Civic Intelligence

Christy Ipe LLC

Plan context: National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust

EIN 82-1996045 • Rancho Santa Fe, CA • 8 filings • 3 plans

PO Box 2725Rancho Santa Fe, CA 92067-2725
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$13,227,599

2023 Contributions

$565,441

Historical Graphs

Total Assets Over Time

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

$13,227,599$6,613,800$0201720202022YearValue
$13,227,599Latest year 2022

Participants Over Time

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

740201720202022YearValue
3Latest year 2022

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
202310$0$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-0---
202223$13,227,599$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$6,614,131--
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$6,613,468--
202113$7,487,005$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$7,487,005--
202013$7,160,954$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$7,160,954--
201913$6,511,198$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$6,511,198--
201813$6,305,540$0-
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-3$6,305,540--
201717$7,498,989$565,441$80,777iApproximate average salary by contribution assumption: employee only about $2,019,432 at 4% or $1,346,288 at 6%; with 50% employer match about $1,346,288 at 4% or $897,525 at 6%; with 100% employer match about $1,009,716 at 4% or $673,144 at 6%.
National Appraisal Guides Inc 401(K) Profit Sharing Plan and Trust-7$7,498,989$565,441$80,777iApproximate average salary by contribution assumption: employee only about $2,019,432 at 4% or $1,346,288 at 6%; with 50% employer match about $1,346,288 at 4% or $897,525 at 6%; with 100% employer match about $1,009,716 at 4% or $673,144 at 6%.