Curtis & Associates
Plan context: Curtis & Associates Profit Sharing & 401(K) Plan
EIN 94-2431019 • Healdsburg, CA • 22 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$203,382
2025 Contributions
$4,760
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $203,382 | $4,760 | $1,190iApproximate average salary by contribution assumption: employee only about $29,750 at 4% or $19,833 at 6%; with 50% employer match about $19,833 at 4% or $13,222 at 6%; with 100% employer match about $14,875 at 4% or $9,917 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 4 | $203,382 | $4,760 | $1,190iApproximate average salary by contribution assumption: employee only about $29,750 at 4% or $19,833 at 6%; with 50% employer match about $19,833 at 4% or $13,222 at 6%; with 100% employer match about $14,875 at 4% or $9,917 at 6%. |
| 2024 | 1 | 4 | $173,285 | $3,660 | $915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 4 | $173,285 | $3,660 | $915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%. |
| 2023 | 1 | 4 | $160,283 | $3,806 | $952iApproximate average salary by contribution assumption: employee only about $23,788 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,894 at 4% or $7,929 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 4 | $160,283 | $3,806 | $952iApproximate average salary by contribution assumption: employee only about $23,788 at 4% or $15,858 at 6%; with 50% employer match about $15,858 at 4% or $10,572 at 6%; with 100% employer match about $11,894 at 4% or $7,929 at 6%. |
| 2022 | 1 | 4 | $139,380 | $3,662 | $916iApproximate average salary by contribution assumption: employee only about $22,888 at 4% or $15,258 at 6%; with 50% employer match about $15,258 at 4% or $10,172 at 6%; with 100% employer match about $11,444 at 4% or $7,629 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 4 | $139,380 | $3,662 | $916iApproximate average salary by contribution assumption: employee only about $22,888 at 4% or $15,258 at 6%; with 50% employer match about $15,258 at 4% or $10,172 at 6%; with 100% employer match about $11,444 at 4% or $7,629 at 6%. |
| 2021 | 1 | 5 | $191,457 | $3,440 | $688iApproximate average salary by contribution assumption: employee only about $17,200 at 4% or $11,467 at 6%; with 50% employer match about $11,467 at 4% or $7,644 at 6%; with 100% employer match about $8,600 at 4% or $5,733 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 5 | $191,457 | $3,440 | $688iApproximate average salary by contribution assumption: employee only about $17,200 at 4% or $11,467 at 6%; with 50% employer match about $11,467 at 4% or $7,644 at 6%; with 100% employer match about $8,600 at 4% or $5,733 at 6%. |
| 2020 | 1 | 5 | $176,471 | $3,976 | $795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,253 at 6%; with 50% employer match about $13,253 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 5 | $176,471 | $3,976 | $795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,253 at 6%; with 50% employer match about $13,253 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%. |
| 2019 | 1 | 6 | $202,826 | $5,908 | $985iApproximate average salary by contribution assumption: employee only about $24,617 at 4% or $16,411 at 6%; with 50% employer match about $16,411 at 4% or $10,941 at 6%; with 100% employer match about $12,308 at 4% or $8,206 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $202,826 | $5,908 | $985iApproximate average salary by contribution assumption: employee only about $24,617 at 4% or $16,411 at 6%; with 50% employer match about $16,411 at 4% or $10,941 at 6%; with 100% employer match about $12,308 at 4% or $8,206 at 6%. |
| 2018 | 1 | 6 | $172,437 | $9,217 | $1,536iApproximate average salary by contribution assumption: employee only about $38,404 at 4% or $25,603 at 6%; with 50% employer match about $25,603 at 4% or $17,069 at 6%; with 100% employer match about $19,202 at 4% or $12,801 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $172,437 | $9,217 | $1,536iApproximate average salary by contribution assumption: employee only about $38,404 at 4% or $25,603 at 6%; with 50% employer match about $25,603 at 4% or $17,069 at 6%; with 100% employer match about $19,202 at 4% or $12,801 at 6%. |
| 2017 | 1 | 6 | $179,245 | $2,610 | $435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $179,245 | $2,610 | $435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%. |
| 2016 | 1 | 6 | $163,063 | $10,185 | $1,698iApproximate average salary by contribution assumption: employee only about $42,438 at 4% or $28,292 at 6%; with 50% employer match about $28,292 at 4% or $18,861 at 6%; with 100% employer match about $21,219 at 4% or $14,146 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $163,063 | $10,185 | $1,698iApproximate average salary by contribution assumption: employee only about $42,438 at 4% or $28,292 at 6%; with 50% employer match about $28,292 at 4% or $18,861 at 6%; with 100% employer match about $21,219 at 4% or $14,146 at 6%. |
| 2015 | 1 | 6 | $153,638 | $1,170 | $195iApproximate average salary by contribution assumption: employee only about $4,875 at 4% or $3,250 at 6%; with 50% employer match about $3,250 at 4% or $2,167 at 6%; with 100% employer match about $2,438 at 4% or $1,625 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $153,638 | $1,170 | $195iApproximate average salary by contribution assumption: employee only about $4,875 at 4% or $3,250 at 6%; with 50% employer match about $3,250 at 4% or $2,167 at 6%; with 100% employer match about $2,438 at 4% or $1,625 at 6%. |
| 2014 | 1 | 6 | $159,336 | $4,692 | $782iApproximate average salary by contribution assumption: employee only about $19,550 at 4% or $13,033 at 6%; with 50% employer match about $13,033 at 4% or $8,689 at 6%; with 100% employer match about $9,775 at 4% or $6,517 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 6 | $159,336 | $4,692 | $782iApproximate average salary by contribution assumption: employee only about $19,550 at 4% or $13,033 at 6%; with 50% employer match about $13,033 at 4% or $8,689 at 6%; with 100% employer match about $9,775 at 4% or $6,517 at 6%. |
| 2010 | 1 | 8 | $383,570 | $14,320 | $1,790iApproximate average salary by contribution assumption: employee only about $44,750 at 4% or $29,833 at 6%; with 50% employer match about $29,833 at 4% or $19,889 at 6%; with 100% employer match about $22,375 at 4% or $14,917 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 8 | $383,570 | $14,320 | $1,790iApproximate average salary by contribution assumption: employee only about $44,750 at 4% or $29,833 at 6%; with 50% employer match about $29,833 at 4% or $19,889 at 6%; with 100% employer match about $22,375 at 4% or $14,917 at 6%. |
| 2009 | 1 | 8 | $338,549 | $14,472 | $1,809iApproximate average salary by contribution assumption: employee only about $45,225 at 4% or $30,150 at 6%; with 50% employer match about $30,150 at 4% or $20,100 at 6%; with 100% employer match about $22,613 at 4% or $15,075 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 8 | $338,549 | $14,472 | $1,809iApproximate average salary by contribution assumption: employee only about $45,225 at 4% or $30,150 at 6%; with 50% employer match about $30,150 at 4% or $20,100 at 6%; with 100% employer match about $22,613 at 4% or $15,075 at 6%. |
| 2008 | 1 | 7 | $312,484 | $20,671 | $2,953iApproximate average salary by contribution assumption: employee only about $73,825 at 4% or $49,217 at 6%; with 50% employer match about $49,217 at 4% or $32,811 at 6%; with 100% employer match about $36,913 at 4% or $24,608 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 7 | $312,484 | $20,671 | $2,953iApproximate average salary by contribution assumption: employee only about $73,825 at 4% or $49,217 at 6%; with 50% employer match about $49,217 at 4% or $32,811 at 6%; with 100% employer match about $36,913 at 4% or $24,608 at 6%. |
| 2007 | 1 | 8 | $386,912 | $22,727 | $2,841iApproximate average salary by contribution assumption: employee only about $71,022 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,565 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 8 | $386,912 | $22,727 | $2,841iApproximate average salary by contribution assumption: employee only about $71,022 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,565 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%. |
| 2006 | 1 | 10 | $354,719 | $18,584 | $1,858iApproximate average salary by contribution assumption: employee only about $46,460 at 4% or $30,973 at 6%; with 50% employer match about $30,973 at 4% or $20,649 at 6%; with 100% employer match about $23,230 at 4% or $15,487 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 10 | $354,719 | $18,584 | $1,858iApproximate average salary by contribution assumption: employee only about $46,460 at 4% or $30,973 at 6%; with 50% employer match about $30,973 at 4% or $20,649 at 6%; with 100% employer match about $23,230 at 4% or $15,487 at 6%. |
| 2004 | 1 | 8 | $276,878 | $17,706 | $2,213iApproximate average salary by contribution assumption: employee only about $55,331 at 4% or $36,888 at 6%; with 50% employer match about $36,888 at 4% or $24,592 at 6%; with 100% employer match about $27,666 at 4% or $18,444 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 8 | $276,878 | $17,706 | $2,213iApproximate average salary by contribution assumption: employee only about $55,331 at 4% or $36,888 at 6%; with 50% employer match about $36,888 at 4% or $24,592 at 6%; with 100% employer match about $27,666 at 4% or $18,444 at 6%. |
| 2003 | 1 | 10 | $248,642 | $27,180 | $2,718iApproximate average salary by contribution assumption: employee only about $67,950 at 4% or $45,300 at 6%; with 50% employer match about $45,300 at 4% or $30,200 at 6%; with 100% employer match about $33,975 at 4% or $22,650 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 10 | $248,642 | $27,180 | $2,718iApproximate average salary by contribution assumption: employee only about $67,950 at 4% or $45,300 at 6%; with 50% employer match about $45,300 at 4% or $30,200 at 6%; with 100% employer match about $33,975 at 4% or $22,650 at 6%. |
| 2002 | 1 | 9 | $203,182 | $25,201 | $2,800iApproximate average salary by contribution assumption: employee only about $70,003 at 4% or $46,669 at 6%; with 50% employer match about $46,669 at 4% or $31,112 at 6%; with 100% employer match about $35,001 at 4% or $23,334 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 9 | $203,182 | $25,201 | $2,800iApproximate average salary by contribution assumption: employee only about $70,003 at 4% or $46,669 at 6%; with 50% employer match about $46,669 at 4% or $31,112 at 6%; with 100% employer match about $35,001 at 4% or $23,334 at 6%. |
| 2001 | 1 | 9 | $194,488 | $32,752 | $3,639iApproximate average salary by contribution assumption: employee only about $90,978 at 4% or $60,652 at 6%; with 50% employer match about $60,652 at 4% or $40,435 at 6%; with 100% employer match about $45,489 at 4% or $30,326 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 9 | $194,488 | $32,752 | $3,639iApproximate average salary by contribution assumption: employee only about $90,978 at 4% or $60,652 at 6%; with 50% employer match about $60,652 at 4% or $40,435 at 6%; with 100% employer match about $45,489 at 4% or $30,326 at 6%. |
| 2000 | 1 | 8 | $171,042 | $33,629 | $4,204iApproximate average salary by contribution assumption: employee only about $105,091 at 4% or $70,060 at 6%; with 50% employer match about $70,060 at 4% or $46,707 at 6%; with 100% employer match about $52,545 at 4% or $35,030 at 6%. |
| Curtis & Associates Profit Sharing & 401(K) Plan | - | 8 | $171,042 | $33,629 | $4,204iApproximate average salary by contribution assumption: employee only about $105,091 at 4% or $70,060 at 6%; with 50% employer match about $70,060 at 4% or $46,707 at 6%; with 100% employer match about $52,545 at 4% or $35,030 at 6%. |