JOSE CHAVEZ
Plan context: JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST
EIN 82-2367234 • Visalia, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$20,026
2025 Contributions
$1,777
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 | 2 | $20,026 | $1,777 | $889iApproximate average salary by contribution assumption: employee only about $22,213 at 4% or $14,808 at 6%; with 50% employer match about $14,808 at 4% or $9,872 at 6%; with 100% employer match about $11,106 at 4% or $7,404 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $20,026 | $1,777 | $889iApproximate average salary by contribution assumption: employee only about $22,213 at 4% or $14,808 at 6%; with 50% employer match about $14,808 at 4% or $9,872 at 6%; with 100% employer match about $11,106 at 4% or $7,404 at 6%. |
| 2024 | 1 | 2 | $16,676 | $2,116 | $1,058iApproximate average salary by contribution assumption: employee only about $26,450 at 4% or $17,633 at 6%; with 50% employer match about $17,633 at 4% or $11,756 at 6%; with 100% employer match about $13,225 at 4% or $8,817 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $16,676 | $2,116 | $1,058iApproximate average salary by contribution assumption: employee only about $26,450 at 4% or $17,633 at 6%; with 50% employer match about $17,633 at 4% or $11,756 at 6%; with 100% employer match about $13,225 at 4% or $8,817 at 6%. |
| 2023 | 1 | 2 | $13,960 | $2,200 | $1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $13,960 | $2,200 | $1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%. |
| 2022 | 1 | 2 | $11,076 | $2,031 | $1,016iApproximate average salary by contribution assumption: employee only about $25,388 at 4% or $16,925 at 6%; with 50% employer match about $16,925 at 4% or $11,283 at 6%; with 100% employer match about $12,694 at 4% or $8,463 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $11,076 | $2,031 | $1,016iApproximate average salary by contribution assumption: employee only about $25,388 at 4% or $16,925 at 6%; with 50% employer match about $16,925 at 4% or $11,283 at 6%; with 100% employer match about $12,694 at 4% or $8,463 at 6%. |
| 2021 | 1 | 3 | $10,172 | $2,284 | $761iApproximate average salary by contribution assumption: employee only about $19,033 at 4% or $12,689 at 6%; with 50% employer match about $12,689 at 4% or $8,459 at 6%; with 100% employer match about $9,517 at 4% or $6,344 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $10,172 | $2,284 | $761iApproximate average salary by contribution assumption: employee only about $19,033 at 4% or $12,689 at 6%; with 50% employer match about $12,689 at 4% or $8,459 at 6%; with 100% employer match about $9,517 at 4% or $6,344 at 6%. |
| 2020 | 1 | 3 | $7,320 | $2,116 | $705iApproximate average salary by contribution assumption: employee only about $17,633 at 4% or $11,756 at 6%; with 50% employer match about $11,756 at 4% or $7,837 at 6%; with 100% employer match about $8,817 at 4% or $5,878 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $7,320 | $2,116 | $705iApproximate average salary by contribution assumption: employee only about $17,633 at 4% or $11,756 at 6%; with 50% employer match about $11,756 at 4% or $7,837 at 6%; with 100% employer match about $8,817 at 4% or $5,878 at 6%. |
| 2019 | 1 | 3 | $4,752 | $2,322 | $774iApproximate average salary by contribution assumption: employee only about $19,350 at 4% or $12,900 at 6%; with 50% employer match about $12,900 at 4% or $8,600 at 6%; with 100% employer match about $9,675 at 4% or $6,450 at 6%. |
| JOSE CHAVEZ 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $4,752 | $2,322 | $774iApproximate average salary by contribution assumption: employee only about $19,350 at 4% or $12,900 at 6%; with 50% employer match about $12,900 at 4% or $8,600 at 6%; with 100% employer match about $9,675 at 4% or $6,450 at 6%. |
| 2018 | 1 | 2 | $2,012 | $2,060 | $1,030iApproximate average salary by contribution assumption: employee only about $25,750 at 4% or $17,167 at 6%; with 50% employer match about $17,167 at 4% or $11,444 at 6%; with 100% employer match about $12,875 at 4% or $8,583 at 6%. |
| JOSE CHAVEZ 401 K PROFIT SHARING PLAN TRUST | - | 2 | $2,012 | $2,060 | $1,030iApproximate average salary by contribution assumption: employee only about $25,750 at 4% or $17,167 at 6%; with 50% employer match about $17,167 at 4% or $11,444 at 6%; with 100% employer match about $12,875 at 4% or $8,583 at 6%. |