Visionary Milestones Inc.
Plan context: Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan
EIN 94-3396152 • San Ramon, CA • 19 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$2,078,546
2019 Contributions
$1,268,026
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $2,078,546 | $1,268,026 | - |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 0 | $2,078,546 | $1,268,026 | - |
| 2018 | 1 | 3 | $780,627 | $28,545 | $9,515iApproximate average salary by contribution assumption: employee only about $237,875 at 4% or $158,583 at 6%; with 50% employer match about $158,583 at 4% or $105,722 at 6%; with 100% employer match about $118,938 at 4% or $79,292 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 3 | $780,627 | $28,545 | $9,515iApproximate average salary by contribution assumption: employee only about $237,875 at 4% or $158,583 at 6%; with 50% employer match about $158,583 at 4% or $105,722 at 6%; with 100% employer match about $118,938 at 4% or $79,292 at 6%. |
| 2017 | 1 | 5 | $613,464 | $58,843 | $11,769iApproximate average salary by contribution assumption: employee only about $294,215 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,108 at 4% or $98,072 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 5 | $613,464 | $58,843 | $11,769iApproximate average salary by contribution assumption: employee only about $294,215 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,108 at 4% or $98,072 at 6%. |
| 2016 | 1 | 5 | $552,032 | $59,993 | $11,999iApproximate average salary by contribution assumption: employee only about $299,965 at 4% or $199,977 at 6%; with 50% employer match about $199,977 at 4% or $133,318 at 6%; with 100% employer match about $149,983 at 4% or $99,988 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 5 | $552,032 | $59,993 | $11,999iApproximate average salary by contribution assumption: employee only about $299,965 at 4% or $199,977 at 6%; with 50% employer match about $199,977 at 4% or $133,318 at 6%; with 100% employer match about $149,983 at 4% or $99,988 at 6%. |
| 2015 | 1 | 3 | $491,911 | $66,748 | $22,249iApproximate average salary by contribution assumption: employee only about $556,233 at 4% or $370,822 at 6%; with 50% employer match about $370,822 at 4% or $247,215 at 6%; with 100% employer match about $278,117 at 4% or $185,411 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 3 | $491,911 | $66,748 | $22,249iApproximate average salary by contribution assumption: employee only about $556,233 at 4% or $370,822 at 6%; with 50% employer match about $370,822 at 4% or $247,215 at 6%; with 100% employer match about $278,117 at 4% or $185,411 at 6%. |
| 2014 | 1 | 4 | $422,028 | $66,625 | $16,656iApproximate average salary by contribution assumption: employee only about $416,406 at 4% or $277,604 at 6%; with 50% employer match about $277,604 at 4% or $185,069 at 6%; with 100% employer match about $208,203 at 4% or $138,802 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 4 | $422,028 | $66,625 | $16,656iApproximate average salary by contribution assumption: employee only about $416,406 at 4% or $277,604 at 6%; with 50% employer match about $277,604 at 4% or $185,069 at 6%; with 100% employer match about $208,203 at 4% or $138,802 at 6%. |
| 2013 | 1 | 3 | $823,146 | $99,129 | $33,043iApproximate average salary by contribution assumption: employee only about $826,075 at 4% or $550,717 at 6%; with 50% employer match about $550,717 at 4% or $367,144 at 6%; with 100% employer match about $413,038 at 4% or $275,358 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 3 | $823,146 | $99,129 | $33,043iApproximate average salary by contribution assumption: employee only about $826,075 at 4% or $550,717 at 6%; with 50% employer match about $550,717 at 4% or $367,144 at 6%; with 100% employer match about $413,038 at 4% or $275,358 at 6%. |
| 2012 | 1 | 3 | $724,526 | $103,847 | $34,616iApproximate average salary by contribution assumption: employee only about $865,392 at 4% or $576,928 at 6%; with 50% employer match about $576,928 at 4% or $384,619 at 6%; with 100% employer match about $432,696 at 4% or $288,464 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 3 | $724,526 | $103,847 | $34,616iApproximate average salary by contribution assumption: employee only about $865,392 at 4% or $576,928 at 6%; with 50% employer match about $576,928 at 4% or $384,619 at 6%; with 100% employer match about $432,696 at 4% or $288,464 at 6%. |
| 2011 | 1 | 3 | $640,400 | $110,235 | $36,745iApproximate average salary by contribution assumption: employee only about $918,625 at 4% or $612,417 at 6%; with 50% employer match about $612,417 at 4% or $408,278 at 6%; with 100% employer match about $459,313 at 4% or $306,208 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 3 | $640,400 | $110,235 | $36,745iApproximate average salary by contribution assumption: employee only about $918,625 at 4% or $612,417 at 6%; with 50% employer match about $612,417 at 4% or $408,278 at 6%; with 100% employer match about $459,313 at 4% or $306,208 at 6%. |
| 2010 | 1 | 6 | $552,957 | $113,816 | $18,969iApproximate average salary by contribution assumption: employee only about $474,233 at 4% or $316,156 at 6%; with 50% employer match about $316,156 at 4% or $210,770 at 6%; with 100% employer match about $237,117 at 4% or $158,078 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 6 | $552,957 | $113,816 | $18,969iApproximate average salary by contribution assumption: employee only about $474,233 at 4% or $316,156 at 6%; with 50% employer match about $316,156 at 4% or $210,770 at 6%; with 100% employer match about $237,117 at 4% or $158,078 at 6%. |
| 2009 | 1 | 6 | $432,710 | $114,117 | $19,020iApproximate average salary by contribution assumption: employee only about $475,488 at 4% or $316,992 at 6%; with 50% employer match about $316,992 at 4% or $211,328 at 6%; with 100% employer match about $237,744 at 4% or $158,496 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 6 | $432,710 | $114,117 | $19,020iApproximate average salary by contribution assumption: employee only about $475,488 at 4% or $316,992 at 6%; with 50% employer match about $316,992 at 4% or $211,328 at 6%; with 100% employer match about $237,744 at 4% or $158,496 at 6%. |
| 2008 | 1 | 5 | $332,943 | $92,851 | $18,570iApproximate average salary by contribution assumption: employee only about $464,255 at 4% or $309,503 at 6%; with 50% employer match about $309,503 at 4% or $206,336 at 6%; with 100% employer match about $232,128 at 4% or $154,752 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 5 | $332,943 | $92,851 | $18,570iApproximate average salary by contribution assumption: employee only about $464,255 at 4% or $309,503 at 6%; with 50% employer match about $309,503 at 4% or $206,336 at 6%; with 100% employer match about $232,128 at 4% or $154,752 at 6%. |
| 2007 | 1 | 8 | $251,218 | $102,852 | $12,857iApproximate average salary by contribution assumption: employee only about $321,413 at 4% or $214,275 at 6%; with 50% employer match about $214,275 at 4% or $142,850 at 6%; with 100% employer match about $160,706 at 4% or $107,138 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 8 | $251,218 | $102,852 | $12,857iApproximate average salary by contribution assumption: employee only about $321,413 at 4% or $214,275 at 6%; with 50% employer match about $214,275 at 4% or $142,850 at 6%; with 100% employer match about $160,706 at 4% or $107,138 at 6%. |
| 2006 | 1 | 6 | $143,823 | $109,075 | $18,179iApproximate average salary by contribution assumption: employee only about $454,479 at 4% or $302,986 at 6%; with 50% employer match about $302,986 at 4% or $201,991 at 6%; with 100% employer match about $227,240 at 4% or $151,493 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 6 | $143,823 | $109,075 | $18,179iApproximate average salary by contribution assumption: employee only about $454,479 at 4% or $302,986 at 6%; with 50% employer match about $302,986 at 4% or $201,991 at 6%; with 100% employer match about $227,240 at 4% or $151,493 at 6%. |
| 2005 | 1 | 4 | $34,202 | $35,135 | $8,784iApproximate average salary by contribution assumption: employee only about $219,594 at 4% or $146,396 at 6%; with 50% employer match about $146,396 at 4% or $97,597 at 6%; with 100% employer match about $109,797 at 4% or $73,198 at 6%. |
| Visionary Milestones Inc. and Performance Lending and Investments Inc. 401(K) Plan | - | 4 | $34,202 | $35,135 | $8,784iApproximate average salary by contribution assumption: employee only about $219,594 at 4% or $146,396 at 6%; with 50% employer match about $146,396 at 4% or $97,597 at 6%; with 100% employer match about $109,797 at 4% or $73,198 at 6%. |
| 2004 | 1 | 2 | $627,873 | $208,929 | $104,465iApproximate average salary by contribution assumption: employee only about $2,611,613 at 4% or $1,741,075 at 6%; with 50% employer match about $1,741,075 at 4% or $1,160,717 at 6%; with 100% employer match about $1,305,806 at 4% or $870,538 at 6%. |
| VISIONARY MILESTONES, INC. & PERFORMANCE LENDING & INVESTMENTS INC., DEFINED BENEFIT PENSION PLAN | - | 2 | $627,873 | $208,929 | $104,465iApproximate average salary by contribution assumption: employee only about $2,611,613 at 4% or $1,741,075 at 6%; with 50% employer match about $1,741,075 at 4% or $1,160,717 at 6%; with 100% employer match about $1,305,806 at 4% or $870,538 at 6%. |
| 2003 | 1 | 2 | $345,238 | $72,040 | $36,020iApproximate average salary by contribution assumption: employee only about $900,500 at 4% or $600,333 at 6%; with 50% employer match about $600,333 at 4% or $400,222 at 6%; with 100% employer match about $450,250 at 4% or $300,167 at 6%. |
| VISIONARY MILESTONES, INC. & PERFORMANCE LENDING & INVESTMENTS INC., DEFINED BENEFIT PENSION PLAN | - | 2 | $345,238 | $72,040 | $36,020iApproximate average salary by contribution assumption: employee only about $900,500 at 4% or $600,333 at 6%; with 50% employer match about $600,333 at 4% or $400,222 at 6%; with 100% employer match about $450,250 at 4% or $300,167 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| VISIONARY MILESTONES, INC. & PERFORMANCE LENDING & INVESTMENTS INC., DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| VISIONARY MILESTONES, INC. & PERFORMANCE LENDING & INVESTMENTS INC., DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |