Peter D. Austin & Associates Inc.
Plan context: Peter D. Austin & Associates Inc Employees 401K Plan
EIN 95-3501761 • Westlake Village, CA • 57 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$2,476,758
2023 Contributions
$217,500
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 4 | $2,476,758 | $217,500 | $54,375iApproximate average salary by contribution assumption: employee only about $1,359,375 at 4% or $906,250 at 6%; with 50% employer match about $906,250 at 4% or $604,167 at 6%; with 100% employer match about $679,688 at 4% or $453,125 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $2,138,160 | $97,500 | $24,375iApproximate average salary by contribution assumption: employee only about $609,375 at 4% or $406,250 at 6%; with 50% employer match about $406,250 at 4% or $270,833 at 6%; with 100% employer match about $304,688 at 4% or $203,125 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $338,598 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2022 | 2 | 4 | $2,399,390 | $1,353,733 | $338,433iApproximate average salary by contribution assumption: employee only about $8,460,831 at 4% or $5,640,554 at 6%; with 50% employer match about $5,640,554 at 4% or $3,760,369 at 6%; with 100% employer match about $4,230,416 at 4% or $2,820,277 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $2,146,215 | $1,053,733 | $263,433iApproximate average salary by contribution assumption: employee only about $6,585,831 at 4% or $4,390,554 at 6%; with 50% employer match about $4,390,554 at 4% or $2,927,036 at 6%; with 100% employer match about $3,292,916 at 4% or $2,195,277 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $253,175 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2021 | 2 | 4 | $2,050,962 | $1,297,341 | $324,335iApproximate average salary by contribution assumption: employee only about $8,108,381 at 4% or $5,405,588 at 6%; with 50% employer match about $5,405,588 at 4% or $3,603,725 at 6%; with 100% employer match about $4,054,191 at 4% or $2,702,794 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $1,095,315 | $1,047,341 | $261,835iApproximate average salary by contribution assumption: employee only about $6,545,881 at 4% or $4,363,921 at 6%; with 50% employer match about $4,363,921 at 4% or $2,909,281 at 6%; with 100% employer match about $3,272,941 at 4% or $2,181,960 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $955,647 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| 2020 | 2 | 4 | $876,732 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $786,947 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $89,785 | $0 | - |
| 2019 | 2 | 4 | $596,127 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $500,000 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $96,127 | $0 | - |
| 2018 | 2 | 4 | $296,909 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $200,000 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $96,909 | $0 | - |
| 2017 | 1 | 4 | $97,286 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $97,286 | $0 | - |
| 2016 | 2 | 8 | $1,181,894 | $44,892 | $5,612iApproximate average salary by contribution assumption: employee only about $140,288 at 4% or $93,525 at 6%; with 50% employer match about $93,525 at 4% or $62,350 at 6%; with 100% employer match about $70,144 at 4% or $46,763 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. FROZEN MONEY PURCHASE PLAN | - | 1 | $996,708 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 8 | $185,186 | $44,892 | $5,612iApproximate average salary by contribution assumption: employee only about $140,288 at 4% or $93,525 at 6%; with 50% employer match about $93,525 at 4% or $62,350 at 6%; with 100% employer match about $70,144 at 4% or $46,763 at 6%. |
| 2015 | 2 | 8 | $1,041,031 | $40,012 | $5,002iApproximate average salary by contribution assumption: employee only about $125,038 at 4% or $83,358 at 6%; with 50% employer match about $83,358 at 4% or $55,572 at 6%; with 100% employer match about $62,519 at 4% or $41,679 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. FROZEN MONEY PURCHASE PLAN | - | 1 | $910,510 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 8 | $130,521 | $40,012 | $5,002iApproximate average salary by contribution assumption: employee only about $125,038 at 4% or $83,358 at 6%; with 50% employer match about $83,358 at 4% or $55,572 at 6%; with 100% employer match about $62,519 at 4% or $41,679 at 6%. |
| 2014 | 4 | 4 | $3,748,656 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. FROZEN MONEY PURCHASE PLAN | - | 2 | $3,658,998 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $89,658 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2013 | 3 | 6 | $3,388,044 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $2,758,497 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $539,890 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $89,657 | $0 | - |
| 2012 | 3 | 6 | $3,530,930 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $3,140,497 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $289,890 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 6 | $100,543 | $0 | - |
| 2011 | 3 | 5 | $3,424,127 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $1,764,279 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,554,917 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 5 | $104,931 | $0 | - |
| 2010 | 3 | 5 | $3,148,046 | $90,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $1,749,773 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,294,195 | $90,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 5 | $104,078 | $0 | - |
| 2009 | 2 | 4 | $1,319,933 | $101,000 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,214,927 | $101,000 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $105,006 | $0 | - |
| 2008 | 3 | 4 | $333,621 | $31,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 4 | $198,873 | - | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 4 | $134,748 | $31,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2007 | 3 | 4 | $0 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 2 | - | - | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 2 | - | - | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2006 | 3 | 4 | $3,822,387 | $443,000 | $110,750iApproximate average salary by contribution assumption: employee only about $2,768,750 at 4% or $1,845,833 at 6%; with 50% employer match about $1,845,833 at 4% or $1,230,556 at 6%; with 100% employer match about $1,384,375 at 4% or $922,917 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $3,322,864 | $400,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 3 | $398,523 | - | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 2 | $101,000 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2005 | 2 | 4 | $3,081,940 | $553,675 | $138,419iApproximate average salary by contribution assumption: employee only about $3,460,469 at 4% or $2,306,979 at 6%; with 50% employer match about $2,306,979 at 4% or $1,537,986 at 6%; with 100% employer match about $1,730,234 at 4% or $1,153,490 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $3,021,972 | $520,000 | $130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 2 | $59,968 | $33,675 | $16,838iApproximate average salary by contribution assumption: employee only about $420,938 at 4% or $280,625 at 6%; with 50% employer match about $280,625 at 4% or $187,083 at 6%; with 100% employer match about $210,469 at 4% or $140,313 at 6%. |
| 2004 | 2 | 3 | $2,306,050 | $753,000 | $251,000iApproximate average salary by contribution assumption: employee only about $6,275,000 at 4% or $4,183,333 at 6%; with 50% employer match about $4,183,333 at 4% or $2,788,889 at 6%; with 100% employer match about $3,137,500 at 4% or $2,091,667 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $2,275,540 | $725,000 | $241,667iApproximate average salary by contribution assumption: employee only about $6,041,667 at 4% or $4,027,778 at 6%; with 50% employer match about $4,027,778 at 4% or $2,685,185 at 6%; with 100% employer match about $3,020,833 at 4% or $2,013,889 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 2 | $30,510 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2003 | 2 | 3 | $1,591,899 | $443,000 | $147,667iApproximate average salary by contribution assumption: employee only about $3,691,667 at 4% or $2,461,111 at 6%; with 50% employer match about $2,461,111 at 4% or $1,640,741 at 6%; with 100% employer match about $1,845,833 at 4% or $1,230,556 at 6%. |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,589,389 | $443,000 | $147,667iApproximate average salary by contribution assumption: employee only about $3,691,667 at 4% or $2,461,111 at 6%; with 50% employer match about $2,461,111 at 4% or $1,640,741 at 6%; with 100% employer match about $1,845,833 at 4% or $1,230,556 at 6%. |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 1 | $2,510 | - | - |
| 2002 | 2 | 3 | $2,315 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 1 | $2,315 | - | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 1 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 1 | - | - | - |
| PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 1999 | 1 | 1 | $2,370 | $0 | - |
| Peter D. Austin & Associates Inc Employees 401K Plan | - | 1 | $2,370 | - | - |