ADVANCETR, INC.
Plan context: ADVANCETR, INC. 401(K) PLAN & TRUST
EIN 81-1043735 • Folsom, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$657,902
2025 Contributions
$99,200
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $657,902 | $99,200 | $24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%. |
| ADVANCETR, INC. 401(K) PLAN & TRUST | - | 4 | $657,902 | $99,200 | $24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%. |
| 2024 | 1 | 4 | $504,603 | $110,566 | $27,642iApproximate average salary by contribution assumption: employee only about $691,038 at 4% or $460,692 at 6%; with 50% employer match about $460,692 at 4% or $307,128 at 6%; with 100% employer match about $345,519 at 4% or $230,346 at 6%. |
| ADVANCETR, INC. 401(K) PLAN & TRUST | - | 4 | $504,603 | $110,566 | $27,642iApproximate average salary by contribution assumption: employee only about $691,038 at 4% or $460,692 at 6%; with 50% employer match about $460,692 at 4% or $307,128 at 6%; with 100% employer match about $345,519 at 4% or $230,346 at 6%. |
| 2023 | 1 | 4 | $345,129 | $116,800 | $29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%. |
| ADVANCETR, INC. 401(K) PLAN & TRUST | - | 4 | $345,129 | $116,800 | $29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%. |
| 2022 | 1 | 2 | $179,334 | $92,750 | $46,375iApproximate average salary by contribution assumption: employee only about $1,159,375 at 4% or $772,917 at 6%; with 50% employer match about $772,917 at 4% or $515,278 at 6%; with 100% employer match about $579,688 at 4% or $386,458 at 6%. |
| ADVANCETR, INC. 401(K) PLAN & TRUST | - | 2 | $179,334 | $92,750 | $46,375iApproximate average salary by contribution assumption: employee only about $1,159,375 at 4% or $772,917 at 6%; with 50% employer match about $772,917 at 4% or $515,278 at 6%; with 100% employer match about $579,688 at 4% or $386,458 at 6%. |
| 2021 | 1 | 2 | $106,186 | $99,500 | $49,750iApproximate average salary by contribution assumption: employee only about $1,243,750 at 4% or $829,167 at 6%; with 50% employer match about $829,167 at 4% or $552,778 at 6%; with 100% employer match about $621,875 at 4% or $414,583 at 6%. |
| ADVANCETR, INC. 401(K) PLAN & TRUST | - | 2 | $106,186 | $99,500 | $49,750iApproximate average salary by contribution assumption: employee only about $1,243,750 at 4% or $829,167 at 6%; with 50% employer match about $829,167 at 4% or $552,778 at 6%; with 100% employer match about $621,875 at 4% or $414,583 at 6%. |