Civic Intelligence

Californias Valued Trust

Plan context: California'S Valued Trust 401(K) and Profit Sharing Plan

EIN 77-6009955 • Fresno, CA • 23 filings • 3 plans

View Related Profile

520 East Herndon AvenueFresno, CA 93720
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$9,756,739

2024 Contributions

$723,953

Historical Graphs

Total Assets Over Time

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

$9,756,739$4,878,370$0200220132024YearValue
$9,756,739Latest year 2024

Participants Over Time

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

40200200220132024YearValue
40Latest 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
2024140$9,756,739$723,953$18,099iApproximate average salary by contribution assumption: employee only about $452,471 at 4% or $301,647 at 6%; with 50% employer match about $301,647 at 4% or $201,098 at 6%; with 100% employer match about $226,235 at 4% or $150,824 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-40$9,756,739$723,953$18,099iApproximate average salary by contribution assumption: employee only about $452,471 at 4% or $301,647 at 6%; with 50% employer match about $301,647 at 4% or $201,098 at 6%; with 100% employer match about $226,235 at 4% or $150,824 at 6%.
2023137$8,383,950$627,725$16,966iApproximate average salary by contribution assumption: employee only about $424,139 at 4% or $282,759 at 6%; with 50% employer match about $282,759 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,380 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-37$8,383,950$627,725$16,966iApproximate average salary by contribution assumption: employee only about $424,139 at 4% or $282,759 at 6%; with 50% employer match about $282,759 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,380 at 6%.
2022134$6,748,884$591,598$17,400iApproximate average salary by contribution assumption: employee only about $434,999 at 4% or $289,999 at 6%; with 50% employer match about $289,999 at 4% or $193,333 at 6%; with 100% employer match about $217,499 at 4% or $145,000 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-34$6,748,884$591,598$17,400iApproximate average salary by contribution assumption: employee only about $434,999 at 4% or $289,999 at 6%; with 50% employer match about $289,999 at 4% or $193,333 at 6%; with 100% employer match about $217,499 at 4% or $145,000 at 6%.
2021137$8,772,993$588,992$15,919iApproximate average salary by contribution assumption: employee only about $397,968 at 4% or $265,312 at 6%; with 50% employer match about $265,312 at 4% or $176,874 at 6%; with 100% employer match about $198,984 at 4% or $132,656 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-37$8,772,993$588,992$15,919iApproximate average salary by contribution assumption: employee only about $397,968 at 4% or $265,312 at 6%; with 50% employer match about $265,312 at 4% or $176,874 at 6%; with 100% employer match about $198,984 at 4% or $132,656 at 6%.
2020138$7,076,367$530,558$13,962iApproximate average salary by contribution assumption: employee only about $349,051 at 4% or $232,701 at 6%; with 50% employer match about $232,701 at 4% or $155,134 at 6%; with 100% employer match about $174,526 at 4% or $116,350 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-38$7,076,367$530,558$13,962iApproximate average salary by contribution assumption: employee only about $349,051 at 4% or $232,701 at 6%; with 50% employer match about $232,701 at 4% or $155,134 at 6%; with 100% employer match about $174,526 at 4% or $116,350 at 6%.
2019138$6,274,481$488,607$12,858iApproximate average salary by contribution assumption: employee only about $321,452 at 4% or $214,301 at 6%; with 50% employer match about $214,301 at 4% or $142,868 at 6%; with 100% employer match about $160,726 at 4% or $107,151 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-38$6,274,481$488,607$12,858iApproximate average salary by contribution assumption: employee only about $321,452 at 4% or $214,301 at 6%; with 50% employer match about $214,301 at 4% or $142,868 at 6%; with 100% employer match about $160,726 at 4% or $107,151 at 6%.
2018139$4,900,302$450,919$11,562iApproximate average salary by contribution assumption: employee only about $289,051 at 4% or $192,700 at 6%; with 50% employer match about $192,700 at 4% or $128,467 at 6%; with 100% employer match about $144,525 at 4% or $96,350 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-39$4,900,302$450,919$11,562iApproximate average salary by contribution assumption: employee only about $289,051 at 4% or $192,700 at 6%; with 50% employer match about $192,700 at 4% or $128,467 at 6%; with 100% employer match about $144,525 at 4% or $96,350 at 6%.
2017138$4,832,558$429,149$11,293iApproximate average salary by contribution assumption: employee only about $282,335 at 4% or $188,223 at 6%; with 50% employer match about $188,223 at 4% or $125,482 at 6%; with 100% employer match about $141,167 at 4% or $94,112 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-38$4,832,558$429,149$11,293iApproximate average salary by contribution assumption: employee only about $282,335 at 4% or $188,223 at 6%; with 50% employer match about $188,223 at 4% or $125,482 at 6%; with 100% employer match about $141,167 at 4% or $94,112 at 6%.
2016132$3,968,008$329,421$10,294iApproximate average salary by contribution assumption: employee only about $257,360 at 4% or $171,573 at 6%; with 50% employer match about $171,573 at 4% or $114,382 at 6%; with 100% employer match about $128,680 at 4% or $85,787 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-32$3,968,008$329,421$10,294iApproximate average salary by contribution assumption: employee only about $257,360 at 4% or $171,573 at 6%; with 50% employer match about $171,573 at 4% or $114,382 at 6%; with 100% employer match about $128,680 at 4% or $85,787 at 6%.
2015133$3,539,499$633,159$19,187iApproximate average salary by contribution assumption: employee only about $479,666 at 4% or $319,777 at 6%; with 50% employer match about $319,777 at 4% or $213,185 at 6%; with 100% employer match about $239,833 at 4% or $159,889 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-33$3,539,499$633,159$19,187iApproximate average salary by contribution assumption: employee only about $479,666 at 4% or $319,777 at 6%; with 50% employer match about $319,777 at 4% or $213,185 at 6%; with 100% employer match about $239,833 at 4% or $159,889 at 6%.
2014130$3,052,440$264,185$8,806iApproximate average salary by contribution assumption: employee only about $220,154 at 4% or $146,769 at 6%; with 50% employer match about $146,769 at 4% or $97,846 at 6%; with 100% employer match about $110,077 at 4% or $73,385 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-30$3,052,440$264,185$8,806iApproximate average salary by contribution assumption: employee only about $220,154 at 4% or $146,769 at 6%; with 50% employer match about $146,769 at 4% or $97,846 at 6%; with 100% employer match about $110,077 at 4% or $73,385 at 6%.
2013131$2,641,866$277,181$8,941iApproximate average salary by contribution assumption: employee only about $223,533 at 4% or $149,022 at 6%; with 50% employer match about $149,022 at 4% or $99,348 at 6%; with 100% employer match about $111,767 at 4% or $74,511 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-31$2,641,866$277,181$8,941iApproximate average salary by contribution assumption: employee only about $223,533 at 4% or $149,022 at 6%; with 50% employer match about $149,022 at 4% or $99,348 at 6%; with 100% employer match about $111,767 at 4% or $74,511 at 6%.
2012129$1,966,385$241,532$8,329iApproximate average salary by contribution assumption: employee only about $208,217 at 4% or $138,811 at 6%; with 50% employer match about $138,811 at 4% or $92,541 at 6%; with 100% employer match about $104,109 at 4% or $69,406 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-29$1,966,385$241,532$8,329iApproximate average salary by contribution assumption: employee only about $208,217 at 4% or $138,811 at 6%; with 50% employer match about $138,811 at 4% or $92,541 at 6%; with 100% employer match about $104,109 at 4% or $69,406 at 6%.
2011130$1,583,794$210,815$7,027iApproximate average salary by contribution assumption: employee only about $175,679 at 4% or $117,119 at 6%; with 50% employer match about $117,119 at 4% or $78,080 at 6%; with 100% employer match about $87,840 at 4% or $58,560 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-30$1,583,794$210,815$7,027iApproximate average salary by contribution assumption: employee only about $175,679 at 4% or $117,119 at 6%; with 50% employer match about $117,119 at 4% or $78,080 at 6%; with 100% employer match about $87,840 at 4% or $58,560 at 6%.
2010128$1,658,189$246,565$8,806iApproximate average salary by contribution assumption: employee only about $220,147 at 4% or $146,765 at 6%; with 50% employer match about $146,765 at 4% or $97,843 at 6%; with 100% employer match about $110,074 at 4% or $73,382 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-28$1,658,189$246,565$8,806iApproximate average salary by contribution assumption: employee only about $220,147 at 4% or $146,765 at 6%; with 50% employer match about $146,765 at 4% or $97,843 at 6%; with 100% employer match about $110,074 at 4% or $73,382 at 6%.
2009128$1,371,050$227,019$8,108iApproximate average salary by contribution assumption: employee only about $202,696 at 4% or $135,130 at 6%; with 50% employer match about $135,130 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-28$1,371,050$227,019$8,108iApproximate average salary by contribution assumption: employee only about $202,696 at 4% or $135,130 at 6%; with 50% employer match about $135,130 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%.
2008127$885,846$216,531$8,020iApproximate average salary by contribution assumption: employee only about $200,492 at 4% or $133,661 at 6%; with 50% employer match about $133,661 at 4% or $89,107 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-27$885,846$216,531$8,020iApproximate average salary by contribution assumption: employee only about $200,492 at 4% or $133,661 at 6%; with 50% employer match about $133,661 at 4% or $89,107 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
2007124$1,224,948$184,402$7,683iApproximate average salary by contribution assumption: employee only about $192,085 at 4% or $128,057 at 6%; with 50% employer match about $128,057 at 4% or $85,371 at 6%; with 100% employer match about $96,043 at 4% or $64,028 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-24$1,224,948$184,402$7,683iApproximate average salary by contribution assumption: employee only about $192,085 at 4% or $128,057 at 6%; with 50% employer match about $128,057 at 4% or $85,371 at 6%; with 100% employer match about $96,043 at 4% or $64,028 at 6%.
2006123$962,107$206,798$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,854 at 6%; with 50% employer match about $149,854 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-23$962,107$206,798$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,854 at 6%; with 50% employer match about $149,854 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
2005120$652,247$214,463$10,723iApproximate average salary by contribution assumption: employee only about $268,079 at 4% or $178,719 at 6%; with 50% employer match about $178,719 at 4% or $119,146 at 6%; with 100% employer match about $134,039 at 4% or $89,360 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-20$652,247$214,463$10,723iApproximate average salary by contribution assumption: employee only about $268,079 at 4% or $178,719 at 6%; with 50% employer match about $178,719 at 4% or $119,146 at 6%; with 100% employer match about $134,039 at 4% or $89,360 at 6%.
2004119$397,646$131,982$6,946iApproximate average salary by contribution assumption: employee only about $173,661 at 4% or $115,774 at 6%; with 50% employer match about $115,774 at 4% or $77,182 at 6%; with 100% employer match about $86,830 at 4% or $57,887 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-19$397,646$131,982$6,946iApproximate average salary by contribution assumption: employee only about $173,661 at 4% or $115,774 at 6%; with 50% employer match about $115,774 at 4% or $77,182 at 6%; with 100% employer match about $86,830 at 4% or $57,887 at 6%.
2003117$221,799$128,694$7,570iApproximate average salary by contribution assumption: employee only about $189,256 at 4% or $126,171 at 6%; with 50% employer match about $126,171 at 4% or $84,114 at 6%; with 100% employer match about $94,628 at 4% or $63,085 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-17$221,799$128,694$7,570iApproximate average salary by contribution assumption: employee only about $189,256 at 4% or $126,171 at 6%; with 50% employer match about $126,171 at 4% or $84,114 at 6%; with 100% employer match about $94,628 at 4% or $63,085 at 6%.
2002118$58,036$57,278$3,182iApproximate average salary by contribution assumption: employee only about $79,553 at 4% or $53,035 at 6%; with 50% employer match about $53,035 at 4% or $35,357 at 6%; with 100% employer match about $39,776 at 4% or $26,518 at 6%.
California'S Valued Trust 401(K) and Profit Sharing Plan-18$58,036$57,278$3,182iApproximate average salary by contribution assumption: employee only about $79,553 at 4% or $53,035 at 6%; with 50% employer match about $53,035 at 4% or $35,357 at 6%; with 100% employer match about $39,776 at 4% or $26,518 at 6%.