Civic Intelligence

Eplanet Captial Advisors Us Inc

Plan context: Eplanet Captial 401(K) Plan & Trust

EIN 94-3378744 • San Jose, CA • 11 filings • 2 plans

99 Almaden Blvd, Ste 600San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$834,214

2024 Contributions

$63,786

Historical Graphs

Total Assets Over Time

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

$834,214$417,107$0201420192024YearValue
$834,214Latest year 2024

Participants Over Time

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

420201420192024YearValue
3Latest 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
202413$834,214$63,786$21,262iApproximate average salary by contribution assumption: employee only about $531,550 at 4% or $354,367 at 6%; with 50% employer match about $354,367 at 4% or $236,244 at 6%; with 100% employer match about $265,775 at 4% or $177,183 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$834,214$63,786$21,262iApproximate average salary by contribution assumption: employee only about $531,550 at 4% or $354,367 at 6%; with 50% employer match about $354,367 at 4% or $236,244 at 6%; with 100% employer match about $265,775 at 4% or $177,183 at 6%.
202313$633,504$59,521$19,840iApproximate average salary by contribution assumption: employee only about $496,008 at 4% or $330,672 at 6%; with 50% employer match about $330,672 at 4% or $220,448 at 6%; with 100% employer match about $248,004 at 4% or $165,336 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$633,504$59,521$19,840iApproximate average salary by contribution assumption: employee only about $496,008 at 4% or $330,672 at 6%; with 50% employer match about $330,672 at 4% or $220,448 at 6%; with 100% employer match about $248,004 at 4% or $165,336 at 6%.
202213$485,267$58,927$19,642iApproximate average salary by contribution assumption: employee only about $491,058 at 4% or $327,372 at 6%; with 50% employer match about $327,372 at 4% or $218,248 at 6%; with 100% employer match about $245,529 at 4% or $163,686 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$485,267$58,927$19,642iApproximate average salary by contribution assumption: employee only about $491,058 at 4% or $327,372 at 6%; with 50% employer match about $327,372 at 4% or $218,248 at 6%; with 100% employer match about $245,529 at 4% or $163,686 at 6%.
202114$547,095$50,187$12,547iApproximate average salary by contribution assumption: employee only about $313,669 at 4% or $209,113 at 6%; with 50% employer match about $209,113 at 4% or $139,408 at 6%; with 100% employer match about $156,834 at 4% or $104,556 at 6%.
Eplanet Captial 401(K) Plan & Trust-4$547,095$50,187$12,547iApproximate average salary by contribution assumption: employee only about $313,669 at 4% or $209,113 at 6%; with 50% employer match about $209,113 at 4% or $139,408 at 6%; with 100% employer match about $156,834 at 4% or $104,556 at 6%.
202013$420,476$50,101$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$420,476$50,101$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
201913$292,754$48,350$16,117iApproximate average salary by contribution assumption: employee only about $402,917 at 4% or $268,611 at 6%; with 50% employer match about $268,611 at 4% or $179,074 at 6%; with 100% employer match about $201,458 at 4% or $134,306 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$292,754$48,350$16,117iApproximate average salary by contribution assumption: employee only about $402,917 at 4% or $268,611 at 6%; with 50% employer match about $268,611 at 4% or $179,074 at 6%; with 100% employer match about $201,458 at 4% or $134,306 at 6%.
201813$192,049$46,030$15,343iApproximate average salary by contribution assumption: employee only about $383,583 at 4% or $255,722 at 6%; with 50% employer match about $255,722 at 4% or $170,481 at 6%; with 100% employer match about $191,792 at 4% or $127,861 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$192,049$46,030$15,343iApproximate average salary by contribution assumption: employee only about $383,583 at 4% or $255,722 at 6%; with 50% employer match about $255,722 at 4% or $170,481 at 6%; with 100% employer match about $191,792 at 4% or $127,861 at 6%.
201713$161,521$44,513$14,838iApproximate average salary by contribution assumption: employee only about $370,942 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,647 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$161,521$44,513$14,838iApproximate average salary by contribution assumption: employee only about $370,942 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,647 at 6%.
201613$94,670$25,558$8,519iApproximate average salary by contribution assumption: employee only about $212,983 at 4% or $141,989 at 6%; with 50% employer match about $141,989 at 4% or $94,659 at 6%; with 100% employer match about $106,492 at 4% or $70,994 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$94,670$25,558$8,519iApproximate average salary by contribution assumption: employee only about $212,983 at 4% or $141,989 at 6%; with 50% employer match about $141,989 at 4% or $94,659 at 6%; with 100% employer match about $106,492 at 4% or $70,994 at 6%.
201513$63,818$32,689$10,896iApproximate average salary by contribution assumption: employee only about $272,408 at 4% or $181,606 at 6%; with 50% employer match about $181,606 at 4% or $121,070 at 6%; with 100% employer match about $136,204 at 4% or $90,803 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$63,818$32,689$10,896iApproximate average salary by contribution assumption: employee only about $272,408 at 4% or $181,606 at 6%; with 50% employer match about $181,606 at 4% or $121,070 at 6%; with 100% employer match about $136,204 at 4% or $90,803 at 6%.
201413$37,448$31,438$10,479iApproximate average salary by contribution assumption: employee only about $261,983 at 4% or $174,656 at 6%; with 50% employer match about $174,656 at 4% or $116,437 at 6%; with 100% employer match about $130,992 at 4% or $87,328 at 6%.
Eplanet Captial 401(K) Plan & Trust-3$37,448$31,438$10,479iApproximate average salary by contribution assumption: employee only about $261,983 at 4% or $174,656 at 6%; with 50% employer match about $174,656 at 4% or $116,437 at 6%; with 100% employer match about $130,992 at 4% or $87,328 at 6%.