Civic Intelligence

Rees Ventures Inc.

Plan context: Rees Ventures Inc. 401(K) Plan

EIN 82-3832125 • Paso Robles, CA • 7 filings • 1 plans

P.O. Box 868Paso Robles, CA 93447
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$994,414

2025 Contributions

$93,460

Historical Graphs

Total Assets Over Time

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

$994,414$497,207$0201920222025YearValue
$994,414Latest year 2025

Participants Over Time

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

320201920222025YearValue
2Latest 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
202512$994,414$93,460$46,730iApproximate average salary by contribution assumption: employee only about $1,168,250 at 4% or $778,833 at 6%; with 50% employer match about $778,833 at 4% or $519,222 at 6%; with 100% employer match about $584,125 at 4% or $389,417 at 6%.
Rees Ventures Inc. 401(K) Plan-2$994,414$93,460$46,730iApproximate average salary by contribution assumption: employee only about $1,168,250 at 4% or $778,833 at 6%; with 50% employer match about $778,833 at 4% or $519,222 at 6%; with 100% employer match about $584,125 at 4% or $389,417 at 6%.
202413$778,752$96,593$32,198iApproximate average salary by contribution assumption: employee only about $804,942 at 4% or $536,628 at 6%; with 50% employer match about $536,628 at 4% or $357,752 at 6%; with 100% employer match about $402,471 at 4% or $268,314 at 6%.
Rees Ventures Inc. 401(K) Plan-3$778,752$96,593$32,198iApproximate average salary by contribution assumption: employee only about $804,942 at 4% or $536,628 at 6%; with 50% employer match about $536,628 at 4% or $357,752 at 6%; with 100% employer match about $402,471 at 4% or $268,314 at 6%.
202313$591,462$83,523$27,841iApproximate average salary by contribution assumption: employee only about $696,025 at 4% or $464,017 at 6%; with 50% employer match about $464,017 at 4% or $309,344 at 6%; with 100% employer match about $348,013 at 4% or $232,008 at 6%.
Rees Ventures Inc. 401(K) Plan-3$591,462$83,523$27,841iApproximate average salary by contribution assumption: employee only about $696,025 at 4% or $464,017 at 6%; with 50% employer match about $464,017 at 4% or $309,344 at 6%; with 100% employer match about $348,013 at 4% or $232,008 at 6%.
202213$419,022$90,236$30,079iApproximate average salary by contribution assumption: employee only about $751,967 at 4% or $501,311 at 6%; with 50% employer match about $501,311 at 4% or $334,207 at 6%; with 100% employer match about $375,983 at 4% or $250,656 at 6%.
Rees Ventures Inc. 401(K) Plan-3$419,022$90,236$30,079iApproximate average salary by contribution assumption: employee only about $751,967 at 4% or $501,311 at 6%; with 50% employer match about $501,311 at 4% or $334,207 at 6%; with 100% employer match about $375,983 at 4% or $250,656 at 6%.
202112$411,908$77,403$38,702iApproximate average salary by contribution assumption: employee only about $967,538 at 4% or $645,025 at 6%; with 50% employer match about $645,025 at 4% or $430,017 at 6%; with 100% employer match about $483,769 at 4% or $322,513 at 6%.
Rees Ventures Inc. 401(K) Plan-2$411,908$77,403$38,702iApproximate average salary by contribution assumption: employee only about $967,538 at 4% or $645,025 at 6%; with 50% employer match about $645,025 at 4% or $430,017 at 6%; with 100% employer match about $483,769 at 4% or $322,513 at 6%.
202012$290,394$71,055$35,528iApproximate average salary by contribution assumption: employee only about $888,188 at 4% or $592,125 at 6%; with 50% employer match about $592,125 at 4% or $394,750 at 6%; with 100% employer match about $444,094 at 4% or $296,063 at 6%.
Rees Ventures Inc. 401(K) Plan-2$290,394$71,055$35,528iApproximate average salary by contribution assumption: employee only about $888,188 at 4% or $592,125 at 6%; with 50% employer match about $592,125 at 4% or $394,750 at 6%; with 100% employer match about $444,094 at 4% or $296,063 at 6%.
201912$177,495$69,081$34,541iApproximate average salary by contribution assumption: employee only about $863,513 at 4% or $575,675 at 6%; with 50% employer match about $575,675 at 4% or $383,783 at 6%; with 100% employer match about $431,756 at 4% or $287,838 at 6%.
Rees Ventures Inc. 401(K) Plan-2$177,495$69,081$34,541iApproximate average salary by contribution assumption: employee only about $863,513 at 4% or $575,675 at 6%; with 50% employer match about $575,675 at 4% or $383,783 at 6%; with 100% employer match about $431,756 at 4% or $287,838 at 6%.