Civic Intelligence

James Patterson Mcbaine

Plan context: James Patterson Mcbaine 401(K) Profit Sharing Plan & Trust

EIN 94-3194411 • Woodside, CA • 4 filings • 1 plans

2995 Woodside Rd Ste 400-369Woodside, CA 94062-2432
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$292,416

2025 Contributions

$12,500

Historical Graphs

Total Assets Over Time

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

$292,416$146,208$0202220242025YearValue
$292,416Latest year 2025

Participants Over Time

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

110202220242025YearValue
1Latest year 2025

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
202511$292,416$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
James Patterson Mcbaine 401(K) Profit Sharing Plan & Trust-1$292,416$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202411$256,806$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James Patterson Mcbaine 401(K) Profit Sharing Plan & Trust-1$256,806$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202311$217,677$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James Patterson Mcbaine 401(K) Profit Sharing Plan & Trust-1$217,677$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202211$178,488$183,025$183,025iApproximate average salary by contribution assumption: employee only about $4,575,625 at 4% or $3,050,417 at 6%; with 50% employer match about $3,050,417 at 4% or $2,033,611 at 6%; with 100% employer match about $2,287,813 at 4% or $1,525,208 at 6%.
James Patterson Mcbaine 401(K) Profit Sharing Plan & Trust-1$178,488$183,025$183,025iApproximate average salary by contribution assumption: employee only about $4,575,625 at 4% or $3,050,417 at 6%; with 50% employer match about $3,050,417 at 4% or $2,033,611 at 6%; with 100% employer match about $2,287,813 at 4% or $1,525,208 at 6%.