Civic Intelligence

Ferns Adams & Associates

Plan context: Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust

EIN 91-1833948 • Walnut Creek, CA • 13 filings • 3 plans

2815 Mitchell Dr Ste 210Walnut Creek, CA 94598-1626
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$386,643

2024 Contributions

$17,728

Historical Graphs

Total Assets Over Time

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

$473,940$236,970$0200620172024YearValue
$386,643Latest year 2024

Participants Over Time

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

840200620172024YearValue
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$386,643$17,728$5,909iApproximate average salary by contribution assumption: employee only about $147,733 at 4% or $98,489 at 6%; with 50% employer match about $98,489 at 4% or $65,659 at 6%; with 100% employer match about $73,867 at 4% or $49,244 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$386,643$17,728$5,909iApproximate average salary by contribution assumption: employee only about $147,733 at 4% or $98,489 at 6%; with 50% employer match about $98,489 at 4% or $65,659 at 6%; with 100% employer match about $73,867 at 4% or $49,244 at 6%.
202313$473,940$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$473,940$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
202213$410,891$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$410,891$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
202113$471,124$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$471,124$4,620$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
201913$315,681$18,620$6,207iApproximate average salary by contribution assumption: employee only about $155,167 at 4% or $103,444 at 6%; with 50% employer match about $103,444 at 4% or $68,963 at 6%; with 100% employer match about $77,583 at 4% or $51,722 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$315,681$18,620$6,207iApproximate average salary by contribution assumption: employee only about $155,167 at 4% or $103,444 at 6%; with 50% employer match about $103,444 at 4% or $68,963 at 6%; with 100% employer match about $77,583 at 4% or $51,722 at 6%.
201813$247,802$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$247,802$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
201713$266,533$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$266,533$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
201613$212,698$17,313$5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$212,698$17,313$5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%.
201513$177,251$15,928$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,244 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$177,251$15,928$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,244 at 6%.
201413$164,661$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$164,661$16,620$5,540iApproximate average salary by contribution assumption: employee only about $138,500 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,556 at 6%; with 100% employer match about $69,250 at 4% or $46,167 at 6%.
201213$95,601$14,470$4,823iApproximate average salary by contribution assumption: employee only about $120,583 at 4% or $80,389 at 6%; with 50% employer match about $80,389 at 4% or $53,593 at 6%; with 100% employer match about $60,292 at 4% or $40,194 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$95,601$14,470$4,823iApproximate average salary by contribution assumption: employee only about $120,583 at 4% or $80,389 at 6%; with 50% employer match about $80,389 at 4% or $53,593 at 6%; with 100% employer match about $60,292 at 4% or $40,194 at 6%.
201113$72,368$14,400$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-3$72,368$14,400$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
200618$39,993$21,308$2,664iApproximate average salary by contribution assumption: employee only about $66,588 at 4% or $44,392 at 6%; with 50% employer match about $44,392 at 4% or $29,594 at 6%; with 100% employer match about $33,294 at 4% or $22,196 at 6%.
Ferns Adams & Associates 401(K) Profit Sharing Plan & Trust-8$39,993$21,308$2,664iApproximate average salary by contribution assumption: employee only about $66,588 at 4% or $44,392 at 6%; with 50% employer match about $44,392 at 4% or $29,594 at 6%; with 100% employer match about $33,294 at 4% or $22,196 at 6%.