Civic Intelligence

MELISSA CURTIS

Plan context: MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST

EIN 81-4772566 • Santa Cruz, CA • 6 filings • 1 plans

2825 Mattison Ln # ASanta Cruz, CA 95065-1961
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$25,845

2025 Contributions

$2,773

Historical Graphs

Total Assets Over Time

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

$31,308$15,654$0201920232025YearValue
$25,845Latest year 2025

Participants Over Time

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

24120201920232025YearValue
13Latest 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
2025113$25,845$2,773$213iApproximate average salary by contribution assumption: employee only about $5,333 at 4% or $3,555 at 6%; with 50% employer match about $3,555 at 4% or $2,370 at 6%; with 100% employer match about $2,666 at 4% or $1,778 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-13$25,845$2,773$213iApproximate average salary by contribution assumption: employee only about $5,333 at 4% or $3,555 at 6%; with 50% employer match about $3,555 at 4% or $2,370 at 6%; with 100% employer match about $2,666 at 4% or $1,778 at 6%.
2024111$20,634$2,992$272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-11$20,634$2,992$272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%.
2023124$19,966$11,049$460iApproximate average salary by contribution assumption: employee only about $11,509 at 4% or $7,673 at 6%; with 50% employer match about $7,673 at 4% or $5,115 at 6%; with 100% employer match about $5,755 at 4% or $3,836 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-24$19,966$11,049$460iApproximate average salary by contribution assumption: employee only about $11,509 at 4% or $7,673 at 6%; with 50% employer match about $7,673 at 4% or $5,115 at 6%; with 100% employer match about $5,755 at 4% or $3,836 at 6%.
2022121$29,249$32,135$1,530iApproximate average salary by contribution assumption: employee only about $38,256 at 4% or $25,504 at 6%; with 50% employer match about $25,504 at 4% or $17,003 at 6%; with 100% employer match about $19,128 at 4% or $12,752 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-21$29,249$32,135$1,530iApproximate average salary by contribution assumption: employee only about $38,256 at 4% or $25,504 at 6%; with 50% employer match about $25,504 at 4% or $17,003 at 6%; with 100% employer match about $19,128 at 4% or $12,752 at 6%.
2021118$31,308$23,669$1,315iApproximate average salary by contribution assumption: employee only about $32,874 at 4% or $21,916 at 6%; with 50% employer match about $21,916 at 4% or $14,610 at 6%; with 100% employer match about $16,437 at 4% or $10,958 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-18$31,308$23,669$1,315iApproximate average salary by contribution assumption: employee only about $32,874 at 4% or $21,916 at 6%; with 50% employer match about $21,916 at 4% or $14,610 at 6%; with 100% employer match about $16,437 at 4% or $10,958 at 6%.
201917$518$517$74iApproximate average salary by contribution assumption: employee only about $1,846 at 4% or $1,231 at 6%; with 50% employer match about $1,231 at 4% or $821 at 6%; with 100% employer match about $923 at 4% or $615 at 6%.
MELISSA CURTIS 401(K) PROFIT SHARING PLAN & TRUST-7$518$517$74iApproximate average salary by contribution assumption: employee only about $1,846 at 4% or $1,231 at 6%; with 50% employer match about $1,231 at 4% or $821 at 6%; with 100% employer match about $923 at 4% or $615 at 6%.