TOPP ADVISORY INC.
Plan context: TOPP ADVISORY INC. 401(K) PLAN
EIN 87-1263666 • Yorba Linda, CA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$63,732
2025 Contributions
$6,765
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 | 0 | $0 | $6,765 | - |
| TOPP ADVISORY INC. 401(K) PLAN | - | 0 | $0 | $6,765 | - |
| 2024 | 1 | 4 | $63,732 | $60,488 | $15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%. |
| TOPP ADVISORY INC. 401(K) PLAN | - | 4 | $63,732 | $60,488 | $15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%. |