Civic Intelligence

COSTA & COSTA LLP

Plan context: COSTA & COSTA LLP 401(K) PLAN

EIN 82-3865755 • Rancho Santa Fe, CA • 7 filings • 1 plans

P.O. Box 8116Rancho Santa Fe, CA 92067
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,531,927

2025 Contributions

$162,707

Historical Graphs

Total Assets Over Time

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

$1,531,927$765,964$0201920222025YearValue
$1,531,927Latest year 2025

Participants Over Time

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

630201920222025YearValue
6Latest 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
202516$1,531,927$162,707$27,118iApproximate average salary by contribution assumption: employee only about $677,946 at 4% or $451,964 at 6%; with 50% employer match about $451,964 at 4% or $301,309 at 6%; with 100% employer match about $338,973 at 4% or $225,982 at 6%.
COSTA & COSTA LLP 401(K) PLAN-6$1,531,927$162,707$27,118iApproximate average salary by contribution assumption: employee only about $677,946 at 4% or $451,964 at 6%; with 50% employer match about $451,964 at 4% or $301,309 at 6%; with 100% employer match about $338,973 at 4% or $225,982 at 6%.
202415$1,160,691$153,000$30,600iApproximate average salary by contribution assumption: employee only about $765,000 at 4% or $510,000 at 6%; with 50% employer match about $510,000 at 4% or $340,000 at 6%; with 100% employer match about $382,500 at 4% or $255,000 at 6%.
COSTA & COSTA LLP 401(K) PLAN-5$1,160,691$153,000$30,600iApproximate average salary by contribution assumption: employee only about $765,000 at 4% or $510,000 at 6%; with 50% employer match about $510,000 at 4% or $340,000 at 6%; with 100% employer match about $382,500 at 4% or $255,000 at 6%.
202315$813,184$123,892$24,778iApproximate average salary by contribution assumption: employee only about $619,460 at 4% or $412,973 at 6%; with 50% employer match about $412,973 at 4% or $275,316 at 6%; with 100% employer match about $309,730 at 4% or $206,487 at 6%.
COSTA & COSTA LLP 401(K) PLAN-5$813,184$123,892$24,778iApproximate average salary by contribution assumption: employee only about $619,460 at 4% or $412,973 at 6%; with 50% employer match about $412,973 at 4% or $275,316 at 6%; with 100% employer match about $309,730 at 4% or $206,487 at 6%.
202214$535,718$130,641$32,660iApproximate average salary by contribution assumption: employee only about $816,506 at 4% or $544,338 at 6%; with 50% employer match about $544,338 at 4% or $362,892 at 6%; with 100% employer match about $408,253 at 4% or $272,169 at 6%.
COSTA & COSTA LLP 401(K) PLAN-4$535,718$130,641$32,660iApproximate average salary by contribution assumption: employee only about $816,506 at 4% or $544,338 at 6%; with 50% employer match about $544,338 at 4% or $362,892 at 6%; with 100% employer match about $408,253 at 4% or $272,169 at 6%.
202114$557,362$127,333$31,833iApproximate average salary by contribution assumption: employee only about $795,831 at 4% or $530,554 at 6%; with 50% employer match about $530,554 at 4% or $353,703 at 6%; with 100% employer match about $397,916 at 4% or $265,277 at 6%.
COSTA & COSTA LLP 401(K) PLAN-4$557,362$127,333$31,833iApproximate average salary by contribution assumption: employee only about $795,831 at 4% or $530,554 at 6%; with 50% employer match about $530,554 at 4% or $353,703 at 6%; with 100% employer match about $397,916 at 4% or $265,277 at 6%.
202014$346,450$123,095$30,774iApproximate average salary by contribution assumption: employee only about $769,344 at 4% or $512,896 at 6%; with 50% employer match about $512,896 at 4% or $341,931 at 6%; with 100% employer match about $384,672 at 4% or $256,448 at 6%.
COSTA & COSTA LLP 401(K) PLAN-4$346,450$123,095$30,774iApproximate average salary by contribution assumption: employee only about $769,344 at 4% or $512,896 at 6%; with 50% employer match about $512,896 at 4% or $341,931 at 6%; with 100% employer match about $384,672 at 4% or $256,448 at 6%.
201914$172,316$149,249$37,312iApproximate average salary by contribution assumption: employee only about $932,806 at 4% or $621,871 at 6%; with 50% employer match about $621,871 at 4% or $414,581 at 6%; with 100% employer match about $466,403 at 4% or $310,935 at 6%.
COSTA & COSTA LLP 401(K) PLAN-4$172,316$149,249$37,312iApproximate average salary by contribution assumption: employee only about $932,806 at 4% or $621,871 at 6%; with 50% employer match about $621,871 at 4% or $414,581 at 6%; with 100% employer match about $466,403 at 4% or $310,935 at 6%.