STUART POON INSURANCE AGENCY I
Plan context: STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-2209749 • Walnut Creek, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$852,700
2025 Contributions
$71,282
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 | 3 | $852,700 | $71,282 | $23,761iApproximate average salary by contribution assumption: employee only about $594,017 at 4% or $396,011 at 6%; with 50% employer match about $396,011 at 4% or $264,007 at 6%; with 100% employer match about $297,008 at 4% or $198,006 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $852,700 | $71,282 | $23,761iApproximate average salary by contribution assumption: employee only about $594,017 at 4% or $396,011 at 6%; with 50% employer match about $396,011 at 4% or $264,007 at 6%; with 100% employer match about $297,008 at 4% or $198,006 at 6%. |
| 2024 | 1 | 4 | $687,223 | $67,356 | $16,839iApproximate average salary by contribution assumption: employee only about $420,975 at 4% or $280,650 at 6%; with 50% employer match about $280,650 at 4% or $187,100 at 6%; with 100% employer match about $210,488 at 4% or $140,325 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $687,223 | $67,356 | $16,839iApproximate average salary by contribution assumption: employee only about $420,975 at 4% or $280,650 at 6%; with 50% employer match about $280,650 at 4% or $187,100 at 6%; with 100% employer match about $210,488 at 4% or $140,325 at 6%. |
| 2023 | 1 | 5 | $535,848 | $84,217 | $16,843iApproximate average salary by contribution assumption: employee only about $421,085 at 4% or $280,723 at 6%; with 50% employer match about $280,723 at 4% or $187,149 at 6%; with 100% employer match about $210,543 at 4% or $140,362 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $535,848 | $84,217 | $16,843iApproximate average salary by contribution assumption: employee only about $421,085 at 4% or $280,723 at 6%; with 50% employer match about $280,723 at 4% or $187,149 at 6%; with 100% employer match about $210,543 at 4% or $140,362 at 6%. |
| 2022 | 1 | 5 | $367,086 | $72,018 | $14,404iApproximate average salary by contribution assumption: employee only about $360,090 at 4% or $240,060 at 6%; with 50% employer match about $240,060 at 4% or $160,040 at 6%; with 100% employer match about $180,045 at 4% or $120,030 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $367,086 | $72,018 | $14,404iApproximate average salary by contribution assumption: employee only about $360,090 at 4% or $240,060 at 6%; with 50% employer match about $240,060 at 4% or $160,040 at 6%; with 100% employer match about $180,045 at 4% or $120,030 at 6%. |
| 2021 | 1 | 3 | $352,276 | $50,446 | $16,815iApproximate average salary by contribution assumption: employee only about $420,383 at 4% or $280,256 at 6%; with 50% employer match about $280,256 at 4% or $186,837 at 6%; with 100% employer match about $210,192 at 4% or $140,128 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $352,276 | $50,446 | $16,815iApproximate average salary by contribution assumption: employee only about $420,383 at 4% or $280,256 at 6%; with 50% employer match about $280,256 at 4% or $186,837 at 6%; with 100% employer match about $210,192 at 4% or $140,128 at 6%. |
| 2020 | 1 | 3 | $257,553 | $24,029 | $8,010iApproximate average salary by contribution assumption: employee only about $200,242 at 4% or $133,494 at 6%; with 50% employer match about $133,494 at 4% or $88,996 at 6%; with 100% employer match about $100,121 at 4% or $66,747 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $257,553 | $24,029 | $8,010iApproximate average salary by contribution assumption: employee only about $200,242 at 4% or $133,494 at 6%; with 50% employer match about $133,494 at 4% or $88,996 at 6%; with 100% employer match about $100,121 at 4% or $66,747 at 6%. |
| 2019 | 1 | 3 | $195,431 | $1,804 | $601iApproximate average salary by contribution assumption: employee only about $15,033 at 4% or $10,022 at 6%; with 50% employer match about $10,022 at 4% or $6,681 at 6%; with 100% employer match about $7,517 at 4% or $5,011 at 6%. |
| STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $195,431 | $1,804 | $601iApproximate average salary by contribution assumption: employee only about $15,033 at 4% or $10,022 at 6%; with 50% employer match about $10,022 at 4% or $6,681 at 6%; with 100% employer match about $7,517 at 4% or $5,011 at 6%. |