Peggy Sirota Inc.
Plan context: Peggy Sirota Profit Sharing Plan
EIN 77-0454062 • Thousand Oaks, CA • 23 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$1,133,396
2021 Contributions
$13,785
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 5 | $1,133,396 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 5 | $1,133,396 | $0 | - |
| 2019 | 1 | 12 | $1,141,034 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 12 | $1,141,034 | $0 | - |
| 2018 | 1 | 12 | $1,014,149 | $13,785 | $1,149iApproximate average salary by contribution assumption: employee only about $28,719 at 4% or $19,146 at 6%; with 50% employer match about $19,146 at 4% or $12,764 at 6%; with 100% employer match about $14,359 at 4% or $9,573 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 12 | $1,014,149 | $13,785 | $1,149iApproximate average salary by contribution assumption: employee only about $28,719 at 4% or $19,146 at 6%; with 50% employer match about $19,146 at 4% or $12,764 at 6%; with 100% employer match about $14,359 at 4% or $9,573 at 6%. |
| 2017 | 1 | 12 | $1,022,149 | $3,700 | $308iApproximate average salary by contribution assumption: employee only about $7,708 at 4% or $5,139 at 6%; with 50% employer match about $5,139 at 4% or $3,426 at 6%; with 100% employer match about $3,854 at 4% or $2,569 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 12 | $1,022,149 | $3,700 | $308iApproximate average salary by contribution assumption: employee only about $7,708 at 4% or $5,139 at 6%; with 50% employer match about $5,139 at 4% or $3,426 at 6%; with 100% employer match about $3,854 at 4% or $2,569 at 6%. |
| 2016 | 1 | 13 | $985,316 | $12,369 | $951iApproximate average salary by contribution assumption: employee only about $23,787 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,893 at 4% or $7,929 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 13 | $985,316 | $12,369 | $951iApproximate average salary by contribution assumption: employee only about $23,787 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,893 at 4% or $7,929 at 6%. |
| 2015 | 1 | 11 | $911,747 | $63,800 | $5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 11 | $911,747 | $63,800 | $5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%. |
| 2014 | 1 | 12 | $866,552 | $67,756 | $5,646iApproximate average salary by contribution assumption: employee only about $141,158 at 4% or $94,106 at 6%; with 50% employer match about $94,106 at 4% or $62,737 at 6%; with 100% employer match about $70,579 at 4% or $47,053 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 12 | $866,552 | $67,756 | $5,646iApproximate average salary by contribution assumption: employee only about $141,158 at 4% or $94,106 at 6%; with 50% employer match about $94,106 at 4% or $62,737 at 6%; with 100% employer match about $70,579 at 4% or $47,053 at 6%. |
| 2013 | 1 | 10 | $801,504 | $66,022 | $6,602iApproximate average salary by contribution assumption: employee only about $165,055 at 4% or $110,037 at 6%; with 50% employer match about $110,037 at 4% or $73,358 at 6%; with 100% employer match about $82,528 at 4% or $55,018 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 10 | $801,504 | $66,022 | $6,602iApproximate average salary by contribution assumption: employee only about $165,055 at 4% or $110,037 at 6%; with 50% employer match about $110,037 at 4% or $73,358 at 6%; with 100% employer match about $82,528 at 4% or $55,018 at 6%. |
| 2012 | 1 | 7 | $721,066 | $59,432 | $8,490iApproximate average salary by contribution assumption: employee only about $212,257 at 4% or $141,505 at 6%; with 50% employer match about $141,505 at 4% or $94,337 at 6%; with 100% employer match about $106,129 at 4% or $70,752 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 7 | $721,066 | $59,432 | $8,490iApproximate average salary by contribution assumption: employee only about $212,257 at 4% or $141,505 at 6%; with 50% employer match about $141,505 at 4% or $94,337 at 6%; with 100% employer match about $106,129 at 4% or $70,752 at 6%. |
| 2011 | 1 | 6 | $799,358 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 6 | $799,358 | $0 | - |
| 2010 | 1 | 5 | $817,286 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 5 | $817,286 | $0 | - |
| 2009 | 1 | 6 | $755,952 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 6 | $755,952 | $0 | - |
| 2008 | 1 | 6 | $652,638 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 6 | $652,638 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 6 | $839,601 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 6 | $839,601 | - | - |
| 2005 | 1 | 4 | $757,921 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 4 | $757,921 | - | - |
| 2004 | 1 | 6 | $550,130 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 6 | $550,130 | - | - |
| 2003 | 1 | 7 | $497,935 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 7 | $497,935 | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Peggy Sirota Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 6 | $522,712 | $74,922 | $12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,117 at 6%; with 50% employer match about $208,117 at 4% or $138,744 at 6%; with 100% employer match about $156,088 at 4% or $104,058 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 6 | $522,712 | $74,922 | $12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,117 at 6%; with 50% employer match about $208,117 at 4% or $138,744 at 6%; with 100% employer match about $156,088 at 4% or $104,058 at 6%. |
| 1999 | 1 | 7 | $451,349 | $76,163 | $10,880iApproximate average salary by contribution assumption: employee only about $272,011 at 4% or $181,340 at 6%; with 50% employer match about $181,340 at 4% or $120,894 at 6%; with 100% employer match about $136,005 at 4% or $90,670 at 6%. |
| Peggy Sirota Profit Sharing Plan | - | 7 | $451,349 | $76,163 | $10,880iApproximate average salary by contribution assumption: employee only about $272,011 at 4% or $181,340 at 6%; with 50% employer match about $181,340 at 4% or $120,894 at 6%; with 100% employer match about $136,005 at 4% or $90,670 at 6%. |