Robert V. Batterton, II and Co.,
Plan context: Robert V. Batterton, II and Co. Inc. 401(K) Plan
EIN 95-2963854 • LA Jolla, CA • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$39,880
2024 Contributions
$40,465
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 | 1 | 10 | $39,880 | $40,465 | $4,047iApproximate average salary by contribution assumption: employee only about $101,163 at 4% or $67,442 at 6%; with 50% employer match about $67,442 at 4% or $44,961 at 6%; with 100% employer match about $50,581 at 4% or $33,721 at 6%. |
| Robert V. Batterton, II and Co. Inc. 401(K) Plan | - | 10 | $39,880 | $40,465 | $4,047iApproximate average salary by contribution assumption: employee only about $101,163 at 4% or $67,442 at 6%; with 50% employer match about $67,442 at 4% or $44,961 at 6%; with 100% employer match about $50,581 at 4% or $33,721 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Robert V. Batterton II & Co Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Robert V. Batterton II & Co Inc. Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 10 | $3,785,881 | $0 | - |
| Robert V. Batterton II & Co Inc. Profit Sharing Plan | - | 10 | $3,785,881 | - | - |