Equest LLC
Plan context: Equest LLC 401(K) Profit Sharing Plan & Trust
EIN 94-3384019 • San Ramon, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
42
2025 Assets
$2,173,380
2025 Contributions
$259,059
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 42 | $2,173,380 | $259,059 | $6,168iApproximate average salary by contribution assumption: employee only about $154,202 at 4% or $102,801 at 6%; with 50% employer match about $102,801 at 4% or $68,534 at 6%; with 100% employer match about $77,101 at 4% or $51,401 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 42 | $2,173,380 | $259,059 | $6,168iApproximate average salary by contribution assumption: employee only about $154,202 at 4% or $102,801 at 6%; with 50% employer match about $102,801 at 4% or $68,534 at 6%; with 100% employer match about $77,101 at 4% or $51,401 at 6%. |
| 2024 | 1 | 41 | $1,830,981 | $265,729 | $6,481iApproximate average salary by contribution assumption: employee only about $162,030 at 4% or $108,020 at 6%; with 50% employer match about $108,020 at 4% or $72,013 at 6%; with 100% employer match about $81,015 at 4% or $54,010 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 41 | $1,830,981 | $265,729 | $6,481iApproximate average salary by contribution assumption: employee only about $162,030 at 4% or $108,020 at 6%; with 50% employer match about $108,020 at 4% or $72,013 at 6%; with 100% employer match about $81,015 at 4% or $54,010 at 6%. |
| 2023 | 1 | 43 | $1,418,201 | $235,169 | $5,469iApproximate average salary by contribution assumption: employee only about $136,726 at 4% or $91,151 at 6%; with 50% employer match about $91,151 at 4% or $60,767 at 6%; with 100% employer match about $68,363 at 4% or $45,575 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 43 | $1,418,201 | $235,169 | $5,469iApproximate average salary by contribution assumption: employee only about $136,726 at 4% or $91,151 at 6%; with 50% employer match about $91,151 at 4% or $60,767 at 6%; with 100% employer match about $68,363 at 4% or $45,575 at 6%. |
| 2022 | 1 | 38 | $1,117,604 | $269,874 | $7,102iApproximate average salary by contribution assumption: employee only about $177,549 at 4% or $118,366 at 6%; with 50% employer match about $118,366 at 4% or $78,911 at 6%; with 100% employer match about $88,774 at 4% or $59,183 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 38 | $1,117,604 | $269,874 | $7,102iApproximate average salary by contribution assumption: employee only about $177,549 at 4% or $118,366 at 6%; with 50% employer match about $118,366 at 4% or $78,911 at 6%; with 100% employer match about $88,774 at 4% or $59,183 at 6%. |
| 2021 | 1 | 41 | $1,303,554 | $258,055 | $6,294iApproximate average salary by contribution assumption: employee only about $157,351 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,934 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 41 | $1,303,554 | $258,055 | $6,294iApproximate average salary by contribution assumption: employee only about $157,351 at 4% or $104,900 at 6%; with 50% employer match about $104,900 at 4% or $69,934 at 6%; with 100% employer match about $78,675 at 4% or $52,450 at 6%. |
| 2020 | 1 | 39 | $1,303,042 | $247,060 | $6,335iApproximate average salary by contribution assumption: employee only about $158,372 at 4% or $105,581 at 6%; with 50% employer match about $105,581 at 4% or $70,387 at 6%; with 100% employer match about $79,186 at 4% or $52,791 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 39 | $1,303,042 | $247,060 | $6,335iApproximate average salary by contribution assumption: employee only about $158,372 at 4% or $105,581 at 6%; with 50% employer match about $105,581 at 4% or $70,387 at 6%; with 100% employer match about $79,186 at 4% or $52,791 at 6%. |
| 2019 | 1 | 37 | $1,108,146 | $235,426 | $6,363iApproximate average salary by contribution assumption: employee only about $159,072 at 4% or $106,048 at 6%; with 50% employer match about $106,048 at 4% or $70,698 at 6%; with 100% employer match about $79,536 at 4% or $53,024 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 37 | $1,108,146 | $235,426 | $6,363iApproximate average salary by contribution assumption: employee only about $159,072 at 4% or $106,048 at 6%; with 50% employer match about $106,048 at 4% or $70,698 at 6%; with 100% employer match about $79,536 at 4% or $53,024 at 6%. |
| 2018 | 1 | 36 | $723,435 | $215,975 | $5,999iApproximate average salary by contribution assumption: employee only about $149,983 at 4% or $99,988 at 6%; with 50% employer match about $99,988 at 4% or $66,659 at 6%; with 100% employer match about $74,991 at 4% or $49,994 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 36 | $723,435 | $215,975 | $5,999iApproximate average salary by contribution assumption: employee only about $149,983 at 4% or $99,988 at 6%; with 50% employer match about $99,988 at 4% or $66,659 at 6%; with 100% employer match about $74,991 at 4% or $49,994 at 6%. |
| 2017 | 1 | 34 | $583,880 | $320,983 | $9,441iApproximate average salary by contribution assumption: employee only about $236,017 at 4% or $157,345 at 6%; with 50% employer match about $157,345 at 4% or $104,896 at 6%; with 100% employer match about $118,008 at 4% or $78,672 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 34 | $583,880 | $320,983 | $9,441iApproximate average salary by contribution assumption: employee only about $236,017 at 4% or $157,345 at 6%; with 50% employer match about $157,345 at 4% or $104,896 at 6%; with 100% employer match about $118,008 at 4% or $78,672 at 6%. |
| 2016 | 1 | 24 | $221,789 | $217,464 | $9,061iApproximate average salary by contribution assumption: employee only about $226,525 at 4% or $151,017 at 6%; with 50% employer match about $151,017 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,508 at 6%. |
| Equest LLC 401(K) Profit Sharing Plan & Trust | - | 24 | $221,789 | $217,464 | $9,061iApproximate average salary by contribution assumption: employee only about $226,525 at 4% or $151,017 at 6%; with 50% employer match about $151,017 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,508 at 6%. |