Civic Intelligence

Aldersly

Plan context: Aldersly 401K Retirement Savings Plan

EIN 94-1156461 • San Rafael, CA • 26 filings • 3 plans

326 Mission AvenueSan Rafael, CA 94901
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

$1,864,596$932,298$0199920152024YearValue
$1,836,105Latest year 2024

Participants Over Time

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

60300199920122024YearValue
38Latest 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
2024138$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%.
2023141$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%.
2022142$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%.
2021145$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%.
2020144$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%.
2019146$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%.
2018137$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%.
2017138$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%.
2016131$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%.
2015137$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%.
2014138$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%.
2013133$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%.
2012136$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%.
2011136$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%.
2010136$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%.
2009234$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-----
2007160$0$0-
Aldersly 401K Retirement Savings Plan-60---
2006156$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%.
2005141$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%.
2004147$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%.
2003154$0$0-
Aldersly 401K Retirement Savings Plan-54---
2002154$0$0-
Aldersly 401K Retirement Savings Plan-54---
2001148$0$0-
Aldersly 401K Retirement Savings Plan-48---
2000144$0$0-
Aldersly 401K Retirement Savings Plan-44---
1999144$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%.