Civic Intelligence

Fern Lodge Inc

Plan context: Fern Lodge Inc 401K Profit Sharing Plan & Trust

EIN 94-1753387 • Castro Valley, CA • 6 filings • 3 plans

18457 Madison AveCastro Valley, CA 94546
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,024,235

2024 Contributions

$108,364

Historical Graphs

Total Assets Over Time

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

$1,024,235$512,118$0199920022024YearValue
$1,024,235Latest year 2024

Participants Over Time

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

1050200020232024YearValue
10Latest 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
2024110$1,024,235$108,364$10,836iApproximate average salary by contribution assumption: employee only about $270,910 at 4% or $180,607 at 6%; with 50% employer match about $180,607 at 4% or $120,404 at 6%; with 100% employer match about $135,455 at 4% or $90,303 at 6%.
Fern Lodge Inc 401K Profit Sharing Plan & Trust-10$1,024,235$108,364$10,836iApproximate average salary by contribution assumption: employee only about $270,910 at 4% or $180,607 at 6%; with 50% employer match about $180,607 at 4% or $120,404 at 6%; with 100% employer match about $135,455 at 4% or $90,303 at 6%.
202319$859,132$46,155$5,128iApproximate average salary by contribution assumption: employee only about $128,208 at 4% or $85,472 at 6%; with 50% employer match about $85,472 at 4% or $56,981 at 6%; with 100% employer match about $64,104 at 4% or $42,736 at 6%.
Fern Lodge Inc 401K Profit Sharing Plan & Trust-9$859,132$46,155$5,128iApproximate average salary by contribution assumption: employee only about $128,208 at 4% or $85,472 at 6%; with 50% employer match about $85,472 at 4% or $56,981 at 6%; with 100% employer match about $64,104 at 4% or $42,736 at 6%.
200210$7,337$0-
Fern Lodge Inc 401K Profit Sharing Plan & Trust-0$7,337--
2001110$0$0-
Fern Lodge Inc 401K Profit Sharing Plan & Trust-10---
2000110$45,091$27,049$2,705iApproximate average salary by contribution assumption: employee only about $67,623 at 4% or $45,082 at 6%; with 50% employer match about $45,082 at 4% or $30,054 at 6%; with 100% employer match about $33,811 at 4% or $22,541 at 6%.
Fern Lodge Inc 401K Profit Sharing Plan & Trust-10$45,091$27,049$2,705iApproximate average salary by contribution assumption: employee only about $67,623 at 4% or $45,082 at 6%; with 50% employer match about $45,082 at 4% or $30,054 at 6%; with 100% employer match about $33,811 at 4% or $22,541 at 6%.
199910$22,690$21,403-
Fern Lodge Inc 401K Profit Sharing Plan & Trust-0$22,690$21,403-