Alex W. Tom
Plan context: Money Purchase Plan
EIN 77-0333145 • Hillsborough, CA • 50 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$6,353,719
2024 Contributions
$42,461
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $6,353,719 | $42,461 | $14,154iApproximate average salary by contribution assumption: employee only about $353,842 at 4% or $235,894 at 6%; with 50% employer match about $235,894 at 4% or $157,263 at 6%; with 100% employer match about $176,921 at 4% or $117,947 at 6%. |
| Money Purchase Plan | - | 2 | $4,653,429 | $21,535 | $10,768iApproximate average salary by contribution assumption: employee only about $269,188 at 4% or $179,458 at 6%; with 50% employer match about $179,458 at 4% or $119,639 at 6%; with 100% employer match about $134,594 at 4% or $89,729 at 6%. |
| Profit Sharing Plan | - | 3 | $1,700,290 | $20,926 | $6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| 2023 | 2 | 3 | $5,012,530 | $38,427 | $12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%. |
| Money Purchase Plan | - | 2 | $3,535,256 | $20,499 | $10,250iApproximate average salary by contribution assumption: employee only about $256,238 at 4% or $170,825 at 6%; with 50% employer match about $170,825 at 4% or $113,883 at 6%; with 100% employer match about $128,119 at 4% or $85,413 at 6%. |
| Profit Sharing Plan | - | 3 | $1,477,274 | $17,928 | $5,976iApproximate average salary by contribution assumption: employee only about $149,400 at 4% or $99,600 at 6%; with 50% employer match about $99,600 at 4% or $66,400 at 6%; with 100% employer match about $74,700 at 4% or $49,800 at 6%. |
| 2022 | 2 | 3 | $3,493,620 | $31,882 | $10,627iApproximate average salary by contribution assumption: employee only about $265,683 at 4% or $177,122 at 6%; with 50% employer match about $177,122 at 4% or $118,081 at 6%; with 100% employer match about $132,842 at 4% or $88,561 at 6%. |
| Money Purchase Plan | - | 2 | $2,509,183 | $16,809 | $8,405iApproximate average salary by contribution assumption: employee only about $210,113 at 4% or $140,075 at 6%; with 50% employer match about $140,075 at 4% or $93,383 at 6%; with 100% employer match about $105,056 at 4% or $70,038 at 6%. |
| Profit Sharing Plan | - | 3 | $984,437 | $15,073 | $5,024iApproximate average salary by contribution assumption: employee only about $125,608 at 4% or $83,739 at 6%; with 50% employer match about $83,739 at 4% or $55,826 at 6%; with 100% employer match about $62,804 at 4% or $41,869 at 6%. |
| 2021 | 2 | 3 | $4,839,233 | $26,321 | $8,774iApproximate average salary by contribution assumption: employee only about $219,342 at 4% or $146,228 at 6%; with 50% employer match about $146,228 at 4% or $97,485 at 6%; with 100% employer match about $109,671 at 4% or $73,114 at 6%. |
| Money Purchase Plan | - | 3 | $3,392,313 | $14,140 | $4,713iApproximate average salary by contribution assumption: employee only about $117,833 at 4% or $78,556 at 6%; with 50% employer match about $78,556 at 4% or $52,370 at 6%; with 100% employer match about $58,917 at 4% or $39,278 at 6%. |
| Profit Sharing Plan | - | 3 | $1,446,920 | $12,181 | $4,060iApproximate average salary by contribution assumption: employee only about $101,508 at 4% or $67,672 at 6%; with 50% employer match about $67,672 at 4% or $45,115 at 6%; with 100% employer match about $50,754 at 4% or $33,836 at 6%. |
| 2020 | 2 | 3 | $3,626,179 | $23,205 | $7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%. |
| Money Purchase Plan | - | 3 | $2,503,482 | $23,205 | $7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%. |
| Profit Sharing Plan | - | 3 | $1,122,697 | - | - |
| 2019 | 2 | 3 | $2,489,202 | $41,503 | $13,834iApproximate average salary by contribution assumption: employee only about $345,858 at 4% or $230,572 at 6%; with 50% employer match about $230,572 at 4% or $153,715 at 6%; with 100% employer match about $172,929 at 4% or $115,286 at 6%. |
| Money Purchase Plan | - | 3 | $1,698,886 | $24,355 | $8,118iApproximate average salary by contribution assumption: employee only about $202,958 at 4% or $135,306 at 6%; with 50% employer match about $135,306 at 4% or $90,204 at 6%; with 100% employer match about $101,479 at 4% or $67,653 at 6%. |
| Profit Sharing Plan | - | 3 | $790,316 | $17,148 | $5,716iApproximate average salary by contribution assumption: employee only about $142,900 at 4% or $95,267 at 6%; with 50% employer match about $95,267 at 4% or $63,511 at 6%; with 100% employer match about $71,450 at 4% or $47,633 at 6%. |
| 2018 | 2 | 3 | $1,725,902 | $7,304 | $2,435iApproximate average salary by contribution assumption: employee only about $60,867 at 4% or $40,578 at 6%; with 50% employer match about $40,578 at 4% or $27,052 at 6%; with 100% employer match about $30,433 at 4% or $20,289 at 6%. |
| Money Purchase Plan | - | 3 | $1,148,114 | $7,304 | $2,435iApproximate average salary by contribution assumption: employee only about $60,867 at 4% or $40,578 at 6%; with 50% employer match about $40,578 at 4% or $27,052 at 6%; with 100% employer match about $30,433 at 4% or $20,289 at 6%. |
| Profit Sharing Plan | - | 3 | $577,788 | - | - |
| 2017 | 2 | 3 | $1,744,562 | $21,007 | $7,002iApproximate average salary by contribution assumption: employee only about $175,058 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,529 at 4% or $58,353 at 6%. |
| Money Purchase Plan | - | 3 | $1,180,120 | $21,007 | $7,002iApproximate average salary by contribution assumption: employee only about $175,058 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,529 at 4% or $58,353 at 6%. |
| Profit Sharing Plan | - | 3 | $564,442 | - | - |
| 2016 | 2 | 3 | $1,335,102 | $19,632 | $6,544iApproximate average salary by contribution assumption: employee only about $163,600 at 4% or $109,067 at 6%; with 50% employer match about $109,067 at 4% or $72,711 at 6%; with 100% employer match about $81,800 at 4% or $54,533 at 6%. |
| Money Purchase Plan | - | 3 | $878,630 | $19,632 | $6,544iApproximate average salary by contribution assumption: employee only about $163,600 at 4% or $109,067 at 6%; with 50% employer match about $109,067 at 4% or $72,711 at 6%; with 100% employer match about $81,800 at 4% or $54,533 at 6%. |
| Profit Sharing Plan | - | 3 | $456,472 | - | - |
| 2015 | 2 | 3 | $1,172,115 | $24,751 | $8,250iApproximate average salary by contribution assumption: employee only about $206,258 at 4% or $137,506 at 6%; with 50% employer match about $137,506 at 4% or $91,670 at 6%; with 100% employer match about $103,129 at 4% or $68,753 at 6%. |
| Money Purchase Plan | - | 3 | $775,199 | $24,751 | $8,250iApproximate average salary by contribution assumption: employee only about $206,258 at 4% or $137,506 at 6%; with 50% employer match about $137,506 at 4% or $91,670 at 6%; with 100% employer match about $103,129 at 4% or $68,753 at 6%. |
| Profit Sharing Plan | - | 3 | $396,916 | - | - |
| 2014 | 2 | 3 | $1,064,714 | $25,832 | $8,611iApproximate average salary by contribution assumption: employee only about $215,267 at 4% or $143,511 at 6%; with 50% employer match about $143,511 at 4% or $95,674 at 6%; with 100% employer match about $107,633 at 4% or $71,756 at 6%. |
| Money Purchase Plan | - | 3 | $722,224 | $25,832 | $8,611iApproximate average salary by contribution assumption: employee only about $215,267 at 4% or $143,511 at 6%; with 50% employer match about $143,511 at 4% or $95,674 at 6%; with 100% employer match about $107,633 at 4% or $71,756 at 6%. |
| Profit Sharing Plan | - | 3 | $342,490 | - | - |
| 2013 | 2 | 3 | $893,900 | $30,842 | $10,281iApproximate average salary by contribution assumption: employee only about $257,017 at 4% or $171,344 at 6%; with 50% employer match about $171,344 at 4% or $114,230 at 6%; with 100% employer match about $128,508 at 4% or $85,672 at 6%. |
| Money Purchase Plan | - | 3 | $585,336 | $30,842 | $10,281iApproximate average salary by contribution assumption: employee only about $257,017 at 4% or $171,344 at 6%; with 50% employer match about $171,344 at 4% or $114,230 at 6%; with 100% employer match about $128,508 at 4% or $85,672 at 6%. |
| Profit Sharing Plan | - | 3 | $308,564 | - | - |
| 2012 | 2 | 3 | $699,080 | $36,314 | $12,105iApproximate average salary by contribution assumption: employee only about $302,617 at 4% or $201,744 at 6%; with 50% employer match about $201,744 at 4% or $134,496 at 6%; with 100% employer match about $151,308 at 4% or $100,872 at 6%. |
| Money Purchase Plan | - | 3 | $468,964 | $36,314 | $12,105iApproximate average salary by contribution assumption: employee only about $302,617 at 4% or $201,744 at 6%; with 50% employer match about $201,744 at 4% or $134,496 at 6%; with 100% employer match about $151,308 at 4% or $100,872 at 6%. |
| Profit Sharing Plan | - | 3 | $230,116 | - | - |
| 2011 | 2 | 3 | $556,142 | $25,692 | $8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%. |
| Money Purchase Plan | - | 3 | $366,836 | $25,692 | $8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%. |
| Profit Sharing Plan | - | 3 | $189,306 | - | - |
| 2010 | 2 | 3 | $538,577 | $38,795 | $12,932iApproximate average salary by contribution assumption: employee only about $323,292 at 4% or $215,528 at 6%; with 50% employer match about $215,528 at 4% or $143,685 at 6%; with 100% employer match about $161,646 at 4% or $107,764 at 6%. |
| Money Purchase Plan | - | 3 | $318,942 | $19,903 | $6,634iApproximate average salary by contribution assumption: employee only about $165,858 at 4% or $110,572 at 6%; with 50% employer match about $110,572 at 4% or $73,715 at 6%; with 100% employer match about $82,929 at 4% or $55,286 at 6%. |
| Profit Sharing Plan | - | 3 | $219,635 | $18,892 | $6,297iApproximate average salary by contribution assumption: employee only about $157,433 at 4% or $104,956 at 6%; with 50% employer match about $104,956 at 4% or $69,970 at 6%; with 100% employer match about $78,717 at 4% or $52,478 at 6%. |
| 2009 | 2 | 3 | $440,079 | $33,255 | $11,085iApproximate average salary by contribution assumption: employee only about $277,125 at 4% or $184,750 at 6%; with 50% employer match about $184,750 at 4% or $123,167 at 6%; with 100% employer match about $138,563 at 4% or $92,375 at 6%. |
| Money Purchase Plan | - | 3 | $251,750 | $16,622 | $5,541iApproximate average salary by contribution assumption: employee only about $138,517 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,563 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%. |
| Profit Sharing Plan | - | 3 | $188,329 | $16,633 | $5,544iApproximate average salary by contribution assumption: employee only about $138,608 at 4% or $92,406 at 6%; with 50% employer match about $92,406 at 4% or $61,604 at 6%; with 100% employer match about $69,304 at 4% or $46,203 at 6%. |
| 2008 | 2 | 3 | $291,306 | $31,151 | $10,384iApproximate average salary by contribution assumption: employee only about $259,592 at 4% or $173,061 at 6%; with 50% employer match about $173,061 at 4% or $115,374 at 6%; with 100% employer match about $129,796 at 4% or $86,531 at 6%. |
| Money Purchase Plan | - | 3 | $161,837 | $15,741 | $5,247iApproximate average salary by contribution assumption: employee only about $131,175 at 4% or $87,450 at 6%; with 50% employer match about $87,450 at 4% or $58,300 at 6%; with 100% employer match about $65,588 at 4% or $43,725 at 6%. |
| Profit Sharing Plan | - | 3 | $129,469 | $15,410 | $5,137iApproximate average salary by contribution assumption: employee only about $128,417 at 4% or $85,611 at 6%; with 50% employer match about $85,611 at 4% or $57,074 at 6%; with 100% employer match about $64,208 at 4% or $42,806 at 6%. |
| 2007 | 2 | 3 | $475,337 | $51,189 | $17,063iApproximate average salary by contribution assumption: employee only about $426,575 at 4% or $284,383 at 6%; with 50% employer match about $284,383 at 4% or $189,589 at 6%; with 100% employer match about $213,288 at 4% or $142,192 at 6%. |
| Money Purchase Plan | - | 3 | $238,306 | $25,831 | $8,610iApproximate average salary by contribution assumption: employee only about $215,258 at 4% or $143,506 at 6%; with 50% employer match about $143,506 at 4% or $95,670 at 6%; with 100% employer match about $107,629 at 4% or $71,753 at 6%. |
| Profit Sharing Plan | - | 3 | $237,031 | $25,358 | $8,453iApproximate average salary by contribution assumption: employee only about $211,317 at 4% or $140,878 at 6%; with 50% employer match about $140,878 at 4% or $93,919 at 6%; with 100% employer match about $105,658 at 4% or $70,439 at 6%. |
| 2006 | 2 | 3 | $350,852 | $49,892 | $16,631iApproximate average salary by contribution assumption: employee only about $415,767 at 4% or $277,178 at 6%; with 50% employer match about $277,178 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%. |
| Profit Sharing Plan | - | 3 | $187,309 | $24,554 | $8,185iApproximate average salary by contribution assumption: employee only about $204,617 at 4% or $136,411 at 6%; with 50% employer match about $136,411 at 4% or $90,941 at 6%; with 100% employer match about $102,308 at 4% or $68,206 at 6%. |
| Money Purchase Plan | - | 3 | $163,543 | $25,338 | $8,446iApproximate average salary by contribution assumption: employee only about $211,150 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,844 at 6%; with 100% employer match about $105,575 at 4% or $70,383 at 6%. |
| 2005 | 2 | 2 | $265,204 | $47,692 | $23,846iApproximate average salary by contribution assumption: employee only about $596,150 at 4% or $397,433 at 6%; with 50% employer match about $397,433 at 4% or $264,956 at 6%; with 100% employer match about $298,075 at 4% or $198,717 at 6%. |
| Profit Sharing Plan | - | 2 | $148,538 | $33,141 | $16,571iApproximate average salary by contribution assumption: employee only about $414,263 at 4% or $276,175 at 6%; with 50% employer match about $276,175 at 4% or $184,117 at 6%; with 100% employer match about $207,131 at 4% or $138,088 at 6%. |
| Money Purchase Plan | - | 2 | $116,666 | $14,551 | $7,276iApproximate average salary by contribution assumption: employee only about $181,888 at 4% or $121,258 at 6%; with 50% employer match about $121,258 at 4% or $80,839 at 6%; with 100% employer match about $90,944 at 4% or $60,629 at 6%. |
| 2004 | 2 | 2 | $203,576 | $56,224 | $28,112iApproximate average salary by contribution assumption: employee only about $702,800 at 4% or $468,533 at 6%; with 50% employer match about $468,533 at 4% or $312,356 at 6%; with 100% employer match about $351,400 at 4% or $234,267 at 6%. |
| Profit Sharing Plan | - | 2 | $104,668 | $22,224 | $11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%. |
| Money Purchase Plan | - | 2 | $98,908 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2003 | 2 | 2 | $166,104 | $35,069 | $17,535iApproximate average salary by contribution assumption: employee only about $438,363 at 4% or $292,242 at 6%; with 50% employer match about $292,242 at 4% or $194,828 at 6%; with 100% employer match about $219,181 at 4% or $146,121 at 6%. |
| Profit Sharing Plan | - | 2 | $92,037 | $12,323 | $6,162iApproximate average salary by contribution assumption: employee only about $154,038 at 4% or $102,692 at 6%; with 50% employer match about $102,692 at 4% or $68,461 at 6%; with 100% employer match about $77,019 at 4% or $51,346 at 6%. |
| Money Purchase Plan | - | 2 | $74,067 | $22,746 | $11,373iApproximate average salary by contribution assumption: employee only about $284,325 at 4% or $189,550 at 6%; with 50% employer match about $189,550 at 4% or $126,367 at 6%; with 100% employer match about $142,163 at 4% or $94,775 at 6%. |
| 2002 | 2 | 3 | $104,608 | $30,878 | $10,293iApproximate average salary by contribution assumption: employee only about $257,317 at 4% or $171,544 at 6%; with 50% employer match about $171,544 at 4% or $114,363 at 6%; with 100% employer match about $128,658 at 4% or $85,772 at 6%. |
| Profit Sharing Plan | - | 3 | $62,928 | $13,698 | $4,566iApproximate average salary by contribution assumption: employee only about $114,150 at 4% or $76,100 at 6%; with 50% employer match about $76,100 at 4% or $50,733 at 6%; with 100% employer match about $57,075 at 4% or $38,050 at 6%. |
| Money Purchase Plan | - | 3 | $41,680 | $17,180 | $5,727iApproximate average salary by contribution assumption: employee only about $143,167 at 4% or $95,444 at 6%; with 50% employer match about $95,444 at 4% or $63,630 at 6%; with 100% employer match about $71,583 at 4% or $47,722 at 6%. |
| 2001 | 2 | 2 | $100,672 | $44,817 | $22,409iApproximate average salary by contribution assumption: employee only about $560,213 at 4% or $373,475 at 6%; with 50% employer match about $373,475 at 4% or $248,983 at 6%; with 100% employer match about $280,106 at 4% or $186,738 at 6%. |
| Profit Sharing Plan | - | 2 | $64,561 | $21,340 | $10,670iApproximate average salary by contribution assumption: employee only about $266,750 at 4% or $177,833 at 6%; with 50% employer match about $177,833 at 4% or $118,556 at 6%; with 100% employer match about $133,375 at 4% or $88,917 at 6%. |
| Money Purchase Plan | - | 2 | $36,111 | $23,477 | $11,739iApproximate average salary by contribution assumption: employee only about $293,463 at 4% or $195,642 at 6%; with 50% employer match about $195,642 at 4% or $130,428 at 6%; with 100% employer match about $146,731 at 4% or $97,821 at 6%. |
| 2000 | 2 | 3 | $0 | $0 | - |
| Money Purchase Plan | - | 3 | - | - | - |
| Profit Sharing Plan | - | 3 | - | - | - |