Civic Intelligence

Palmares Advisors LLC

Plan context: Palmares Advisors LLC 401K Plan & Trust

EIN 81-3643668 • Redwood City, CA • 15 filings • 4 plans

33 Woodhill DriveRedwood City, CA 94061
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,629,625

2025 Contributions

$160,400

Historical Graphs

Total Assets Over Time

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

$8,077,916$4,038,958$0201820222025YearValue
$1,629,625Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$1,629,625$160,400$26,733iApproximate average salary by contribution assumption: employee only about $668,333 at 4% or $445,556 at 6%; with 50% employer match about $445,556 at 4% or $297,037 at 6%; with 100% employer match about $334,167 at 4% or $222,778 at 6%.
Palmares Advisors LLC 401K Plan & Trust-6$1,629,625$160,400$26,733iApproximate average salary by contribution assumption: employee only about $668,333 at 4% or $445,556 at 6%; with 50% employer match about $445,556 at 4% or $297,037 at 6%; with 100% employer match about $334,167 at 4% or $222,778 at 6%.
202426$1,636,875$444,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Palmares Advisors LLC 401K Plan & Trust-6$1,636,875$444,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-0$0$0-
202326$8,077,916$1,907,620$317,937iApproximate average salary by contribution assumption: employee only about $7,948,417 at 4% or $5,298,944 at 6%; with 50% employer match about $5,298,944 at 4% or $3,532,630 at 6%; with 100% employer match about $3,974,208 at 4% or $2,649,472 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-6$7,010,326$1,588,870$264,812iApproximate average salary by contribution assumption: employee only about $6,620,292 at 4% or $4,413,528 at 6%; with 50% employer match about $4,413,528 at 4% or $2,942,352 at 6%; with 100% employer match about $3,310,146 at 4% or $2,206,764 at 6%.
Palmares Advisors LLC 401K Plan & Trust-6$1,067,590$318,750$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
202226$5,588,831$1,100,000$183,333iApproximate average salary by contribution assumption: employee only about $4,583,333 at 4% or $3,055,556 at 6%; with 50% employer match about $3,055,556 at 4% or $2,037,037 at 6%; with 100% employer match about $2,291,667 at 4% or $1,527,778 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-6$4,968,889$1,100,000$183,333iApproximate average salary by contribution assumption: employee only about $4,583,333 at 4% or $3,055,556 at 6%; with 50% employer match about $3,055,556 at 4% or $2,037,037 at 6%; with 100% employer match about $2,291,667 at 4% or $1,527,778 at 6%.
Palmares Advisors LLC 401K Plan & Trust-4$619,942$0-
202126$4,740,440$1,508,000$251,333iApproximate average salary by contribution assumption: employee only about $6,283,333 at 4% or $4,188,889 at 6%; with 50% employer match about $4,188,889 at 4% or $2,792,593 at 6%; with 100% employer match about $3,141,667 at 4% or $2,094,444 at 6%.
PALMARES ADVISORS LLC DEFINED BENEFIT PLAN & TRUST-6$3,982,009$1,250,000$208,333iApproximate average salary by contribution assumption: employee only about $5,208,333 at 4% or $3,472,222 at 6%; with 50% employer match about $3,472,222 at 4% or $2,314,815 at 6%; with 100% employer match about $2,604,167 at 4% or $1,736,111 at 6%.
Palmares Advisors LLC 401K Plan & Trust-4$758,431$258,000$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202024$3,176,592$439,000$109,750iApproximate average salary by contribution assumption: employee only about $2,743,750 at 4% or $1,829,167 at 6%; with 50% employer match about $1,829,167 at 4% or $1,219,444 at 6%; with 100% employer match about $1,371,875 at 4% or $914,583 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-4$2,712,513$335,000$83,750iApproximate average salary by contribution assumption: employee only about $2,093,750 at 4% or $1,395,833 at 6%; with 50% employer match about $1,395,833 at 4% or $930,556 at 6%; with 100% employer match about $1,046,875 at 4% or $697,917 at 6%.
Palmares Advisors LLC 401K Plan & Trust-4$464,079$104,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201924$2,899,942$951,627$237,907iApproximate average salary by contribution assumption: employee only about $5,947,669 at 4% or $3,965,113 at 6%; with 50% employer match about $3,965,113 at 4% or $2,643,408 at 6%; with 100% employer match about $2,973,834 at 4% or $1,982,556 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-4$2,524,702$846,135$211,534iApproximate average salary by contribution assumption: employee only about $5,288,344 at 4% or $3,525,563 at 6%; with 50% employer match about $3,525,563 at 4% or $2,350,375 at 6%; with 100% employer match about $2,644,172 at 4% or $1,762,781 at 6%.
Palmares Advisors LLC 401K Plan & Trust-4$375,240$105,492$26,373iApproximate average salary by contribution assumption: employee only about $659,325 at 4% or $439,550 at 6%; with 50% employer match about $439,550 at 4% or $293,033 at 6%; with 100% employer match about $329,663 at 4% or $219,775 at 6%.
201824$1,770,589$935,163$233,791iApproximate average salary by contribution assumption: employee only about $5,844,769 at 4% or $3,896,513 at 6%; with 50% employer match about $3,896,513 at 4% or $2,597,675 at 6%; with 100% employer match about $2,922,384 at 4% or $1,948,256 at 6%.
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST-4$1,539,723$826,933$206,733iApproximate average salary by contribution assumption: employee only about $5,168,331 at 4% or $3,445,554 at 6%; with 50% employer match about $3,445,554 at 4% or $2,297,036 at 6%; with 100% employer match about $2,584,166 at 4% or $1,722,777 at 6%.
Palmares Advisors LLC 401K Plan & Trust-4$230,866$108,230$27,058iApproximate average salary by contribution assumption: employee only about $676,438 at 4% or $450,958 at 6%; with 50% employer match about $450,958 at 4% or $300,639 at 6%; with 100% employer match about $338,219 at 4% or $225,479 at 6%.
Palmares Advisors LLC | EIN 81-3643668 | 2025 Form 5500 Company Profile