Civic Intelligence

Russell S Kimmell

Plan context: San Luis Powerhouse Retirement Plan

EIN 95-3391057 • San Luis Obispo, CA • 24 filings • 3 plans

294 Lincoln AvenueSan Luis Obispo, CA 93405
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,217,440

2024 Contributions

$81,761

Historical Graphs

Total Assets Over Time

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

$2,217,440$1,108,720$0199920142024YearValue
$2,217,440Latest year 2024

Participants Over Time

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

630199920132024YearValue
1Latest 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
202411$2,217,440$0-
San Luis Powerhouse Retirement Plan-1$2,217,440--
202311$2,147,957$0-
San Luis Powerhouse Retirement Plan-1$2,147,957--
202211$1,746,934$0-
San Luis Powerhouse Retirement Plan-1$1,746,934$0-
202116$1,948,288$81,761$13,627iApproximate average salary by contribution assumption: employee only about $340,671 at 4% or $227,114 at 6%; with 50% employer match about $227,114 at 4% or $151,409 at 6%; with 100% employer match about $170,335 at 4% or $113,557 at 6%.
San Luis Powerhouse Retirement Plan-6$1,948,288$81,761$13,627iApproximate average salary by contribution assumption: employee only about $340,671 at 4% or $227,114 at 6%; with 50% employer match about $227,114 at 4% or $151,409 at 6%; with 100% employer match about $170,335 at 4% or $113,557 at 6%.
202014$1,901,701$72,051$18,013iApproximate average salary by contribution assumption: employee only about $450,319 at 4% or $300,213 at 6%; with 50% employer match about $300,213 at 4% or $200,142 at 6%; with 100% employer match about $225,159 at 4% or $150,106 at 6%.
San Luis Powerhouse Retirement Plan-4$1,901,701$72,051$18,013iApproximate average salary by contribution assumption: employee only about $450,319 at 4% or $300,213 at 6%; with 50% employer match about $300,213 at 4% or $200,142 at 6%; with 100% employer match about $225,159 at 4% or $150,106 at 6%.
201914$1,452,998$67,273$16,818iApproximate average salary by contribution assumption: employee only about $420,456 at 4% or $280,304 at 6%; with 50% employer match about $280,304 at 4% or $186,869 at 6%; with 100% employer match about $210,228 at 4% or $140,152 at 6%.
San Luis Powerhouse Retirement Plan-4$1,452,998$67,273$16,818iApproximate average salary by contribution assumption: employee only about $420,456 at 4% or $280,304 at 6%; with 50% employer match about $280,304 at 4% or $186,869 at 6%; with 100% employer match about $210,228 at 4% or $140,152 at 6%.
201813$1,606,740$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
San Luis Powerhouse Retirement Plan-3$1,606,740$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201713$1,478,859$59,800$19,933iApproximate average salary by contribution assumption: employee only about $498,333 at 4% or $332,222 at 6%; with 50% employer match about $332,222 at 4% or $221,481 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
San Luis Powerhouse Retirement Plan-3$1,478,859$59,800$19,933iApproximate average salary by contribution assumption: employee only about $498,333 at 4% or $332,222 at 6%; with 50% employer match about $332,222 at 4% or $221,481 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
201614$1,281,105$63,651$15,913iApproximate average salary by contribution assumption: employee only about $397,819 at 4% or $265,213 at 6%; with 50% employer match about $265,213 at 4% or $176,808 at 6%; with 100% employer match about $198,909 at 4% or $132,606 at 6%.
San Luis Powerhouse Retirement Plan-4$1,281,105$63,651$15,913iApproximate average salary by contribution assumption: employee only about $397,819 at 4% or $265,213 at 6%; with 50% employer match about $265,213 at 4% or $176,808 at 6%; with 100% employer match about $198,909 at 4% or $132,606 at 6%.
201514$1,118,330$70,001$17,500iApproximate average salary by contribution assumption: employee only about $437,506 at 4% or $291,671 at 6%; with 50% employer match about $291,671 at 4% or $194,447 at 6%; with 100% employer match about $218,753 at 4% or $145,835 at 6%.
San Luis Powerhouse Retirement Plan-4$1,118,330$70,001$17,500iApproximate average salary by contribution assumption: employee only about $437,506 at 4% or $291,671 at 6%; with 50% employer match about $291,671 at 4% or $194,447 at 6%; with 100% employer match about $218,753 at 4% or $145,835 at 6%.
201414$1,057,174$40,526$10,132iApproximate average salary by contribution assumption: employee only about $253,288 at 4% or $168,858 at 6%; with 50% employer match about $168,858 at 4% or $112,572 at 6%; with 100% employer match about $126,644 at 4% or $84,429 at 6%.
San Luis Powerhouse Retirement Plan-4$1,057,174$40,526$10,132iApproximate average salary by contribution assumption: employee only about $253,288 at 4% or $168,858 at 6%; with 50% employer match about $168,858 at 4% or $112,572 at 6%; with 100% employer match about $126,644 at 4% or $84,429 at 6%.
201314$933,542$63,968$15,992iApproximate average salary by contribution assumption: employee only about $399,800 at 4% or $266,533 at 6%; with 50% employer match about $266,533 at 4% or $177,689 at 6%; with 100% employer match about $199,900 at 4% or $133,267 at 6%.
San Luis Powerhouse Retirement Plan-4$933,542$63,968$15,992iApproximate average salary by contribution assumption: employee only about $399,800 at 4% or $266,533 at 6%; with 50% employer match about $266,533 at 4% or $177,689 at 6%; with 100% employer match about $199,900 at 4% or $133,267 at 6%.
201214$779,393$16,050$4,013iApproximate average salary by contribution assumption: employee only about $100,313 at 4% or $66,875 at 6%; with 50% employer match about $66,875 at 4% or $44,583 at 6%; with 100% employer match about $50,156 at 4% or $33,438 at 6%.
San Luis Powerhouse Retirement Plan-4$779,393$16,050$4,013iApproximate average salary by contribution assumption: employee only about $100,313 at 4% or $66,875 at 6%; with 50% employer match about $66,875 at 4% or $44,583 at 6%; with 100% employer match about $50,156 at 4% or $33,438 at 6%.
201114$692,108$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
San Luis Powerhouse Retirement Plan-4$692,108$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201014$671,536$39,840$9,960iApproximate average salary by contribution assumption: employee only about $249,000 at 4% or $166,000 at 6%; with 50% employer match about $166,000 at 4% or $110,667 at 6%; with 100% employer match about $124,500 at 4% or $83,000 at 6%.
San Luis Powerhouse Retirement Plan-4$671,536$39,840$9,960iApproximate average salary by contribution assumption: employee only about $249,000 at 4% or $166,000 at 6%; with 50% employer match about $166,000 at 4% or $110,667 at 6%; with 100% employer match about $124,500 at 4% or $83,000 at 6%.
200914$554,099$51,625$12,906iApproximate average salary by contribution assumption: employee only about $322,656 at 4% or $215,104 at 6%; with 50% employer match about $215,104 at 4% or $143,403 at 6%; with 100% employer match about $161,328 at 4% or $107,552 at 6%.
San Luis Powerhouse Retirement Plan-4$554,099$51,625$12,906iApproximate average salary by contribution assumption: employee only about $322,656 at 4% or $215,104 at 6%; with 50% employer match about $215,104 at 4% or $143,403 at 6%; with 100% employer match about $161,328 at 4% or $107,552 at 6%.
200614$431,253$13,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
San Luis Powerhouse Retirement Plan-4$431,253$13,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
200514$367,239$9,250$2,313iApproximate average salary by contribution assumption: employee only about $57,813 at 4% or $38,542 at 6%; with 50% employer match about $38,542 at 4% or $25,694 at 6%; with 100% employer match about $28,906 at 4% or $19,271 at 6%.
San Luis Powerhouse Retirement Plan-4$367,239$9,250$2,313iApproximate average salary by contribution assumption: employee only about $57,813 at 4% or $38,542 at 6%; with 50% employer match about $38,542 at 4% or $25,694 at 6%; with 100% employer match about $28,906 at 4% or $19,271 at 6%.
200415$363,912$8,900$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
San Luis Powerhouse Retirement Plan-5$363,912$8,900$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
200315$327,620$8,900$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
San Luis Powerhouse Retirement Plan-5$327,620$8,900$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
200215$0$0-
San Luis Powerhouse Retirement Plan-5---
200114$0$0-
San Luis Powerhouse Retirement Plan-4---
200014$0$0-
San Luis Powerhouse Retirement Plan-4---
199913$344,332$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
San Luis Powerhouse Retirement Plan-3$344,332$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.