Civic Intelligence

Akelas Financial Inc.

Plan context: Akelas Financial Inc. 401(K) Profit Sharing Plan

EIN 86-1990853 • Goleta, CA • 4 filings • 1 plans

5662 Calle Real, Pmb 165Goleta, CA 93111-2317
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$384,526

2024 Contributions

$60,646

Historical Graphs

Total Assets Over Time

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

$384,526$192,263$0202120232024YearValue
$384,526Latest year 2024

Participants Over Time

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

530202120232024YearValue
5Latest year 2024

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
202415$384,526$0-
Akelas Financial Inc. 401(K) Profit Sharing Plan-5$384,526--
202312$345,049$0-
Akelas Financial Inc. 401(K) Profit Sharing Plan-2$345,049--
202212$336,299$60,646$30,323iApproximate average salary by contribution assumption: employee only about $758,075 at 4% or $505,383 at 6%; with 50% employer match about $505,383 at 4% or $336,922 at 6%; with 100% employer match about $379,038 at 4% or $252,692 at 6%.
Akelas Financial Inc. 401(K) Profit Sharing Plan-2$336,299$60,646$30,323iApproximate average salary by contribution assumption: employee only about $758,075 at 4% or $505,383 at 6%; with 50% employer match about $505,383 at 4% or $336,922 at 6%; with 100% employer match about $379,038 at 4% or $252,692 at 6%.
202112$304,141$38,550$19,275iApproximate average salary by contribution assumption: employee only about $481,875 at 4% or $321,250 at 6%; with 50% employer match about $321,250 at 4% or $214,167 at 6%; with 100% employer match about $240,938 at 4% or $160,625 at 6%.
Akelas Financial Inc. 401(K) Profit Sharing Plan-2$304,141$38,550$19,275iApproximate average salary by contribution assumption: employee only about $481,875 at 4% or $321,250 at 6%; with 50% employer match about $321,250 at 4% or $214,167 at 6%; with 100% employer match about $240,938 at 4% or $160,625 at 6%.