Schifrin Gagnon & Dickey Inc
Plan context: Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust
EIN 95-3655765 • Simi Valley, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
90
2024 Assets
$6,483,558
2024 Contributions
$867,252
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 | 90 | $6,483,558 | $867,252 | $9,636iApproximate average salary by contribution assumption: employee only about $240,903 at 4% or $160,602 at 6%; with 50% employer match about $160,602 at 4% or $107,068 at 6%; with 100% employer match about $120,452 at 4% or $80,301 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 90 | $6,483,558 | $867,252 | $9,636iApproximate average salary by contribution assumption: employee only about $240,903 at 4% or $160,602 at 6%; with 50% employer match about $160,602 at 4% or $107,068 at 6%; with 100% employer match about $120,452 at 4% or $80,301 at 6%. |
| 2023 | 1 | 91 | $5,157,242 | $740,733 | $8,140iApproximate average salary by contribution assumption: employee only about $203,498 at 4% or $135,665 at 6%; with 50% employer match about $135,665 at 4% or $90,444 at 6%; with 100% employer match about $101,749 at 4% or $67,833 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 91 | $5,157,242 | $740,733 | $8,140iApproximate average salary by contribution assumption: employee only about $203,498 at 4% or $135,665 at 6%; with 50% employer match about $135,665 at 4% or $90,444 at 6%; with 100% employer match about $101,749 at 4% or $67,833 at 6%. |
| 2022 | 1 | 71 | $4,094,754 | $620,998 | $8,746iApproximate average salary by contribution assumption: employee only about $218,661 at 4% or $145,774 at 6%; with 50% employer match about $145,774 at 4% or $97,183 at 6%; with 100% employer match about $109,331 at 4% or $72,887 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 71 | $4,094,754 | $620,998 | $8,746iApproximate average salary by contribution assumption: employee only about $218,661 at 4% or $145,774 at 6%; with 50% employer match about $145,774 at 4% or $97,183 at 6%; with 100% employer match about $109,331 at 4% or $72,887 at 6%. |
| 2021 | 1 | 70 | $4,953,747 | $472,046 | $6,744iApproximate average salary by contribution assumption: employee only about $168,588 at 4% or $112,392 at 6%; with 50% employer match about $112,392 at 4% or $74,928 at 6%; with 100% employer match about $84,294 at 4% or $56,196 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 70 | $4,953,747 | $472,046 | $6,744iApproximate average salary by contribution assumption: employee only about $168,588 at 4% or $112,392 at 6%; with 50% employer match about $112,392 at 4% or $74,928 at 6%; with 100% employer match about $84,294 at 4% or $56,196 at 6%. |
| 2020 | 1 | 70 | $4,096,256 | $405,944 | $5,799iApproximate average salary by contribution assumption: employee only about $144,980 at 4% or $96,653 at 6%; with 50% employer match about $96,653 at 4% or $64,436 at 6%; with 100% employer match about $72,490 at 4% or $48,327 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 70 | $4,096,256 | $405,944 | $5,799iApproximate average salary by contribution assumption: employee only about $144,980 at 4% or $96,653 at 6%; with 50% employer match about $96,653 at 4% or $64,436 at 6%; with 100% employer match about $72,490 at 4% or $48,327 at 6%. |
| 2019 | 1 | 55 | $3,432,336 | $243,577 | $4,429iApproximate average salary by contribution assumption: employee only about $110,717 at 4% or $73,811 at 6%; with 50% employer match about $73,811 at 4% or $49,207 at 6%; with 100% employer match about $55,358 at 4% or $36,906 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 55 | $3,432,336 | $243,577 | $4,429iApproximate average salary by contribution assumption: employee only about $110,717 at 4% or $73,811 at 6%; with 50% employer match about $73,811 at 4% or $49,207 at 6%; with 100% employer match about $55,358 at 4% or $36,906 at 6%. |
| 2018 | 1 | 41 | $2,576,480 | $173,919 | $4,242iApproximate average salary by contribution assumption: employee only about $106,048 at 4% or $70,699 at 6%; with 50% employer match about $70,699 at 4% or $47,133 at 6%; with 100% employer match about $53,024 at 4% or $35,349 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 41 | $2,576,480 | $173,919 | $4,242iApproximate average salary by contribution assumption: employee only about $106,048 at 4% or $70,699 at 6%; with 50% employer match about $70,699 at 4% or $47,133 at 6%; with 100% employer match about $53,024 at 4% or $35,349 at 6%. |
| 2017 | 1 | 47 | $2,598,413 | $116,134 | $2,471iApproximate average salary by contribution assumption: employee only about $61,773 at 4% or $41,182 at 6%; with 50% employer match about $41,182 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 47 | $2,598,413 | $116,134 | $2,471iApproximate average salary by contribution assumption: employee only about $61,773 at 4% or $41,182 at 6%; with 50% employer match about $41,182 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%. |
| 2016 | 1 | 43 | $2,155,652 | $106,743 | $2,482iApproximate average salary by contribution assumption: employee only about $62,060 at 4% or $41,373 at 6%; with 50% employer match about $41,373 at 4% or $27,582 at 6%; with 100% employer match about $31,030 at 4% or $20,687 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 43 | $2,155,652 | $106,743 | $2,482iApproximate average salary by contribution assumption: employee only about $62,060 at 4% or $41,373 at 6%; with 50% employer match about $41,373 at 4% or $27,582 at 6%; with 100% employer match about $31,030 at 4% or $20,687 at 6%. |
| 2015 | 1 | 45 | $1,971,940 | $257,257 | $5,717iApproximate average salary by contribution assumption: employee only about $142,921 at 4% or $95,280 at 6%; with 50% employer match about $95,280 at 4% or $63,520 at 6%; with 100% employer match about $71,460 at 4% or $47,640 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 45 | $1,971,940 | $257,257 | $5,717iApproximate average salary by contribution assumption: employee only about $142,921 at 4% or $95,280 at 6%; with 50% employer match about $95,280 at 4% or $63,520 at 6%; with 100% employer match about $71,460 at 4% or $47,640 at 6%. |
| 2014 | 1 | 46 | $1,773,105 | $119,261 | $2,593iApproximate average salary by contribution assumption: employee only about $64,816 at 4% or $43,211 at 6%; with 50% employer match about $43,211 at 4% or $28,807 at 6%; with 100% employer match about $32,408 at 4% or $21,605 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 46 | $1,773,105 | $119,261 | $2,593iApproximate average salary by contribution assumption: employee only about $64,816 at 4% or $43,211 at 6%; with 50% employer match about $43,211 at 4% or $28,807 at 6%; with 100% employer match about $32,408 at 4% or $21,605 at 6%. |
| 2013 | 1 | 47 | $1,592,468 | $128,258 | $2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,482 at 6%; with 50% employer match about $45,482 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 47 | $1,592,468 | $128,258 | $2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,482 at 6%; with 50% employer match about $45,482 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%. |
| 2012 | 1 | 54 | $1,301,315 | $141,236 | $2,615iApproximate average salary by contribution assumption: employee only about $65,387 at 4% or $43,591 at 6%; with 50% employer match about $43,591 at 4% or $29,061 at 6%; with 100% employer match about $32,694 at 4% or $21,796 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 54 | $1,301,315 | $141,236 | $2,615iApproximate average salary by contribution assumption: employee only about $65,387 at 4% or $43,591 at 6%; with 50% employer match about $43,591 at 4% or $29,061 at 6%; with 100% employer match about $32,694 at 4% or $21,796 at 6%. |
| 2011 | 1 | 29 | $1,042,777 | $106,517 | $3,673iApproximate average salary by contribution assumption: employee only about $91,825 at 4% or $61,217 at 6%; with 50% employer match about $61,217 at 4% or $40,811 at 6%; with 100% employer match about $45,913 at 4% or $30,608 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 29 | $1,042,777 | $106,517 | $3,673iApproximate average salary by contribution assumption: employee only about $91,825 at 4% or $61,217 at 6%; with 50% employer match about $61,217 at 4% or $40,811 at 6%; with 100% employer match about $45,913 at 4% or $30,608 at 6%. |
| 2010 | 1 | 62 | $1,001,792 | $89,865 | $1,449iApproximate average salary by contribution assumption: employee only about $36,236 at 4% or $24,157 at 6%; with 50% employer match about $24,157 at 4% or $16,105 at 6%; with 100% employer match about $18,118 at 4% or $12,079 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 62 | $1,001,792 | $89,865 | $1,449iApproximate average salary by contribution assumption: employee only about $36,236 at 4% or $24,157 at 6%; with 50% employer match about $24,157 at 4% or $16,105 at 6%; with 100% employer match about $18,118 at 4% or $12,079 at 6%. |
| 2009 | 1 | 27 | $937,571 | $89,779 | $3,325iApproximate average salary by contribution assumption: employee only about $83,129 at 4% or $55,419 at 6%; with 50% employer match about $55,419 at 4% or $36,946 at 6%; with 100% employer match about $41,564 at 4% or $27,710 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $937,571 | $89,779 | $3,325iApproximate average salary by contribution assumption: employee only about $83,129 at 4% or $55,419 at 6%; with 50% employer match about $55,419 at 4% or $36,946 at 6%; with 100% employer match about $41,564 at 4% or $27,710 at 6%. |
| 2008 | 1 | 40 | $666,238 | $107,177 | $2,679iApproximate average salary by contribution assumption: employee only about $66,986 at 4% or $44,657 at 6%; with 50% employer match about $44,657 at 4% or $29,771 at 6%; with 100% employer match about $33,493 at 4% or $22,329 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 40 | $666,238 | $107,177 | $2,679iApproximate average salary by contribution assumption: employee only about $66,986 at 4% or $44,657 at 6%; with 50% employer match about $44,657 at 4% or $29,771 at 6%; with 100% employer match about $33,493 at 4% or $22,329 at 6%. |
| 2007 | 1 | 38 | $0 | $0 | - |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 38 | - | - | - |
| 2006 | 1 | 35 | $797,367 | $84,074 | $2,402iApproximate average salary by contribution assumption: employee only about $60,053 at 4% or $40,035 at 6%; with 50% employer match about $40,035 at 4% or $26,690 at 6%; with 100% employer match about $30,026 at 4% or $20,018 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 35 | $797,367 | $84,074 | $2,402iApproximate average salary by contribution assumption: employee only about $60,053 at 4% or $40,035 at 6%; with 50% employer match about $40,035 at 4% or $26,690 at 6%; with 100% employer match about $30,026 at 4% or $20,018 at 6%. |
| 2005 | 1 | 38 | $632,322 | $44,138 | $1,162iApproximate average salary by contribution assumption: employee only about $29,038 at 4% or $19,359 at 6%; with 50% employer match about $19,359 at 4% or $12,906 at 6%; with 100% employer match about $14,519 at 4% or $9,679 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 38 | $632,322 | $44,138 | $1,162iApproximate average salary by contribution assumption: employee only about $29,038 at 4% or $19,359 at 6%; with 50% employer match about $19,359 at 4% or $12,906 at 6%; with 100% employer match about $14,519 at 4% or $9,679 at 6%. |
| 2004 | 1 | 38 | $582,097 | $99,950 | $2,630iApproximate average salary by contribution assumption: employee only about $65,757 at 4% or $43,838 at 6%; with 50% employer match about $43,838 at 4% or $29,225 at 6%; with 100% employer match about $32,878 at 4% or $21,919 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 38 | $582,097 | $99,950 | $2,630iApproximate average salary by contribution assumption: employee only about $65,757 at 4% or $43,838 at 6%; with 50% employer match about $43,838 at 4% or $29,225 at 6%; with 100% employer match about $32,878 at 4% or $21,919 at 6%. |
| 2003 | 1 | 26 | $0 | $0 | - |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 26 | - | - | - |
| 2002 | 1 | 24 | $410,721 | $63,354 | $2,640iApproximate average salary by contribution assumption: employee only about $65,994 at 4% or $43,996 at 6%; with 50% employer match about $43,996 at 4% or $29,331 at 6%; with 100% employer match about $32,997 at 4% or $21,998 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $410,721 | $63,354 | $2,640iApproximate average salary by contribution assumption: employee only about $65,994 at 4% or $43,996 at 6%; with 50% employer match about $43,996 at 4% or $29,331 at 6%; with 100% employer match about $32,997 at 4% or $21,998 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 20 | - | - | - |
| 2000 | 1 | 20 | $784,564 | $35,835 | $1,792iApproximate average salary by contribution assumption: employee only about $44,794 at 4% or $29,863 at 6%; with 50% employer match about $29,863 at 4% or $19,908 at 6%; with 100% employer match about $22,397 at 4% or $14,931 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 20 | $784,564 | $35,835 | $1,792iApproximate average salary by contribution assumption: employee only about $44,794 at 4% or $29,863 at 6%; with 50% employer match about $29,863 at 4% or $19,908 at 6%; with 100% employer match about $22,397 at 4% or $14,931 at 6%. |
| 1999 | 1 | 25 | $712,609 | $36,503 | $1,460iApproximate average salary by contribution assumption: employee only about $36,503 at 4% or $24,335 at 6%; with 50% employer match about $24,335 at 4% or $16,224 at 6%; with 100% employer match about $18,252 at 4% or $12,168 at 6%. |
| Schifrin Gagnon & Dickey Inc 401(K) Profit Sharing Plan & Trust | - | 25 | $712,609 | $36,503 | $1,460iApproximate average salary by contribution assumption: employee only about $36,503 at 4% or $24,335 at 6%; with 50% employer match about $24,335 at 4% or $16,224 at 6%; with 100% employer match about $18,252 at 4% or $12,168 at 6%. |