Sharevest Inc.
Plan context: Sharevest Inc., 401(K) Profit Sharing Plan
EIN 94-2433877 • Burlingame, CA • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$776,748
2024 Contributions
$2,217,098
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 | 4 | $776,748 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $776,748 | - | - |
| 2023 | 1 | 4 | $1,104,310 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,104,310 | - | - |
| 2022 | 1 | 4 | $1,160,579 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,160,579 | - | - |
| 2021 | 1 | 4 | $1,246,668 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,246,668 | - | - |
| 2020 | 1 | 4 | $1,319,933 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,319,933 | - | - |
| 2019 | 1 | 4 | $1,414,524 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,414,524 | - | - |
| 2018 | 1 | 4 | $1,471,022 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,471,022 | - | - |
| 2017 | 1 | 4 | $1,502,403 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,502,403 | - | - |
| 2016 | 1 | 4 | $1,489,487 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 4 | $1,489,487 | - | - |
| 2015 | 1 | 5 | $1,541,944 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,541,944 | - | - |
| 2014 | 1 | 5 | $1,556,261 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,556,261 | - | - |
| 2013 | 1 | 5 | $1,644,846 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,644,846 | - | - |
| 2012 | 1 | 5 | $1,715,143 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,715,143 | - | - |
| 2011 | 1 | 5 | $1,817,965 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,817,965 | - | - |
| 2010 | 1 | 5 | $1,879,100 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 5 | $1,879,100 | - | - |
| 2009 | 2 | 6 | $2,066,803 | $2,217,098 | $369,516iApproximate average salary by contribution assumption: employee only about $9,237,908 at 4% or $6,158,606 at 6%; with 50% employer match about $6,158,606 at 4% or $4,105,737 at 6%; with 100% employer match about $4,618,954 at 4% or $3,079,303 at 6%. |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 6 | $2,066,803 | $2,217,098 | $369,516iApproximate average salary by contribution assumption: employee only about $9,237,908 at 4% or $6,158,606 at 6%; with 50% employer match about $6,158,606 at 4% or $4,105,737 at 6%; with 100% employer match about $4,618,954 at 4% or $3,079,303 at 6%. |
| Sharevest Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2008 | 2 | 6 | $0 | $0 | - |
| Sharevest Inc., 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2005 | 1 | 7 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2004 | 1 | 6 | $1,357,901 | $256,546 | $42,758iApproximate average salary by contribution assumption: employee only about $1,068,942 at 4% or $712,628 at 6%; with 50% employer match about $712,628 at 4% or $475,085 at 6%; with 100% employer match about $534,471 at 4% or $356,314 at 6%. |
| Sharevest Inc. Defined Benefit Pension Plan | - | 6 | $1,357,901 | $256,546 | $42,758iApproximate average salary by contribution assumption: employee only about $1,068,942 at 4% or $712,628 at 6%; with 50% employer match about $712,628 at 4% or $475,085 at 6%; with 100% employer match about $534,471 at 4% or $356,314 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Sharevest Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $253,367 | $179,104 | $35,821iApproximate average salary by contribution assumption: employee only about $895,520 at 4% or $597,013 at 6%; with 50% employer match about $597,013 at 4% or $398,009 at 6%; with 100% employer match about $447,760 at 4% or $298,507 at 6%. |
| Sharevest Inc. Defined Benefit Pension Plan | - | 5 | $253,367 | $179,104 | $35,821iApproximate average salary by contribution assumption: employee only about $895,520 at 4% or $597,013 at 6%; with 50% employer match about $597,013 at 4% or $398,009 at 6%; with 100% employer match about $447,760 at 4% or $298,507 at 6%. |
| 1999 | 1 | 4 | $71,298 | $71,298 | $17,825iApproximate average salary by contribution assumption: employee only about $445,613 at 4% or $297,075 at 6%; with 50% employer match about $297,075 at 4% or $198,050 at 6%; with 100% employer match about $222,806 at 4% or $148,538 at 6%. |
| Sharevest Inc. Defined Benefit Pension Plan | - | 4 | $71,298 | $71,298 | $17,825iApproximate average salary by contribution assumption: employee only about $445,613 at 4% or $297,075 at 6%; with 50% employer match about $297,075 at 4% or $198,050 at 6%; with 100% employer match about $222,806 at 4% or $148,538 at 6%. |