PEERY & ASSOCIATES, INC.
Plan context: Peery & Associates Inc. 401K Profit Sharing Plan
EIN 94-3274051 • Pescadero, CA • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,052,105
2024 Contributions
$102,621
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 | 4 | 11 | $2,052,105 | $102,621 | $9,329iApproximate average salary by contribution assumption: employee only about $233,230 at 4% or $155,486 at 6%; with 50% employer match about $155,486 at 4% or $103,658 at 6%; with 100% employer match about $116,615 at 4% or $77,743 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 11 | $2,052,105 | $102,621 | $9,329iApproximate average salary by contribution assumption: employee only about $233,230 at 4% or $155,486 at 6%; with 50% employer match about $155,486 at 4% or $103,658 at 6%; with 100% employer match about $116,615 at 4% or $77,743 at 6%. |
| Zag Technical Services Life and Disability Plan | - | 0 | - | - | - |
| Zag Technical Services Vision Plan | - | 0 | - | - | - |
| Zag Technical Services Dental Plan | - | 0 | - | - | - |
| 2023 | 3 | 125 | $1,786,490 | $113,824 | $911iApproximate average salary by contribution assumption: employee only about $22,765 at 4% or $15,177 at 6%; with 50% employer match about $15,177 at 4% or $10,118 at 6%; with 100% employer match about $11,382 at 4% or $7,588 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 11 | $1,786,490 | $113,824 | $10,348iApproximate average salary by contribution assumption: employee only about $258,691 at 4% or $172,461 at 6%; with 50% employer match about $172,461 at 4% or $114,974 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%. |
| Zag Technical Services Vision Plan | - | 125 | - | - | - |
| Zag Technical Services Life and Disability Plan | - | 125 | - | - | - |
| 2022 | 3 | 121 | $1,461,450 | $116,618 | $964iApproximate average salary by contribution assumption: employee only about $24,095 at 4% or $16,063 at 6%; with 50% employer match about $16,063 at 4% or $10,709 at 6%; with 100% employer match about $12,047 at 4% or $8,032 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 12 | $1,461,450 | $116,618 | $9,718iApproximate average salary by contribution assumption: employee only about $242,954 at 4% or $161,969 at 6%; with 50% employer match about $161,969 at 4% or $107,980 at 6%; with 100% employer match about $121,477 at 4% or $80,985 at 6%. |
| Zag Technical Services Vision Plan | - | 121 | - | - | - |
| Zag Technical Services Life and Disability Plan | - | 121 | - | - | - |
| 2021 | 1 | 12 | $1,556,740 | $109,096 | $9,091iApproximate average salary by contribution assumption: employee only about $227,283 at 4% or $151,522 at 6%; with 50% employer match about $151,522 at 4% or $101,015 at 6%; with 100% employer match about $113,642 at 4% or $75,761 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 12 | $1,556,740 | $109,096 | $9,091iApproximate average salary by contribution assumption: employee only about $227,283 at 4% or $151,522 at 6%; with 50% employer match about $151,522 at 4% or $101,015 at 6%; with 100% employer match about $113,642 at 4% or $75,761 at 6%. |
| 2020 | 1 | 13 | $1,273,589 | $101,698 | $7,823iApproximate average salary by contribution assumption: employee only about $195,573 at 4% or $130,382 at 6%; with 50% employer match about $130,382 at 4% or $86,921 at 6%; with 100% employer match about $97,787 at 4% or $65,191 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 13 | $1,273,589 | $101,698 | $7,823iApproximate average salary by contribution assumption: employee only about $195,573 at 4% or $130,382 at 6%; with 50% employer match about $130,382 at 4% or $86,921 at 6%; with 100% employer match about $97,787 at 4% or $65,191 at 6%. |
| 2019 | 1 | 13 | $1,107,783 | $93,843 | $7,219iApproximate average salary by contribution assumption: employee only about $180,467 at 4% or $120,312 at 6%; with 50% employer match about $120,312 at 4% or $80,208 at 6%; with 100% employer match about $90,234 at 4% or $60,156 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 13 | $1,107,783 | $93,843 | $7,219iApproximate average salary by contribution assumption: employee only about $180,467 at 4% or $120,312 at 6%; with 50% employer match about $120,312 at 4% or $80,208 at 6%; with 100% employer match about $90,234 at 4% or $60,156 at 6%. |
| 2018 | 1 | 13 | $870,556 | $91,512 | $7,039iApproximate average salary by contribution assumption: employee only about $175,985 at 4% or $117,323 at 6%; with 50% employer match about $117,323 at 4% or $78,215 at 6%; with 100% employer match about $87,992 at 4% or $58,662 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 13 | $870,556 | $91,512 | $7,039iApproximate average salary by contribution assumption: employee only about $175,985 at 4% or $117,323 at 6%; with 50% employer match about $117,323 at 4% or $78,215 at 6%; with 100% employer match about $87,992 at 4% or $58,662 at 6%. |
| 2017 | 1 | 12 | $928,374 | $85,879 | $7,157iApproximate average salary by contribution assumption: employee only about $178,915 at 4% or $119,276 at 6%; with 50% employer match about $119,276 at 4% or $79,518 at 6%; with 100% employer match about $89,457 at 4% or $59,638 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 12 | $928,374 | $85,879 | $7,157iApproximate average salary by contribution assumption: employee only about $178,915 at 4% or $119,276 at 6%; with 50% employer match about $119,276 at 4% or $79,518 at 6%; with 100% employer match about $89,457 at 4% or $59,638 at 6%. |
| 2016 | 1 | 11 | $956,433 | $87,454 | $7,950iApproximate average salary by contribution assumption: employee only about $198,759 at 4% or $132,506 at 6%; with 50% employer match about $132,506 at 4% or $88,337 at 6%; with 100% employer match about $99,380 at 4% or $66,253 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 11 | $956,433 | $87,454 | $7,950iApproximate average salary by contribution assumption: employee only about $198,759 at 4% or $132,506 at 6%; with 50% employer match about $132,506 at 4% or $88,337 at 6%; with 100% employer match about $99,380 at 4% or $66,253 at 6%. |
| 2015 | 1 | 11 | $778,809 | $82,928 | $7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 11 | $778,809 | $82,928 | $7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%. |
| 2014 | 1 | 9 | $723,279 | $66,065 | $7,341iApproximate average salary by contribution assumption: employee only about $183,514 at 4% or $122,343 at 6%; with 50% employer match about $122,343 at 4% or $81,562 at 6%; with 100% employer match about $91,757 at 4% or $61,171 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 9 | $723,279 | $66,065 | $7,341iApproximate average salary by contribution assumption: employee only about $183,514 at 4% or $122,343 at 6%; with 50% employer match about $122,343 at 4% or $81,562 at 6%; with 100% employer match about $91,757 at 4% or $61,171 at 6%. |
| 2013 | 1 | 9 | $1,267,669 | $47,182 | $5,242iApproximate average salary by contribution assumption: employee only about $131,061 at 4% or $87,374 at 6%; with 50% employer match about $87,374 at 4% or $58,249 at 6%; with 100% employer match about $65,531 at 4% or $43,687 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 9 | $1,267,669 | $47,182 | $5,242iApproximate average salary by contribution assumption: employee only about $131,061 at 4% or $87,374 at 6%; with 50% employer match about $87,374 at 4% or $58,249 at 6%; with 100% employer match about $65,531 at 4% or $43,687 at 6%. |
| 2012 | 1 | 9 | $1,053,825 | $50,465 | $5,607iApproximate average salary by contribution assumption: employee only about $140,181 at 4% or $93,454 at 6%; with 50% employer match about $93,454 at 4% or $62,302 at 6%; with 100% employer match about $70,090 at 4% or $46,727 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 9 | $1,053,825 | $50,465 | $5,607iApproximate average salary by contribution assumption: employee only about $140,181 at 4% or $93,454 at 6%; with 50% employer match about $93,454 at 4% or $62,302 at 6%; with 100% employer match about $70,090 at 4% or $46,727 at 6%. |
| 2011 | 1 | 10 | $1,066,774 | $67,216 | $6,722iApproximate average salary by contribution assumption: employee only about $168,040 at 4% or $112,027 at 6%; with 50% employer match about $112,027 at 4% or $74,684 at 6%; with 100% employer match about $84,020 at 4% or $56,013 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 10 | $1,066,774 | $67,216 | $6,722iApproximate average salary by contribution assumption: employee only about $168,040 at 4% or $112,027 at 6%; with 50% employer match about $112,027 at 4% or $74,684 at 6%; with 100% employer match about $84,020 at 4% or $56,013 at 6%. |
| 2010 | 1 | 10 | $1,268,893 | $79,196 | $7,920iApproximate average salary by contribution assumption: employee only about $197,990 at 4% or $131,993 at 6%; with 50% employer match about $131,993 at 4% or $87,996 at 6%; with 100% employer match about $98,995 at 4% or $65,997 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 10 | $1,268,893 | $79,196 | $7,920iApproximate average salary by contribution assumption: employee only about $197,990 at 4% or $131,993 at 6%; with 50% employer match about $131,993 at 4% or $87,996 at 6%; with 100% employer match about $98,995 at 4% or $65,997 at 6%. |
| 2009 | 1 | 12 | $1,147,730 | $144,347 | $12,029iApproximate average salary by contribution assumption: employee only about $300,723 at 4% or $200,482 at 6%; with 50% employer match about $200,482 at 4% or $133,655 at 6%; with 100% employer match about $150,361 at 4% or $100,241 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 12 | $1,147,730 | $144,347 | $12,029iApproximate average salary by contribution assumption: employee only about $300,723 at 4% or $200,482 at 6%; with 50% employer match about $200,482 at 4% or $133,655 at 6%; with 100% employer match about $150,361 at 4% or $100,241 at 6%. |
| 2008 | 1 | 10 | $846,090 | $132,688 | $13,269iApproximate average salary by contribution assumption: employee only about $331,720 at 4% or $221,147 at 6%; with 50% employer match about $221,147 at 4% or $147,431 at 6%; with 100% employer match about $165,860 at 4% or $110,573 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 10 | $846,090 | $132,688 | $13,269iApproximate average salary by contribution assumption: employee only about $331,720 at 4% or $221,147 at 6%; with 50% employer match about $221,147 at 4% or $147,431 at 6%; with 100% employer match about $165,860 at 4% or $110,573 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $1,089,295 | $55,992 | $6,221iApproximate average salary by contribution assumption: employee only about $155,533 at 4% or $103,689 at 6%; with 50% employer match about $103,689 at 4% or $69,126 at 6%; with 100% employer match about $77,767 at 4% or $51,844 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 9 | $1,089,295 | $55,992 | $6,221iApproximate average salary by contribution assumption: employee only about $155,533 at 4% or $103,689 at 6%; with 50% employer match about $103,689 at 4% or $69,126 at 6%; with 100% employer match about $77,767 at 4% or $51,844 at 6%. |
| 2005 | 1 | 12 | $895,397 | $80,858 | $6,738iApproximate average salary by contribution assumption: employee only about $168,454 at 4% or $112,303 at 6%; with 50% employer match about $112,303 at 4% or $74,869 at 6%; with 100% employer match about $84,227 at 4% or $56,151 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 12 | $895,397 | $80,858 | $6,738iApproximate average salary by contribution assumption: employee only about $168,454 at 4% or $112,303 at 6%; with 50% employer match about $112,303 at 4% or $74,869 at 6%; with 100% employer match about $84,227 at 4% or $56,151 at 6%. |
| 2004 | 1 | 11 | $781,630 | $68,985 | $6,271iApproximate average salary by contribution assumption: employee only about $156,784 at 4% or $104,523 at 6%; with 50% employer match about $104,523 at 4% or $69,682 at 6%; with 100% employer match about $78,392 at 4% or $52,261 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 11 | $781,630 | $68,985 | $6,271iApproximate average salary by contribution assumption: employee only about $156,784 at 4% or $104,523 at 6%; with 50% employer match about $104,523 at 4% or $69,682 at 6%; with 100% employer match about $78,392 at 4% or $52,261 at 6%. |
| 2003 | 1 | 7 | $605,412 | $18,176 | $2,597iApproximate average salary by contribution assumption: employee only about $64,914 at 4% or $43,276 at 6%; with 50% employer match about $43,276 at 4% or $28,851 at 6%; with 100% employer match about $32,457 at 4% or $21,638 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 7 | $605,412 | $18,176 | $2,597iApproximate average salary by contribution assumption: employee only about $64,914 at 4% or $43,276 at 6%; with 50% employer match about $43,276 at 4% or $28,851 at 6%; with 100% employer match about $32,457 at 4% or $21,638 at 6%. |
| 2002 | 1 | 5 | $519,202 | $16,635 | $3,327iApproximate average salary by contribution assumption: employee only about $83,175 at 4% or $55,450 at 6%; with 50% employer match about $55,450 at 4% or $36,967 at 6%; with 100% employer match about $41,588 at 4% or $27,725 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 5 | $519,202 | $16,635 | $3,327iApproximate average salary by contribution assumption: employee only about $83,175 at 4% or $55,450 at 6%; with 50% employer match about $55,450 at 4% or $36,967 at 6%; with 100% employer match about $41,588 at 4% or $27,725 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $764,848 | $6,763 | $1,691iApproximate average salary by contribution assumption: employee only about $42,269 at 4% or $28,179 at 6%; with 50% employer match about $28,179 at 4% or $18,786 at 6%; with 100% employer match about $21,134 at 4% or $14,090 at 6%. |
| Peery & Associates Inc. 401K Profit Sharing Plan | - | 4 | $764,848 | $6,763 | $1,691iApproximate average salary by contribution assumption: employee only about $42,269 at 4% or $28,179 at 6%; with 50% employer match about $28,179 at 4% or $18,786 at 6%; with 100% employer match about $21,134 at 4% or $14,090 at 6%. |