Civic Intelligence

PEER & HART, PC

Plan context: PEER & HART, PC 401(K) PLAN

EIN 82-2078427 • Carlsbad, CA • 4 filings • 1 plans

5650 El Camino RealSuite 223Carlsbad, CA 92008
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$268,374

2025 Contributions

$55,493

Historical Graphs

Total Assets Over Time

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

$268,374$134,187$0202220242025YearValue
$268,374Latest year 2025

Participants Over Time

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

420202220242025YearValue
3Latest 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
202513$268,374$55,493$18,498iApproximate average salary by contribution assumption: employee only about $462,442 at 4% or $308,294 at 6%; with 50% employer match about $308,294 at 4% or $205,530 at 6%; with 100% employer match about $231,221 at 4% or $154,147 at 6%.
PEER & HART, PC 401(K) PLAN-3$268,374$55,493$18,498iApproximate average salary by contribution assumption: employee only about $462,442 at 4% or $308,294 at 6%; with 50% employer match about $308,294 at 4% or $205,530 at 6%; with 100% employer match about $231,221 at 4% or $154,147 at 6%.
202414$193,171$56,876$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
PEER & HART, PC 401(K) PLAN-4$193,171$56,876$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
202314$120,342$59,830$14,958iApproximate average salary by contribution assumption: employee only about $373,938 at 4% or $249,292 at 6%; with 50% employer match about $249,292 at 4% or $166,194 at 6%; with 100% employer match about $186,969 at 4% or $124,646 at 6%.
PEER & HART, PC 401(K) PLAN-4$120,342$59,830$14,958iApproximate average salary by contribution assumption: employee only about $373,938 at 4% or $249,292 at 6%; with 50% employer match about $249,292 at 4% or $166,194 at 6%; with 100% employer match about $186,969 at 4% or $124,646 at 6%.
202214$47,007$47,189$11,797iApproximate average salary by contribution assumption: employee only about $294,931 at 4% or $196,621 at 6%; with 50% employer match about $196,621 at 4% or $131,081 at 6%; with 100% employer match about $147,466 at 4% or $98,310 at 6%.
PEER & HART, PC 401(K) PLAN-4$47,007$47,189$11,797iApproximate average salary by contribution assumption: employee only about $294,931 at 4% or $196,621 at 6%; with 50% employer match about $196,621 at 4% or $131,081 at 6%; with 100% employer match about $147,466 at 4% or $98,310 at 6%.