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Plan context: 401Kprofit Sharing Plan and Trust

EIN 77-0478750 • Lakeport, CA • 23 filings • 7 plans

2783 Louis CourtLakeport, CA 95453
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,512,780

2024 Contributions

$99,573

Historical Graphs

Total Assets Over Time

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

$2,512,780$1,256,390$0200020142024YearValue
$2,512,780Latest year 2024

Participants Over Time

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

950200020142024YearValue
5Latest 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
202415$2,512,780$99,573$19,915iApproximate average salary by contribution assumption: employee only about $497,865 at 4% or $331,910 at 6%; with 50% employer match about $331,910 at 4% or $221,273 at 6%; with 100% employer match about $248,932 at 4% or $165,955 at 6%.
401Kprofit Sharing Plan and Trust-5$2,512,780$99,573$19,915iApproximate average salary by contribution assumption: employee only about $497,865 at 4% or $331,910 at 6%; with 50% employer match about $331,910 at 4% or $221,273 at 6%; with 100% employer match about $248,932 at 4% or $165,955 at 6%.
202315$2,263,271$92,423$18,485iApproximate average salary by contribution assumption: employee only about $462,115 at 4% or $308,077 at 6%; with 50% employer match about $308,077 at 4% or $205,384 at 6%; with 100% employer match about $231,057 at 4% or $154,038 at 6%.
401Kprofit Sharing Plan and Trust-5$2,263,271$92,423$18,485iApproximate average salary by contribution assumption: employee only about $462,115 at 4% or $308,077 at 6%; with 50% employer match about $308,077 at 4% or $205,384 at 6%; with 100% employer match about $231,057 at 4% or $154,038 at 6%.
202216$2,156,234$119,603$19,934iApproximate average salary by contribution assumption: employee only about $498,346 at 4% or $332,231 at 6%; with 50% employer match about $332,231 at 4% or $221,487 at 6%; with 100% employer match about $249,173 at 4% or $166,115 at 6%.
401Kprofit Sharing Plan and Trust-6$2,156,234$119,603$19,934iApproximate average salary by contribution assumption: employee only about $498,346 at 4% or $332,231 at 6%; with 50% employer match about $332,231 at 4% or $221,487 at 6%; with 100% employer match about $249,173 at 4% or $166,115 at 6%.
202115$2,478,013$122,719$24,544iApproximate average salary by contribution assumption: employee only about $613,595 at 4% or $409,063 at 6%; with 50% employer match about $409,063 at 4% or $272,709 at 6%; with 100% employer match about $306,798 at 4% or $204,532 at 6%.
401Kprofit Sharing Plan and Trust-5$2,478,013$122,719$24,544iApproximate average salary by contribution assumption: employee only about $613,595 at 4% or $409,063 at 6%; with 50% employer match about $409,063 at 4% or $272,709 at 6%; with 100% employer match about $306,798 at 4% or $204,532 at 6%.
202015$2,144,980$80,038$16,008iApproximate average salary by contribution assumption: employee only about $400,190 at 4% or $266,793 at 6%; with 50% employer match about $266,793 at 4% or $177,862 at 6%; with 100% employer match about $200,095 at 4% or $133,397 at 6%.
401Kprofit Sharing Plan and Trust-5$2,144,980$80,038$16,008iApproximate average salary by contribution assumption: employee only about $400,190 at 4% or $266,793 at 6%; with 50% employer match about $266,793 at 4% or $177,862 at 6%; with 100% employer match about $200,095 at 4% or $133,397 at 6%.
201916$1,792,727$70,872$11,812iApproximate average salary by contribution assumption: employee only about $295,300 at 4% or $196,867 at 6%; with 50% employer match about $196,867 at 4% or $131,244 at 6%; with 100% employer match about $147,650 at 4% or $98,433 at 6%.
401Kprofit Sharing Plan and Trust-6$1,792,727$70,872$11,812iApproximate average salary by contribution assumption: employee only about $295,300 at 4% or $196,867 at 6%; with 50% employer match about $196,867 at 4% or $131,244 at 6%; with 100% employer match about $147,650 at 4% or $98,433 at 6%.
201815$1,362,953$67,611$13,522iApproximate average salary by contribution assumption: employee only about $338,055 at 4% or $225,370 at 6%; with 50% employer match about $225,370 at 4% or $150,247 at 6%; with 100% employer match about $169,028 at 4% or $112,685 at 6%.
401Kprofit Sharing Plan and Trust-5$1,362,953$67,611$13,522iApproximate average salary by contribution assumption: employee only about $338,055 at 4% or $225,370 at 6%; with 50% employer match about $225,370 at 4% or $150,247 at 6%; with 100% employer match about $169,028 at 4% or $112,685 at 6%.
201716$1,374,384$72,797$12,133iApproximate average salary by contribution assumption: employee only about $303,321 at 4% or $202,214 at 6%; with 50% employer match about $202,214 at 4% or $134,809 at 6%; with 100% employer match about $151,660 at 4% or $101,107 at 6%.
401Kprofit Sharing Plan and Trust-6$1,374,384$72,797$12,133iApproximate average salary by contribution assumption: employee only about $303,321 at 4% or $202,214 at 6%; with 50% employer match about $202,214 at 4% or $134,809 at 6%; with 100% employer match about $151,660 at 4% or $101,107 at 6%.
201617$1,135,104$56,022$8,003iApproximate average salary by contribution assumption: employee only about $200,079 at 4% or $133,386 at 6%; with 50% employer match about $133,386 at 4% or $88,924 at 6%; with 100% employer match about $100,039 at 4% or $66,693 at 6%.
401Kprofit Sharing Plan and Trust-7$1,135,104$56,022$8,003iApproximate average salary by contribution assumption: employee only about $200,079 at 4% or $133,386 at 6%; with 50% employer match about $133,386 at 4% or $88,924 at 6%; with 100% employer match about $100,039 at 4% or $66,693 at 6%.
201515$1,012,143$56,775$11,355iApproximate average salary by contribution assumption: employee only about $283,875 at 4% or $189,250 at 6%; with 50% employer match about $189,250 at 4% or $126,167 at 6%; with 100% employer match about $141,938 at 4% or $94,625 at 6%.
401Kprofit Sharing Plan and Trust-5$1,012,143$56,775$11,355iApproximate average salary by contribution assumption: employee only about $283,875 at 4% or $189,250 at 6%; with 50% employer match about $189,250 at 4% or $126,167 at 6%; with 100% employer match about $141,938 at 4% or $94,625 at 6%.
201418$979,367$48,824$6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%.
401Kprofit Sharing Plan and Trust-8$979,367$48,824$6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%.
201316$894,629$53,991$8,999iApproximate average salary by contribution assumption: employee only about $224,963 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,988 at 6%.
401Kprofit Sharing Plan and Trust-6$894,629$53,991$8,999iApproximate average salary by contribution assumption: employee only about $224,963 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,988 at 6%.
201219$807,184$141,861$15,762iApproximate average salary by contribution assumption: employee only about $394,058 at 4% or $262,706 at 6%; with 50% employer match about $262,706 at 4% or $175,137 at 6%; with 100% employer match about $197,029 at 4% or $131,353 at 6%.
401Kprofit Sharing Plan and Trust-9$807,184$141,861$15,762iApproximate average salary by contribution assumption: employee only about $394,058 at 4% or $262,706 at 6%; with 50% employer match about $262,706 at 4% or $175,137 at 6%; with 100% employer match about $197,029 at 4% or $131,353 at 6%.
201117$583,801$44,351$6,336iApproximate average salary by contribution assumption: employee only about $158,396 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,398 at 6%; with 100% employer match about $79,198 at 4% or $52,799 at 6%.
401Kprofit Sharing Plan and Trust-7$583,801$44,351$6,336iApproximate average salary by contribution assumption: employee only about $158,396 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,398 at 6%; with 100% employer match about $79,198 at 4% or $52,799 at 6%.
201017$561,230$28,388$4,055iApproximate average salary by contribution assumption: employee only about $101,386 at 4% or $67,590 at 6%; with 50% employer match about $67,590 at 4% or $45,060 at 6%; with 100% employer match about $50,693 at 4% or $33,795 at 6%.
401Kprofit Sharing Plan and Trust-7$561,230$28,388$4,055iApproximate average salary by contribution assumption: employee only about $101,386 at 4% or $67,590 at 6%; with 50% employer match about $67,590 at 4% or $45,060 at 6%; with 100% employer match about $50,693 at 4% or $33,795 at 6%.
200918$473,323$21,000$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
401Kprofit Sharing Plan and Trust-8$473,323$21,000$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
200816$383,535$97,226$16,204iApproximate average salary by contribution assumption: employee only about $405,108 at 4% or $270,072 at 6%; with 50% employer match about $270,072 at 4% or $180,048 at 6%; with 100% employer match about $202,554 at 4% or $135,036 at 6%.
401Kprofit Sharing Plan and Trust-6$383,535$97,226$16,204iApproximate average salary by contribution assumption: employee only about $405,108 at 4% or $270,072 at 6%; with 50% employer match about $270,072 at 4% or $180,048 at 6%; with 100% employer match about $202,554 at 4% or $135,036 at 6%.
200615$435,002$28,436$5,687iApproximate average salary by contribution assumption: employee only about $142,180 at 4% or $94,787 at 6%; with 50% employer match about $94,787 at 4% or $63,191 at 6%; with 100% employer match about $71,090 at 4% or $47,393 at 6%.
401Kprofit Sharing Plan and Trust-5$435,002$28,436$5,687iApproximate average salary by contribution assumption: employee only about $142,180 at 4% or $94,787 at 6%; with 50% employer match about $94,787 at 4% or $63,191 at 6%; with 100% employer match about $71,090 at 4% or $47,393 at 6%.
200515$377,499$23,121$4,624iApproximate average salary by contribution assumption: employee only about $115,605 at 4% or $77,070 at 6%; with 50% employer match about $77,070 at 4% or $51,380 at 6%; with 100% employer match about $57,803 at 4% or $38,535 at 6%.
401Kprofit Sharing Plan and Trust-5$377,499$23,121$4,624iApproximate average salary by contribution assumption: employee only about $115,605 at 4% or $77,070 at 6%; with 50% employer match about $77,070 at 4% or $51,380 at 6%; with 100% employer match about $57,803 at 4% or $38,535 at 6%.
200414$342,215$7,582$1,896iApproximate average salary by contribution assumption: employee only about $47,388 at 4% or $31,592 at 6%; with 50% employer match about $31,592 at 4% or $21,061 at 6%; with 100% employer match about $23,694 at 4% or $15,796 at 6%.
401Kprofit Sharing Plan and Trust-4$342,215$7,582$1,896iApproximate average salary by contribution assumption: employee only about $47,388 at 4% or $31,592 at 6%; with 50% employer match about $31,592 at 4% or $21,061 at 6%; with 100% employer match about $23,694 at 4% or $15,796 at 6%.
200215$284,102$19,052$3,810iApproximate average salary by contribution assumption: employee only about $95,260 at 4% or $63,507 at 6%; with 50% employer match about $63,507 at 4% or $42,338 at 6%; with 100% employer match about $47,630 at 4% or $31,753 at 6%.
401Kprofit Sharing Plan and Trust-5$284,102$19,052$3,810iApproximate average salary by contribution assumption: employee only about $95,260 at 4% or $63,507 at 6%; with 50% employer match about $63,507 at 4% or $42,338 at 6%; with 100% employer match about $47,630 at 4% or $31,753 at 6%.
200110$0$0-
401Kprofit Sharing Plan and Trust-0---
200017$496,785$184,388$26,341iApproximate average salary by contribution assumption: employee only about $658,529 at 4% or $439,019 at 6%; with 50% employer match about $439,019 at 4% or $292,679 at 6%; with 100% employer match about $329,264 at 4% or $219,510 at 6%.
401Kprofit Sharing Plan and Trust-7$496,785$184,388$26,341iApproximate average salary by contribution assumption: employee only about $658,529 at 4% or $439,019 at 6%; with 50% employer match about $439,019 at 4% or $292,679 at 6%; with 100% employer match about $329,264 at 4% or $219,510 at 6%.