Sam Gilbert & Associates Inc.
Plan context: Sam Gilbert & Associates Inc. Profit Sharing Plan
EIN 95-3451716 • Encino, CA • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$1,611,746
2024 Contributions
$127,006
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 | 28 | $1,611,746 | $127,006 | $4,536iApproximate average salary by contribution assumption: employee only about $113,398 at 4% or $75,599 at 6%; with 50% employer match about $75,599 at 4% or $50,399 at 6%; with 100% employer match about $56,699 at 4% or $37,799 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 28 | $1,611,746 | $127,006 | $4,536iApproximate average salary by contribution assumption: employee only about $113,398 at 4% or $75,599 at 6%; with 50% employer match about $75,599 at 4% or $50,399 at 6%; with 100% employer match about $56,699 at 4% or $37,799 at 6%. |
| 2023 | 1 | 27 | $1,615,123 | $60,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 27 | $1,615,123 | $60,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| 2022 | 1 | 26 | $1,457,319 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,457,319 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| 2021 | 1 | 26 | $1,565,040 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,565,040 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| 2020 | 1 | 26 | $1,411,547 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,411,547 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| 2019 | 1 | 26 | $1,123,608 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,123,608 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| 2018 | 1 | 26 | $1,087,185 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,087,185 | $60,000 | $2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%. |
| 2017 | 1 | 28 | $1,046,462 | $60,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 28 | $1,046,462 | $60,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| 2016 | 1 | 26 | $990,812 | $50,000 | $1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $990,812 | $50,000 | $1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%. |
| 2015 | 1 | 27 | $992,783 | $14,000 | $519iApproximate average salary by contribution assumption: employee only about $12,963 at 4% or $8,642 at 6%; with 50% employer match about $8,642 at 4% or $5,761 at 6%; with 100% employer match about $6,481 at 4% or $4,321 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 27 | $992,783 | $14,000 | $519iApproximate average salary by contribution assumption: employee only about $12,963 at 4% or $8,642 at 6%; with 50% employer match about $8,642 at 4% or $5,761 at 6%; with 100% employer match about $6,481 at 4% or $4,321 at 6%. |
| 2013 | 1 | 26 | $1,373,768 | $40,000 | $1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,373,768 | $40,000 | $1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%. |
| 2012 | 1 | 26 | $1,323,523 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | $1,323,523 | $0 | - |
| 2011 | 1 | 27 | $1,273,239 | $30,000 | $1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 27 | $1,273,239 | $30,000 | $1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%. |
| 2010 | 1 | 28 | $1,360,371 | $40,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 28 | $1,360,371 | $40,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2009 | 1 | 29 | $1,257,854 | $40,000 | $1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 29 | $1,257,854 | $40,000 | $1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%. |
| 2008 | 1 | 26 | $0 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 26 | - | - | - |
| 2007 | 1 | 27 | $0 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 27 | - | - | - |
| 2006 | 1 | 25 | $1,002,435 | $40,000 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 25 | $1,002,435 | $40,000 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| 2005 | 1 | 22 | $1,002,128 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 22 | $1,002,128 | - | - |
| 2004 | 1 | 20 | $1,072,324 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 20 | $1,072,324 | - | - |
| 2003 | 2 | 22 | $1,100,484 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 22 | $1,100,484 | - | - |
| Sam Gilbert & Associates Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 22 | $0 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 22 | - | - | - |
| Sam Gilbert & Associates Inc. Money Purchase Pension Plan | - | 22 | - | - | - |
| 2001 | 2 | 19 | $0 | $0 | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 19 | - | - | - |
| Sam Gilbert & Associates Inc. Money Purchase Pension Plan | - | 19 | - | - | - |
| 2000 | 2 | 23 | $0 | $0 | - |
| Sam Gilbert & Associates Inc. Money Purchase Pension Plan | - | 22 | - | - | - |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 23 | - | - | - |
| 1999 | 2 | 21 | $781,470 | $47,872 | $2,280iApproximate average salary by contribution assumption: employee only about $56,990 at 4% or $37,994 at 6%; with 50% employer match about $37,994 at 4% or $25,329 at 6%; with 100% employer match about $28,495 at 4% or $18,997 at 6%. |
| Sam Gilbert & Associates Inc. Money Purchase Pension Plan | - | 21 | $587,855 | $47,872 | $2,280iApproximate average salary by contribution assumption: employee only about $56,990 at 4% or $37,994 at 6%; with 50% employer match about $37,994 at 4% or $25,329 at 6%; with 100% employer match about $28,495 at 4% or $18,997 at 6%. |
| Sam Gilbert & Associates Inc. Profit Sharing Plan | - | 21 | $193,615 | - | - |