Civic Intelligence

Concierge Senior Care Manageme

Plan context: Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust

EIN 85-1045895 • Ladera Ranch, CA • 6 filings • 1 plans

8 Franklin WayLadera Ranch, CA 92694-0521
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$39,536

2025 Contributions

$16,216

Historical Graphs

Total Assets Over Time

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

$39,536$19,768$0202020232025YearValue
$39,536Latest year 2025

Participants Over Time

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

39200202020232025YearValue
39Latest 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
2025139$39,536$16,216$416iApproximate average salary by contribution assumption: employee only about $10,395 at 4% or $6,930 at 6%; with 50% employer match about $6,930 at 4% or $4,620 at 6%; with 100% employer match about $5,197 at 4% or $3,465 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-39$39,536$16,216$416iApproximate average salary by contribution assumption: employee only about $10,395 at 4% or $6,930 at 6%; with 50% employer match about $6,930 at 4% or $4,620 at 6%; with 100% employer match about $5,197 at 4% or $3,465 at 6%.
2024138$19,528$6,154$162iApproximate average salary by contribution assumption: employee only about $4,049 at 4% or $2,699 at 6%; with 50% employer match about $2,699 at 4% or $1,799 at 6%; with 100% employer match about $2,024 at 4% or $1,350 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-38$19,528$6,154$162iApproximate average salary by contribution assumption: employee only about $4,049 at 4% or $2,699 at 6%; with 50% employer match about $2,699 at 4% or $1,799 at 6%; with 100% employer match about $2,024 at 4% or $1,350 at 6%.
2023137$13,446$6,896$186iApproximate average salary by contribution assumption: employee only about $4,659 at 4% or $3,106 at 6%; with 50% employer match about $3,106 at 4% or $2,071 at 6%; with 100% employer match about $2,330 at 4% or $1,553 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-37$13,446$6,896$186iApproximate average salary by contribution assumption: employee only about $4,659 at 4% or $3,106 at 6%; with 50% employer match about $3,106 at 4% or $2,071 at 6%; with 100% employer match about $2,330 at 4% or $1,553 at 6%.
2022138$9,904$7,341$193iApproximate average salary by contribution assumption: employee only about $4,830 at 4% or $3,220 at 6%; with 50% employer match about $3,220 at 4% or $2,146 at 6%; with 100% employer match about $2,415 at 4% or $1,610 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-38$9,904$7,341$193iApproximate average salary by contribution assumption: employee only about $4,830 at 4% or $3,220 at 6%; with 50% employer match about $3,220 at 4% or $2,146 at 6%; with 100% employer match about $2,415 at 4% or $1,610 at 6%.
2021136$3,490$3,307$92iApproximate average salary by contribution assumption: employee only about $2,297 at 4% or $1,531 at 6%; with 50% employer match about $1,531 at 4% or $1,021 at 6%; with 100% employer match about $1,148 at 4% or $766 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-36$3,490$3,307$92iApproximate average salary by contribution assumption: employee only about $2,297 at 4% or $1,531 at 6%; with 50% employer match about $1,531 at 4% or $1,021 at 6%; with 100% employer match about $1,148 at 4% or $766 at 6%.
202012$112$109$55iApproximate average salary by contribution assumption: employee only about $1,363 at 4% or $908 at 6%; with 50% employer match about $908 at 4% or $606 at 6%; with 100% employer match about $681 at 4% or $454 at 6%.
Concierge Senior Care Manageme 401(K) Profit Sharing Plan & Trust-2$112$109$55iApproximate average salary by contribution assumption: employee only about $1,363 at 4% or $908 at 6%; with 50% employer match about $908 at 4% or $606 at 6%; with 100% employer match about $681 at 4% or $454 at 6%.