Civic Intelligence

Professional Equities Inc.

Plan context: Professional Equities Inc. Profit Sharing Plan

EIN 95-2919829 • Laguna Hills, CA • 27 filings • 1 plans

23201 Mill Creek Dr. 3rd FLLaguna Hills, CA 92653
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$5,924,209

2025 Contributions

$9,500

Historical Graphs

Total Assets Over Time

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

$5,924,209$2,962,105$0199920132025YearValue
$5,924,209Latest year 2025

Participants Over Time

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

1260199920122025YearValue
5Latest year 2025

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
202515$5,924,209$0-
Professional Equities Inc. Profit Sharing Plan-5$5,924,209--
202415$5,605,185$9,500$1,900iApproximate average salary by contribution assumption: employee only about $47,500 at 4% or $31,667 at 6%; with 50% employer match about $31,667 at 4% or $21,111 at 6%; with 100% employer match about $23,750 at 4% or $15,833 at 6%.
Professional Equities Inc. Profit Sharing Plan-5$5,605,185$9,500$1,900iApproximate average salary by contribution assumption: employee only about $47,500 at 4% or $31,667 at 6%; with 50% employer match about $31,667 at 4% or $21,111 at 6%; with 100% employer match about $23,750 at 4% or $15,833 at 6%.
202316$5,213,306$122,722$20,454iApproximate average salary by contribution assumption: employee only about $511,342 at 4% or $340,894 at 6%; with 50% employer match about $340,894 at 4% or $227,263 at 6%; with 100% employer match about $255,671 at 4% or $170,447 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$5,213,306$122,722$20,454iApproximate average salary by contribution assumption: employee only about $511,342 at 4% or $340,894 at 6%; with 50% employer match about $340,894 at 4% or $227,263 at 6%; with 100% employer match about $255,671 at 4% or $170,447 at 6%.
202216$4,718,038$122,145$20,358iApproximate average salary by contribution assumption: employee only about $508,938 at 4% or $339,292 at 6%; with 50% employer match about $339,292 at 4% or $226,194 at 6%; with 100% employer match about $254,469 at 4% or $169,646 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$4,718,038$122,145$20,358iApproximate average salary by contribution assumption: employee only about $508,938 at 4% or $339,292 at 6%; with 50% employer match about $339,292 at 4% or $226,194 at 6%; with 100% employer match about $254,469 at 4% or $169,646 at 6%.
202116$5,595,764$120,310$20,052iApproximate average salary by contribution assumption: employee only about $501,292 at 4% or $334,194 at 6%; with 50% employer match about $334,194 at 4% or $222,796 at 6%; with 100% employer match about $250,646 at 4% or $167,097 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$5,595,764$120,310$20,052iApproximate average salary by contribution assumption: employee only about $501,292 at 4% or $334,194 at 6%; with 50% employer match about $334,194 at 4% or $222,796 at 6%; with 100% employer match about $250,646 at 4% or $167,097 at 6%.
202016$4,819,814$127,949$21,325iApproximate average salary by contribution assumption: employee only about $533,121 at 4% or $355,414 at 6%; with 50% employer match about $355,414 at 4% or $236,943 at 6%; with 100% employer match about $266,560 at 4% or $177,707 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$4,819,814$127,949$21,325iApproximate average salary by contribution assumption: employee only about $533,121 at 4% or $355,414 at 6%; with 50% employer match about $355,414 at 4% or $236,943 at 6%; with 100% employer match about $266,560 at 4% or $177,707 at 6%.
201916$4,188,545$128,714$21,452iApproximate average salary by contribution assumption: employee only about $536,308 at 4% or $357,539 at 6%; with 50% employer match about $357,539 at 4% or $238,359 at 6%; with 100% employer match about $268,154 at 4% or $178,769 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$4,188,545$128,714$21,452iApproximate average salary by contribution assumption: employee only about $536,308 at 4% or $357,539 at 6%; with 50% employer match about $357,539 at 4% or $238,359 at 6%; with 100% employer match about $268,154 at 4% or $178,769 at 6%.
201816$3,661,363$118,984$19,831iApproximate average salary by contribution assumption: employee only about $495,767 at 4% or $330,511 at 6%; with 50% employer match about $330,511 at 4% or $220,341 at 6%; with 100% employer match about $247,883 at 4% or $165,256 at 6%.
Professional Equities Inc. Profit Sharing Plan-6$3,661,363$118,984$19,831iApproximate average salary by contribution assumption: employee only about $495,767 at 4% or $330,511 at 6%; with 50% employer match about $330,511 at 4% or $220,341 at 6%; with 100% employer match about $247,883 at 4% or $165,256 at 6%.
201718$3,934,427$124,657$15,582iApproximate average salary by contribution assumption: employee only about $389,553 at 4% or $259,702 at 6%; with 50% employer match about $259,702 at 4% or $173,135 at 6%; with 100% employer match about $194,777 at 4% or $129,851 at 6%.
Professional Equities Inc. Profit Sharing Plan-8$3,934,427$124,657$15,582iApproximate average salary by contribution assumption: employee only about $389,553 at 4% or $259,702 at 6%; with 50% employer match about $259,702 at 4% or $173,135 at 6%; with 100% employer match about $194,777 at 4% or $129,851 at 6%.
201619$3,720,427$122,189$13,577iApproximate average salary by contribution assumption: employee only about $339,414 at 4% or $226,276 at 6%; with 50% employer match about $226,276 at 4% or $150,851 at 6%; with 100% employer match about $169,707 at 4% or $113,138 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$3,720,427$122,189$13,577iApproximate average salary by contribution assumption: employee only about $339,414 at 4% or $226,276 at 6%; with 50% employer match about $226,276 at 4% or $150,851 at 6%; with 100% employer match about $169,707 at 4% or $113,138 at 6%.
201519$3,557,964$125,048$13,894iApproximate average salary by contribution assumption: employee only about $347,356 at 4% or $231,570 at 6%; with 50% employer match about $231,570 at 4% or $154,380 at 6%; with 100% employer match about $173,678 at 4% or $115,785 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$3,557,964$125,048$13,894iApproximate average salary by contribution assumption: employee only about $347,356 at 4% or $231,570 at 6%; with 50% employer match about $231,570 at 4% or $154,380 at 6%; with 100% employer match about $173,678 at 4% or $115,785 at 6%.
201419$3,473,104$122,205$13,578iApproximate average salary by contribution assumption: employee only about $339,458 at 4% or $226,306 at 6%; with 50% employer match about $226,306 at 4% or $150,870 at 6%; with 100% employer match about $169,729 at 4% or $113,153 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$3,473,104$122,205$13,578iApproximate average salary by contribution assumption: employee only about $339,458 at 4% or $226,306 at 6%; with 50% employer match about $226,306 at 4% or $150,870 at 6%; with 100% employer match about $169,729 at 4% or $113,153 at 6%.
201319$3,337,917$120,002$13,334iApproximate average salary by contribution assumption: employee only about $333,339 at 4% or $222,226 at 6%; with 50% employer match about $222,226 at 4% or $148,151 at 6%; with 100% employer match about $166,669 at 4% or $111,113 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$3,337,917$120,002$13,334iApproximate average salary by contribution assumption: employee only about $333,339 at 4% or $222,226 at 6%; with 50% employer match about $222,226 at 4% or $148,151 at 6%; with 100% employer match about $166,669 at 4% or $111,113 at 6%.
2012110$3,067,648$118,186$11,819iApproximate average salary by contribution assumption: employee only about $295,465 at 4% or $196,977 at 6%; with 50% employer match about $196,977 at 4% or $131,318 at 6%; with 100% employer match about $147,733 at 4% or $98,488 at 6%.
Professional Equities Inc. Profit Sharing Plan-10$3,067,648$118,186$11,819iApproximate average salary by contribution assumption: employee only about $295,465 at 4% or $196,977 at 6%; with 50% employer match about $196,977 at 4% or $131,318 at 6%; with 100% employer match about $147,733 at 4% or $98,488 at 6%.
2011111$2,902,435$118,561$10,778iApproximate average salary by contribution assumption: employee only about $269,457 at 4% or $179,638 at 6%; with 50% employer match about $179,638 at 4% or $119,759 at 6%; with 100% employer match about $134,728 at 4% or $89,819 at 6%.
Professional Equities Inc. Profit Sharing Plan-11$2,902,435$118,561$10,778iApproximate average salary by contribution assumption: employee only about $269,457 at 4% or $179,638 at 6%; with 50% employer match about $179,638 at 4% or $119,759 at 6%; with 100% employer match about $134,728 at 4% or $89,819 at 6%.
2010111$2,705,689$118,090$10,735iApproximate average salary by contribution assumption: employee only about $268,386 at 4% or $178,924 at 6%; with 50% employer match about $178,924 at 4% or $119,283 at 6%; with 100% employer match about $134,193 at 4% or $89,462 at 6%.
Professional Equities Inc. Profit Sharing Plan-11$2,705,689$118,090$10,735iApproximate average salary by contribution assumption: employee only about $268,386 at 4% or $178,924 at 6%; with 50% employer match about $178,924 at 4% or $119,283 at 6%; with 100% employer match about $134,193 at 4% or $89,462 at 6%.
2009111$2,584,051$118,321$10,756iApproximate average salary by contribution assumption: employee only about $268,911 at 4% or $179,274 at 6%; with 50% employer match about $179,274 at 4% or $119,516 at 6%; with 100% employer match about $134,456 at 4% or $89,637 at 6%.
Professional Equities Inc. Profit Sharing Plan-11$2,584,051$118,321$10,756iApproximate average salary by contribution assumption: employee only about $268,911 at 4% or $179,274 at 6%; with 50% employer match about $179,274 at 4% or $119,516 at 6%; with 100% employer match about $134,456 at 4% or $89,637 at 6%.
2008112$2,187,260$115,285$9,607iApproximate average salary by contribution assumption: employee only about $240,177 at 4% or $160,118 at 6%; with 50% employer match about $160,118 at 4% or $106,745 at 6%; with 100% employer match about $120,089 at 4% or $80,059 at 6%.
Professional Equities Inc. Profit Sharing Plan-12$2,187,260$115,285$9,607iApproximate average salary by contribution assumption: employee only about $240,177 at 4% or $160,118 at 6%; with 50% employer match about $160,118 at 4% or $106,745 at 6%; with 100% employer match about $120,089 at 4% or $80,059 at 6%.
200718$0$0-
Professional Equities Inc. Profit Sharing Plan-8---
200618$2,263,783$82,352$10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%.
Professional Equities Inc. Profit Sharing Plan-8$2,263,783$82,352$10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%.
200519$1,861,626$101,029$11,225iApproximate average salary by contribution assumption: employee only about $280,636 at 4% or $187,091 at 6%; with 50% employer match about $187,091 at 4% or $124,727 at 6%; with 100% employer match about $140,318 at 4% or $93,545 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$1,861,626$101,029$11,225iApproximate average salary by contribution assumption: employee only about $280,636 at 4% or $187,091 at 6%; with 50% employer match about $187,091 at 4% or $124,727 at 6%; with 100% employer match about $140,318 at 4% or $93,545 at 6%.
200419$1,639,991$97,532$10,837iApproximate average salary by contribution assumption: employee only about $270,922 at 4% or $180,615 at 6%; with 50% employer match about $180,615 at 4% or $120,410 at 6%; with 100% employer match about $135,461 at 4% or $90,307 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$1,639,991$97,532$10,837iApproximate average salary by contribution assumption: employee only about $270,922 at 4% or $180,615 at 6%; with 50% employer match about $180,615 at 4% or $120,410 at 6%; with 100% employer match about $135,461 at 4% or $90,307 at 6%.
200318$1,375,633$88,246$11,031iApproximate average salary by contribution assumption: employee only about $275,769 at 4% or $183,846 at 6%; with 50% employer match about $183,846 at 4% or $122,564 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%.
Professional Equities Inc. Profit Sharing Plan-8$1,375,633$88,246$11,031iApproximate average salary by contribution assumption: employee only about $275,769 at 4% or $183,846 at 6%; with 50% employer match about $183,846 at 4% or $122,564 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%.
200217$973,447$96,756$13,822iApproximate average salary by contribution assumption: employee only about $345,557 at 4% or $230,371 at 6%; with 50% employer match about $230,371 at 4% or $153,581 at 6%; with 100% employer match about $172,779 at 4% or $115,186 at 6%.
Professional Equities Inc. Profit Sharing Plan-7$973,447$96,756$13,822iApproximate average salary by contribution assumption: employee only about $345,557 at 4% or $230,371 at 6%; with 50% employer match about $230,371 at 4% or $153,581 at 6%; with 100% employer match about $172,779 at 4% or $115,186 at 6%.
200117$0$0-
Professional Equities Inc. Profit Sharing Plan-7---
200018$1,927,311$76,575$9,572iApproximate average salary by contribution assumption: employee only about $239,297 at 4% or $159,531 at 6%; with 50% employer match about $159,531 at 4% or $106,354 at 6%; with 100% employer match about $119,648 at 4% or $79,766 at 6%.
Professional Equities Inc. Profit Sharing Plan-8$1,927,311$76,575$9,572iApproximate average salary by contribution assumption: employee only about $239,297 at 4% or $159,531 at 6%; with 50% employer match about $159,531 at 4% or $106,354 at 6%; with 100% employer match about $119,648 at 4% or $79,766 at 6%.
199919$1,953,748$67,431$7,492iApproximate average salary by contribution assumption: employee only about $187,308 at 4% or $124,872 at 6%; with 50% employer match about $124,872 at 4% or $83,248 at 6%; with 100% employer match about $93,654 at 4% or $62,436 at 6%.
Professional Equities Inc. Profit Sharing Plan-9$1,953,748$67,431$7,492iApproximate average salary by contribution assumption: employee only about $187,308 at 4% or $124,872 at 6%; with 50% employer match about $124,872 at 4% or $83,248 at 6%; with 100% employer match about $93,654 at 4% or $62,436 at 6%.