Civic Intelligence

The Aeon Group Inc

Plan context: The Aeon Group Safe Harbor 401K Plan Trust

EIN 91-1827709 • Granite Bay, CA • 23 filings • 2 plans

4120 Douglas Blvd Suite 306-295Granite Bay, CA 95746-0000
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,694,278

2024 Contributions

$67,476

Historical Graphs

Total Assets Over Time

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

$4,101,193$2,050,597$0200220142024YearValue
$1,694,278Latest year 2024

Participants Over Time

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

1260200220132024YearValue
3Latest 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
202413$1,694,278$67,476$22,492iApproximate average salary by contribution assumption: employee only about $562,300 at 4% or $374,867 at 6%; with 50% employer match about $374,867 at 4% or $249,911 at 6%; with 100% employer match about $281,150 at 4% or $187,433 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$1,694,278$67,476$22,492iApproximate average salary by contribution assumption: employee only about $562,300 at 4% or $374,867 at 6%; with 50% employer match about $374,867 at 4% or $249,911 at 6%; with 100% employer match about $281,150 at 4% or $187,433 at 6%.
202313$1,626,440$48,840$16,280iApproximate average salary by contribution assumption: employee only about $407,000 at 4% or $271,333 at 6%; with 50% employer match about $271,333 at 4% or $180,889 at 6%; with 100% employer match about $203,500 at 4% or $135,667 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$1,626,440$48,840$16,280iApproximate average salary by contribution assumption: employee only about $407,000 at 4% or $271,333 at 6%; with 50% employer match about $271,333 at 4% or $180,889 at 6%; with 100% employer match about $203,500 at 4% or $135,667 at 6%.
202213$1,567,540$35,760$11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$1,567,540$35,760$11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%.
202113$1,951,592$39,396$13,132iApproximate average salary by contribution assumption: employee only about $328,300 at 4% or $218,867 at 6%; with 50% employer match about $218,867 at 4% or $145,911 at 6%; with 100% employer match about $164,150 at 4% or $109,433 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$1,951,592$39,396$13,132iApproximate average salary by contribution assumption: employee only about $328,300 at 4% or $218,867 at 6%; with 50% employer match about $218,867 at 4% or $145,911 at 6%; with 100% employer match about $164,150 at 4% or $109,433 at 6%.
202013$1,915,946$33,166$11,055iApproximate average salary by contribution assumption: employee only about $276,383 at 4% or $184,256 at 6%; with 50% employer match about $184,256 at 4% or $122,837 at 6%; with 100% employer match about $138,192 at 4% or $92,128 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$1,915,946$33,166$11,055iApproximate average salary by contribution assumption: employee only about $276,383 at 4% or $184,256 at 6%; with 50% employer match about $184,256 at 4% or $122,837 at 6%; with 100% employer match about $138,192 at 4% or $92,128 at 6%.
201913$2,042,828$17,560$5,853iApproximate average salary by contribution assumption: employee only about $146,333 at 4% or $97,556 at 6%; with 50% employer match about $97,556 at 4% or $65,037 at 6%; with 100% employer match about $73,167 at 4% or $48,778 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$2,042,828$17,560$5,853iApproximate average salary by contribution assumption: employee only about $146,333 at 4% or $97,556 at 6%; with 50% employer match about $97,556 at 4% or $65,037 at 6%; with 100% employer match about $73,167 at 4% or $48,778 at 6%.
201813$2,439,970$25,272$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$2,439,970$25,272$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.
201713$2,702,101$70,320$23,440iApproximate average salary by contribution assumption: employee only about $586,000 at 4% or $390,667 at 6%; with 50% employer match about $390,667 at 4% or $260,444 at 6%; with 100% employer match about $293,000 at 4% or $195,333 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-3$2,702,101$70,320$23,440iApproximate average salary by contribution assumption: employee only about $586,000 at 4% or $390,667 at 6%; with 50% employer match about $390,667 at 4% or $260,444 at 6%; with 100% employer match about $293,000 at 4% or $195,333 at 6%.
201616$3,203,286$102,439$17,073iApproximate average salary by contribution assumption: employee only about $426,829 at 4% or $284,553 at 6%; with 50% employer match about $284,553 at 4% or $189,702 at 6%; with 100% employer match about $213,415 at 4% or $142,276 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-6$3,203,286$102,439$17,073iApproximate average salary by contribution assumption: employee only about $426,829 at 4% or $284,553 at 6%; with 50% employer match about $284,553 at 4% or $189,702 at 6%; with 100% employer match about $213,415 at 4% or $142,276 at 6%.
201517$4,046,529$107,664$15,381iApproximate average salary by contribution assumption: employee only about $384,514 at 4% or $256,343 at 6%; with 50% employer match about $256,343 at 4% or $170,895 at 6%; with 100% employer match about $192,257 at 4% or $128,171 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-7$4,046,529$107,664$15,381iApproximate average salary by contribution assumption: employee only about $384,514 at 4% or $256,343 at 6%; with 50% employer match about $256,343 at 4% or $170,895 at 6%; with 100% employer match about $192,257 at 4% or $128,171 at 6%.
201417$3,916,857$149,645$21,378iApproximate average salary by contribution assumption: employee only about $534,446 at 4% or $356,298 at 6%; with 50% employer match about $356,298 at 4% or $237,532 at 6%; with 100% employer match about $267,223 at 4% or $178,149 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-7$3,916,857$149,645$21,378iApproximate average salary by contribution assumption: employee only about $534,446 at 4% or $356,298 at 6%; with 50% employer match about $356,298 at 4% or $237,532 at 6%; with 100% employer match about $267,223 at 4% or $178,149 at 6%.
201318$4,101,193$244,730$30,591iApproximate average salary by contribution assumption: employee only about $764,781 at 4% or $509,854 at 6%; with 50% employer match about $509,854 at 4% or $339,903 at 6%; with 100% employer match about $382,391 at 4% or $254,927 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-8$4,101,193$244,730$30,591iApproximate average salary by contribution assumption: employee only about $764,781 at 4% or $509,854 at 6%; with 50% employer match about $509,854 at 4% or $339,903 at 6%; with 100% employer match about $382,391 at 4% or $254,927 at 6%.
2012110$3,791,875$321,185$32,119iApproximate average salary by contribution assumption: employee only about $802,963 at 4% or $535,308 at 6%; with 50% employer match about $535,308 at 4% or $356,872 at 6%; with 100% employer match about $401,481 at 4% or $267,654 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-10$3,791,875$321,185$32,119iApproximate average salary by contribution assumption: employee only about $802,963 at 4% or $535,308 at 6%; with 50% employer match about $535,308 at 4% or $356,872 at 6%; with 100% employer match about $401,481 at 4% or $267,654 at 6%.
2011110$3,768,633$410,578$41,058iApproximate average salary by contribution assumption: employee only about $1,026,445 at 4% or $684,297 at 6%; with 50% employer match about $684,297 at 4% or $456,198 at 6%; with 100% employer match about $513,223 at 4% or $342,148 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-10$3,768,633$410,578$41,058iApproximate average salary by contribution assumption: employee only about $1,026,445 at 4% or $684,297 at 6%; with 50% employer match about $684,297 at 4% or $456,198 at 6%; with 100% employer match about $513,223 at 4% or $342,148 at 6%.
2010111$3,913,206$471,739$42,885iApproximate average salary by contribution assumption: employee only about $1,072,134 at 4% or $714,756 at 6%; with 50% employer match about $714,756 at 4% or $476,504 at 6%; with 100% employer match about $536,067 at 4% or $357,378 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-11$3,913,206$471,739$42,885iApproximate average salary by contribution assumption: employee only about $1,072,134 at 4% or $714,756 at 6%; with 50% employer match about $714,756 at 4% or $476,504 at 6%; with 100% employer match about $536,067 at 4% or $357,378 at 6%.
2009112$3,423,820$502,934$41,911iApproximate average salary by contribution assumption: employee only about $1,047,779 at 4% or $698,519 at 6%; with 50% employer match about $698,519 at 4% or $465,680 at 6%; with 100% employer match about $523,890 at 4% or $349,260 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-12$3,423,820$502,934$41,911iApproximate average salary by contribution assumption: employee only about $1,047,779 at 4% or $698,519 at 6%; with 50% employer match about $698,519 at 4% or $465,680 at 6%; with 100% employer match about $523,890 at 4% or $349,260 at 6%.
2008111$2,723,047$502,191$45,654iApproximate average salary by contribution assumption: employee only about $1,141,343 at 4% or $760,895 at 6%; with 50% employer match about $760,895 at 4% or $507,264 at 6%; with 100% employer match about $570,672 at 4% or $380,448 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-11$2,723,047$502,191$45,654iApproximate average salary by contribution assumption: employee only about $1,141,343 at 4% or $760,895 at 6%; with 50% employer match about $760,895 at 4% or $507,264 at 6%; with 100% employer match about $570,672 at 4% or $380,448 at 6%.
2007111$2,909,681$531,830$48,348iApproximate average salary by contribution assumption: employee only about $1,208,705 at 4% or $805,803 at 6%; with 50% employer match about $805,803 at 4% or $537,202 at 6%; with 100% employer match about $604,352 at 4% or $402,902 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-11$2,909,681$531,830$48,348iApproximate average salary by contribution assumption: employee only about $1,208,705 at 4% or $805,803 at 6%; with 50% employer match about $805,803 at 4% or $537,202 at 6%; with 100% employer match about $604,352 at 4% or $402,902 at 6%.
2006110$2,233,910$445,019$44,502iApproximate average salary by contribution assumption: employee only about $1,112,548 at 4% or $741,698 at 6%; with 50% employer match about $741,698 at 4% or $494,466 at 6%; with 100% employer match about $556,274 at 4% or $370,849 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-10$2,233,910$445,019$44,502iApproximate average salary by contribution assumption: employee only about $1,112,548 at 4% or $741,698 at 6%; with 50% employer match about $741,698 at 4% or $494,466 at 6%; with 100% employer match about $556,274 at 4% or $370,849 at 6%.
2005111$0$0-
The Aeon Group Safe Harbor 401K Plan Trust-11---
2004111$1,321,338$448,828$40,803iApproximate average salary by contribution assumption: employee only about $1,020,064 at 4% or $680,042 at 6%; with 50% employer match about $680,042 at 4% or $453,362 at 6%; with 100% employer match about $510,032 at 4% or $340,021 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-11$1,321,338$448,828$40,803iApproximate average salary by contribution assumption: employee only about $1,020,064 at 4% or $680,042 at 6%; with 50% employer match about $680,042 at 4% or $453,362 at 6%; with 100% employer match about $510,032 at 4% or $340,021 at 6%.
2003112$801,604$404,974$33,748iApproximate average salary by contribution assumption: employee only about $843,696 at 4% or $562,464 at 6%; with 50% employer match about $562,464 at 4% or $374,976 at 6%; with 100% employer match about $421,848 at 4% or $281,232 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-12$801,604$404,974$33,748iApproximate average salary by contribution assumption: employee only about $843,696 at 4% or $562,464 at 6%; with 50% employer match about $562,464 at 4% or $374,976 at 6%; with 100% employer match about $421,848 at 4% or $281,232 at 6%.
2002110$383,258$383,846$38,385iApproximate average salary by contribution assumption: employee only about $959,615 at 4% or $639,743 at 6%; with 50% employer match about $639,743 at 4% or $426,496 at 6%; with 100% employer match about $479,808 at 4% or $319,872 at 6%.
The Aeon Group Safe Harbor 401K Plan Trust-10$383,258$383,846$38,385iApproximate average salary by contribution assumption: employee only about $959,615 at 4% or $639,743 at 6%; with 50% employer match about $639,743 at 4% or $426,496 at 6%; with 100% employer match about $479,808 at 4% or $319,872 at 6%.