Civic Intelligence

GATE FINANCIAL SERVICES

Plan context: GATE FINANCIAL SERVICES 401(K) PLAN

EIN 85-1192383 • Sonoma, CA • 6 filings • 1 plans

PO Box 2084Sonoma, CA 95476-2084
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$385,231

2025 Contributions

$102,721

Historical Graphs

Total Assets Over Time

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

$605,989$302,995$0202020232025YearValue
$385,231Latest year 2025

Participants Over Time

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

530202020232025YearValue
5Latest 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
202515$385,231$102,721$20,544iApproximate average salary by contribution assumption: employee only about $513,605 at 4% or $342,403 at 6%; with 50% employer match about $342,403 at 4% or $228,269 at 6%; with 100% employer match about $256,803 at 4% or $171,202 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-5$385,231$102,721$20,544iApproximate average salary by contribution assumption: employee only about $513,605 at 4% or $342,403 at 6%; with 50% employer match about $342,403 at 4% or $228,269 at 6%; with 100% employer match about $256,803 at 4% or $171,202 at 6%.
202414$605,989$132,250$33,063iApproximate average salary by contribution assumption: employee only about $826,563 at 4% or $551,042 at 6%; with 50% employer match about $551,042 at 4% or $367,361 at 6%; with 100% employer match about $413,281 at 4% or $275,521 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-4$605,989$132,250$33,063iApproximate average salary by contribution assumption: employee only about $826,563 at 4% or $551,042 at 6%; with 50% employer match about $551,042 at 4% or $367,361 at 6%; with 100% employer match about $413,281 at 4% or $275,521 at 6%.
202314$394,218$118,524$29,631iApproximate average salary by contribution assumption: employee only about $740,775 at 4% or $493,850 at 6%; with 50% employer match about $493,850 at 4% or $329,233 at 6%; with 100% employer match about $370,388 at 4% or $246,925 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-4$394,218$118,524$29,631iApproximate average salary by contribution assumption: employee only about $740,775 at 4% or $493,850 at 6%; with 50% employer match about $493,850 at 4% or $329,233 at 6%; with 100% employer match about $370,388 at 4% or $246,925 at 6%.
202212$212,872$99,232$49,616iApproximate average salary by contribution assumption: employee only about $1,240,400 at 4% or $826,933 at 6%; with 50% employer match about $826,933 at 4% or $551,289 at 6%; with 100% employer match about $620,200 at 4% or $413,467 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-2$212,872$99,232$49,616iApproximate average salary by contribution assumption: employee only about $1,240,400 at 4% or $826,933 at 6%; with 50% employer match about $826,933 at 4% or $551,289 at 6%; with 100% employer match about $620,200 at 4% or $413,467 at 6%.
202112$145,743$73,881$36,941iApproximate average salary by contribution assumption: employee only about $923,513 at 4% or $615,675 at 6%; with 50% employer match about $615,675 at 4% or $410,450 at 6%; with 100% employer match about $461,756 at 4% or $307,838 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-2$145,743$73,881$36,941iApproximate average salary by contribution assumption: employee only about $923,513 at 4% or $615,675 at 6%; with 50% employer match about $615,675 at 4% or $410,450 at 6%; with 100% employer match about $461,756 at 4% or $307,838 at 6%.
202012$53,036$48,122$24,061iApproximate average salary by contribution assumption: employee only about $601,525 at 4% or $401,017 at 6%; with 50% employer match about $401,017 at 4% or $267,344 at 6%; with 100% employer match about $300,763 at 4% or $200,508 at 6%.
GATE FINANCIAL SERVICES 401(K) PLAN-2$53,036$48,122$24,061iApproximate average salary by contribution assumption: employee only about $601,525 at 4% or $401,017 at 6%; with 50% employer match about $401,017 at 4% or $267,344 at 6%; with 100% employer match about $300,763 at 4% or $200,508 at 6%.