Civic Intelligence

Paul a Funston

Plan context: Contractors and Employees Retirement Plan and Trust

EIN 94-2319981 • Santa Clara, CA • 13 filings • 3 plans

1685 Russell AveSte HSanta Clara, CA 95054
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$100,761

2024 Contributions

$48,598

Historical Graphs

Total Assets Over Time

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

$100,761$50,381$0199920062024YearValue
$100,761Latest year 2024

Participants Over Time

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

1370199920052024YearValue
13Latest 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
2024113$100,761$48,598$3,738iApproximate average salary by contribution assumption: employee only about $93,458 at 4% or $62,305 at 6%; with 50% employer match about $62,305 at 4% or $41,537 at 6%; with 100% employer match about $46,729 at 4% or $31,153 at 6%.
Contractors and Employees Retirement Plan and Trust-13$100,761$48,598$3,738iApproximate average salary by contribution assumption: employee only about $93,458 at 4% or $62,305 at 6%; with 50% employer match about $62,305 at 4% or $41,537 at 6%; with 100% employer match about $46,729 at 4% or $31,153 at 6%.
2023113$59,999$41,065$3,159iApproximate average salary by contribution assumption: employee only about $78,971 at 4% or $52,647 at 6%; with 50% employer match about $52,647 at 4% or $35,098 at 6%; with 100% employer match about $39,486 at 4% or $26,324 at 6%.
Contractors and Employees Retirement Plan and Trust-13$59,999$41,065$3,159iApproximate average salary by contribution assumption: employee only about $78,971 at 4% or $52,647 at 6%; with 50% employer match about $52,647 at 4% or $35,098 at 6%; with 100% employer match about $39,486 at 4% or $26,324 at 6%.
2022111$13,098$13,036$1,185iApproximate average salary by contribution assumption: employee only about $29,627 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%.
Contractors and Employees Retirement Plan and Trust-11$13,098$13,036$1,185iApproximate average salary by contribution assumption: employee only about $29,627 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%.
200810$0$0-
Contractors and Employees Retirement Plan and Trust-0---
200711$128$0-
Contractors and Employees Retirement Plan and Trust-1$128--
200611$164$0-
Contractors and Employees Retirement Plan and Trust-1$164--
200511$184$0-
Contractors and Employees Retirement Plan and Trust-1$184--
200411$223$0-
Contractors and Employees Retirement Plan and Trust-1$223--
200311$3,383$0-
Contractors and Employees Retirement Plan and Trust-1$3,383--
200212$3,027$0-
Contractors and Employees Retirement Plan and Trust-2$3,027--
200112$0$0-
Contractors and Employees Retirement Plan and Trust-2---
200012$0$0-
Contractors and Employees Retirement Plan and Trust-2---
199912$3,896$0-
Contractors and Employees Retirement Plan and Trust-2$3,896--