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E.T.R. Associates

Plan context: Etr Associates 401K Plan

EIN 94-2760764 • Scotts Valley, CA • 62 filings • 12 plans

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5619 Scotts Valley DriveSuite 140Scotts Valley, CA 95066
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$31,773,523

2024 Contributions

$1,697,369

Historical Graphs

Total Assets Over Time

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

$31,773,523$15,886,762$0199920132023YearValue
$31,773,523Latest year 2023

Participants Over Time

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

2071040199920122024YearValue
118Latest 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
20241118$0$0-
E T R Associates Inc. Employees Welfare Benefit Plan-118---
20233169$31,773,523$1,697,369$10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,393 at 6%; with 50% employer match about $167,393 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%.
Etr Associates 401K Plan-169$29,017,861$1,697,369$10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,393 at 6%; with 50% employer match about $167,393 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-39$2,755,662--
E T R Associates Inc. Employees Welfare Benefit Plan-114---
20222154$27,392,434$1,639,512$10,646iApproximate average salary by contribution assumption: employee only about $266,155 at 4% or $177,436 at 6%; with 50% employer match about $177,436 at 4% or $118,291 at 6%; with 100% employer match about $133,077 at 4% or $88,718 at 6%.
Etr Associates 401K Plan-154$25,125,119$1,639,512$10,646iApproximate average salary by contribution assumption: employee only about $266,155 at 4% or $177,436 at 6%; with 50% employer match about $177,436 at 4% or $118,291 at 6%; with 100% employer match about $133,077 at 4% or $88,718 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-39$2,267,315--
20212157$24,970,044$1,903,636$12,125iApproximate average salary by contribution assumption: employee only about $303,127 at 4% or $202,085 at 6%; with 50% employer match about $202,085 at 4% or $134,723 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Etr Associates 401K Plan-157$23,028,424$1,903,636$12,125iApproximate average salary by contribution assumption: employee only about $303,127 at 4% or $202,085 at 6%; with 50% employer match about $202,085 at 4% or $134,723 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-39$1,941,620--
20202135$28,995,704$1,767,167$13,090iApproximate average salary by contribution assumption: employee only about $327,253 at 4% or $218,169 at 6%; with 50% employer match about $218,169 at 4% or $145,446 at 6%; with 100% employer match about $163,627 at 4% or $109,084 at 6%.
Etr Associates 401K Plan-135$26,537,882$1,767,167$13,090iApproximate average salary by contribution assumption: employee only about $327,253 at 4% or $218,169 at 6%; with 50% employer match about $218,169 at 4% or $145,446 at 6%; with 100% employer match about $163,627 at 4% or $109,084 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-41$2,457,822--
20192136$22,356,278$1,458,371$10,723iApproximate average salary by contribution assumption: employee only about $268,083 at 4% or $178,722 at 6%; with 50% employer match about $178,722 at 4% or $119,148 at 6%; with 100% employer match about $134,041 at 4% or $89,361 at 6%.
Etr Associates 401K Plan-136$20,388,086$1,458,371$10,723iApproximate average salary by contribution assumption: employee only about $268,083 at 4% or $178,722 at 6%; with 50% employer match about $178,722 at 4% or $119,148 at 6%; with 100% employer match about $134,041 at 4% or $89,361 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-57$1,968,192--
20182124$20,553,241$1,238,220$9,986iApproximate average salary by contribution assumption: employee only about $249,641 at 4% or $166,427 at 6%; with 50% employer match about $166,427 at 4% or $110,952 at 6%; with 100% employer match about $124,821 at 4% or $83,214 at 6%.
Etr Associates 401K Plan-124$18,712,539$1,238,220$9,986iApproximate average salary by contribution assumption: employee only about $249,641 at 4% or $166,427 at 6%; with 50% employer match about $166,427 at 4% or $110,952 at 6%; with 100% employer match about $124,821 at 4% or $83,214 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-62$1,840,702--
20172110$18,528,188$1,130,196$10,275iApproximate average salary by contribution assumption: employee only about $256,863 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,161 at 6%; with 100% employer match about $128,431 at 4% or $85,621 at 6%.
Etr Associates 401K Plan-110$16,792,623$1,130,196$10,275iApproximate average salary by contribution assumption: employee only about $256,863 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,161 at 6%; with 100% employer match about $128,431 at 4% or $85,621 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-65$1,735,565--
2016297$16,413,605$993,158$10,239iApproximate average salary by contribution assumption: employee only about $255,969 at 4% or $170,646 at 6%; with 50% employer match about $170,646 at 4% or $113,764 at 6%; with 100% employer match about $127,984 at 4% or $85,323 at 6%.
Etr Associates 401K Plan-97$14,687,834$993,158$10,239iApproximate average salary by contribution assumption: employee only about $255,969 at 4% or $170,646 at 6%; with 50% employer match about $170,646 at 4% or $113,764 at 6%; with 100% employer match about $127,984 at 4% or $85,323 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-66$1,725,771--
2015285$15,158,044$1,017,005$11,965iApproximate average salary by contribution assumption: employee only about $299,119 at 4% or $199,413 at 6%; with 50% employer match about $199,413 at 4% or $132,942 at 6%; with 100% employer match about $149,560 at 4% or $99,706 at 6%.
Etr Associates 401K Plan-85$13,626,097$1,017,005$11,965iApproximate average salary by contribution assumption: employee only about $299,119 at 4% or $199,413 at 6%; with 50% employer match about $199,413 at 4% or $132,942 at 6%; with 100% employer match about $149,560 at 4% or $99,706 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-68$1,531,947--
2014390$16,649,563$961,823$10,687iApproximate average salary by contribution assumption: employee only about $267,173 at 4% or $178,115 at 6%; with 50% employer match about $178,115 at 4% or $118,744 at 6%; with 100% employer match about $133,587 at 4% or $89,058 at 6%.
Etr Associates 401K Plan-90$15,100,900$961,823$10,687iApproximate average salary by contribution assumption: employee only about $267,173 at 4% or $178,115 at 6%; with 50% employer match about $178,115 at 4% or $118,744 at 6%; with 100% employer match about $133,587 at 4% or $89,058 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-73$1,548,663--
E T R Associates Inc. Employees Welfare Benefit Plan-78---
20133109$16,682,485$1,031,625$9,464iApproximate average salary by contribution assumption: employee only about $236,611 at 4% or $157,741 at 6%; with 50% employer match about $157,741 at 4% or $105,161 at 6%; with 100% employer match about $118,306 at 4% or $78,870 at 6%.
Etr Associates 401K Plan-89$15,145,390$1,031,625$11,591iApproximate average salary by contribution assumption: employee only about $289,782 at 4% or $193,188 at 6%; with 50% employer match about $193,188 at 4% or $128,792 at 6%; with 100% employer match about $144,891 at 4% or $96,594 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-76$1,537,095--
E T R Associates Inc. Employees Welfare Benefit Plan-109---
20123158$17,032,964$1,205,833$7,632iApproximate average salary by contribution assumption: employee only about $190,796 at 4% or $127,198 at 6%; with 50% employer match about $127,198 at 4% or $84,798 at 6%; with 100% employer match about $95,398 at 4% or $63,599 at 6%.
Etr Associates 401K Plan-92$15,714,982$1,203,826$13,085iApproximate average salary by contribution assumption: employee only about $327,127 at 4% or $218,084 at 6%; with 50% employer match about $218,084 at 4% or $145,390 at 6%; with 100% employer match about $163,563 at 4% or $109,042 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-80$1,317,982$2,007$25iApproximate average salary by contribution assumption: employee only about $627 at 4% or $418 at 6%; with 50% employer match about $418 at 4% or $279 at 6%; with 100% employer match about $314 at 4% or $209 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-158---
20113165$16,105,955$1,219,774$7,393iApproximate average salary by contribution assumption: employee only about $184,814 at 4% or $123,209 at 6%; with 50% employer match about $123,209 at 4% or $82,140 at 6%; with 100% employer match about $92,407 at 4% or $61,605 at 6%.
Etr Associates 401K Plan-119$14,873,492$1,219,774$10,250iApproximate average salary by contribution assumption: employee only about $256,255 at 4% or $170,837 at 6%; with 50% employer match about $170,837 at 4% or $113,891 at 6%; with 100% employer match about $128,128 at 4% or $85,418 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-83$1,232,463--
E T R Associates Inc. Employees Welfare Benefit Plan-165---
20103167$15,797,829$1,274,828$7,634iApproximate average salary by contribution assumption: employee only about $190,843 at 4% or $127,228 at 6%; with 50% employer match about $127,228 at 4% or $84,819 at 6%; with 100% employer match about $95,421 at 4% or $63,614 at 6%.
Etr Associates 401K Plan-123$14,555,783$1,274,828$10,364iApproximate average salary by contribution assumption: employee only about $259,111 at 4% or $172,741 at 6%; with 50% employer match about $172,741 at 4% or $115,161 at 6%; with 100% employer match about $129,556 at 4% or $86,370 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-85$1,242,046--
E T R Associates Inc. Employees Welfare Benefit Plan-167---
20093143$13,606,661$2,433,264$17,016iApproximate average salary by contribution assumption: employee only about $425,396 at 4% or $283,597 at 6%; with 50% employer match about $283,597 at 4% or $189,065 at 6%; with 100% employer match about $212,698 at 4% or $141,799 at 6%.
Etr Associates 401K Plan-125$12,536,997$2,433,264$19,466iApproximate average salary by contribution assumption: employee only about $486,653 at 4% or $324,435 at 6%; with 50% employer match about $324,435 at 4% or $216,290 at 6%; with 100% employer match about $243,326 at 4% or $162,218 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-87$1,069,664--
E T R Associates Inc. Employees Welfare Benefit Plan-143---
20083160$11,010,741$2,395,724$14,973iApproximate average salary by contribution assumption: employee only about $374,332 at 4% or $249,555 at 6%; with 50% employer match about $249,555 at 4% or $166,370 at 6%; with 100% employer match about $187,166 at 4% or $124,777 at 6%.
Etr Associates 401K Plan-160$9,957,322$2,395,724$14,973iApproximate average salary by contribution assumption: employee only about $374,332 at 4% or $249,555 at 6%; with 50% employer match about $249,555 at 4% or $166,370 at 6%; with 100% employer match about $187,166 at 4% or $124,777 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-0$1,053,419--
E T R Associates Inc. Employees Welfare Benefit Plan-154---
20073166$8,971,419$1,945,105$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,194 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
Etr Associates 401K Plan-166$8,971,419$1,945,105$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,194 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-157---
Tiaa-Cref Prototype Money Purchase Pension Plan-0---
20063151$4,204,976$927,048$6,139iApproximate average salary by contribution assumption: employee only about $153,485 at 4% or $102,323 at 6%; with 50% employer match about $102,323 at 4% or $68,215 at 6%; with 100% employer match about $76,742 at 4% or $51,162 at 6%.
Etr Associates 401K Plan-149$4,204,976$927,048$6,222iApproximate average salary by contribution assumption: employee only about $155,545 at 4% or $103,697 at 6%; with 50% employer match about $103,697 at 4% or $69,131 at 6%; with 100% employer match about $77,772 at 4% or $51,848 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-151---
Tiaa-Cref Prototype Money Purchase Pension Plan-0---
20052131$0$0-
E T R Associates Inc. Employees Welfare Benefit Plan-131---
Tiaa-Cref Prototype Money Purchase Pension Plan-0---
20042207$4,993,082$779,521$3,766iApproximate average salary by contribution assumption: employee only about $94,145 at 4% or $62,763 at 6%; with 50% employer match about $62,763 at 4% or $41,842 at 6%; with 100% employer match about $47,073 at 4% or $31,382 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-136$4,993,082$779,521$5,732iApproximate average salary by contribution assumption: employee only about $143,294 at 4% or $95,530 at 6%; with 50% employer match about $95,530 at 4% or $63,686 at 6%; with 100% employer match about $71,647 at 4% or $47,765 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-207---
20032144$4,194,599$800,259$5,557iApproximate average salary by contribution assumption: employee only about $138,934 at 4% or $92,623 at 6%; with 50% employer match about $92,623 at 4% or $61,748 at 6%; with 100% employer match about $69,467 at 4% or $46,311 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-130$4,194,599$800,259$6,156iApproximate average salary by contribution assumption: employee only about $153,896 at 4% or $102,597 at 6%; with 50% employer match about $102,597 at 4% or $68,398 at 6%; with 100% employer match about $76,948 at 4% or $51,299 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-144---
20023158$0$0-
E T R Associates Inc. Employees Welfare Benefit Plan-156---
Tiaa-Cref Prototype Money Purchase Pension Plan-158---
ETR ASSOCIATES FLEXIBLE BENEFITS PLAN-0---
20012144$0$0-
E T R Associates Inc. Employees Welfare Benefit Plan-144---
Tiaa-Cref Prototype Money Purchase Pension Plan-105---
20002124$0$0-
Tiaa-Cref Prototype Money Purchase Pension Plan-106---
E T R Associates Inc. Employees Welfare Benefit Plan-124---
19992116$2,503,989$503,282$4,339iApproximate average salary by contribution assumption: employee only about $108,466 at 4% or $72,311 at 6%; with 50% employer match about $72,311 at 4% or $48,207 at 6%; with 100% employer match about $54,233 at 4% or $36,155 at 6%.
Tiaa-Cref Prototype Money Purchase Pension Plan-89$2,503,989$503,282$5,655iApproximate average salary by contribution assumption: employee only about $141,371 at 4% or $94,248 at 6%; with 50% employer match about $94,248 at 4% or $62,832 at 6%; with 100% employer match about $70,686 at 4% or $47,124 at 6%.
E T R Associates Inc. Employees Welfare Benefit Plan-116---