Aldersly
Plan context: Aldersly 401K Retirement Savings Plan
EIN 94-1156461 • San Rafael, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$1,836,105
2024 Contributions
$120,637
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 | 1 | 38 | $1,836,105 | $120,637 | $3,175iApproximate average salary by contribution assumption: employee only about $79,366 at 4% or $52,911 at 6%; with 50% employer match about $52,911 at 4% or $35,274 at 6%; with 100% employer match about $39,683 at 4% or $26,455 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 38 | $1,836,105 | $120,637 | $3,175iApproximate average salary by contribution assumption: employee only about $79,366 at 4% or $52,911 at 6%; with 50% employer match about $52,911 at 4% or $35,274 at 6%; with 100% employer match about $39,683 at 4% or $26,455 at 6%. |
| 2023 | 1 | 41 | $1,864,596 | $153,371 | $3,741iApproximate average salary by contribution assumption: employee only about $93,519 at 4% or $62,346 at 6%; with 50% employer match about $62,346 at 4% or $41,564 at 6%; with 100% employer match about $46,759 at 4% or $31,173 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 41 | $1,864,596 | $153,371 | $3,741iApproximate average salary by contribution assumption: employee only about $93,519 at 4% or $62,346 at 6%; with 50% employer match about $62,346 at 4% or $41,564 at 6%; with 100% employer match about $46,759 at 4% or $31,173 at 6%. |
| 2022 | 1 | 42 | $1,776,890 | $166,746 | $3,970iApproximate average salary by contribution assumption: employee only about $99,254 at 4% or $66,169 at 6%; with 50% employer match about $66,169 at 4% or $44,113 at 6%; with 100% employer match about $49,627 at 4% or $33,085 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 42 | $1,776,890 | $166,746 | $3,970iApproximate average salary by contribution assumption: employee only about $99,254 at 4% or $66,169 at 6%; with 50% employer match about $66,169 at 4% or $44,113 at 6%; with 100% employer match about $49,627 at 4% or $33,085 at 6%. |
| 2021 | 1 | 45 | $1,564,899 | $188,078 | $4,180iApproximate average salary by contribution assumption: employee only about $104,488 at 4% or $69,659 at 6%; with 50% employer match about $69,659 at 4% or $46,439 at 6%; with 100% employer match about $52,244 at 4% or $34,829 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 45 | $1,564,899 | $188,078 | $4,180iApproximate average salary by contribution assumption: employee only about $104,488 at 4% or $69,659 at 6%; with 50% employer match about $69,659 at 4% or $46,439 at 6%; with 100% employer match about $52,244 at 4% or $34,829 at 6%. |
| 2020 | 1 | 44 | $1,709,800 | $185,864 | $4,224iApproximate average salary by contribution assumption: employee only about $105,605 at 4% or $70,403 at 6%; with 50% employer match about $70,403 at 4% or $46,935 at 6%; with 100% employer match about $52,802 at 4% or $35,202 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 44 | $1,709,800 | $185,864 | $4,224iApproximate average salary by contribution assumption: employee only about $105,605 at 4% or $70,403 at 6%; with 50% employer match about $70,403 at 4% or $46,935 at 6%; with 100% employer match about $52,802 at 4% or $35,202 at 6%. |
| 2019 | 1 | 46 | $1,533,522 | $172,078 | $3,741iApproximate average salary by contribution assumption: employee only about $93,521 at 4% or $62,347 at 6%; with 50% employer match about $62,347 at 4% or $41,565 at 6%; with 100% employer match about $46,760 at 4% or $31,174 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 46 | $1,533,522 | $172,078 | $3,741iApproximate average salary by contribution assumption: employee only about $93,521 at 4% or $62,347 at 6%; with 50% employer match about $62,347 at 4% or $41,565 at 6%; with 100% employer match about $46,760 at 4% or $31,174 at 6%. |
| 2018 | 1 | 37 | $1,518,212 | $140,489 | $3,797iApproximate average salary by contribution assumption: employee only about $94,925 at 4% or $63,283 at 6%; with 50% employer match about $63,283 at 4% or $42,189 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 37 | $1,518,212 | $140,489 | $3,797iApproximate average salary by contribution assumption: employee only about $94,925 at 4% or $63,283 at 6%; with 50% employer match about $63,283 at 4% or $42,189 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%. |
| 2017 | 1 | 38 | $1,392,196 | $128,247 | $3,375iApproximate average salary by contribution assumption: employee only about $84,373 at 4% or $56,249 at 6%; with 50% employer match about $56,249 at 4% or $37,499 at 6%; with 100% employer match about $42,187 at 4% or $28,124 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 38 | $1,392,196 | $128,247 | $3,375iApproximate average salary by contribution assumption: employee only about $84,373 at 4% or $56,249 at 6%; with 50% employer match about $56,249 at 4% or $37,499 at 6%; with 100% employer match about $42,187 at 4% or $28,124 at 6%. |
| 2016 | 1 | 31 | $1,324,910 | $88,612 | $2,858iApproximate average salary by contribution assumption: employee only about $71,461 at 4% or $47,641 at 6%; with 50% employer match about $47,641 at 4% or $31,761 at 6%; with 100% employer match about $35,731 at 4% or $23,820 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 31 | $1,324,910 | $88,612 | $2,858iApproximate average salary by contribution assumption: employee only about $71,461 at 4% or $47,641 at 6%; with 50% employer match about $47,641 at 4% or $31,761 at 6%; with 100% employer match about $35,731 at 4% or $23,820 at 6%. |
| 2015 | 1 | 37 | $1,276,678 | $93,215 | $2,519iApproximate average salary by contribution assumption: employee only about $62,983 at 4% or $41,989 at 6%; with 50% employer match about $41,989 at 4% or $27,992 at 6%; with 100% employer match about $31,492 at 4% or $20,994 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 37 | $1,276,678 | $93,215 | $2,519iApproximate average salary by contribution assumption: employee only about $62,983 at 4% or $41,989 at 6%; with 50% employer match about $41,989 at 4% or $27,992 at 6%; with 100% employer match about $31,492 at 4% or $20,994 at 6%. |
| 2014 | 1 | 38 | $1,311,151 | $151,163 | $3,978iApproximate average salary by contribution assumption: employee only about $99,449 at 4% or $66,300 at 6%; with 50% employer match about $66,300 at 4% or $44,200 at 6%; with 100% employer match about $49,725 at 4% or $33,150 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 38 | $1,311,151 | $151,163 | $3,978iApproximate average salary by contribution assumption: employee only about $99,449 at 4% or $66,300 at 6%; with 50% employer match about $66,300 at 4% or $44,200 at 6%; with 100% employer match about $49,725 at 4% or $33,150 at 6%. |
| 2013 | 1 | 33 | $1,198,449 | $136,699 | $4,142iApproximate average salary by contribution assumption: employee only about $103,560 at 4% or $69,040 at 6%; with 50% employer match about $69,040 at 4% or $46,027 at 6%; with 100% employer match about $51,780 at 4% or $34,520 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 33 | $1,198,449 | $136,699 | $4,142iApproximate average salary by contribution assumption: employee only about $103,560 at 4% or $69,040 at 6%; with 50% employer match about $69,040 at 4% or $46,027 at 6%; with 100% employer match about $51,780 at 4% or $34,520 at 6%. |
| 2012 | 1 | 36 | $1,054,620 | $159,941 | $4,443iApproximate average salary by contribution assumption: employee only about $111,070 at 4% or $74,047 at 6%; with 50% employer match about $74,047 at 4% or $49,365 at 6%; with 100% employer match about $55,535 at 4% or $37,023 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 36 | $1,054,620 | $159,941 | $4,443iApproximate average salary by contribution assumption: employee only about $111,070 at 4% or $74,047 at 6%; with 50% employer match about $74,047 at 4% or $49,365 at 6%; with 100% employer match about $55,535 at 4% or $37,023 at 6%. |
| 2011 | 1 | 36 | $887,707 | $142,776 | $3,966iApproximate average salary by contribution assumption: employee only about $99,150 at 4% or $66,100 at 6%; with 50% employer match about $66,100 at 4% or $44,067 at 6%; with 100% employer match about $49,575 at 4% or $33,050 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 36 | $887,707 | $142,776 | $3,966iApproximate average salary by contribution assumption: employee only about $99,150 at 4% or $66,100 at 6%; with 50% employer match about $66,100 at 4% or $44,067 at 6%; with 100% employer match about $49,575 at 4% or $33,050 at 6%. |
| 2010 | 1 | 36 | $680,116 | $140,079 | $3,891iApproximate average salary by contribution assumption: employee only about $97,277 at 4% or $64,851 at 6%; with 50% employer match about $64,851 at 4% or $43,234 at 6%; with 100% employer match about $48,639 at 4% or $32,426 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 36 | $680,116 | $140,079 | $3,891iApproximate average salary by contribution assumption: employee only about $97,277 at 4% or $64,851 at 6%; with 50% employer match about $64,851 at 4% or $43,234 at 6%; with 100% employer match about $48,639 at 4% or $32,426 at 6%. |
| 2009 | 2 | 34 | $607,440 | $107,946 | $3,175iApproximate average salary by contribution assumption: employee only about $79,372 at 4% or $52,915 at 6%; with 50% employer match about $52,915 at 4% or $35,276 at 6%; with 100% employer match about $39,686 at 4% or $26,457 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 34 | $607,440 | $107,946 | $3,175iApproximate average salary by contribution assumption: employee only about $79,372 at 4% or $52,915 at 6%; with 50% employer match about $52,915 at 4% or $35,276 at 6%; with 100% employer match about $39,686 at 4% or $26,457 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | - | - | - | - |
| 2007 | 1 | 60 | $0 | $0 | - |
| Aldersly 401K Retirement Savings Plan | - | 60 | - | - | - |
| 2006 | 1 | 56 | $515,995 | $77,314 | $1,381iApproximate average salary by contribution assumption: employee only about $34,515 at 4% or $23,010 at 6%; with 50% employer match about $23,010 at 4% or $15,340 at 6%; with 100% employer match about $17,258 at 4% or $11,505 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 56 | $515,995 | $77,314 | $1,381iApproximate average salary by contribution assumption: employee only about $34,515 at 4% or $23,010 at 6%; with 50% employer match about $23,010 at 4% or $15,340 at 6%; with 100% employer match about $17,258 at 4% or $11,505 at 6%. |
| 2005 | 1 | 41 | $385,343 | $80,324 | $1,959iApproximate average salary by contribution assumption: employee only about $48,978 at 4% or $32,652 at 6%; with 50% employer match about $32,652 at 4% or $21,768 at 6%; with 100% employer match about $24,489 at 4% or $16,326 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 41 | $385,343 | $80,324 | $1,959iApproximate average salary by contribution assumption: employee only about $48,978 at 4% or $32,652 at 6%; with 50% employer match about $32,652 at 4% or $21,768 at 6%; with 100% employer match about $24,489 at 4% or $16,326 at 6%. |
| 2004 | 1 | 47 | $328,340 | $55,846 | $1,188iApproximate average salary by contribution assumption: employee only about $29,705 at 4% or $19,804 at 6%; with 50% employer match about $19,804 at 4% or $13,202 at 6%; with 100% employer match about $14,853 at 4% or $9,902 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 47 | $328,340 | $55,846 | $1,188iApproximate average salary by contribution assumption: employee only about $29,705 at 4% or $19,804 at 6%; with 50% employer match about $19,804 at 4% or $13,202 at 6%; with 100% employer match about $14,853 at 4% or $9,902 at 6%. |
| 2003 | 1 | 54 | $0 | $0 | - |
| Aldersly 401K Retirement Savings Plan | - | 54 | - | - | - |
| 2002 | 1 | 54 | $0 | $0 | - |
| Aldersly 401K Retirement Savings Plan | - | 54 | - | - | - |
| 2001 | 1 | 48 | $0 | $0 | - |
| Aldersly 401K Retirement Savings Plan | - | 48 | - | - | - |
| 2000 | 1 | 44 | $0 | $0 | - |
| Aldersly 401K Retirement Savings Plan | - | 44 | - | - | - |
| 1999 | 1 | 44 | $117,847 | $56,305 | $1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,328 at 6%; with 50% employer match about $21,328 at 4% or $14,218 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%. |
| Aldersly 401K Retirement Savings Plan | - | 44 | $117,847 | $56,305 | $1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,328 at 6%; with 50% employer match about $21,328 at 4% or $14,218 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%. |