Avalon Capital Management
Plan context: AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN
EIN 94-3158692 • Redwood City, CA • 41 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$5,932,438
2024 Contributions
$238,136
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 | 2 | 3 | $5,932,438 | $238,136 | $79,379iApproximate average salary by contribution assumption: employee only about $1,984,467 at 4% or $1,322,978 at 6%; with 50% employer match about $1,322,978 at 4% or $881,985 at 6%; with 100% employer match about $992,233 at 4% or $661,489 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $3,976,766 | $137,000 | $45,667iApproximate average salary by contribution assumption: employee only about $1,141,667 at 4% or $761,111 at 6%; with 50% employer match about $761,111 at 4% or $507,407 at 6%; with 100% employer match about $570,833 at 4% or $380,556 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,955,672 | $101,136 | $33,712iApproximate average salary by contribution assumption: employee only about $842,800 at 4% or $561,867 at 6%; with 50% employer match about $561,867 at 4% or $374,578 at 6%; with 100% employer match about $421,400 at 4% or $280,933 at 6%. |
| 2023 | 2 | 3 | $5,223,567 | $487,875 | $162,625iApproximate average salary by contribution assumption: employee only about $4,065,625 at 4% or $2,710,417 at 6%; with 50% employer match about $2,710,417 at 4% or $1,806,944 at 6%; with 100% employer match about $2,032,813 at 4% or $1,355,208 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $3,577,985 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,645,582 | $87,875 | $29,292iApproximate average salary by contribution assumption: employee only about $732,292 at 4% or $488,194 at 6%; with 50% employer match about $488,194 at 4% or $325,463 at 6%; with 100% employer match about $366,146 at 4% or $244,097 at 6%. |
| 2022 | 2 | 3 | $4,521,954 | $994,150 | $331,383iApproximate average salary by contribution assumption: employee only about $8,284,583 at 4% or $5,523,056 at 6%; with 50% employer match about $5,523,056 at 4% or $3,682,037 at 6%; with 100% employer match about $4,142,292 at 4% or $2,761,528 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $3,150,374 | $932,000 | $310,667iApproximate average salary by contribution assumption: employee only about $7,766,667 at 4% or $5,177,778 at 6%; with 50% employer match about $5,177,778 at 4% or $3,451,852 at 6%; with 100% employer match about $3,883,333 at 4% or $2,588,889 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,371,580 | $62,150 | $20,717iApproximate average salary by contribution assumption: employee only about $517,917 at 4% or $345,278 at 6%; with 50% employer match about $345,278 at 4% or $230,185 at 6%; with 100% employer match about $258,958 at 4% or $172,639 at 6%. |
| 2021 | 2 | 2 | $5,049,214 | $789,083 | $394,542iApproximate average salary by contribution assumption: employee only about $9,863,538 at 4% or $6,575,692 at 6%; with 50% employer match about $6,575,692 at 4% or $4,383,794 at 6%; with 100% employer match about $4,931,769 at 4% or $3,287,846 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 2 | $3,457,099 | $722,000 | $361,000iApproximate average salary by contribution assumption: employee only about $9,025,000 at 4% or $6,016,667 at 6%; with 50% employer match about $6,016,667 at 4% or $4,011,111 at 6%; with 100% employer match about $4,512,500 at 4% or $3,008,333 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 2 | $1,592,115 | $67,083 | $33,542iApproximate average salary by contribution assumption: employee only about $838,538 at 4% or $559,025 at 6%; with 50% employer match about $559,025 at 4% or $372,683 at 6%; with 100% employer match about $419,269 at 4% or $279,513 at 6%. |
| 2020 | 2 | 3 | $5,804,774 | $366,391 | $122,130iApproximate average salary by contribution assumption: employee only about $3,053,258 at 4% or $2,035,506 at 6%; with 50% employer match about $2,035,506 at 4% or $1,357,004 at 6%; with 100% employer match about $1,526,629 at 4% or $1,017,753 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $4,033,614 | $341,391 | $113,797iApproximate average salary by contribution assumption: employee only about $2,844,925 at 4% or $1,896,617 at 6%; with 50% employer match about $1,896,617 at 4% or $1,264,411 at 6%; with 100% employer match about $1,422,463 at 4% or $948,308 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,771,160 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2019 | 2 | 3 | $4,482,620 | $755,213 | $251,738iApproximate average salary by contribution assumption: employee only about $6,293,442 at 4% or $4,195,628 at 6%; with 50% employer match about $4,195,628 at 4% or $2,797,085 at 6%; with 100% employer match about $3,146,721 at 4% or $2,097,814 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $3,041,974 | $682,782 | $227,594iApproximate average salary by contribution assumption: employee only about $5,689,850 at 4% or $3,793,233 at 6%; with 50% employer match about $3,793,233 at 4% or $2,528,822 at 6%; with 100% employer match about $2,844,925 at 4% or $1,896,617 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,440,646 | $72,431 | $24,144iApproximate average salary by contribution assumption: employee only about $603,592 at 4% or $402,394 at 6%; with 50% employer match about $402,394 at 4% or $268,263 at 6%; with 100% employer match about $301,796 at 4% or $201,197 at 6%. |
| 2018 | 2 | 3 | $3,546,572 | $859,226 | $286,409iApproximate average salary by contribution assumption: employee only about $7,160,217 at 4% or $4,773,478 at 6%; with 50% employer match about $4,773,478 at 4% or $3,182,319 at 6%; with 100% employer match about $3,580,108 at 4% or $2,386,739 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 3 | $2,311,128 | $801,459 | $267,153iApproximate average salary by contribution assumption: employee only about $6,678,825 at 4% or $4,452,550 at 6%; with 50% employer match about $4,452,550 at 4% or $2,968,367 at 6%; with 100% employer match about $3,339,413 at 4% or $2,226,275 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 3 | $1,235,444 | $57,767 | $19,256iApproximate average salary by contribution assumption: employee only about $481,392 at 4% or $320,928 at 6%; with 50% employer match about $320,928 at 4% or $213,952 at 6%; with 100% employer match about $240,696 at 4% or $160,464 at 6%. |
| 2017 | 2 | 4 | $3,459,956 | $2,053,174 | $513,294iApproximate average salary by contribution assumption: employee only about $12,832,338 at 4% or $8,554,892 at 6%; with 50% employer match about $8,554,892 at 4% or $5,703,261 at 6%; with 100% employer match about $6,416,169 at 4% or $4,277,446 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $1,862,387 | $1,998,851 | $499,713iApproximate average salary by contribution assumption: employee only about $12,492,819 at 4% or $8,328,546 at 6%; with 50% employer match about $8,328,546 at 4% or $5,552,364 at 6%; with 100% employer match about $6,246,409 at 4% or $4,164,273 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,597,569 | $54,323 | $13,581iApproximate average salary by contribution assumption: employee only about $339,519 at 4% or $226,346 at 6%; with 50% employer match about $226,346 at 4% or $150,897 at 6%; with 100% employer match about $169,759 at 4% or $113,173 at 6%. |
| 2016 | 2 | 4 | $2,884,435 | $362,628 | $90,657iApproximate average salary by contribution assumption: employee only about $2,266,425 at 4% or $1,510,950 at 6%; with 50% employer match about $1,510,950 at 4% or $1,007,300 at 6%; with 100% employer match about $1,133,213 at 4% or $755,475 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $1,488,602 | $313,283 | $78,321iApproximate average salary by contribution assumption: employee only about $1,958,019 at 4% or $1,305,346 at 6%; with 50% employer match about $1,305,346 at 4% or $870,231 at 6%; with 100% employer match about $979,009 at 4% or $652,673 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,395,833 | $49,345 | $12,336iApproximate average salary by contribution assumption: employee only about $308,406 at 4% or $205,604 at 6%; with 50% employer match about $205,604 at 4% or $137,069 at 6%; with 100% employer match about $154,203 at 4% or $102,802 at 6%. |
| 2015 | 2 | 4 | $2,426,712 | $205,783 | $51,446iApproximate average salary by contribution assumption: employee only about $1,286,144 at 4% or $857,429 at 6%; with 50% employer match about $857,429 at 4% or $571,619 at 6%; with 100% employer match about $643,072 at 4% or $428,715 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,300,096 | $48,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $1,126,616 | $157,783 | $39,446iApproximate average salary by contribution assumption: employee only about $986,144 at 4% or $657,429 at 6%; with 50% employer match about $657,429 at 4% or $438,286 at 6%; with 100% employer match about $493,072 at 4% or $328,715 at 6%. |
| 2014 | 2 | 4 | $2,497,331 | $281,742 | $70,436iApproximate average salary by contribution assumption: employee only about $1,760,888 at 4% or $1,173,925 at 6%; with 50% employer match about $1,173,925 at 4% or $782,617 at 6%; with 100% employer match about $880,444 at 4% or $586,963 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,281,567 | $47,000 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $1,215,764 | $234,742 | $58,686iApproximate average salary by contribution assumption: employee only about $1,467,138 at 4% or $978,092 at 6%; with 50% employer match about $978,092 at 4% or $652,061 at 6%; with 100% employer match about $733,569 at 4% or $489,046 at 6%. |
| 2013 | 2 | 4 | $2,266,948 | $50,400 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,214,037 | $47,000 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 1 | $1,052,911 | $3,400 | $3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%. |
| 2012 | 2 | 4 | $2,190,997 | $347,626 | $86,907iApproximate average salary by contribution assumption: employee only about $2,172,663 at 4% or $1,448,442 at 6%; with 50% employer match about $1,448,442 at 4% or $965,628 at 6%; with 100% employer match about $1,086,331 at 4% or $724,221 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,164,730 | $46,620 | $11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $1,026,267 | $301,006 | $75,252iApproximate average salary by contribution assumption: employee only about $1,881,288 at 4% or $1,254,192 at 6%; with 50% employer match about $1,254,192 at 4% or $836,128 at 6%; with 100% employer match about $940,644 at 4% or $627,096 at 6%. |
| 2011 | 2 | 4 | $1,845,913 | $399,886 | $99,972iApproximate average salary by contribution assumption: employee only about $2,499,288 at 4% or $1,666,192 at 6%; with 50% employer match about $1,666,192 at 4% or $1,110,794 at 6%; with 100% employer match about $1,249,644 at 4% or $833,096 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $1,035,798 | $40,990 | $10,248iApproximate average salary by contribution assumption: employee only about $256,188 at 4% or $170,792 at 6%; with 50% employer match about $170,792 at 4% or $113,861 at 6%; with 100% employer match about $128,094 at 4% or $85,396 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $810,115 | $358,896 | $89,724iApproximate average salary by contribution assumption: employee only about $2,243,100 at 4% or $1,495,400 at 6%; with 50% employer match about $1,495,400 at 4% or $996,933 at 6%; with 100% employer match about $1,121,550 at 4% or $747,700 at 6%. |
| 2010 | 2 | 4 | $1,737,134 | $465,659 | $116,415iApproximate average salary by contribution assumption: employee only about $2,910,369 at 4% or $1,940,246 at 6%; with 50% employer match about $1,940,246 at 4% or $1,293,497 at 6%; with 100% employer match about $1,455,184 at 4% or $970,123 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 0 | $1,057,016 | $39,613 | - |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $680,118 | $426,046 | $106,512iApproximate average salary by contribution assumption: employee only about $2,662,788 at 4% or $1,775,192 at 6%; with 50% employer match about $1,775,192 at 4% or $1,183,461 at 6%; with 100% employer match about $1,331,394 at 4% or $887,596 at 6%. |
| 2009 | 2 | 4 | $1,339,281 | $246,982 | $61,746iApproximate average salary by contribution assumption: employee only about $1,543,638 at 4% or $1,029,092 at 6%; with 50% employer match about $1,029,092 at 4% or $686,061 at 6%; with 100% employer match about $771,819 at 4% or $514,546 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $915,261 | $51,107 | $12,777iApproximate average salary by contribution assumption: employee only about $319,419 at 4% or $212,946 at 6%; with 50% employer match about $212,946 at 4% or $141,964 at 6%; with 100% employer match about $159,709 at 4% or $106,473 at 6%. |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $424,020 | $195,875 | $48,969iApproximate average salary by contribution assumption: employee only about $1,224,219 at 4% or $816,146 at 6%; with 50% employer match about $816,146 at 4% or $544,097 at 6%; with 100% employer match about $612,109 at 4% or $408,073 at 6%. |
| 2008 | 2 | 4 | $872,553 | $242,165 | $60,541iApproximate average salary by contribution assumption: employee only about $1,513,531 at 4% or $1,009,021 at 6%; with 50% employer match about $1,009,021 at 4% or $672,681 at 6%; with 100% employer match about $756,766 at 4% or $504,510 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 0 | $687,483 | $57,095 | - |
| AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | - | 4 | $185,070 | $185,070 | $46,268iApproximate average salary by contribution assumption: employee only about $1,156,688 at 4% or $771,125 at 6%; with 50% employer match about $771,125 at 4% or $514,083 at 6%; with 100% employer match about $578,344 at 4% or $385,563 at 6%. |
| 2007 | 1 | 4 | $569,530 | $101,800 | $25,450iApproximate average salary by contribution assumption: employee only about $636,250 at 4% or $424,167 at 6%; with 50% employer match about $424,167 at 4% or $282,778 at 6%; with 100% employer match about $318,125 at 4% or $212,083 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $569,530 | $101,800 | $25,450iApproximate average salary by contribution assumption: employee only about $636,250 at 4% or $424,167 at 6%; with 50% employer match about $424,167 at 4% or $282,778 at 6%; with 100% employer match about $318,125 at 4% or $212,083 at 6%. |
| 2006 | 1 | 4 | $414,058 | $49,258 | $12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $414,058 | $49,258 | $12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%. |
| 2005 | 1 | 4 | $323,795 | $44,833 | $11,208iApproximate average salary by contribution assumption: employee only about $280,206 at 4% or $186,804 at 6%; with 50% employer match about $186,804 at 4% or $124,536 at 6%; with 100% employer match about $140,103 at 4% or $93,402 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $323,795 | $44,833 | $11,208iApproximate average salary by contribution assumption: employee only about $280,206 at 4% or $186,804 at 6%; with 50% employer match about $186,804 at 4% or $124,536 at 6%; with 100% employer match about $140,103 at 4% or $93,402 at 6%. |
| 2004 | 1 | 4 | $263,384 | $43,597 | $10,899iApproximate average salary by contribution assumption: employee only about $272,481 at 4% or $181,654 at 6%; with 50% employer match about $181,654 at 4% or $121,103 at 6%; with 100% employer match about $136,241 at 4% or $90,827 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $263,384 | $43,597 | $10,899iApproximate average salary by contribution assumption: employee only about $272,481 at 4% or $181,654 at 6%; with 50% employer match about $181,654 at 4% or $121,103 at 6%; with 100% employer match about $136,241 at 4% or $90,827 at 6%. |
| 2003 | 1 | 4 | $200,248 | $22,958 | $5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,658 at 6%; with 50% employer match about $95,658 at 4% or $63,772 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%. |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | $200,248 | $22,958 | $5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,658 at 6%; with 50% employer match about $95,658 at 4% or $63,772 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Avalon Capital Management 401(K) Profit Sharing Plan | - | 4 | - | - | - |