Civic Intelligence

Principe & Associates

Plan context: PRINCIPE & ASSOCIATES 401(K) PLAN

EIN 77-0420390 • Agoura Hills, CA • 25 filings • 4 plans

30423 Canwood St. Suite 206Agoura Hills, CA 91301
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$3,549,226

2021 Contributions

$67,677

Historical Graphs

Total Assets Over Time

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

$3,549,226$1,774,613$0199920122020YearValue
$3,549,226Latest year 2020

Participants Over Time

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

530199920102020YearValue
3Latest year 2020

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
202110$0$67,677-
PRINCIPE & ASSOCIATES 401(K) PLAN-0$0$67,677-
202013$3,549,226$73,980$24,660iApproximate average salary by contribution assumption: employee only about $616,500 at 4% or $411,000 at 6%; with 50% employer match about $411,000 at 4% or $274,000 at 6%; with 100% employer match about $308,250 at 4% or $205,500 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-3$3,549,226$73,980$24,660iApproximate average salary by contribution assumption: employee only about $616,500 at 4% or $411,000 at 6%; with 50% employer match about $411,000 at 4% or $274,000 at 6%; with 100% employer match about $308,250 at 4% or $205,500 at 6%.
201913$2,990,159$71,940$23,980iApproximate average salary by contribution assumption: employee only about $599,500 at 4% or $399,667 at 6%; with 50% employer match about $399,667 at 4% or $266,444 at 6%; with 100% employer match about $299,750 at 4% or $199,833 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-3$2,990,159$71,940$23,980iApproximate average salary by contribution assumption: employee only about $599,500 at 4% or $399,667 at 6%; with 50% employer match about $399,667 at 4% or $266,444 at 6%; with 100% employer match about $299,750 at 4% or $199,833 at 6%.
201813$2,323,895$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%.
PRINCIPE & ASSOCIATES 401(K) PLAN-3$2,323,895$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%.
201713$2,442,198$495,309$165,103iApproximate average salary by contribution assumption: employee only about $4,127,575 at 4% or $2,751,717 at 6%; with 50% employer match about $2,751,717 at 4% or $1,834,478 at 6%; with 100% employer match about $2,063,788 at 4% or $1,375,858 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-3$2,442,198$495,309$165,103iApproximate average salary by contribution assumption: employee only about $4,127,575 at 4% or $2,751,717 at 6%; with 50% employer match about $2,751,717 at 4% or $1,834,478 at 6%; with 100% employer match about $2,063,788 at 4% or $1,375,858 at 6%.
201613$1,946,918$70,350$23,450iApproximate average salary by contribution assumption: employee only about $586,250 at 4% or $390,833 at 6%; with 50% employer match about $390,833 at 4% or $260,556 at 6%; with 100% employer match about $293,125 at 4% or $195,417 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-3$1,946,918$70,350$23,450iApproximate average salary by contribution assumption: employee only about $586,250 at 4% or $390,833 at 6%; with 50% employer match about $390,833 at 4% or $260,556 at 6%; with 100% employer match about $293,125 at 4% or $195,417 at 6%.
201514$1,734,128$69,544$17,386iApproximate average salary by contribution assumption: employee only about $434,650 at 4% or $289,767 at 6%; with 50% employer match about $289,767 at 4% or $193,178 at 6%; with 100% employer match about $217,325 at 4% or $144,883 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-4$1,734,128$69,544$17,386iApproximate average salary by contribution assumption: employee only about $434,650 at 4% or $289,767 at 6%; with 50% employer match about $289,767 at 4% or $193,178 at 6%; with 100% employer match about $217,325 at 4% or $144,883 at 6%.
201414$1,631,624$66,888$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
PRINCIPE & ASSOCIATES 401(K) PLAN-4$1,631,624$66,888$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
201314$1,454,995$65,528$16,382iApproximate average salary by contribution assumption: employee only about $409,550 at 4% or $273,033 at 6%; with 50% employer match about $273,033 at 4% or $182,022 at 6%; with 100% employer match about $204,775 at 4% or $136,517 at 6%.
PRINCIPE AND ASSOCIATES 401K PROFIT SHARING PLAN-4$1,454,995$65,528$16,382iApproximate average salary by contribution assumption: employee only about $409,550 at 4% or $273,033 at 6%; with 50% employer match about $273,033 at 4% or $182,022 at 6%; with 100% employer match about $204,775 at 4% or $136,517 at 6%.
201214$1,135,401$59,410$14,853iApproximate average salary by contribution assumption: employee only about $371,313 at 4% or $247,542 at 6%; with 50% employer match about $247,542 at 4% or $165,028 at 6%; with 100% employer match about $185,656 at 4% or $123,771 at 6%.
PRINCIPE AND ASSOCIATES 401K PROFIT SHARING PLAN-4$1,135,401$59,410$14,853iApproximate average salary by contribution assumption: employee only about $371,313 at 4% or $247,542 at 6%; with 50% employer match about $247,542 at 4% or $165,028 at 6%; with 100% employer match about $185,656 at 4% or $123,771 at 6%.
201114$907,641$57,897$14,474iApproximate average salary by contribution assumption: employee only about $361,856 at 4% or $241,238 at 6%; with 50% employer match about $241,238 at 4% or $160,825 at 6%; with 100% employer match about $180,928 at 4% or $120,619 at 6%.
PRINCIPE AND ASSOCIATES 401K PROFIT SHARING PLAN-4$907,641$57,897$14,474iApproximate average salary by contribution assumption: employee only about $361,856 at 4% or $241,238 at 6%; with 50% employer match about $241,238 at 4% or $160,825 at 6%; with 100% employer match about $180,928 at 4% or $120,619 at 6%.
201014$865,612$57,650$14,413iApproximate average salary by contribution assumption: employee only about $360,313 at 4% or $240,208 at 6%; with 50% employer match about $240,208 at 4% or $160,139 at 6%; with 100% employer match about $180,156 at 4% or $120,104 at 6%.
PRINCIPE AND ASSOCIATES 401K PROFIT SHARING PLAN-4$865,612$57,650$14,413iApproximate average salary by contribution assumption: employee only about $360,313 at 4% or $240,208 at 6%; with 50% employer match about $240,208 at 4% or $160,139 at 6%; with 100% employer match about $180,156 at 4% or $120,104 at 6%.
200924$1,468,718$115,324$28,831iApproximate average salary by contribution assumption: employee only about $720,775 at 4% or $480,517 at 6%; with 50% employer match about $480,517 at 4% or $320,344 at 6%; with 100% employer match about $360,388 at 4% or $240,258 at 6%.
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4$734,359$57,662$14,416iApproximate average salary by contribution assumption: employee only about $360,388 at 4% or $240,258 at 6%; with 50% employer match about $240,258 at 4% or $160,172 at 6%; with 100% employer match about $180,194 at 4% or $120,129 at 6%.
PRINCIPE AND ASSOCIATES 401K PROFIT SHARING PLAN-4$734,359$57,662$14,416iApproximate average salary by contribution assumption: employee only about $360,388 at 4% or $240,258 at 6%; with 50% employer match about $240,258 at 4% or $160,172 at 6%; with 100% employer match about $180,194 at 4% or $120,129 at 6%.
200814$0$0-
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4---
200714$0$0-
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4---
200614$616,877$66,102$16,526iApproximate average salary by contribution assumption: employee only about $413,138 at 4% or $275,425 at 6%; with 50% employer match about $275,425 at 4% or $183,617 at 6%; with 100% employer match about $206,569 at 4% or $137,713 at 6%.
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4$616,877$66,102$16,526iApproximate average salary by contribution assumption: employee only about $413,138 at 4% or $275,425 at 6%; with 50% employer match about $275,425 at 4% or $183,617 at 6%; with 100% employer match about $206,569 at 4% or $137,713 at 6%.
200514$469,597$62,134$15,534iApproximate average salary by contribution assumption: employee only about $388,338 at 4% or $258,892 at 6%; with 50% employer match about $258,892 at 4% or $172,594 at 6%; with 100% employer match about $194,169 at 4% or $129,446 at 6%.
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4$469,597$62,134$15,534iApproximate average salary by contribution assumption: employee only about $388,338 at 4% or $258,892 at 6%; with 50% employer match about $258,892 at 4% or $172,594 at 6%; with 100% employer match about $194,169 at 4% or $129,446 at 6%.
200414$403,429$71,648$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4$403,429$71,648$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
200315$291,239$64,533$12,907iApproximate average salary by contribution assumption: employee only about $322,665 at 4% or $215,110 at 6%; with 50% employer match about $215,110 at 4% or $143,407 at 6%; with 100% employer match about $161,333 at 4% or $107,555 at 6%.
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-5$291,239$64,533$12,907iApproximate average salary by contribution assumption: employee only about $322,665 at 4% or $215,110 at 6%; with 50% employer match about $215,110 at 4% or $143,407 at 6%; with 100% employer match about $161,333 at 4% or $107,555 at 6%.
200224$0$0-
PRINCIPE & ASSOCIATES 401K PROFIT SHARING PLAN-4---
Principe & Associates Money Purchase Pension Plan-4---
200114$0$0-
Principe & Associates Money Purchase Pension Plan-4---
200014$184,092$35,513$8,878iApproximate average salary by contribution assumption: employee only about $221,956 at 4% or $147,971 at 6%; with 50% employer match about $147,971 at 4% or $98,647 at 6%; with 100% employer match about $110,978 at 4% or $73,985 at 6%.
Principe & Associates Money Purchase Pension Plan-4$184,092$35,513$8,878iApproximate average salary by contribution assumption: employee only about $221,956 at 4% or $147,971 at 6%; with 50% employer match about $147,971 at 4% or $98,647 at 6%; with 100% employer match about $110,978 at 4% or $73,985 at 6%.
199914$174,528$54,039$13,510iApproximate average salary by contribution assumption: employee only about $337,744 at 4% or $225,163 at 6%; with 50% employer match about $225,163 at 4% or $150,108 at 6%; with 100% employer match about $168,872 at 4% or $112,581 at 6%.
Principe & Associates Money Purchase Pension Plan-4$174,528$54,039$13,510iApproximate average salary by contribution assumption: employee only about $337,744 at 4% or $225,163 at 6%; with 50% employer match about $225,163 at 4% or $150,108 at 6%; with 100% employer match about $168,872 at 4% or $112,581 at 6%.