192$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-1$131,512--
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-1$93,680--
201422$244,490$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$135,918--
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$108,572--
201322$218,762$464$232iApproximate average salary by contribution assumption: employee only about $5,800 at 4% or $3,867 at 6%; with 50% employer match about $3,867 at 4% or $2,578 at 6%; with 100% employer match about $2,900 at 4% or $1,933 at 6%.
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$118,054$464$232iApproximate average salary by contribution assumption: employee only about $5,800 at 4% or $3,867 at 6%; with 50% employer match about $3,867 at 4% or $2,578 at 6%; with 100% employer match about $2,900 at 4% or $1,933 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$100,708--
201222$225,780$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$120,598--
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$105,182--
201122$311,062$2,792$1,396iApproximate average salary by contribution assumption: employee only about $34,900 at 4% or $23,267 at 6%; with 50% employer match about $23,267 at 4% or $15,511 at 6%; with 100% employer match about $17,450 at 4% or $11,633 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$194,133--
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$116,929$2,792$1,396iApproximate average salary by contribution assumption: employee only about $34,900 at 4% or $23,267 at 6%; with 50% employer match about $23,267 at 4% or $15,511 at 6%; with 100% employer match about $17,450 at 4% or $11,633 at 6%.
201022$326,316$2,338$1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$203,612--
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$122,704$2,338$1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%.
200922$324,037$0-
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-2$201,535--
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-2$122,502--
200824$358,161$0-
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4$223,538--
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4$134,623--
200724$0$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4---
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4---
200624$335,319$0-
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4$202,954--
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4$132,365--
200424$212,523$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4$122,494$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4$90,029$28,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200224$0$0-
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4---
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4---
200124$0$0-
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4---
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4---
200024$139,871$27,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4$77,191$16,200$4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%.
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4$62,680$10,800$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
199924$206,412$31,250$7,813iApproximate average salary by contribution assumption: employee only about $195,313 at 4% or $130,208 at 6%; with 50% employer match about $130,208 at 4% or $86,806 at 6%; with 100% employer match about $97,656 at 4% or $65,104 at 6%.
Appraisers & Real Estate Advisors Profit Sharing Plan & Trust-4$119,235$18,750$4,688iApproximate average salary by contribution assumption: employee only about $117,188 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%.
Appraisers & Real Estate Advisors Money Purchase Pension Plan & Trust-4$87,177$12,500$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.