Civic Intelligence

CONNECT & COMPANY, LLC

Plan context: CONNECT & COMPANY 401(K) PLAN

EIN 82-4630241 • Carlsbad, CA • 4 filings • 1 plans

690 Carlsbad Village Dr, Ste 204Carlsbad, CA 92008
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$151,205

2025 Contributions

$42,530

Historical Graphs

Total Assets Over Time

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

$151,205$75,603$0202220242025YearValue
$151,205Latest 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$151,205$42,530$14,177iApproximate average salary by contribution assumption: employee only about $354,417 at 4% or $236,278 at 6%; with 50% employer match about $236,278 at 4% or $157,519 at 6%; with 100% employer match about $177,208 at 4% or $118,139 at 6%.
CONNECT & COMPANY 401(K) PLAN-3$151,205$42,530$14,177iApproximate average salary by contribution assumption: employee only about $354,417 at 4% or $236,278 at 6%; with 50% employer match about $236,278 at 4% or $157,519 at 6%; with 100% employer match about $177,208 at 4% or $118,139 at 6%.
202414$117,807$39,530$9,883iApproximate average salary by contribution assumption: employee only about $247,063 at 4% or $164,708 at 6%; with 50% employer match about $164,708 at 4% or $109,806 at 6%; with 100% employer match about $123,531 at 4% or $82,354 at 6%.
CONNECT & COMPANY 401(K) PLAN-4$117,807$39,530$9,883iApproximate average salary by contribution assumption: employee only about $247,063 at 4% or $164,708 at 6%; with 50% employer match about $164,708 at 4% or $109,806 at 6%; with 100% employer match about $123,531 at 4% or $82,354 at 6%.
202313$67,830$31,002$10,334iApproximate average salary by contribution assumption: employee only about $258,350 at 4% or $172,233 at 6%; with 50% employer match about $172,233 at 4% or $114,822 at 6%; with 100% employer match about $129,175 at 4% or $86,117 at 6%.
CONNECT & COMPANY 401(K) PLAN-3$67,830$31,002$10,334iApproximate average salary by contribution assumption: employee only about $258,350 at 4% or $172,233 at 6%; with 50% employer match about $172,233 at 4% or $114,822 at 6%; with 100% employer match about $129,175 at 4% or $86,117 at 6%.
202213$28,967$30,032$10,011iApproximate average salary by contribution assumption: employee only about $250,267 at 4% or $166,844 at 6%; with 50% employer match about $166,844 at 4% or $111,230 at 6%; with 100% employer match about $125,133 at 4% or $83,422 at 6%.
CONNECT & COMPANY 401(K) PLAN-3$28,967$30,032$10,011iApproximate average salary by contribution assumption: employee only about $250,267 at 4% or $166,844 at 6%; with 50% employer match about $166,844 at 4% or $111,230 at 6%; with 100% employer match about $125,133 at 4% or $83,422 at 6%.