California Business Roundtable
Plan context: California Business Roundtable 401K Profit Sharing Plan and Trust
EIN 95-3234094 • Sacramento, CA • 29 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$953,786
2024 Contributions
$63,883
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 | 5 | $953,786 | $63,883 | $12,777iApproximate average salary by contribution assumption: employee only about $319,415 at 4% or $212,943 at 6%; with 50% employer match about $212,943 at 4% or $141,962 at 6%; with 100% employer match about $159,708 at 4% or $106,472 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $953,786 | $63,883 | $12,777iApproximate average salary by contribution assumption: employee only about $319,415 at 4% or $212,943 at 6%; with 50% employer match about $212,943 at 4% or $141,962 at 6%; with 100% employer match about $159,708 at 4% or $106,472 at 6%. |
| 2023 | 1 | 5 | $817,807 | $64,903 | $12,981iApproximate average salary by contribution assumption: employee only about $324,515 at 4% or $216,343 at 6%; with 50% employer match about $216,343 at 4% or $144,229 at 6%; with 100% employer match about $162,258 at 4% or $108,172 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $817,807 | $64,903 | $12,981iApproximate average salary by contribution assumption: employee only about $324,515 at 4% or $216,343 at 6%; with 50% employer match about $216,343 at 4% or $144,229 at 6%; with 100% employer match about $162,258 at 4% or $108,172 at 6%. |
| 2022 | 1 | 6 | $1,213,784 | $69,988 | $11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 6 | $1,213,784 | $69,988 | $11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%. |
| 2021 | 1 | 5 | $1,357,884 | $217,961 | $43,592iApproximate average salary by contribution assumption: employee only about $1,089,805 at 4% or $726,537 at 6%; with 50% employer match about $726,537 at 4% or $484,358 at 6%; with 100% employer match about $544,903 at 4% or $363,268 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $1,357,884 | $217,961 | $43,592iApproximate average salary by contribution assumption: employee only about $1,089,805 at 4% or $726,537 at 6%; with 50% employer match about $726,537 at 4% or $484,358 at 6%; with 100% employer match about $544,903 at 4% or $363,268 at 6%. |
| 2019 | 1 | 5 | $807,902 | $65,785 | $13,157iApproximate average salary by contribution assumption: employee only about $328,925 at 4% or $219,283 at 6%; with 50% employer match about $219,283 at 4% or $146,189 at 6%; with 100% employer match about $164,463 at 4% or $109,642 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $807,902 | $65,785 | $13,157iApproximate average salary by contribution assumption: employee only about $328,925 at 4% or $219,283 at 6%; with 50% employer match about $219,283 at 4% or $146,189 at 6%; with 100% employer match about $164,463 at 4% or $109,642 at 6%. |
| 2018 | 1 | 5 | $637,112 | $36,440 | $7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $637,112 | $36,440 | $7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%. |
| 2017 | 1 | 4 | $644,892 | $35,665 | $8,916iApproximate average salary by contribution assumption: employee only about $222,906 at 4% or $148,604 at 6%; with 50% employer match about $148,604 at 4% or $99,069 at 6%; with 100% employer match about $111,453 at 4% or $74,302 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $644,892 | $35,665 | $8,916iApproximate average salary by contribution assumption: employee only about $222,906 at 4% or $148,604 at 6%; with 50% employer match about $148,604 at 4% or $99,069 at 6%; with 100% employer match about $111,453 at 4% or $74,302 at 6%. |
| 2016 | 1 | 4 | $534,446 | $49,207 | $12,302iApproximate average salary by contribution assumption: employee only about $307,544 at 4% or $205,029 at 6%; with 50% employer match about $205,029 at 4% or $136,686 at 6%; with 100% employer match about $153,772 at 4% or $102,515 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $534,446 | $49,207 | $12,302iApproximate average salary by contribution assumption: employee only about $307,544 at 4% or $205,029 at 6%; with 50% employer match about $205,029 at 4% or $136,686 at 6%; with 100% employer match about $153,772 at 4% or $102,515 at 6%. |
| 2015 | 1 | 4 | $536,506 | $46,140 | $11,535iApproximate average salary by contribution assumption: employee only about $288,375 at 4% or $192,250 at 6%; with 50% employer match about $192,250 at 4% or $128,167 at 6%; with 100% employer match about $144,188 at 4% or $96,125 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $536,506 | $46,140 | $11,535iApproximate average salary by contribution assumption: employee only about $288,375 at 4% or $192,250 at 6%; with 50% employer match about $192,250 at 4% or $128,167 at 6%; with 100% employer match about $144,188 at 4% or $96,125 at 6%. |
| 2014 | 1 | 5 | $505,445 | $47,704 | $9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $505,445 | $47,704 | $9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%. |
| 2013 | 1 | 5 | $435,666 | $43,835 | $8,767iApproximate average salary by contribution assumption: employee only about $219,175 at 4% or $146,117 at 6%; with 50% employer match about $146,117 at 4% or $97,411 at 6%; with 100% employer match about $109,588 at 4% or $73,058 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $435,666 | $43,835 | $8,767iApproximate average salary by contribution assumption: employee only about $219,175 at 4% or $146,117 at 6%; with 50% employer match about $146,117 at 4% or $97,411 at 6%; with 100% employer match about $109,588 at 4% or $73,058 at 6%. |
| 2012 | 1 | 12 | $854,062 | $747,056 | $62,255iApproximate average salary by contribution assumption: employee only about $1,556,367 at 4% or $1,037,578 at 6%; with 50% employer match about $1,037,578 at 4% or $691,719 at 6%; with 100% employer match about $778,183 at 4% or $518,789 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 12 | $854,062 | $747,056 | $62,255iApproximate average salary by contribution assumption: employee only about $1,556,367 at 4% or $1,037,578 at 6%; with 50% employer match about $1,037,578 at 4% or $691,719 at 6%; with 100% employer match about $778,183 at 4% or $518,789 at 6%. |
| 2011 | 1 | 5 | $549,434 | $36,807 | $7,361iApproximate average salary by contribution assumption: employee only about $184,035 at 4% or $122,690 at 6%; with 50% employer match about $122,690 at 4% or $81,793 at 6%; with 100% employer match about $92,018 at 4% or $61,345 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $549,434 | $36,807 | $7,361iApproximate average salary by contribution assumption: employee only about $184,035 at 4% or $122,690 at 6%; with 50% employer match about $122,690 at 4% or $81,793 at 6%; with 100% employer match about $92,018 at 4% or $61,345 at 6%. |
| 2010 | 1 | 4 | $839,467 | $43,710 | $10,928iApproximate average salary by contribution assumption: employee only about $273,188 at 4% or $182,125 at 6%; with 50% employer match about $182,125 at 4% or $121,417 at 6%; with 100% employer match about $136,594 at 4% or $91,063 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $839,467 | $43,710 | $10,928iApproximate average salary by contribution assumption: employee only about $273,188 at 4% or $182,125 at 6%; with 50% employer match about $182,125 at 4% or $121,417 at 6%; with 100% employer match about $136,594 at 4% or $91,063 at 6%. |
| 2009 | 1 | 5 | $754,776 | $50,857 | $10,171iApproximate average salary by contribution assumption: employee only about $254,285 at 4% or $169,523 at 6%; with 50% employer match about $169,523 at 4% or $113,016 at 6%; with 100% employer match about $127,143 at 4% or $84,762 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $754,776 | $50,857 | $10,171iApproximate average salary by contribution assumption: employee only about $254,285 at 4% or $169,523 at 6%; with 50% employer match about $169,523 at 4% or $113,016 at 6%; with 100% employer match about $127,143 at 4% or $84,762 at 6%. |
| 2008 | 1 | 4 | $613,167 | $85,727 | $21,432iApproximate average salary by contribution assumption: employee only about $535,794 at 4% or $357,196 at 6%; with 50% employer match about $357,196 at 4% or $238,131 at 6%; with 100% employer match about $267,897 at 4% or $178,598 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $613,167 | $85,727 | $21,432iApproximate average salary by contribution assumption: employee only about $535,794 at 4% or $357,196 at 6%; with 50% employer match about $357,196 at 4% or $238,131 at 6%; with 100% employer match about $267,897 at 4% or $178,598 at 6%. |
| 2007 | 1 | 4 | $842,525 | $295,151 | $73,788iApproximate average salary by contribution assumption: employee only about $1,844,694 at 4% or $1,229,796 at 6%; with 50% employer match about $1,229,796 at 4% or $819,864 at 6%; with 100% employer match about $922,347 at 4% or $614,898 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $842,525 | $295,151 | $73,788iApproximate average salary by contribution assumption: employee only about $1,844,694 at 4% or $1,229,796 at 6%; with 50% employer match about $1,229,796 at 4% or $819,864 at 6%; with 100% employer match about $922,347 at 4% or $614,898 at 6%. |
| 2006 | 1 | 4 | $731,613 | $90,633 | $22,658iApproximate average salary by contribution assumption: employee only about $566,456 at 4% or $377,638 at 6%; with 50% employer match about $377,638 at 4% or $251,758 at 6%; with 100% employer match about $283,228 at 4% or $188,819 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $731,613 | $90,633 | $22,658iApproximate average salary by contribution assumption: employee only about $566,456 at 4% or $377,638 at 6%; with 50% employer match about $377,638 at 4% or $251,758 at 6%; with 100% employer match about $283,228 at 4% or $188,819 at 6%. |
| 2005 | 1 | 6 | $611,232 | $107,448 | $17,908iApproximate average salary by contribution assumption: employee only about $447,700 at 4% or $298,467 at 6%; with 50% employer match about $298,467 at 4% or $198,978 at 6%; with 100% employer match about $223,850 at 4% or $149,233 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 6 | $611,232 | $107,448 | $17,908iApproximate average salary by contribution assumption: employee only about $447,700 at 4% or $298,467 at 6%; with 50% employer match about $298,467 at 4% or $198,978 at 6%; with 100% employer match about $223,850 at 4% or $149,233 at 6%. |
| 2004 | 1 | 5 | $473,034 | $78,582 | $15,716iApproximate average salary by contribution assumption: employee only about $392,910 at 4% or $261,940 at 6%; with 50% employer match about $261,940 at 4% or $174,627 at 6%; with 100% employer match about $196,455 at 4% or $130,970 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 5 | $473,034 | $78,582 | $15,716iApproximate average salary by contribution assumption: employee only about $392,910 at 4% or $261,940 at 6%; with 50% employer match about $261,940 at 4% or $174,627 at 6%; with 100% employer match about $196,455 at 4% or $130,970 at 6%. |
| 2003 | 1 | 4 | $366,733 | $71,780 | $17,945iApproximate average salary by contribution assumption: employee only about $448,625 at 4% or $299,083 at 6%; with 50% employer match about $299,083 at 4% or $199,389 at 6%; with 100% employer match about $224,313 at 4% or $149,542 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $366,733 | $71,780 | $17,945iApproximate average salary by contribution assumption: employee only about $448,625 at 4% or $299,083 at 6%; with 50% employer match about $299,083 at 4% or $199,389 at 6%; with 100% employer match about $224,313 at 4% or $149,542 at 6%. |
| 2002 | 2 | 6 | $232,014 | $75,158 | $12,526iApproximate average salary by contribution assumption: employee only about $313,158 at 4% or $208,772 at 6%; with 50% employer match about $208,772 at 4% or $139,181 at 6%; with 100% employer match about $156,579 at 4% or $104,386 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 6 | $232,014 | $29,773 | $4,962iApproximate average salary by contribution assumption: employee only about $124,054 at 4% or $82,703 at 6%; with 50% employer match about $82,703 at 4% or $55,135 at 6%; with 100% employer match about $62,027 at 4% or $41,351 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan | - | 0 | - | $45,385 | - |
| 2001 | 2 | 4 | $65,301 | $19,887 | $4,972iApproximate average salary by contribution assumption: employee only about $124,294 at 4% or $82,863 at 6%; with 50% employer match about $82,863 at 4% or $55,242 at 6%; with 100% employer match about $62,147 at 4% or $41,431 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $65,301 | $19,887 | $4,972iApproximate average salary by contribution assumption: employee only about $124,294 at 4% or $82,863 at 6%; with 50% employer match about $82,863 at 4% or $55,242 at 6%; with 100% employer match about $62,147 at 4% or $41,431 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $149,201 | $50,880 | $12,720iApproximate average salary by contribution assumption: employee only about $318,000 at 4% or $212,000 at 6%; with 50% employer match about $212,000 at 4% or $141,333 at 6%; with 100% employer match about $159,000 at 4% or $106,000 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan | - | 4 | $95,782 | $32,338 | $8,085iApproximate average salary by contribution assumption: employee only about $202,113 at 4% or $134,742 at 6%; with 50% employer match about $134,742 at 4% or $89,828 at 6%; with 100% employer match about $101,056 at 4% or $67,371 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan and Trust | - | 4 | $53,419 | $18,542 | $4,636iApproximate average salary by contribution assumption: employee only about $115,888 at 4% or $77,258 at 6%; with 50% employer match about $77,258 at 4% or $51,506 at 6%; with 100% employer match about $57,944 at 4% or $38,629 at 6%. |
| 1999 | 2 | 3 | $112,221 | $43,440 | $14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan | - | 3 | $71,537 | $27,792 | $9,264iApproximate average salary by contribution assumption: employee only about $231,600 at 4% or $154,400 at 6%; with 50% employer match about $154,400 at 4% or $102,933 at 6%; with 100% employer match about $115,800 at 4% or $77,200 at 6%. |
| California Business Roundtable 401K Profit Sharing Plan | - | 3 | $40,684 | $15,648 | $5,216iApproximate average salary by contribution assumption: employee only about $130,400 at 4% or $86,933 at 6%; with 50% employer match about $86,933 at 4% or $57,956 at 6%; with 100% employer match about $65,200 at 4% or $43,467 at 6%. |