Civic Intelligence

Boccardo Management Group LLC

Plan context: Boccardo Management Group 401(K) Profit Sharing Plan & Trust

EIN 77-0478734 • Los Gatos, CA • 26 filings • 3 plans

985 University Avenue, Suite 12Los Gatos, CA 95032
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$901,876

2025 Contributions

$49,814

Historical Graphs

Total Assets Over Time

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

$979,147$489,574$0200020132025YearValue
$901,876Latest year 2025

Participants Over Time

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

1580200020132025YearValue
4Latest year 2025

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
202514$901,876$49,814$12,454iApproximate average salary by contribution assumption: employee only about $311,338 at 4% or $207,558 at 6%; with 50% employer match about $207,558 at 4% or $138,372 at 6%; with 100% employer match about $155,669 at 4% or $103,779 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-4$901,876$49,814$12,454iApproximate average salary by contribution assumption: employee only about $311,338 at 4% or $207,558 at 6%; with 50% employer match about $207,558 at 4% or $138,372 at 6%; with 100% employer match about $155,669 at 4% or $103,779 at 6%.
202414$732,264$47,246$11,812iApproximate average salary by contribution assumption: employee only about $295,288 at 4% or $196,858 at 6%; with 50% employer match about $196,858 at 4% or $131,239 at 6%; with 100% employer match about $147,644 at 4% or $98,429 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-4$732,264$47,246$11,812iApproximate average salary by contribution assumption: employee only about $295,288 at 4% or $196,858 at 6%; with 50% employer match about $196,858 at 4% or $131,239 at 6%; with 100% employer match about $147,644 at 4% or $98,429 at 6%.
202314$616,155$47,761$11,940iApproximate average salary by contribution assumption: employee only about $298,506 at 4% or $199,004 at 6%; with 50% employer match about $199,004 at 4% or $132,669 at 6%; with 100% employer match about $149,253 at 4% or $99,502 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-4$616,155$47,761$11,940iApproximate average salary by contribution assumption: employee only about $298,506 at 4% or $199,004 at 6%; with 50% employer match about $199,004 at 4% or $132,669 at 6%; with 100% employer match about $149,253 at 4% or $99,502 at 6%.
202214$492,234$39,640$9,910iApproximate average salary by contribution assumption: employee only about $247,750 at 4% or $165,167 at 6%; with 50% employer match about $165,167 at 4% or $110,111 at 6%; with 100% employer match about $123,875 at 4% or $82,583 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-4$492,234$39,640$9,910iApproximate average salary by contribution assumption: employee only about $247,750 at 4% or $165,167 at 6%; with 50% employer match about $165,167 at 4% or $110,111 at 6%; with 100% employer match about $123,875 at 4% or $82,583 at 6%.
202114$566,789$311,173$77,793iApproximate average salary by contribution assumption: employee only about $1,944,831 at 4% or $1,296,554 at 6%; with 50% employer match about $1,296,554 at 4% or $864,369 at 6%; with 100% employer match about $972,416 at 4% or $648,277 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-4$566,789$311,173$77,793iApproximate average salary by contribution assumption: employee only about $1,944,831 at 4% or $1,296,554 at 6%; with 50% employer match about $1,296,554 at 4% or $864,369 at 6%; with 100% employer match about $972,416 at 4% or $648,277 at 6%.
202015$979,147$55,333$11,067iApproximate average salary by contribution assumption: employee only about $276,665 at 4% or $184,443 at 6%; with 50% employer match about $184,443 at 4% or $122,962 at 6%; with 100% employer match about $138,333 at 4% or $92,222 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-5$979,147$55,333$11,067iApproximate average salary by contribution assumption: employee only about $276,665 at 4% or $184,443 at 6%; with 50% employer match about $184,443 at 4% or $122,962 at 6%; with 100% employer match about $138,333 at 4% or $92,222 at 6%.
201916$850,769$60,394$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$850,769$60,394$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.
201816$661,144$59,098$9,850iApproximate average salary by contribution assumption: employee only about $246,242 at 4% or $164,161 at 6%; with 50% employer match about $164,161 at 4% or $109,441 at 6%; with 100% employer match about $123,121 at 4% or $82,081 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$661,144$59,098$9,850iApproximate average salary by contribution assumption: employee only about $246,242 at 4% or $164,161 at 6%; with 50% employer match about $164,161 at 4% or $109,441 at 6%; with 100% employer match about $123,121 at 4% or $82,081 at 6%.
201716$648,852$61,384$10,231iApproximate average salary by contribution assumption: employee only about $255,767 at 4% or $170,511 at 6%; with 50% employer match about $170,511 at 4% or $113,674 at 6%; with 100% employer match about $127,883 at 4% or $85,256 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$648,852$61,384$10,231iApproximate average salary by contribution assumption: employee only about $255,767 at 4% or $170,511 at 6%; with 50% employer match about $170,511 at 4% or $113,674 at 6%; with 100% employer match about $127,883 at 4% or $85,256 at 6%.
201616$513,870$72,109$12,018iApproximate average salary by contribution assumption: employee only about $300,454 at 4% or $200,303 at 6%; with 50% employer match about $200,303 at 4% or $133,535 at 6%; with 100% employer match about $150,227 at 4% or $100,151 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$513,870$72,109$12,018iApproximate average salary by contribution assumption: employee only about $300,454 at 4% or $200,303 at 6%; with 50% employer match about $200,303 at 4% or $133,535 at 6%; with 100% employer match about $150,227 at 4% or $100,151 at 6%.
201515$414,390$48,577$9,715iApproximate average salary by contribution assumption: employee only about $242,885 at 4% or $161,923 at 6%; with 50% employer match about $161,923 at 4% or $107,949 at 6%; with 100% employer match about $121,443 at 4% or $80,962 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-5$414,390$48,577$9,715iApproximate average salary by contribution assumption: employee only about $242,885 at 4% or $161,923 at 6%; with 50% employer match about $161,923 at 4% or $107,949 at 6%; with 100% employer match about $121,443 at 4% or $80,962 at 6%.
201416$390,906$96,018$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$390,906$96,018$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
201317$693,352$40,863$5,838iApproximate average salary by contribution assumption: employee only about $145,939 at 4% or $97,293 at 6%; with 50% employer match about $97,293 at 4% or $64,862 at 6%; with 100% employer match about $72,970 at 4% or $48,646 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-7$693,352$40,863$5,838iApproximate average salary by contribution assumption: employee only about $145,939 at 4% or $97,293 at 6%; with 50% employer match about $97,293 at 4% or $64,862 at 6%; with 100% employer match about $72,970 at 4% or $48,646 at 6%.
201217$513,122$34,807$4,972iApproximate average salary by contribution assumption: employee only about $124,311 at 4% or $82,874 at 6%; with 50% employer match about $82,874 at 4% or $55,249 at 6%; with 100% employer match about $62,155 at 4% or $41,437 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-7$513,122$34,807$4,972iApproximate average salary by contribution assumption: employee only about $124,311 at 4% or $82,874 at 6%; with 50% employer match about $82,874 at 4% or $55,249 at 6%; with 100% employer match about $62,155 at 4% or $41,437 at 6%.
201115$427,849$35,502$7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-5$427,849$35,502$7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%.
201015$429,784$31,610$6,322iApproximate average salary by contribution assumption: employee only about $158,050 at 4% or $105,367 at 6%; with 50% employer match about $105,367 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-5$429,784$31,610$6,322iApproximate average salary by contribution assumption: employee only about $158,050 at 4% or $105,367 at 6%; with 50% employer match about $105,367 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
200916$337,329$12,132$2,022iApproximate average salary by contribution assumption: employee only about $50,550 at 4% or $33,700 at 6%; with 50% employer match about $33,700 at 4% or $22,467 at 6%; with 100% employer match about $25,275 at 4% or $16,850 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$337,329$12,132$2,022iApproximate average salary by contribution assumption: employee only about $50,550 at 4% or $33,700 at 6%; with 50% employer match about $33,700 at 4% or $22,467 at 6%; with 100% employer match about $25,275 at 4% or $16,850 at 6%.
200817$242,075$10,549$1,507iApproximate average salary by contribution assumption: employee only about $37,675 at 4% or $25,117 at 6%; with 50% employer match about $25,117 at 4% or $16,744 at 6%; with 100% employer match about $18,838 at 4% or $12,558 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-7$242,075$10,549$1,507iApproximate average salary by contribution assumption: employee only about $37,675 at 4% or $25,117 at 6%; with 50% employer match about $25,117 at 4% or $16,744 at 6%; with 100% employer match about $18,838 at 4% or $12,558 at 6%.
200716$494,396$21,344$3,557iApproximate average salary by contribution assumption: employee only about $88,933 at 4% or $59,289 at 6%; with 50% employer match about $59,289 at 4% or $39,526 at 6%; with 100% employer match about $44,467 at 4% or $29,644 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-6$494,396$21,344$3,557iApproximate average salary by contribution assumption: employee only about $88,933 at 4% or $59,289 at 6%; with 50% employer match about $59,289 at 4% or $39,526 at 6%; with 100% employer match about $44,467 at 4% or $29,644 at 6%.
200617$441,977$23,933$3,419iApproximate average salary by contribution assumption: employee only about $85,475 at 4% or $56,983 at 6%; with 50% employer match about $56,983 at 4% or $37,989 at 6%; with 100% employer match about $42,738 at 4% or $28,492 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-7$441,977$23,933$3,419iApproximate average salary by contribution assumption: employee only about $85,475 at 4% or $56,983 at 6%; with 50% employer match about $56,983 at 4% or $37,989 at 6%; with 100% employer match about $42,738 at 4% or $28,492 at 6%.
2005115$385,191$26,717$1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-15$385,191$26,717$1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%.
2004111$333,590$253,225$23,020iApproximate average salary by contribution assumption: employee only about $575,511 at 4% or $383,674 at 6%; with 50% employer match about $383,674 at 4% or $255,783 at 6%; with 100% employer match about $287,756 at 4% or $191,837 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-11$333,590$253,225$23,020iApproximate average salary by contribution assumption: employee only about $575,511 at 4% or $383,674 at 6%; with 50% employer match about $383,674 at 4% or $255,783 at 6%; with 100% employer match about $287,756 at 4% or $191,837 at 6%.
2003111$54,533$18,041$1,640iApproximate average salary by contribution assumption: employee only about $41,002 at 4% or $27,335 at 6%; with 50% employer match about $27,335 at 4% or $18,223 at 6%; with 100% employer match about $20,501 at 4% or $13,667 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-11$54,533$18,041$1,640iApproximate average salary by contribution assumption: employee only about $41,002 at 4% or $27,335 at 6%; with 50% employer match about $27,335 at 4% or $18,223 at 6%; with 100% employer match about $20,501 at 4% or $13,667 at 6%.
2002114$27,862$16,656$1,190iApproximate average salary by contribution assumption: employee only about $29,743 at 4% or $19,829 at 6%; with 50% employer match about $19,829 at 4% or $13,219 at 6%; with 100% employer match about $14,871 at 4% or $9,914 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-14$27,862$16,656$1,190iApproximate average salary by contribution assumption: employee only about $29,743 at 4% or $19,829 at 6%; with 50% employer match about $19,829 at 4% or $13,219 at 6%; with 100% employer match about $14,871 at 4% or $9,914 at 6%.
2001115$17,430$17,699$1,180iApproximate average salary by contribution assumption: employee only about $29,498 at 4% or $19,666 at 6%; with 50% employer match about $19,666 at 4% or $13,110 at 6%; with 100% employer match about $14,749 at 4% or $9,833 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-15$17,430$17,699$1,180iApproximate average salary by contribution assumption: employee only about $29,498 at 4% or $19,666 at 6%; with 50% employer match about $19,666 at 4% or $13,110 at 6%; with 100% employer match about $14,749 at 4% or $9,833 at 6%.
2000113$2,825$2,759$212iApproximate average salary by contribution assumption: employee only about $5,306 at 4% or $3,537 at 6%; with 50% employer match about $3,537 at 4% or $2,358 at 6%; with 100% employer match about $2,653 at 4% or $1,769 at 6%.
Boccardo Management Group 401(K) Profit Sharing Plan & Trust-13$2,825$2,759$212iApproximate average salary by contribution assumption: employee only about $5,306 at 4% or $3,537 at 6%; with 50% employer match about $3,537 at 4% or $2,358 at 6%; with 100% employer match about $2,653 at 4% or $1,769 at 6%.