Palos Verdes Practice Management LLC
Plan context: Richard Mccallister, a Sole Proprietor 401K Plan
EIN 92-2884459 • Rancho Palos Verdes, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$6,659,230
2024 Contributions
$3,674,130
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $6,659,230 | $3,674,130 | $734,826iApproximate average salary by contribution assumption: employee only about $18,370,650 at 4% or $12,247,100 at 6%; with 50% employer match about $12,247,100 at 4% or $8,164,733 at 6%; with 100% employer match about $9,185,325 at 4% or $6,123,550 at 6%. |
| Richard Mccallister, a Sole Proprietor 401K Plan | - | 5 | $6,659,230 | $3,674,130 | $734,826iApproximate average salary by contribution assumption: employee only about $18,370,650 at 4% or $12,247,100 at 6%; with 50% employer match about $12,247,100 at 4% or $8,164,733 at 6%; with 100% employer match about $9,185,325 at 4% or $6,123,550 at 6%. |
| RICHARD MCCALLISTER, A SOLE PROPRIETOR DBPP | - | 0 | $0 | $0 | - |
| 2023 | 2 | 3 | $6,279,899 | $91,965 | $30,655iApproximate average salary by contribution assumption: employee only about $766,375 at 4% or $510,917 at 6%; with 50% employer match about $510,917 at 4% or $340,611 at 6%; with 100% employer match about $383,188 at 4% or $255,458 at 6%. |
| RICHARD MCCALLISTER, A SOLE PROPRIETOR DBPP | - | 2 | $3,462,451 | $0 | - |
| Richard Mccallister, a Sole Proprietor 401K Plan | - | 3 | $2,817,448 | $91,965 | $30,655iApproximate average salary by contribution assumption: employee only about $766,375 at 4% or $510,917 at 6%; with 50% employer match about $510,917 at 4% or $340,611 at 6%; with 100% employer match about $383,188 at 4% or $255,458 at 6%. |
| 2022 | 1 | 2 | $2,342,212 | $84,762 | $42,381iApproximate average salary by contribution assumption: employee only about $1,059,525 at 4% or $706,350 at 6%; with 50% employer match about $706,350 at 4% or $470,900 at 6%; with 100% employer match about $529,763 at 4% or $353,175 at 6%. |
| Richard Mccallister, a Sole Proprietor 401K Plan | - | 2 | $2,342,212 | $84,762 | $42,381iApproximate average salary by contribution assumption: employee only about $1,059,525 at 4% or $706,350 at 6%; with 50% employer match about $706,350 at 4% or $470,900 at 6%; with 100% employer match about $529,763 at 4% or $353,175 at 6%. |