Civic Intelligence

Casey, Gerry, Reed & Schenk, L.L.P.

Plan context: CASEY GERRY 401(K) PROFIT SHARING PLAN

EIN 95-3258812 • San Diego, CA • 26 filings • 8 plans

110 Laurel StreetSan Diego, CA 92101-1419
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$25,781,976

2024 Contributions

$682,158

Historical Graphs

Total Assets Over Time

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

$25,781,976$12,890,988$0199920142024YearValue
$25,781,976Latest year 2024

Participants Over Time

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

56280199920122024YearValue
56Latest year 2024

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
2024156$25,781,976$682,158$12,181iApproximate average salary by contribution assumption: employee only about $304,535 at 4% or $203,023 at 6%; with 50% employer match about $203,023 at 4% or $135,349 at 6%; with 100% employer match about $152,267 at 4% or $101,512 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-56$25,781,976$682,158$12,181iApproximate average salary by contribution assumption: employee only about $304,535 at 4% or $203,023 at 6%; with 50% employer match about $203,023 at 4% or $135,349 at 6%; with 100% employer match about $152,267 at 4% or $101,512 at 6%.
2023151$24,115,908$696,259$13,652iApproximate average salary by contribution assumption: employee only about $341,303 at 4% or $227,536 at 6%; with 50% employer match about $227,536 at 4% or $151,690 at 6%; with 100% employer match about $170,652 at 4% or $113,768 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-51$24,115,908$696,259$13,652iApproximate average salary by contribution assumption: employee only about $341,303 at 4% or $227,536 at 6%; with 50% employer match about $227,536 at 4% or $151,690 at 6%; with 100% employer match about $170,652 at 4% or $113,768 at 6%.
2022149$19,683,327$606,963$12,387iApproximate average salary by contribution assumption: employee only about $309,675 at 4% or $206,450 at 6%; with 50% employer match about $206,450 at 4% or $137,633 at 6%; with 100% employer match about $154,838 at 4% or $103,225 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-49$19,683,327$606,963$12,387iApproximate average salary by contribution assumption: employee only about $309,675 at 4% or $206,450 at 6%; with 50% employer match about $206,450 at 4% or $137,633 at 6%; with 100% employer match about $154,838 at 4% or $103,225 at 6%.
2021140$23,257,693$631,024$15,776iApproximate average salary by contribution assumption: employee only about $394,390 at 4% or $262,927 at 6%; with 50% employer match about $262,927 at 4% or $175,284 at 6%; with 100% employer match about $197,195 at 4% or $131,463 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-40$23,257,693$631,024$15,776iApproximate average salary by contribution assumption: employee only about $394,390 at 4% or $262,927 at 6%; with 50% employer match about $262,927 at 4% or $175,284 at 6%; with 100% employer match about $197,195 at 4% or $131,463 at 6%.
2020140$20,105,406$623,025$15,576iApproximate average salary by contribution assumption: employee only about $389,391 at 4% or $259,594 at 6%; with 50% employer match about $259,594 at 4% or $173,063 at 6%; with 100% employer match about $194,695 at 4% or $129,797 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-40$20,105,406$623,025$15,576iApproximate average salary by contribution assumption: employee only about $389,391 at 4% or $259,594 at 6%; with 50% employer match about $259,594 at 4% or $173,063 at 6%; with 100% employer match about $194,695 at 4% or $129,797 at 6%.
2019139$17,458,502$637,255$16,340iApproximate average salary by contribution assumption: employee only about $408,497 at 4% or $272,331 at 6%; with 50% employer match about $272,331 at 4% or $181,554 at 6%; with 100% employer match about $204,248 at 4% or $136,166 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-39$17,458,502$637,255$16,340iApproximate average salary by contribution assumption: employee only about $408,497 at 4% or $272,331 at 6%; with 50% employer match about $272,331 at 4% or $181,554 at 6%; with 100% employer match about $204,248 at 4% or $136,166 at 6%.
2018140$16,323,787$668,128$16,703iApproximate average salary by contribution assumption: employee only about $417,580 at 4% or $278,387 at 6%; with 50% employer match about $278,387 at 4% or $185,591 at 6%; with 100% employer match about $208,790 at 4% or $139,193 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-40$16,323,787$668,128$16,703iApproximate average salary by contribution assumption: employee only about $417,580 at 4% or $278,387 at 6%; with 50% employer match about $278,387 at 4% or $185,591 at 6%; with 100% employer match about $208,790 at 4% or $139,193 at 6%.
2017136$17,324,914$626,331$17,398iApproximate average salary by contribution assumption: employee only about $434,952 at 4% or $289,968 at 6%; with 50% employer match about $289,968 at 4% or $193,312 at 6%; with 100% employer match about $217,476 at 4% or $144,984 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-36$17,324,914$626,331$17,398iApproximate average salary by contribution assumption: employee only about $434,952 at 4% or $289,968 at 6%; with 50% employer match about $289,968 at 4% or $193,312 at 6%; with 100% employer match about $217,476 at 4% or $144,984 at 6%.
2016133$14,233,461$583,809$17,691iApproximate average salary by contribution assumption: employee only about $442,280 at 4% or $294,853 at 6%; with 50% employer match about $294,853 at 4% or $196,569 at 6%; with 100% employer match about $221,140 at 4% or $147,427 at 6%.
CASEY GERRY 401(K) PROFIT SHARING PLAN-33$14,233,461$583,809$17,691iApproximate average salary by contribution assumption: employee only about $442,280 at 4% or $294,853 at 6%; with 50% employer match about $294,853 at 4% or $196,569 at 6%; with 100% employer match about $221,140 at 4% or $147,427 at 6%.
2015132$12,870,759$582,345$18,198iApproximate average salary by contribution assumption: employee only about $454,957 at 4% or $303,305 at 6%; with 50% employer match about $303,305 at 4% or $202,203 at 6%; with 100% employer match about $227,479 at 4% or $151,652 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-32$12,870,759$582,345$18,198iApproximate average salary by contribution assumption: employee only about $454,957 at 4% or $303,305 at 6%; with 50% employer match about $303,305 at 4% or $202,203 at 6%; with 100% employer match about $227,479 at 4% or $151,652 at 6%.
2014131$12,293,906$533,985$17,225iApproximate average salary by contribution assumption: employee only about $430,633 at 4% or $287,089 at 6%; with 50% employer match about $287,089 at 4% or $191,392 at 6%; with 100% employer match about $215,317 at 4% or $143,544 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-31$12,293,906$533,985$17,225iApproximate average salary by contribution assumption: employee only about $430,633 at 4% or $287,089 at 6%; with 50% employer match about $287,089 at 4% or $191,392 at 6%; with 100% employer match about $215,317 at 4% or $143,544 at 6%.
2013132$10,476,986$483,904$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-32$10,476,986$483,904$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
2012132$8,113,321$457,006$14,281iApproximate average salary by contribution assumption: employee only about $357,036 at 4% or $238,024 at 6%; with 50% employer match about $238,024 at 4% or $158,683 at 6%; with 100% employer match about $178,518 at 4% or $119,012 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-32$8,113,321$457,006$14,281iApproximate average salary by contribution assumption: employee only about $357,036 at 4% or $238,024 at 6%; with 50% employer match about $238,024 at 4% or $158,683 at 6%; with 100% employer match about $178,518 at 4% or $119,012 at 6%.
2011129$6,935,645$205,170$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-29$6,935,645$205,170$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%.
2010130$7,334,582$640,241$21,341iApproximate average salary by contribution assumption: employee only about $533,534 at 4% or $355,689 at 6%; with 50% employer match about $355,689 at 4% or $237,126 at 6%; with 100% employer match about $266,767 at 4% or $177,845 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-30$7,334,582$640,241$21,341iApproximate average salary by contribution assumption: employee only about $533,534 at 4% or $355,689 at 6%; with 50% employer match about $355,689 at 4% or $237,126 at 6%; with 100% employer match about $266,767 at 4% or $177,845 at 6%.
2009131$6,129,359$476,909$15,384iApproximate average salary by contribution assumption: employee only about $384,604 at 4% or $256,403 at 6%; with 50% employer match about $256,403 at 4% or $170,935 at 6%; with 100% employer match about $192,302 at 4% or $128,201 at 6%.
CASEY, GERRY, SCHENK, FRANCAVILLA, BLATT & PENFIELD, LLP PROFIT SHARING PLAN-31$6,129,359$476,909$15,384iApproximate average salary by contribution assumption: employee only about $384,604 at 4% or $256,403 at 6%; with 50% employer match about $256,403 at 4% or $170,935 at 6%; with 100% employer match about $192,302 at 4% or $128,201 at 6%.
2008128$4,404,366$539,245$19,259iApproximate average salary by contribution assumption: employee only about $481,469 at 4% or $320,979 at 6%; with 50% employer match about $320,979 at 4% or $213,986 at 6%; with 100% employer match about $240,734 at 4% or $160,490 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-28$4,404,366$539,245$19,259iApproximate average salary by contribution assumption: employee only about $481,469 at 4% or $320,979 at 6%; with 50% employer match about $320,979 at 4% or $213,986 at 6%; with 100% employer match about $240,734 at 4% or $160,490 at 6%.
2007130$0$0-
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-30---
2006144$5,545,077$342,174$7,777iApproximate average salary by contribution assumption: employee only about $194,417 at 4% or $129,611 at 6%; with 50% employer match about $129,611 at 4% or $86,408 at 6%; with 100% employer match about $97,209 at 4% or $64,806 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-44$5,545,077$342,174$7,777iApproximate average salary by contribution assumption: employee only about $194,417 at 4% or $129,611 at 6%; with 50% employer match about $129,611 at 4% or $86,408 at 6%; with 100% employer match about $97,209 at 4% or $64,806 at 6%.
2005144$4,555,290$352,409$8,009iApproximate average salary by contribution assumption: employee only about $200,232 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-44$4,555,290$352,409$8,009iApproximate average salary by contribution assumption: employee only about $200,232 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
2004144$0$0-
CASEY, GERRY, REED & SCHENK, LLP PROFIT SHARING PLAN & TRUST-44---
2003136$3,307,825$149,947$4,165iApproximate average salary by contribution assumption: employee only about $104,130 at 4% or $69,420 at 6%; with 50% employer match about $69,420 at 4% or $46,280 at 6%; with 100% employer match about $52,065 at 4% or $34,710 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-36$3,307,825$149,947$4,165iApproximate average salary by contribution assumption: employee only about $104,130 at 4% or $69,420 at 6%; with 50% employer match about $69,420 at 4% or $46,280 at 6%; with 100% employer match about $52,065 at 4% or $34,710 at 6%.
2002136$2,917,623$155,921$4,331iApproximate average salary by contribution assumption: employee only about $108,278 at 4% or $72,186 at 6%; with 50% employer match about $72,186 at 4% or $48,124 at 6%; with 100% employer match about $54,139 at 4% or $36,093 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-36$2,917,623$155,921$4,331iApproximate average salary by contribution assumption: employee only about $108,278 at 4% or $72,186 at 6%; with 50% employer match about $72,186 at 4% or $48,124 at 6%; with 100% employer match about $54,139 at 4% or $36,093 at 6%.
2001132$0$0-
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-32---
2000133$0$0-
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-33---
1999133$3,511,244$251,121$7,610iApproximate average salary by contribution assumption: employee only about $190,243 at 4% or $126,829 at 6%; with 50% employer match about $126,829 at 4% or $84,553 at 6%; with 100% employer match about $95,122 at 4% or $63,414 at 6%.
Casey, Gerry, Reed & Schenk, L.L.P. Retirement Savings Plan-33$3,511,244$251,121$7,610iApproximate average salary by contribution assumption: employee only about $190,243 at 4% or $126,829 at 6%; with 50% employer match about $126,829 at 4% or $84,553 at 6%; with 100% employer match about $95,122 at 4% or $63,414 at 6%.