Civic Intelligence

Eaton & Associates

Plan context: 401K Plan and Trust

EIN 94-3230352 • San Mateo, CA • 26 filings • 5 plans

20 N. Railroad Ave.San Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$4,818,623

2024 Contributions

$220,259

Historical Graphs

Total Assets Over Time

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

$4,818,623$2,409,312$0199920132024YearValue
$4,818,623Latest year 2024

Participants Over Time

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

28140199920122024YearValue
22Latest 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
2024122$4,818,623$220,259$10,012iApproximate average salary by contribution assumption: employee only about $250,294 at 4% or $166,863 at 6%; with 50% employer match about $166,863 at 4% or $111,242 at 6%; with 100% employer match about $125,147 at 4% or $83,431 at 6%.
401K Plan and Trust-22$4,818,623$220,259$10,012iApproximate average salary by contribution assumption: employee only about $250,294 at 4% or $166,863 at 6%; with 50% employer match about $166,863 at 4% or $111,242 at 6%; with 100% employer match about $125,147 at 4% or $83,431 at 6%.
2023123$3,779,997$217,370$9,451iApproximate average salary by contribution assumption: employee only about $236,272 at 4% or $157,514 at 6%; with 50% employer match about $157,514 at 4% or $105,010 at 6%; with 100% employer match about $118,136 at 4% or $78,757 at 6%.
401K Plan and Trust-23$3,779,997$217,370$9,451iApproximate average salary by contribution assumption: employee only about $236,272 at 4% or $157,514 at 6%; with 50% employer match about $157,514 at 4% or $105,010 at 6%; with 100% employer match about $118,136 at 4% or $78,757 at 6%.
2022119$2,790,136$167,118$8,796iApproximate average salary by contribution assumption: employee only about $219,892 at 4% or $146,595 at 6%; with 50% employer match about $146,595 at 4% or $97,730 at 6%; with 100% employer match about $109,946 at 4% or $73,297 at 6%.
401K Plan and Trust-19$2,790,136$167,118$8,796iApproximate average salary by contribution assumption: employee only about $219,892 at 4% or $146,595 at 6%; with 50% employer match about $146,595 at 4% or $97,730 at 6%; with 100% employer match about $109,946 at 4% or $73,297 at 6%.
2021118$3,561,159$178,318$9,907iApproximate average salary by contribution assumption: employee only about $247,664 at 4% or $165,109 at 6%; with 50% employer match about $165,109 at 4% or $110,073 at 6%; with 100% employer match about $123,832 at 4% or $82,555 at 6%.
401K Plan and Trust-18$3,561,159$178,318$9,907iApproximate average salary by contribution assumption: employee only about $247,664 at 4% or $165,109 at 6%; with 50% employer match about $165,109 at 4% or $110,073 at 6%; with 100% employer match about $123,832 at 4% or $82,555 at 6%.
2020117$2,917,651$174,545$10,267iApproximate average salary by contribution assumption: employee only about $256,684 at 4% or $171,123 at 6%; with 50% employer match about $171,123 at 4% or $114,082 at 6%; with 100% employer match about $128,342 at 4% or $85,561 at 6%.
401K Plan and Trust-17$2,917,651$174,545$10,267iApproximate average salary by contribution assumption: employee only about $256,684 at 4% or $171,123 at 6%; with 50% employer match about $171,123 at 4% or $114,082 at 6%; with 100% employer match about $128,342 at 4% or $85,561 at 6%.
2019117$2,241,170$175,182$10,305iApproximate average salary by contribution assumption: employee only about $257,621 at 4% or $171,747 at 6%; with 50% employer match about $171,747 at 4% or $114,498 at 6%; with 100% employer match about $128,810 at 4% or $85,874 at 6%.
401K Plan and Trust-17$2,241,170$175,182$10,305iApproximate average salary by contribution assumption: employee only about $257,621 at 4% or $171,747 at 6%; with 50% employer match about $171,747 at 4% or $114,498 at 6%; with 100% employer match about $128,810 at 4% or $85,874 at 6%.
2018115$1,660,738$130,985$8,732iApproximate average salary by contribution assumption: employee only about $218,308 at 4% or $145,539 at 6%; with 50% employer match about $145,539 at 4% or $97,026 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
401K Plan and Trust-15$1,660,738$130,985$8,732iApproximate average salary by contribution assumption: employee only about $218,308 at 4% or $145,539 at 6%; with 50% employer match about $145,539 at 4% or $97,026 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
2017115$1,633,996$114,725$7,648iApproximate average salary by contribution assumption: employee only about $191,208 at 4% or $127,472 at 6%; with 50% employer match about $127,472 at 4% or $84,981 at 6%; with 100% employer match about $95,604 at 4% or $63,736 at 6%.
401K Plan and Trust-15$1,633,996$114,725$7,648iApproximate average salary by contribution assumption: employee only about $191,208 at 4% or $127,472 at 6%; with 50% employer match about $127,472 at 4% or $84,981 at 6%; with 100% employer match about $95,604 at 4% or $63,736 at 6%.
2016118$1,292,000$116,347$6,464iApproximate average salary by contribution assumption: employee only about $161,593 at 4% or $107,729 at 6%; with 50% employer match about $107,729 at 4% or $71,819 at 6%; with 100% employer match about $80,797 at 4% or $53,864 at 6%.
401K Plan and Trust-18$1,292,000$116,347$6,464iApproximate average salary by contribution assumption: employee only about $161,593 at 4% or $107,729 at 6%; with 50% employer match about $107,729 at 4% or $71,819 at 6%; with 100% employer match about $80,797 at 4% or $53,864 at 6%.
2015122$1,143,820$60,038$2,729iApproximate average salary by contribution assumption: employee only about $68,225 at 4% or $45,483 at 6%; with 50% employer match about $45,483 at 4% or $30,322 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%.
401K Plan and Trust-22$1,143,820$60,038$2,729iApproximate average salary by contribution assumption: employee only about $68,225 at 4% or $45,483 at 6%; with 50% employer match about $45,483 at 4% or $30,322 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%.
2014122$1,061,173$51,511$2,341iApproximate average salary by contribution assumption: employee only about $58,535 at 4% or $39,023 at 6%; with 50% employer match about $39,023 at 4% or $26,016 at 6%; with 100% employer match about $29,268 at 4% or $19,512 at 6%.
401K Plan and Trust-22$1,061,173$51,511$2,341iApproximate average salary by contribution assumption: employee only about $58,535 at 4% or $39,023 at 6%; with 50% employer match about $39,023 at 4% or $26,016 at 6%; with 100% employer match about $29,268 at 4% or $19,512 at 6%.
2013117$943,261$30,260$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
401K Plan and Trust-17$943,261$30,260$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
2012119$802,832$31,894$1,679iApproximate average salary by contribution assumption: employee only about $41,966 at 4% or $27,977 at 6%; with 50% employer match about $27,977 at 4% or $18,651 at 6%; with 100% employer match about $20,983 at 4% or $13,989 at 6%.
401K Plan and Trust-19$802,832$31,894$1,679iApproximate average salary by contribution assumption: employee only about $41,966 at 4% or $27,977 at 6%; with 50% employer match about $27,977 at 4% or $18,651 at 6%; with 100% employer match about $20,983 at 4% or $13,989 at 6%.
2011123$718,469$39,028$1,697iApproximate average salary by contribution assumption: employee only about $42,422 at 4% or $28,281 at 6%; with 50% employer match about $28,281 at 4% or $18,854 at 6%; with 100% employer match about $21,211 at 4% or $14,141 at 6%.
401K Plan and Trust-23$718,469$39,028$1,697iApproximate average salary by contribution assumption: employee only about $42,422 at 4% or $28,281 at 6%; with 50% employer match about $28,281 at 4% or $18,854 at 6%; with 100% employer match about $21,211 at 4% or $14,141 at 6%.
2010124$734,825$43,885$1,829iApproximate average salary by contribution assumption: employee only about $45,714 at 4% or $30,476 at 6%; with 50% employer match about $30,476 at 4% or $20,317 at 6%; with 100% employer match about $22,857 at 4% or $15,238 at 6%.
401K Plan and Trust-24$734,825$43,885$1,829iApproximate average salary by contribution assumption: employee only about $45,714 at 4% or $30,476 at 6%; with 50% employer match about $30,476 at 4% or $20,317 at 6%; with 100% employer match about $22,857 at 4% or $15,238 at 6%.
2009122$643,279$52,363$2,380iApproximate average salary by contribution assumption: employee only about $59,503 at 4% or $39,669 at 6%; with 50% employer match about $39,669 at 4% or $26,446 at 6%; with 100% employer match about $29,752 at 4% or $19,834 at 6%.
401K Plan and Trust-22$643,279$52,363$2,380iApproximate average salary by contribution assumption: employee only about $59,503 at 4% or $39,669 at 6%; with 50% employer match about $39,669 at 4% or $26,446 at 6%; with 100% employer match about $29,752 at 4% or $19,834 at 6%.
2008125$449,939$59,242$2,370iApproximate average salary by contribution assumption: employee only about $59,242 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,747 at 6%.
401K Plan and Trust-25$449,939$59,242$2,370iApproximate average salary by contribution assumption: employee only about $59,242 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,747 at 6%.
2007128$0$0-
401K Plan and Trust-28---
2006122$593,150$53,908$2,450iApproximate average salary by contribution assumption: employee only about $61,259 at 4% or $40,839 at 6%; with 50% employer match about $40,839 at 4% or $27,226 at 6%; with 100% employer match about $30,630 at 4% or $20,420 at 6%.
401K Plan and Trust-22$593,150$53,908$2,450iApproximate average salary by contribution assumption: employee only about $61,259 at 4% or $40,839 at 6%; with 50% employer match about $40,839 at 4% or $27,226 at 6%; with 100% employer match about $30,630 at 4% or $20,420 at 6%.
2005120$465,624$32,566$1,628iApproximate average salary by contribution assumption: employee only about $40,708 at 4% or $27,138 at 6%; with 50% employer match about $27,138 at 4% or $18,092 at 6%; with 100% employer match about $20,354 at 4% or $13,569 at 6%.
401K Plan and Trust-20$465,624$32,566$1,628iApproximate average salary by contribution assumption: employee only about $40,708 at 4% or $27,138 at 6%; with 50% employer match about $27,138 at 4% or $18,092 at 6%; with 100% employer match about $20,354 at 4% or $13,569 at 6%.
2004120$483,295$29,093$1,455iApproximate average salary by contribution assumption: employee only about $36,366 at 4% or $24,244 at 6%; with 50% employer match about $24,244 at 4% or $16,163 at 6%; with 100% employer match about $18,183 at 4% or $12,122 at 6%.
401K Plan and Trust-20$483,295$29,093$1,455iApproximate average salary by contribution assumption: employee only about $36,366 at 4% or $24,244 at 6%; with 50% employer match about $24,244 at 4% or $16,163 at 6%; with 100% employer match about $18,183 at 4% or $12,122 at 6%.
2003115$482,382$37,147$2,476iApproximate average salary by contribution assumption: employee only about $61,912 at 4% or $41,274 at 6%; with 50% employer match about $41,274 at 4% or $27,516 at 6%; with 100% employer match about $30,956 at 4% or $20,637 at 6%.
401K Plan and Trust-15$482,382$37,147$2,476iApproximate average salary by contribution assumption: employee only about $61,912 at 4% or $41,274 at 6%; with 50% employer match about $41,274 at 4% or $27,516 at 6%; with 100% employer match about $30,956 at 4% or $20,637 at 6%.
2002115$358,063$41,680$2,779iApproximate average salary by contribution assumption: employee only about $69,467 at 4% or $46,311 at 6%; with 50% employer match about $46,311 at 4% or $30,874 at 6%; with 100% employer match about $34,733 at 4% or $23,156 at 6%.
401K Plan and Trust-15$358,063$41,680$2,779iApproximate average salary by contribution assumption: employee only about $69,467 at 4% or $46,311 at 6%; with 50% employer match about $46,311 at 4% or $30,874 at 6%; with 100% employer match about $34,733 at 4% or $23,156 at 6%.
2001117$0$0-
401K Plan and Trust-17---
2000118$0$0-
401K Plan and Trust-18---
1999117$329,692$88,859$5,227iApproximate average salary by contribution assumption: employee only about $130,675 at 4% or $87,117 at 6%; with 50% employer match about $87,117 at 4% or $58,078 at 6%; with 100% employer match about $65,338 at 4% or $43,558 at 6%.
401K Plan and Trust-17$329,692$88,859$5,227iApproximate average salary by contribution assumption: employee only about $130,675 at 4% or $87,117 at 6%; with 50% employer match about $87,117 at 4% or $58,078 at 6%; with 100% employer match about $65,338 at 4% or $43,558 at 6%.
Eaton & Associates | EIN 94-3230352 | 2024 Form 5500 Company Profile