Civic Intelligence

THE FAMILY GIVING TREE

Plan context: FAMILY GIVING TREE 401(K) PROFIT SHARING PLAN & TRUST

EIN 77-0284682 • Milpitas, CA • 11 filings • 3 plans

606 Valley WayMilpitas, CA 95035-4138
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$1,541,727

2024 Contributions

$233,021

Historical Graphs

Total Assets Over Time

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

$1,972,345$986,173$0202020222024YearValue
$1,541,727Latest year 2024

Participants Over Time

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

27140200520222024YearValue
27Latest 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
2024127$1,541,727$233,021$8,630iApproximate average salary by contribution assumption: employee only about $215,760 at 4% or $143,840 at 6%; with 50% employer match about $143,840 at 4% or $95,893 at 6%; with 100% employer match about $107,880 at 4% or $71,920 at 6%.
FAMILY GIVING TREE 401(K) PROFIT SHARING PLAN & TRUST-27$1,541,727$233,021$8,630iApproximate average salary by contribution assumption: employee only about $215,760 at 4% or $143,840 at 6%; with 50% employer match about $143,840 at 4% or $95,893 at 6%; with 100% employer match about $107,880 at 4% or $71,920 at 6%.
2023119$1,972,345$445,641$23,455iApproximate average salary by contribution assumption: employee only about $586,370 at 4% or $390,913 at 6%; with 50% employer match about $390,913 at 4% or $260,609 at 6%; with 100% employer match about $293,185 at 4% or $195,457 at 6%.
FAMILY GIVING TREE 401(K) PROFIT SHARING PLAN & TRUST-19$1,972,345$445,641$23,455iApproximate average salary by contribution assumption: employee only about $586,370 at 4% or $390,913 at 6%; with 50% employer match about $390,913 at 4% or $260,609 at 6%; with 100% employer match about $293,185 at 4% or $195,457 at 6%.
2022118$817,733$204,394$11,355iApproximate average salary by contribution assumption: employee only about $283,881 at 4% or $189,254 at 6%; with 50% employer match about $189,254 at 4% or $126,169 at 6%; with 100% employer match about $141,940 at 4% or $94,627 at 6%.
THE FAMILY GIVING TREE 401(K) & PROFIT SHARING PLAN-18$817,733$204,394$11,355iApproximate average salary by contribution assumption: employee only about $283,881 at 4% or $189,254 at 6%; with 50% employer match about $189,254 at 4% or $126,169 at 6%; with 100% employer match about $141,940 at 4% or $94,627 at 6%.
2021116$735,890$263,633$16,477iApproximate average salary by contribution assumption: employee only about $411,927 at 4% or $274,618 at 6%; with 50% employer match about $274,618 at 4% or $183,078 at 6%; with 100% employer match about $205,963 at 4% or $137,309 at 6%.
THE FAMILY GIVING TREE 401(K) & PROFIT SHARING PLAN-16$735,890$263,633$16,477iApproximate average salary by contribution assumption: employee only about $411,927 at 4% or $274,618 at 6%; with 50% employer match about $274,618 at 4% or $183,078 at 6%; with 100% employer match about $205,963 at 4% or $137,309 at 6%.
2020115$405,595$343,798$22,920iApproximate average salary by contribution assumption: employee only about $572,997 at 4% or $381,998 at 6%; with 50% employer match about $381,998 at 4% or $254,665 at 6%; with 100% employer match about $286,498 at 4% or $190,999 at 6%.
THE FAMILY GIVING TREE 401(K) & PROFIT SHARING PLAN-15$405,595$343,798$22,920iApproximate average salary by contribution assumption: employee only about $572,997 at 4% or $381,998 at 6%; with 50% employer match about $381,998 at 4% or $254,665 at 6%; with 100% employer match about $286,498 at 4% or $190,999 at 6%.
200810$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-0---
200710$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-0---
200514$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-4---
200410$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-0---
200310$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-0---
200210$0$0-
THE FAMILY GIVING TREE RETIREMENT PLAN-0---