De Sousa Financial
Plan context: De Sousa Financial 401(K) Plan
EIN 94-3040575 • Fremont, CA • 17 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$399,299
2023 Contributions
$6,292
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $6,292 | - |
| De Sousa Financial 401(K) Plan | - | 0 | $0 | $6,292 | - |
| 2022 | 1 | 3 | $399,299 | $13,613 | $4,538iApproximate average salary by contribution assumption: employee only about $113,442 at 4% or $75,628 at 6%; with 50% employer match about $75,628 at 4% or $50,419 at 6%; with 100% employer match about $56,721 at 4% or $37,814 at 6%. |
| De Sousa Financial 401(K) Plan | - | 3 | $399,299 | $13,613 | $4,538iApproximate average salary by contribution assumption: employee only about $113,442 at 4% or $75,628 at 6%; with 50% employer match about $75,628 at 4% or $50,419 at 6%; with 100% employer match about $56,721 at 4% or $37,814 at 6%. |
| 2021 | 1 | 3 | $638,230 | $48,299 | $16,100iApproximate average salary by contribution assumption: employee only about $402,492 at 4% or $268,328 at 6%; with 50% employer match about $268,328 at 4% or $178,885 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%. |
| De Sousa Financial 401(K) Plan | - | 3 | $638,230 | $48,299 | $16,100iApproximate average salary by contribution assumption: employee only about $402,492 at 4% or $268,328 at 6%; with 50% employer match about $268,328 at 4% or $178,885 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%. |
| 2020 | 1 | 2 | $569,723 | $45,152 | $22,576iApproximate average salary by contribution assumption: employee only about $564,400 at 4% or $376,267 at 6%; with 50% employer match about $376,267 at 4% or $250,844 at 6%; with 100% employer match about $282,200 at 4% or $188,133 at 6%. |
| De Sousa Financial 401(K) Plan | - | 2 | $569,723 | $45,152 | $22,576iApproximate average salary by contribution assumption: employee only about $564,400 at 4% or $376,267 at 6%; with 50% employer match about $376,267 at 4% or $250,844 at 6%; with 100% employer match about $282,200 at 4% or $188,133 at 6%. |
| 2019 | 1 | 2 | $482,296 | $51,038 | $25,519iApproximate average salary by contribution assumption: employee only about $637,975 at 4% or $425,317 at 6%; with 50% employer match about $425,317 at 4% or $283,544 at 6%; with 100% employer match about $318,988 at 4% or $212,658 at 6%. |
| De Sousa Financial 401(K) Plan | - | 2 | $482,296 | $51,038 | $25,519iApproximate average salary by contribution assumption: employee only about $637,975 at 4% or $425,317 at 6%; with 50% employer match about $425,317 at 4% or $283,544 at 6%; with 100% employer match about $318,988 at 4% or $212,658 at 6%. |
| 2018 | 1 | 3 | $519,089 | $64,084 | $21,361iApproximate average salary by contribution assumption: employee only about $534,033 at 4% or $356,022 at 6%; with 50% employer match about $356,022 at 4% or $237,348 at 6%; with 100% employer match about $267,017 at 4% or $178,011 at 6%. |
| De Sousa Financial 401(K) Plan | - | 3 | $519,089 | $64,084 | $21,361iApproximate average salary by contribution assumption: employee only about $534,033 at 4% or $356,022 at 6%; with 50% employer match about $356,022 at 4% or $237,348 at 6%; with 100% employer match about $267,017 at 4% or $178,011 at 6%. |
| 2017 | 1 | 4 | $491,906 | $68,846 | $17,212iApproximate average salary by contribution assumption: employee only about $430,288 at 4% or $286,858 at 6%; with 50% employer match about $286,858 at 4% or $191,239 at 6%; with 100% employer match about $215,144 at 4% or $143,429 at 6%. |
| De Sousa Financial 401(K) Plan | - | 4 | $491,906 | $68,846 | $17,212iApproximate average salary by contribution assumption: employee only about $430,288 at 4% or $286,858 at 6%; with 50% employer match about $286,858 at 4% or $191,239 at 6%; with 100% employer match about $215,144 at 4% or $143,429 at 6%. |
| 2016 | 1 | 2 | $491,237 | $66,119 | $33,060iApproximate average salary by contribution assumption: employee only about $826,488 at 4% or $550,992 at 6%; with 50% employer match about $550,992 at 4% or $367,328 at 6%; with 100% employer match about $413,244 at 4% or $275,496 at 6%. |
| De Sousa Financial 401(K) Plan | - | 2 | $491,237 | $66,119 | $33,060iApproximate average salary by contribution assumption: employee only about $826,488 at 4% or $550,992 at 6%; with 50% employer match about $550,992 at 4% or $367,328 at 6%; with 100% employer match about $413,244 at 4% or $275,496 at 6%. |
| 2015 | 1 | 2 | $413,123 | $65,464 | $32,732iApproximate average salary by contribution assumption: employee only about $818,300 at 4% or $545,533 at 6%; with 50% employer match about $545,533 at 4% or $363,689 at 6%; with 100% employer match about $409,150 at 4% or $272,767 at 6%. |
| De Sousa Financial 401(K) Plan | - | 2 | $413,123 | $65,464 | $32,732iApproximate average salary by contribution assumption: employee only about $818,300 at 4% or $545,533 at 6%; with 50% employer match about $545,533 at 4% or $363,689 at 6%; with 100% employer match about $409,150 at 4% or $272,767 at 6%. |
| 2014 | 1 | 2 | $361,709 | $59,835 | $29,918iApproximate average salary by contribution assumption: employee only about $747,938 at 4% or $498,625 at 6%; with 50% employer match about $498,625 at 4% or $332,417 at 6%; with 100% employer match about $373,969 at 4% or $249,313 at 6%. |
| De Sousa Financial 401(K) Plan | - | 2 | $361,709 | $59,835 | $29,918iApproximate average salary by contribution assumption: employee only about $747,938 at 4% or $498,625 at 6%; with 50% employer match about $498,625 at 4% or $332,417 at 6%; with 100% employer match about $373,969 at 4% or $249,313 at 6%. |
| 2013 | 1 | 4 | $305,745 | $65,649 | $16,412iApproximate average salary by contribution assumption: employee only about $410,306 at 4% or $273,538 at 6%; with 50% employer match about $273,538 at 4% or $182,358 at 6%; with 100% employer match about $205,153 at 4% or $136,769 at 6%. |
| De Sousa Financial 401(K) Plan | - | 4 | $305,745 | $65,649 | $16,412iApproximate average salary by contribution assumption: employee only about $410,306 at 4% or $273,538 at 6%; with 50% employer match about $273,538 at 4% or $182,358 at 6%; with 100% employer match about $205,153 at 4% or $136,769 at 6%. |
| 2012 | 1 | 4 | $226,215 | $64,264 | $16,066iApproximate average salary by contribution assumption: employee only about $401,650 at 4% or $267,767 at 6%; with 50% employer match about $267,767 at 4% or $178,511 at 6%; with 100% employer match about $200,825 at 4% or $133,883 at 6%. |
| De Sousa Financial 401(K) Plan | - | 4 | $226,215 | $64,264 | $16,066iApproximate average salary by contribution assumption: employee only about $401,650 at 4% or $267,767 at 6%; with 50% employer match about $267,767 at 4% or $178,511 at 6%; with 100% employer match about $200,825 at 4% or $133,883 at 6%. |
| 2011 | 1 | 4 | $156,457 | $87,520 | $21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%. |
| De Sousa Financial 401(K) Plan | - | 4 | $156,457 | $87,520 | $21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%. |
| 2010 | 1 | 4 | $69,193 | $30,441 | $7,610iApproximate average salary by contribution assumption: employee only about $190,256 at 4% or $126,838 at 6%; with 50% employer match about $126,838 at 4% or $84,558 at 6%; with 100% employer match about $95,128 at 4% or $63,419 at 6%. |
| De Sousa Financial 401(K) Plan | - | 4 | $69,193 | $30,441 | $7,610iApproximate average salary by contribution assumption: employee only about $190,256 at 4% or $126,838 at 6%; with 50% employer match about $126,838 at 4% or $84,558 at 6%; with 100% employer match about $95,128 at 4% or $63,419 at 6%. |
| 2009 | 1 | 5 | $43,157 | $31,672 | $6,334iApproximate average salary by contribution assumption: employee only about $158,360 at 4% or $105,573 at 6%; with 50% employer match about $105,573 at 4% or $70,382 at 6%; with 100% employer match about $79,180 at 4% or $52,787 at 6%. |
| De Sousa Financial 401(K) Plan | - | 5 | $43,157 | $31,672 | $6,334iApproximate average salary by contribution assumption: employee only about $158,360 at 4% or $105,573 at 6%; with 50% employer match about $105,573 at 4% or $70,382 at 6%; with 100% employer match about $79,180 at 4% or $52,787 at 6%. |
| 2008 | 1 | 5 | $54,033 | $32,204 | $6,441iApproximate average salary by contribution assumption: employee only about $161,020 at 4% or $107,347 at 6%; with 50% employer match about $107,347 at 4% or $71,564 at 6%; with 100% employer match about $80,510 at 4% or $53,673 at 6%. |
| De Sousa Financial 401(K) Plan | - | 5 | $54,033 | $32,204 | $6,441iApproximate average salary by contribution assumption: employee only about $161,020 at 4% or $107,347 at 6%; with 50% employer match about $107,347 at 4% or $71,564 at 6%; with 100% employer match about $80,510 at 4% or $53,673 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| De Sousa Financial 401(K) Plan | - | 4 | - | - | - |